By Karen S. Fredricks
You could have a enterprise or association to run. ACT! is designed to make that more uncomplicated, and this ebook is helping you get your ACT! jointly. here is the right way to manage ACT! 2007, input and arrange touch info, use ACT! to trace actions, prioritize leads, and convey studies, and make it act precisely as you wish it to.Discover how you can * View information on a specific touch * Generate faxes, e mail, or snail mail to a listing * upload fields to customise ACT! * deal with backups and cast off duplications * workforce and type contacts
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Additional resources for ACT! 2007 For Dummies
Consulting option takes you for a field trip out to an Internet site that contains a listing of all local ACT! consultants. 27 28 Part I: The Opening ACT! Chapter 3 Getting Your ACT! Together In This Chapter ᮣ Creating a new database ᮣ Changing the ACT! preferences ᮣ Customizing your toolbars and menus I could easily have titled this chapter “Have It Your Way” because here’s where I show you how to set up a new database. You discover some of the preference settings that you can change in ACT!. If you’re sharing your database across a network, you’ll read about the preferences that are specific to a network.
Your My Record stores all your own information, which automatically appears in some of the preset templates that come with ACT!. For example, a fax cover sheet includes your telephone and fax numbers; a report has your name at the top; and a letter has your name at the bottom. If someone else’s information appears as the first contact record that you see when you open your database, explore these three possibilities: ߜ Did you log in as yourself? If not, do so. Then when you open ACT! again — logged in as yourself — your My Record appears.
You can — and should — customize the bottom half of the screen to better serve the needs of your business. You can click through the page tabs in the middle of the screen to get an idea of some of the fields suggested by ACT!. You can customize the top half of the screen as well if you so desire. I show you how to add new fields into your database in Chapter 12 and how to modify those tabs in Chapter 13. 23 24 Part I: The Opening ACT! The Divider bar One of the fast food chains used to have a jingle about “having it your way” a number of years back, and you might want to hum a few bars of that tune each time you open ACT!.