By Karen S. Fredricks
Trap this new ACT! and construct larger relationshipsOrganize shopper details, agenda actions, create experiences, and moreIt's time to behave! in your goal to enhance consumer courting administration! ACT! 2005 bargains nice new instruments, and with this e-book in hand, you have got a most sensible specialist displaying you ways to exploit them. deal with touch info and job histories, hold song of businesses and revenues possibilities, create broadcast e-mails, and make each shopper consider important.The Dummies manner * reasons in undeniable English * "Get in, get out" details * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a splash of humor and funDiscover tips on how to: * customise your touch database * agenda appointments and hold notes * Automate regimen methods * layout custom-made reviews * Create and tune 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
If you inadvertently switch layouts, you might not be able to see all the information in your database, or you might see your information arranged in a different order. At this point, panic often sets in. Don’t worry — your data is most probably alive and well and viewable with the help of the correct layout. To switch layouts, click the Layout button to access a list of all layouts; from that list, choose a different layout. In Chapter 16, I explain how you can create your own customized layouts.
Doesn’t require that each user have a password. So if the database administrator didn’t assign you a password, just leave the password area blank. If you are assigned a password, notice that asterisks appear while you type it in. That’s normal. Just like when you type your ATM card PIN, your ACT! database password is hidden while you type it to prevent any lurking spies who might be watching from learning your password. You’re able to change your own password; see Chapter 3 to find out how. 17 18 Part I: The Opening ACT!
If you need to create another database, simply repeat the wizard or check out the next section, where I show you how to make a copy of an existing database. When you’re ready to add contacts to the database, head to Chapter 4. If you have already set your preferences, you don’t need to use the wizard to create a new, blank database. Just do the following: 1. Choose File➪New Database from any of the ACT! views. The New Database dialog box appears. By coincidence, it is identical to the New Database screen of the Getting Started Wizard (refer to Figure 3-1).
ACT! 2005 For Dummies by Karen S. Fredricks