Training Courses

Call us on 01324 719698 or Fax 01324 719942

Course Description

This is a one-day course designed for either new users of ACT and Windows or for users transferring from other types of contact management databases, and covers all the basic features of the package.

The topics below represent suggested course content.  However, these can be adapted to meet specific objectives.

Course Contents

• Logging On

How to log on to network, access rights and ACT layout

• Creating, Amending and Deleting Contacts

Creating new contacts, amending existing contacts and deleting inaccurate or duplicate contacts

• Creating Groups

How to create groups and sub groups

• Attaching Contacts to Groups

How to add/remove contact information from groups created

• Searching

Searching and creating lookups on both contact information and group information

• Reports

• Scheduling a Call, Meeting and To-Do

• Inserting Notes

• Creating Letters, Memos, Faxes and Emails with ACT