By Richard Cravens
Sit back. studying the way to use ACT! is now a breeze. With this book’s step by step directions, you’ll be utilizing ACT! to prepare your info very quickly! commence through designing your touch database and getting into info. by the point you’ve comprehensive the e-book, you’ll be utilizing ACT! to trace revenues functionality, correspond through cellphone or fax, and arrange your day-by-day initiatives.
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Additional info for ACT! Fast & Easy, 2nd Edition
In two ways. You can use the lookup commands to query the ACT! contact database manually, or you can define groups based upon common characteristics that define sets of contacts from your database. Using the ACT! , you first must understand the ACT! status bar. , you can use other buttons in the left ACT! pane to switch between different modes in ACT! Page 115 NOTE Double clicking on a selection button will display the Contact Data screen with the selected contact's information. Page 116 Page 117 Using Lookup to Find and Organize Contacts A lookup is one way to search for groups of contact records that have specific criteria in common.
Online Support Resources 328 Part III Review Questions 329 PART IV ADVANCED ACT! FEATURES 331 Chapter 14 Using the ACT! Library Tab 333 Integrating Documents into the ACT! Library Tab 334 Adding a Document to the Library Tab 334 Viewing a Library Document 336 Page xvii Editing a Library Document 337 Mapping Fields to a Library Document 339 Removing a Library Document 341 Chapter 15 Automating ACT! with Macros and Report Templates 343 Creating Macros 344 Running Your Macro 346 Deleting a Macro 347 Designing and Customizing Reports 348 Using Report Filter Options 350 Creating Report Templates 353 Saving Your Report Template 354 Defining Report Sections 355 Editing Report Objects 358 Editing a Report Text Object 360 Adding a Custom Field to the Report 361 Moving a Report Object 363 Adding a Custom Report to the Menu 364 Chapter 16 Using ACT!
You may also want to manually add more individual members to a predefined group later. Page 136 Removing Contacts from a Group You may want to remove individual members from a predefined group later. Page 137 TIP You can Shift-click to select more than one contact. Deleting a Group You may find that you don't use a group definition. You can delete the group without any fear of losing contact information, because the individual records that make up the group are not deleted, only the group definition itself.