So you can learn how to setup up and administer data base security, administration and perform data synchronization.
This specialized one day class is designed to fill you in on the most powerful features and cutting edge capabilities for ACT! By SAGE. Come and become an expert in working with ACT! Software.
So You Get to be the ACT! Administrator, ACT! vs. ACT! Premium, Premium Version Editions, Log on, Opening a Database, Setting Up For Class, Opening Other Databases, Contact Record Basics Review, The Anatomy of a Contact Record, The "My Record" Contact Record, Our Practice Database
Using Available Documentation, Using the ACT! Knowledge Base, Setting Up a Multi-User Database, Examining Structure, File Structure, Directory Structure, Transferring the Database, Enable Share on Existing Database
Configuring &Installing Workstations:
Pre-Install Checklist, Do you have right ACT! version?, Is your other software compatible?, Meet Minimum System Requirements?, Verify 2GB Free Space, Ensure File/Printer Sharing Enabled, Set System Restore Point, Verify Local Administrator Rights, Pre-Install Tasks, Create install folder, Uninstall earlier versions, Installing on Workstations, Applying Some Performance Tweaks, Understand/Modify User Preferences, File Locations for Multi-User Database, Setting Up E-mail System in ACT!
Database Security, Understanding Security Roles, Custom Permissions, Creating New Logon Users, Making Users Inactive, Password Management, Defining a Global Password Policy, Overriding Password Policy for Indiv, Setting a Password for Yourself, Team Management, Limiting Contact Access, Assigning Limited Access to a Lookup, Lookup Contacts by Access, "Managers" Team, Changing Security for Multiple Items, Field Security
General Database Maintenance, Automatic Update Notification, Back Up, Automatically Backing Up Database, Manually Backing Up Your Database, Restoring a Backup, Deleting a Database, Check and Repair, Scheduling Database Maintenance, Checking the ACT! Scheduler Log, Importing an Excel File, Converting the Excel File to .CSV file, Importing a .CSV File into ACT!, Cleaning up the Data, Duplicates, Tips for Dealing with Duplicates, Combine Duplicate Records, Changing Default Duplicate Checking, Edit, Replace, Edit, Swap or Copy Fields, Remove Old Data, Events
Activity Data Mining, Queries, Lookup By Example, Advanced Queries, And/Or Revisited, Grouping, Deleting, Query Files, Creating/Populating a Group or Company, Adding Multiple Contacts to a Group, Advanced Queries, Companies/Groups
Synchronizing Databases, Administrator Tasks – Preparation, Determine/Setup Connection Method, Define Remote User(s), Restore Database to Final Location, Administrator Tasks – Creating Sync DB, Enable Synchronization, Manage Sync Sets, Create Remote Databases, Prepare the Remote Database(s), Administrator Tasks – Turning on Sync, Setting Up Application Sync, Setting Up the Network Sync Service, Setting Up Internet Sync, User Tasks – Remote Database, Modifying Setup for Internet Sync, Synchronizing the Remote Database, Set Up a Sync Schedule with Scheduler, Using the Subscription List, Administrator – When Things Change, Moving Machines, Territory Realignment
Temporarily Disabling Sync, Synchronization Troubleshooting
User Roles and Permissions, Converting an older ACT! Database, Standard vs. Custom Conversion
Your Satisfaction Guaranteed or you come back for FREE! Guarantee applies to repeating the same class within 60 days of original attendance.