QuickStudy Guide for Sage ACT!

This is the book you have been waiting for to help you learn (or teach others) how to really use ACT! in your everyday life. (For ACT! 2012 QuickStudy Guides, go here: http://www.amazon.com/Sage-ACT-QuickStudy-Guide-Book/dp/0967765854. For ACT! 2013 QuickStudy Guides, go here: http://www.amazon.com/gp/product/B009163NCQ.)


Over the past twenty years of working with business people to help them better utilize their software, we've learned a lot about how end-users think and learn. As a result, our ACT user guides have a very simple and straightforward flow.


A Description of each topic is displayed first. A step-by-step Procedure follows each "Description." (We would never bury this important information in a paragraph!) After you have reviewed the basic information outlined in the "Procedure", you can try it out in the Exercise section. No exercise is dependent upon the completion of a previous session. That way you can stop and start where you like or even skip around.


This must-have guide also covers all you need to know about ACT database design for the do-it-yourselfer.



Learn to add and modify fields in your own database. Create layouts that better reflect your work flow. Customize ACT menus and toolbars. Design custom ACT mail-merge templates. Create activity series and Smart Tasks that your whole team can use. Get a better understanding of how to design and run reports using your own ACT database.



Finally, this guide is a step-by-step manual that helps you install and setup the system, maintain the data with a regular maintenance schedule, define and create new users, assign security, perform backups, and handle one of the really tough areas... set up your own synchronization.