Synopses & Reviews
Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.
With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.
Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:
- Setting up the contact database
- Adding multiple contacts to a group and adding contacts to a company
- Changing contact-level security access
- Scheduling activities
- Using the basic ACT! Reports
- Designing new reports
- Automating the backup process
- Integrating with Outlook
- Creating groups
ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.
Web site covers ACT! 2008 and beyond
Schedule appointments, print reports, and manage your business better
It's easy to see why ACT! is the leading contact management /customer relationship management (CRM) software. Now it has even more cool features, and this guide covers them all. There's even a new chapter on ACT! Dashboards. Here's how to choose the right version of ACT!, get set up, and put your database to work making your life easier.
- Customize ACT! menus
Create custom Dashboards to gain business insight
Use the task list and calendar
Print address books, labels, and envelopes
Manage incoming e-mail
Keep your data secure
About the Author
Karen S. Fredricks has implemented ACT! for businesses ranging from sole practitioners to Fortune 500 companies and has written software manuals on ACT!. She established and runs a large ACT! user group.
Table of Contents
Part I: The Opening ACT!
Chapter 1. An Overview of ACT!
Chapter 2. The Various Faces of ACT!
Chapter 3. Getting Your ACT! Together.
Part II: Putting the ACT! Database to Work.
Chapter 4. Making Contac(s).
Chapter 5. A Few Good Tabs and Lists.
Chapter 6. The ACT! Lookup: Searching for Your Contacts.
Chapter 7. Stamping OUt the Stick Note.
Chapter 8. Playing the Dating Game.
Chapter 9. Dashing Through the Dashboards.
Part III: Sharing Your Information with Others.
Chapter 10. Using the ACT! Reports and Labels.
Chapter 11. Merging Your Information into a Document.
Chapter 12. ACT! E-Mail.
Part IV: Advanced ACT!ing.
Chapter 13. Creating and Editing Contacts Fields.
Chapter 14. Customizing Layouts.
Chapter 15. Zen and the Art of Database Maintenance.
Chapter 16. Calling in the reinforcements.
Chapter 17. ACT!ing with Synchronization.
Part V: Commonly Overlooked ACT! Features.
Chapter 18. Integrating ACT! With Microsoft.
Chapter 19. ACT!ing on Your Opportunities.
Chapter 20. Grouping Your Contacts.
Chapter 21. Joining a Company.
Chapter 22. Working with ACT! Premium for Web.
Part VI: the Part of Tens.
Chapter 23. Ten Cool Things Available Only in ACT! Premium 2008.
Chapter 24. Ten Tips to Make ACT! Work Better.