ACT! by Sage 2010 Tutorials – VTC, Mark Struthers

VTC, Mark Struthers – ACT! by Sage 2010 Tutorials

Act! 2010 is a professional database driven contact and customer management application from Sage. Its use facilitates management of data and activities that are connected with developing and maintaining business relationships. Using Act! 2010 allows you to integrate existing ‘Micorsoft Outlook’ contact and calendar databases so that you can control all your business from one program. It is both a textual and visual tool in particular with its use of dashboards that offer a graphical view of all necessary data, when managing jobs, contacts and history. Act! 2010 also links with Swiftpage to create excellent e-marketing campaigns. Join Veteran businessman, Mark Struthers as he shows you how to get the most out of ACT!

Introduction
Introduction (04:47)
Terminology (04:38)

Getting Started
First Look (05:19)
Buttons & Icons (06:32)
Current View (06:44)
Customizing (04:51)
Adapting the Look pt. 1 (04:23)
Adapting the Look pt. 2 (02:50)

Making ACT! Work (Part 1)
Contact Record Overview pt. 1 (06:04)
Contact Record Overview pt. 2 (01:24)
Adding a Contact (06:00)
List View (05:17)
Activities (07:22)
Restricting Contact Access (05:34)
Finding & Deleting Contacts (06:56)
Duplicate & Secondary Contacts (07:15)
Alarm Bells (05:39)
Quick Look Ups (05:18)
Look Up Variations (06:49)
Browsing Records (04:57)
Edit Mode & Tag Mode (05:40)
Adjusting Fields (05:14)

Making ACT! Work (Part 2)
Groups Overview pt. 1 (05:55)
Groups Overview pt. 2 (01:33)
Groups Detail pt. 1 (05:07)
Groups Detail pt. 2 (02:21)
Companies Overview (06:34)
Companies & Queries pt. 1 (06:59)
Companies & Queries pt. 2 (04:05)
Query Operator Options pt. 1 (04:58)
Query Operator Options pt. 2 (02:31)
Query Operator Options pt. 3 (04:41)
Look Up By Example pt. 1 (03:17)
Look Up By Example pt. 2 (05:33)

In Use
Calendar Overview (02:39)
Exploring the Calendar (06:09)
Mini Calendar (06:19)
Relationships Introduction (05:44)
More Relationships (05:18)
Task List Overview pt. 1 (03:41)
Task List Overview pt. 2 (04:37)
Creating a Task (05:35)
Making Notes pt. 1 (02:37)
Making Notes pt. 2 (05:01)
History Overview (06:11)
Clearing Activities (07:14)
Setup Assistant pt. 1 (06:22)
Setup Assistant pt. 2 (05:38)
Outlook Appointments (05:14)
Importing Outlook Calendar (03:51)
Importing Outlook Contacts (05:44)
New Activity Types (06:33)
Rescheduling Missed Activities (06:37)
Rescheduling Activities (06:25)
Activity Series pt. 1 (03:10)
Activity Series pt. 2 (05:30)
Activity Series pt. 3 (01:57)

ACT! In Writing
Written ACT! Overview (05:28)
Writing to a Contact (07:11)
Written History (06:40)
Printing pt. 1 (03:12)
Printing pt. 2 (04:31)
Mail Merge pt. 1 (06:45)
Mail Merge pt. 2 (05:11)
Multi Mail Merge pt. 1 (05:09)
Multi Mail Merge pt. 2 (02:12)
Email Error pt. 1 (06:37)
Email Error pt. 2 (00:51)
Email Set Up pt. 1 (03:04)
Email Set Up pt. 2 (04:17)
Simple Email Options (05:38)
Further Email Options (06:43)
ACT! Word Processor (06:56)
Labels & Envelopes (06:58)
Sending a vCard (05:46)
ACT! Email Browser (07:06)

Expansion
What is a Database? (03:15)
Database Creation pt. 1 (03:54)
Database Creation pt. 2 (03:19)
ACT! Scheduler (07:00)
Reports Overview (06:57)
Further Reports pt. 1 (05:56)
Further Reports pt. 2 (01:39)
Opportunities (06:06)
Opportunities Detail View (05:41)
Opportunities List View (03:31)
Dashboards Overview (03:23)
Dashboards Detail (04:33)
Web Information Tab (06:03)

Email Marketing
eMarketing Introduction (04:43)
Setting Up Swiftpage (07:02)
Using a Template (06:38)
Swiftpage Reporting (04:12)
Marketing Results Tab (03:47)

Conclusion
Wrap Up (03:04)

Credits
About the Author (01:02)

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