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ACT! by Sage For Dummies, 9th Edition

Karen S. Fredricks

ISBN: 978-1-118-05241-9 March 2011 416 Pages


Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.

With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:

  • Setting up the contact database
  • Adding multiple contacts to a group and adding contacts to a company
  • Changing contact-level security access
  • Scheduling activities
  • Using the basic ACT! Reports
  • Designing new reports
  • Automating the backup process
  • Integrating with Outlook
  • Creating groups

ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.

Introduction 1

Part I: The Opening ACT! 7

Chapter 1: An Overview of ACT! 9

Chapter 2: The Various Faces of ACT! 15

Chapter 3: Getting Your ACT! Together 29

Part II: Putting the ACT! Database to Work 45

Chapter 4: Making Contact(s) 47

Chapter 5: A Few Good Tabs and Lists 59

Chapter 6: The ACT! Lookup: Searching for Your Contacts 75

Chapter 7: Stamping Out the Sticky Note 93

Chapter 8: Playing the Dating Game 105

Chapter 9: Dashing Through the Dashboards 123

Part III: Sharing Your Information with Others 133

Chapter 10: Using the ACT! Reports and Labels 135

Chapter 11: Merging Your Information into a Document 149

Chapter 12: ACT! E-Mail 163

Part IV: Advanced ACT!ing 173

Chapter 13: Creating and Editing Contact Fields 175

Chapter 14: Customizing Layouts 197

Chapter 15: Zen and the Art of Database Maintenance 213

Chapter 16: Calling in the Reinforcements 231

Chapter 17: ACT!ing with Synchronization 253

Part V: Commonly Overlooked ACT! Features 267

Chapter 18: Integrating ACT! with Microsoft 269

Chapter 19: ACT!ing on Your Opportunities 289

Chapter 20: Grouping Your Contacts 305

Chapter 21: Joining a Company 319

Chapter 22: Working with ACT! Premium for Web 337

Part VI: The Part of Tens 353

Chapter 23: Ten Cool Things Available Only in ACT! Premium 2008 355

Chapter 24: Ten Tips to Make ACT! Work Better 361

Index 369

Links to third-party software and add-ins

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Links to third-party software and add-ins

Hire an expert to help you learn ACT!

ACT! Premier Trainers (APT):

Join a User Group to learn from other ACT! users

Karen’s Virtual Users Group:

Add a few more ACT! reports

Add a few more ACT! labels

Link ACT! to your PDA

Companion Link:

Send e-mail blasts

Swift Page:

Grab tidbits of Information


Overcome some ACT! weaknesses

Durkin Computing:

Scan info right into ACT!

Fax your heart out


Learn from training films

Mondo Media:

Visit the ACT! Add-On Store

Run ACT! on your Mac