ACT! by Sage Software Training Class - Customizing ACT! Course taught by cerrtified trainers in Chicago, IL, Southfield, MI, St Louis, Missouri

*Helping you do more in less time*	*Chicago, Detroit, Memphis & St. Louis*

ACT! by Sage Software Training Class -
Customizing ACT!

Sage Premier Training Center Course Outline

Welcome to ACT! Software training classes - Customizing ACT!. This specialized one day course is designed to help you master some of the advanced features of your ACT! Software. Students are required to have a basic working knowledge of Windows and ACT!.

Guarantee applies to the same next class for the attending student within 60 days of original attendance.

This class is taught by a SAGE Certified ACT! Premier Trainer. There will be a maximum of 4 students per class and are hands on 1 person per PC. All classes are CPE accredited. Students will receive a certificate of completion.

Cancellation policy: Course cancellation must be received in writing 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. The class may be rescheduled with no administrative fee.

	Fee: 1 day session $399.00 per day Guaranteed! or the next class is FREE
	View calendar for dates and locations
	Sign up here or call 800-475-1047

Course Outline

Database Design and Layout

Customizing Fields
Field Attributes
Manage Drop Down Lists
Define and Modify Layouts
Testing your Layouts

Running and Designing Reports

ACT! Reports
Report Templates
Adding Report Object
Report Filters
Scrunching Fields
Using Custom Fields

Feature Customization

Customizing Menus and Toolbars
Creating New Activity Types
Activity Series
Creating a Custom Document Template
Merging the Template with a lookup
Envelopes & Mailing Lists
ACT! Word Processor
Formatting e-mail Templates
Mapping ACT! Fields into Microsoft Excel
Opportunity Customization

Questions and Answers

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