The complete idiot's guide to ACT! 2000

• Written by a Symantec Certified ACT! Consultant with 9 years experience with ACT!
• Topics are explained in the order most commonly used
• Written for salespeople and professionals who rely on ACT! as a critical tool in their daily lives

Table of contents

Introduction

Part I: Where in the Hock Is the Address for..

1: Installing and Creating a New Database

Pull up your anchor and get under way; we have leagues to go before we sleep.

2: Getting Around in ACT!

A tale of fortune hunting-yours! This is the legend to your treasure map, matey. Arrrrh.

3: Entering Records

Stash your treasure where it can be found. Every name is a potential king's ransom.

4: Locating Records

Find those golden contacts when you need them. Buried treasure, of a sort.

5: Advanced Record Lookups

OK, the easy money was found last chapter; lets go for the big score.

Part 2: I Was Sure That Meeting Was Scheduled for Today

6: Working in the List View

Keep your ship on an even keel-even when listing in ACT!

7: Scheduling Activities

Take charge and get those activities scheduled and chart your course to get you digging for the treasure chest.

8: Tackling Activities

You have a map, you have buried gold, you have a plan. Get on board and take your shovel.

9: Checking Your Calendar

Check the time before setting sail to make sure your course is reasonable.

Part 3: I Know I Sent That Bid Update to Our Customer

10: Setting Your Preferences

You are the captain, so larder your ship with the tools you prefer.

11: Creating Documents

Keeping a log is good practice, especially for treasure seekers.

12: Mail Merge, a.k.a. Form Letters

You might hate receiving form letters, but you'll sail through their creation in ACT!

13: Printing Labels, Envelopes, Address Books, and Calendars

Send copies of logs or treasure maps to those that can be helplid to the quest.

14: Internet and Email

Every treasure-seeking captain has to know how to use the latest technology. Learn how to get updated weather and sea charts without pulling into port-just surf the Net.

Part 4: Hey, Why Didn't They Tell Me You Could Do That with ACT!?

15: Working with Groups

They might or might not be your crew, but you need to keep track of them as a whole. Find out how in this chapter.

16: Customizing Your Layout

Refurbish your ship and sail on smooth seas. Learn the secrets in this chapter.

17: Creating New Fields

Explorers sometimes have to chart a new course to find their fortunes. Adding fields can open new waters.

18: Forecasting Sales

The captain had better know what the booty is before set- ting sail. Add those numbers to ACT! in this chapter.

19: Working with Reports

See if you have been off or on course by creating reports of your excursions.

20: Using SideACT!

Can't find the logbook at the moment; enter a task in to SideACT! and never lose a nugget.

21: Importing/Exporting Data

Load up your vessel with the information that leads to a successful voyage. Unload it, too, when the price is right.

Part 5: Now That It Works, Don't Break It

22: Maintaining and Backing Up ACT! Data

Running a tight ship means no leaks-keep the ACT! ship high and dry with these techniques.

23: Network Tricks and Traps

Everyone on board has to know the destination and the route, learn how to keep everyone on the same tack, and stay off the rocks.

24: Connecting to Hand-Held Devices

Carry your information hoard in your hand with these new tools. Never be without your maps!

25: Synchronizing with Remote Users

Keep all captains in your fleet as up to date as you are. The treasure may keep moving, but you will always know where it is.

26: ACT! Add-on Products

Setting sail in strange seas may require specialized tools for your ship. See what is available in this chapter.

Glossary Speak Like a Geek: The Complete Archive
Definitions to help you navigate the terms.

Index