By Karen S. Fredricks
Seize this new ACT! and construct higher relationshipsOrganize shopper info, agenda actions, create stories, and moreIt's time to behave! in your goal to enhance patron dating administration! ACT! 2005 deals nice new instruments, and with this publication in hand, you've a best professional displaying you ways to exploit them. deal with touch info and task histories, continue tune of businesses and revenues possibilities, create broadcast e-mails, and make each patron believe important.The Dummies method * factors in simple English * "Get in, get out" info * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a touch of humor and funDiscover how you can: * customise your touch database * time table appointments and preserve notes * Automate regimen techniques * layout personalized stories * Create and song 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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Extra info for ACT! 2005 For Dummies
One of the nice things about ACT! is that you’re able to execute most commands from any ACT! screen (unless I tell you otherwise). And I promise that pretty soon the various screens become so familiar to you that you’ll navigate through ACT! with the best of them. To open a database, make sure that ACT! is open and then follow these steps: 1. Choose File➪Open Database from the ACT! Contact Detail window. The Open dialog box appears (see Figure 2-1). Figure 2-1: Opening an ACT! database. 2. Click the drop-down arrow to the right of the Look In box.
2005 comes with a very good — and quite extensive — online Help system that supplies step-by-step instructions for just about any ACT! feature that you might want to explore. You can access the ACT! online Help system in one of two ways: ߜ Press the F1 key on your keyboard. ߜ Choose Help from any ACT! menu bar. ’s Help menu, you’re treated to several options. All these Help options provide a wealth of information, and you shouldn’t be afraid to use them. ߜ Help Topics: This option supplies you with lots of information based on the currently open window.
Although this option helps you to log in to your database in the future, you may want to rethink this decision. First of all, what good is a password if it always magically appears anytime that you attempt to access your database? Secondly, by having ACT! remember your password, you may eventually forget it yourself! The Importance of Being My Record The first contact that you see when opening an ACT! database is your own — that’s your My Record. My Record is nothing more than a contact record that is associated with a user of the database.