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ACT!
Training Courses
ACT!
7 - Administrator- (covering ACT! Professional
and Workgroups )
Course Length: One day
Overview
ACT! -Administrator - iTeach You Learn training course is
for Student / delegates who will be in charge, implementing
and administrating ACT! Software setting administration level,
modifying and perform routine maintenance.
Target
Student
The course is for delegates who wish to take on an administering
role in ACT! database managment
Course
Objectives
Students will learn how to install ACT! 2005, convert a database
from a previous version, create and delete a database, import
contacts from another data source, manage users and teams,
and restrict contact access. They'll also create and manage
database fields and drop-down lists, and use a Layout Designer
to modify data input screens. In addition, they'll set general
system preferences, such as scheduling and communication preferences,
and create a custom command and add it to the menu and toolbar
for easy user access. Finally, they'll backup and restore
a database, perform routine maintenance, use the ACT! Diagnostic
Tool, configure a network synchronization service, manage
Sync Sets, and create and deploy a remote database.
Course
Prerequisites
Delegates must have completed ACT basic and ACT! Advanced
before attending this training course
Table
of Contents
Unit 1: Installation and conversion
Topic A: Installing ACT! 2005
Topic B: Upgrading from ACT! 6.0
Topic C: Opening a database
Unit 2: Database creation
Topic A: Creating and deleting databases
Topic B: Importing and exporting contacts
Topic C: Managing user accounts
Topic D: Managing teams
Unit 3: Defining fields
Topic A: Adding new fields
Topic B: Editing and removing fields
Topic C: Managing drop-down lists
Unit 4: Designing layouts
Topic A: Working with layouts
Topic B: Adding tabs and fields
Topic C: Adding objects to a layout
Topic D: Fine-tuning a layout
Topic E: Setting field entry order
Unit 5: Setting preferences
Topic A: Setting general preferences
Topic B: Setting calendar and scheduling preferences
Topic C: Setting communication preferences
Unit 6: Menu and toolbar customization
Topic A: Creating custom commands
Topic B: Adding and removing menu and toolbar commands
Topic C: Customizing the navigation bar
Unit 7: Database maintenance
Topic A: Backing up and restoring a database
Topic B: Performing routine maintenance
Topic C: Using the ACT! Diagnostic Tool (ACTDIAG)
Unit 8: Synchronization
Topic A: Managing the sync server
Topic B: Managing the Sync Set
Topic C: Creating and deploying a remote database
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