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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.
From the Back Cover
Schedule appointments, print reports, and manage your business better
It′s easy to see why ACT! is the leading contact management /customer relationship management (CRM) software. Now it has even more cool features, and this guide covers them all. There′s even a new chapter on ACT! Dashboards. Here′s how to choose the right version of ACT!, get set up, and put your database to work making your life easier.
- Customize ACT! menus
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Create custom Dashboards to gain business insight
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Use the task list and calendar
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Print address books, labels, and envelopes
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Manage incoming e–mail
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Keep your data secure
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Customer Reviews
I suppose what it lacks is a voice to tell me here is your problem and this is a solution. I suppose that is why they pay consultants so much.
Worth having on the shelf.
I found this book adds to the confusion. Four issues:(1)The author tries unsuccessfully to make it a "fun read". She adds sarcasm and verbiage that make it more difficult to follow. Plan on re-reading key points several times to get her meaning. (2) Far worse, the book is laid out poorly. Very poorly! Plan on constantly moving from one chapter to another and back again. Although you probably would be doing this anyway - the Title blocks do not follow an orderly pattern and again are with verbiage that leave you asking - is this what I'm looking for? (3) The graphics are adequate but not good enough to stand alone - I would not recommend reading without your computer in front of you. (4) The book is far too wordy. Please do us a favor in the future. If you can say it with 20 words don't use 120. This more than anything else drove me crazy.
Final comment - maybe I'm being a bit too tough. I've been trying to learn this system far longer so Karen forgive me. But I do believe my recommendations are real and should be implemented in future revisions. This book is far from perfect.
No CD-ROM came with the order. No CD-ROM came with the order that was supposed to fix that error.
This book isn't featured on the Dummies website.
I'm wondering what the deal is...and thought I'd try to prevent others from having my flustration.
Listmania!
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