By Karen S. Fredricks
You could have a enterprise or association to run. ACT! is designed to make that more straightforward, and this ebook is helping you get your ACT! jointly. this is tips on how to arrange ACT! 2007, input and set up touch info, use ACT! to trace actions, prioritize leads, and bring stories, and make it act precisely as you would like it to.Discover easy methods to * View information on a selected touch * Generate faxes, email, or snail mail to an inventory * upload fields to customise ACT! * deal with backups and put off duplications * workforce and type contacts
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Additional info for ACT! 2007 For Dummies
Features. This feature is particularly helpful if you aren’t sure of the exact name of the feature that you’re trying to find. For example, say you’re looking for instructions on how to force a field to display only capital letters. A search of the Index tab doesn’t help you (the feature is actually called Initial Capitalization), but you can find the information by typing capital in the Search tab. Figure 2-5 gives you an idea of all the help you can find in the ACT! Help menu. Figure 2-5: Using the ACT!
Many new ACT! users make this mistake and end up with an unruly assortment of information in each of these fields. Worse yet, other users of your database might misinterpret this information — or start entering their own data — further complicating the whole mess. All the tabs are dependent on the layout that you’re currently using. If you switch layouts, your tabs change as well. Some of the ACT! add-on products place new tabs to your ACT! screen. For example, the ACT! QuickBooks link draws information from QuickBooks and plops it into a brand new tab called QuickBooks.
I make the assumption that you’re setting up a brand-new ACT! database; that’s the direction the steps take. 6. Select Set Up Database Now and then click Next. In this step of the Getting Started Wizard, you get to make a couple of decisions about the future of your database, as you can see in Figure 3-1. Figure 3-1: Setting up a new ACT! database. Chapter 3: Getting Your ACT! Together • Database Name: You might want to give the database a really cool moniker, such as the name of your company so that you can easily identify it later.
ACT! 2007 For Dummies by Karen S. Fredricks