By Karen S. Fredricks
Seize this new ACT! and construct larger relationshipsOrganize purchaser details, time table actions, create reviews, and moreIt's time to behave! in your goal to enhance purchaser dating administration! ACT! 2005 deals nice new instruments, and with this ebook in hand, you've gotten a most sensible professional displaying you ways to take advantage of them. deal with touch info and job histories, retain music of businesses and revenues possibilities, create broadcast e-mails, and make each customer consider important.The Dummies approach * causes in undeniable English * "Get in, get out" details * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a splash of humor and funDiscover tips on how to: * customise your touch database * time table appointments and maintain notes * Automate regimen strategies * layout custom-made stories * Create and music revenues possibilities * combine with OutlookR, Excel, and different programsAuthor Bio:Karen S. Fredricks is a fulltime ACT! advisor with over ten years of expertise. Her corporation, Tech Benders, is helping businesses enforce ACT!.
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At this point, panic often sets in. Don’t worry — your data is most probably alive and well and viewable with the help of the correct layout. To switch layouts, click the Layout button to access a list of all layouts; from that list, choose a different layout. In Chapter 16, I explain how you can create your own customized layouts. 21 22 Part I: The Opening ACT! Make sure you take the time to acquaint yourself with the name of the layout that you’re using. You might find yourself the victim of one of those random, drive-by clickings you’ve been hearing so much about and end up in the “wrong” layout.
By coincidence, it is identical to the New Database screen of the Getting Started Wizard (refer to Figure 3-1). 2. Fill in the database name, location, user name, and password, and then click OK. ’s original “out of the box” fields. After you use ACT! for a while, you might want to create a new database based on a database that you or someone else has customized. 31 32 Part I: The Opening ACT! If you make an exact copy of your database, you want to be careful how you use it. If you merely want to place a database on another computer for reference, making an exact copy by following these steps is fine.
Supplies you with a record counter in the top-left corner of the Contact Detail window (refer to Figure 2-3). The first number indicates the number of your record as it relates alphabetically to the other members of your current lookup. This number changes when you add or remove contacts. The second number supplies you with the total number of contacts in either your entire database or your current lookup. (A lookup refers to the contacts in your database that you’re currently working with. ) Chapter 2: The Various Faces of ACT!