ACT! 2007 For Dummies PDF Download

ACT! 2007 For Dummies is a reference book. As such, each chapter can be
read independently and in the order you want. Each chapter focuses on a
specific topic so you can dive right in, heading straight for the chapter that
interests you most. Having said that, however, I must say that I’ve tried to put
the chapters into a logical sequence so that those of you who are new to ACT!
can just follow the bouncing ball from chapter to chapter. More experienced
users can use the Table of Contents and the index to simply navigate from
topic to topic as needed.

Essentially, this book is a nuts-and-bolts how-to guide for accomplishing various
tasks. In addition, drawing on many of my own experiences as a full-time
ACT! consultant and trainer, I include specific situations that should give you a feel for the full power of ACT!.

I organized this book into six parts. Each part contains several chapters covering
related topics. The following is a brief description of each part, with chapter references directing you where to go for particular information:

Part I: The Opening ACT!

In Part I, you get an introduction to the concept of a database and why ACT!
has become such a popular choice of database users (Chapter 1). In this part,
you read about what to expect the first time you fire up ACT! (Chapter 2) and
how to set the main preferences in ACT! (Chapter 3).

Part II: Putting the ACT!
Database to Work

Part II focuses on putting your contacts into ACT! (Chapter 4) and, more
importantly, how to find them again (Chapters 6). I show you how to view all
the details about one contact, how to pull up a list of all your contacts, and even how to create an easy list report.

After you master organizing your contact information, Part II helps you organize
your day. ACT! makes it easy to take notes (Chapter 7) so that you start
relying on ACT! more and your memory less. You find out how to schedule
appointments, calls, and to-do’s — and other important events in your life.
And, you discover how to view those activities in the daily, weekly, and monthly
calendars (Chapter 8). Your life can become complicated, but have no fear
because ACT! does its best to help you navigate through the maze. The History, Documents, and Secondary Contacts tabs allow you to accumulate lots of information about each and every one of your contacts (Chapter 5).

Part III: Sharing Your Information with Others
Corporate America lives for reports, and ACT! is up to the challenge. Whether you want to print labels or telephone directories on commercially printed forms or prefer to utilize the ACT! built-in reports, Part III shows you how. I even tell you about building your own reports from scratch (Chapter 9).

One of the best features of ACT! is the ability to communicate easily with the
outside world. Part III shows you how to work with templates to automate
routine documents as well as how to send out mass mail merges — whether
by snail mail, fax, or e-mail (Chapter 10). You also discover the advantages of
using ACT! for your e-mail clients (Chapter 11).

Part IV: Advanced ACT!ing
We’re all different and often like to do things in our own unique way. ACT!
understands that concept, and Part IV helps you to customize ACT! to your
heart’s content. At first glance, ACT! might seem like just an over-the-counter
piece of software, but by adding fields (Chapter 12) and placing them on customized layouts (Chapter 13), you can make it perform as well as an expensive piece of proprietary software.

Every database needs an Administrator. If you’re elected to the job, you need
to know how to perform administrative tasks, such as performing routine
maintenance, backing up your database, and checking for duplicate data
entry (Chapter 14). You’ll read about ACTdiag, the higher-level maintenance
tool, and how to add multiple users to your database (Chapter 15). If you have remote users who need to access all or parts of your database, you need to know how to synchronize your database (Chapter 16).

Part V: Commonly Overlooked ACT! Features

Part V focuses on four of the most frequently overlooked ACT! features:

Microsoft integration: Synchronize your ACT! and Outlook address
books and calendars; attach a Web site in Internet Explorer directly to
an ACT! contact; and explore the various ways that you can use ACT!
and Excel together

(Chapter 17).

Sales opportunities: Track your prospective sales, prioritize them,
and analyze what you did right — or wrong — in making the sale

(Chapter 18).

Groups: Group your contacts to add a new dimension to your database

(Chapter 19).

Companies: The Company feature enables you to view and edit contacts that all “belong” to the same company (Chapter 20).
In addition, I show you how to install and customize ACT! Premium for Web, the online version of ACT! (Chapter 21).

Part VI: The Part of Tens
With apologies to David Letterman, Part VI gives you two of my favorite ACT!
lists. First, I discuss a few of the features that are only found in ACT! Premium
for Workgroups (Chapter 22). Finally, I give you ten of my favorite ways to help you utilize ACT! to its fullest extent

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