This is the book you have been waiting for to help you learn (or teach others) how to really use ACT! in your everyday life.
Over the past twenty-five years of working with business people to help them better utilize their software, we've learned a lot about how end-users think and learn. As a result, our ACT user guides have a very simple and straightforward flow.
A Description of each topic is displayed first. A step-by-step Procedure follows each "Description." (We would never bury this important information in a paragraph!) After you have reviewed the basic information outlined in the "Procedure", you can try it out in the Exercise section. No exercise is dependent upon the completion of a previous session. That way you can stop and start where you like or even skip around.
You can use this ACT user guide for classroom training or as an after-class reference tool (since ACT! doesn't come with paper manuals anymore.;-) .
But wait. This must-have guide also covers all you need to know about ACT database design for the do-it-yourselfer.
Learn to add and modify fields in your own database. Create layouts that better reflect your work flow. Customize ACT menus and toolbars. Design custom ACT mail-merge templates. Create activity series and Smart Tasks that your whole team can use. Get a better understanding of how to design and run reports using your own ACT database.
Finally, this guide is a step-by-step manual that helps you install and setup the system, maintain the data with a regular maintenance schedule, define and create new users, assign security, perform backups, and handle one of the really tough areas... set up your own synchronization.