Fredricks ACT! by Sage For Dummies

9. Auflage 2011
ISBN: 978-1-118-05241-9
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 416 Seiten, E-Book

Are you ready to reap the benefits of the bestselling contactrelationship manager (CRM) software on the market today? Well,then--get into the act with ACT! 2008 and find out how thelatest version of this exciting software enables you to set up adatabase that's right for you so that you can focus on yourbusiness and career growth while also saving time and money.
With this fun and friendly guide in hand, you'll discoverhow ACT! organizes customer information in one place, safely sharescustomer info between workgroups, and provides you with forecasttools, reports, and a contact database. Whether you're new tothe features of ACT! or you are familiar with the basics but havenot yet put to use ACT!'s more advanced abilities, thisnuts-and-bolts reference has been updated and revised to make surethat you are up to speed on the most efficient way to organize yourcustomer relationships and activities.
Author and full-time ACT! Certified Consultant and ACT! PremierTrainer Karen Fredricks walks you through tasks such as:
* Setting up the contact database
* Adding multiple contacts to a group and adding contacts to acompany
* Changing contact-level security access
* Scheduling activities
* Using the basic ACT! Reports
* Designing new reports
* Automating the backup process
* Integrating with Outlook
* Creating groups
ACT! by Sage For Dummies, 9th Edition alsoboasts a companion Web site that includes all the updates for the2008 version of ACT! You'll be amazed by just how quicklyyou'll be able to set up a database and get it to act foryou.

Autoren/Hrsg.

Fredricks, Karen S.

Inhaltsverzeichnis

Introduction 1
Part I: The Opening ACT! 7
Chapter 1: An Overview of ACT! 9
Chapter 2: The Various Faces of ACT! 15
Chapter 3: Getting Your ACT! Together 29
Part II: Putting the ACT! Database to Work 45
Chapter 4: Making Contact(s) 47
Chapter 5: A Few Good Tabs and Lists 59
Chapter 6: The ACT! Lookup: Searching for Your Contacts 75
Chapter 7: Stamping Out the Sticky Note 93
Chapter 8: Playing the Dating Game 105
Chapter 9: Dashing Through the Dashboards 123
Part III: Sharing Your Information with Others 133
Chapter 10: Using the ACT! Reports and Labels 135
Chapter 11: Merging Your Information into a Document 149
Chapter 12: ACT! E-Mail 163
Part IV: Advanced ACT!ing 173
Chapter 13: Creating and Editing Contact Fields 175
Chapter 14: Customizing Layouts 197
Chapter 15: Zen and the Art of Database Maintenance 213
Chapter 16: Calling in the Reinforcements 231
Chapter 17: ACT!ing with Synchronization 253
Part V: Commonly Overlooked ACT! Features 267
Chapter 18: Integrating ACT! with Microsoft 269
Chapter 19: ACT!ing on Your Opportunities 289
Chapter 20: Grouping Your Contacts 305
Chapter 21: Joining a Company 319
Chapter 22: Working with ACT! Premium for Web 337
Part VI: The Part of Tens 353
Chapter 23: Ten Cool Things Available Only in ACT! Premium 2008 355
Chapter 24: Ten Tips to Make ACT! Work Better 361
Index 369

Über Autor(innen)

Karen S. Fredricks has implemented ACT! for businesses ranging from sole practitioners to Fortune 500 companies and has written software manuals on ACT!. She established and runs a large ACT! user group.