act! technical training
TRANSCRIPT
By Mike Lazarus
GL Computing
Feb 2009
Understand using basic ACT! functionsAt least be familiar with these videos:http://blog.glcomputing.com.au/2009/02/free-act-by-sage-video-training.html
This course assumes users are familiar with ACT!
11.0 and 11.1
New features in ACT! 2009 11.1
Standard, Premium Ex and Premium St
Chapter 1 of the document at:http://glcomputing.blogspot.com/2009/01/iis-installation-and-lockdown-with.html
To properly troubleshoot installation, networking , sync and web issues, it’s important to understand these concepts and terms.
System Requirements
.Net versions for ACT!
SQL Editions for ACT!
Installation Check List
Install – Single PC
Install – LAN Shared
Install – Citrix / TS
Install – Silent
Common errors
Upgrading
Uninstall
Normal
Uninstaller.exe
Manual uninstall
Sharing
ACT! Database Files
Backing up with ACT!
Backing up Other
Restoring
Moving a Database
Deleting a database
Copy/Move fields
XML
Defining Users
User Roles
Limited Access
Teams
Passwords
Preferences
ACT! Update
ACT! Scheduler
ACTDIAG
Log files – ACT!
Log files – Windows
Outlook
Setting up address books
Recording History
Outlook Rules
Calendar sync
Internet Mail
Outlook Express
SwiftPage and MergeMaster!
Convert from 7-10
Convert from 3-6
Convert from 1-2
Convert from DOS
Standard or Custom
Supplemental Files
Convert Vs Import
Importing from ACT!
Importing from CSV
itImport – Advanced
Lookups Vs Sorting
Simple Lookups
Lookup Other
Keyword Search
Contact Access
Annual Events
Contact Activity
Previous
Last Synchronised
Queries
Advanced
Groups
Companies
Opportunities
Setup database
Setup users
Sync options
Sync methods
What data is sent
Basic setup
Ports
Schema
Expiration
Supplemental Files
Deploying RDBs
Re-cutting RDBs
Re-creating damaged Publisher from a good Subscriber
Change location of P or S without breaking sync
Defining Fields
Extended Data
Layouts
Field Security
Menus and Toolbars
Activity Types
Activity Series
ACT! Report Writer
Printing Options
Running reports
Customising Reports
Contact List to Excel
OLE/DB
ODBC and ActReader
Supported Servers
Supported Browsers
Differences to Premium for Windows
Installation
Virtual folders – security and ports
Troubleshooting
Database issues
Where to get support Knowledge base – tricks to search
Community Site – Blogs and public areas
LinkedIN ACT! Fanatics – Sage staff, CCs and users
GL Computing Blog – all sorts of info
GL Computing Twitter – quick useful updates
ACC News Groups – only for certified consultants
Outlook, RSS, NNTP and Windows Desktop Search – the extra knowledge base
Free Add-ons
Context Web Browser
Middle Pane
Doc Tab Preview
Addon Manager
Dashboard Extras
Handheld Contact
itImport
itExport
itTables
itDial
SwiftPage
MergeMaster!
AccountsMaster!
For More information, contact:
GL Computing
Mike Lazarus