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ACT! 2006 for Dummies
New usage tips help you clean up your ACT!
Organize your customer relationships so you can focus on your business
Whether you're new to ACT! or an old pro, get the most out of your CRM software with this friendly new guide to the latest version of ACT! Integrate with Lotus Notes,
add multiple contacts to a group, change contact-level security access, and more - all in easy-to-understand language from an industry expert.
Discover how to
* Design new reports
* Automate backups and synchronization
* Work with e-mail
* Track and prioritize sales contacts
* Use ACT! with Citrix, VPN, and terminal services
* Customize the database
Introduction.
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 Contact(s).
Chapter 5: A Few Good Tabs and Lists.
Chapter 6: The ACT! Lookup: Searching for Your Contacts.
Chapter 7: Stamping Out the Sticky Note.
Chapter 8: Playing the Dating Game.
Part III: Sharing Your Information with Others.
Chapter 9: Using the Basic ACT! Reports.
Chapter 10: Designing Your Own Reports.
Chapter 11: Merging Your Information into a Document.
Chapter 12: ACT! E-Mail.
Part IV: Advanced ACT!ing.
Chapter 13: Creating Contact Fields.
Chapter 14: Customizing Layouts.
Chapter 15: Zen and the Art of Database Maintenance.
Chapter 16: Administering to Your Database.
Chapter 17: ACT!ing with Synchronizations.
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 Reasons to Use ACT! Premium for Web.
Chapter 24: Ten Tips to Make ACT! Work Better.
Index.
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