By Karen S. Fredricks
You could have a enterprise or association to run. ACT! is designed to make that more straightforward, and this publication is helping you get your ACT! jointly. here is the best way to organize ACT! 2007, input and set up touch info, use ACT! to trace actions, prioritize leads, and convey reviews, and make it act precisely as you would like it to.Discover how you can * View info on a specific touch * Generate faxes, email, or snail mail to an inventory * upload fields to customise ACT! * deal with backups and cast off duplications * crew and kind contacts
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Additional info for ACT! 2007 For Dummies
They are certified ACT! fanACTics who spend a great portion of their day working with any and all things ACT!. They can help you with anything from converting to ACT! from another program and customizing your database to training your employees. Most ACCs even make house calls. Clicking the ACT! 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!
Kay, after you whip ACT! into shape (see the preceding part of this book), it’s time to get your life in order. ACT! is a contact manager, which (as the name implies) makes it a great place to manage your contacts. First, you add new contacts into your database, and then you need to know how to find them again. After you locate your contacts, you can schedule an activity with any one of them, set a reminder, and maybe add some notes for good measure.
3. Choose Microsoft Word (if Word is installed on your computer); otherwise, choose the ACT! word processor. Chapter 10 explains how to create a mail merge. If you’re using Word, you’ll want to use this as your preference because you’re already familiar with most of its features. 4. Click Next. In the next screen, you get to tell ACT! which e-mail client you’re using. ) 5. Select the e-mail program of your choice and then click Next. If you want, you can even tell ACT! that you prefer to skip the e-mail setup for now.