Course Outline
ACT! - Basics
Versions 2000, 6.0, 2005-2011

P.O. Box 225                 
East Petersburg, PA 17520-0225

Phone:717-560-3552
E-Mail:
Registrar@pceasy.com


Program Objectives: Students will learn how to use ACT! for managing contacts, notes, calendar, task lists, creating letters, memos, fax, mail merges, and creating reports.

  • Introduction to ACT!
  • What is a Contact Manager?
  • Starting a New File
  • The ACT! Screen
  • Screen Components
  • View Bar
  • Opening a File
  • Alarms Dialog Box
  • Save As Feature
  • Changing Contact Layouts
  • Viewing/Sorting a Contact List
  • Help Feature
  • Keyboard Shortcut Keys
  • Inserting a New Contact
  • Duplicating a Contact
  • Lookup Feature
  • Deleting a Contact
  • Returning to All Contacts
  • Maintenance After Deleting Records
    • Removing Old Data
    • Re-indexing the Database
  • Creating Drop-Down Lists
  • User Fields
    • Customizing
    • Data Types
  • Drop Down Lists
    • Modifying
    • Adding/Deleting an Item
    • Using
  • Modifying User Field Labels

 

  • Tabs
    • Renaming
    • Changing the Order
  • Attaching/Deleting Notes
  • Grouping Contacts
    • Viewing
    • Creating
    • Adding a Contact
    • Activating
    • Editing
  • Scheduling a To Do Item
  • Scheduling a Call
  • Scheduling Meetings
  • Scheduling Recurring Meetings
  • Working With Alarms
  • Calendars
    • Viewing
    • Moving/Copying an Entry
  • Word Processor Module
  • Write Menu
    • Automatic Letter
    • Automatic Memo
    • Automatic Fax cover Sheet
  • Creating a Form Letter
  • Performing a Mail Merge
  • Running Reports
  • Printing Other ACT! Components
  • Printing Mailing Labels
  • Printing Envelopes
  • Exiting ACT!

 

Course Prerequisite
Must have Windows and mouse proficiency
(4 CPE Credits)

Copyright PC Easy July, 2009