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Course: ACCCCC  4-5 days
Add-on Creation, Customizations, Clean-up, and Converting from the Competition

This course is designed to enhance the ACT! Certified Consultant's ability to serve existing ACT! customers.   A major purpose is to make ACCs as powerful in moving customers to ACT! as the certified consultants of other contact managers are in converting ACT! customers to Goldmine, Maximizer, SalesForce, etc.

The course shares tools and techniques developed by ACT! consultants over the years to enable ACT! to transcend its boundaries, "clean up" data, and add special new features clients would like in ACT!  The students will learn to use additional tools, such as Microsoft FoxPro™, and Visual Basic™ to create add-ons and completely import data into ACT!

Instructor: Frederick Shaddock - Rick is a graduate of the ACT! Certified Consultant Class of 1992 (DOS), ACC Class of  November 2002 (Windows - taken voluntarily).   By necessity, he has become an expert and attained certification in all the major contact managers for small to medium sized businesses.  His focus is on creating programs to convert them to ACT!   Note: each Day of the course can be taken separately.

Sign up for course: June 1, 2002  (or June 2 based on vote) 09:00-17:00
Featuring the topics from "Day 2 - Converting from the Competition" course
Doubletree Paradise Valley Resort - Scottsdale, AZ   Course fee: $90
See: http://ACTConvert.com click on Course


Day 1 - ACT! Data Cleanup and Repair

Understanding the ACT! Tables and Relations

Microsoft Visual FoxPro - how to use this tool for data exploration, clean-up, and programming.
From a Microsoft Certified Professional in Visual FoxPro
Expands upon the presentation given by Damon Corners, with hands-on detail
Create a dynamic view of all ACT!'s tables and experience how they are interconnected
* Learn exactly how all the tables are linked together, including index keys, and relations
* How to use Microsoft FoxPro and the ACTFox.com program
* Also: Microsoft Access - linking and viewing the ACT! tables in Access

Advanced Data Clean-up

* Using ACTSweep
* Creating your own custom sweeps to clean up data
* Initial Caps conversions - retaining caps on names like McDonald with a global replace
* Putting Mr. or Ms. in front of contact names automatically
* Combining and Separating data to and from fields -
   using AT(), Substr(), Left(), Right(), StrTran() and other functions
* Data type conversions - Ex. Character text to Numbers or Date format
* Replacing values globally to make the data consistent
* Analyze necessary field length to trim data files - FieldLen Program
* RealName - using this program to display the underlying field names through the layout
* DeDuplication techniques - ACT!'s, ACTdDupe!, SQL Select Distinct, ACT's DeDuper Utility

ACT! File Repair

* Understanding the DBF File header
* Using Data Doctor to fix a corrupted DBF file
* Norton File Fix

Understanding the BLOB

* Data tables that use the BLB file
* How the BLB is structured
* Fixed field length vs. non-fixed
* How to extract and insert information into the BLB while avoiding corruption

Using ZTree

* Using ZTree to change certain dialog labels in ACT!
* Exploring the file header - how it is structured, what everything means
* Editing user login information - lockout recovery

ACT! in the Registry

* Review of RegEdit
* HKEY settings
* What you can change, why, what not to touch

SQL Pass-thru Commands

* Integrating ACT! data with data in Oracle or MS SQL Server
* Understanding Open Data Base Connectivity
* Setting up a data source through ODBC
* Data exploration commands: tables, attributes
* Select, Update, and Delete commands


Day 2 - Converting from the Competition

A Consideration of Other Systems

* Know the opposition - intelligence debriefing from a "double agent"
* How ACT!'s functionality compares and contrasts with other contact managers:
   Goldmine, Maximizer, Telemagic, Salesforce, Oracle Small Business, Sharkware, Broker's Ally
* How ACT! compares to personal information systems
   Palm, Outlook, Novell GroupWise, Lotus Notes
* Analogous and corresponding features
* How to find the data in various contact mangers: What folders and files are needed?
* Features that have no equivalent in ACT!
* Countering the competion's ability to convert from ACT! (Built in functions, ACT-Out!, etc.)
* Comparison of features - how this knowledge can help you sell the client on ACT!

Simple Conversions from the Competition - Quick Review

* Quick Review of Importing from Excel, dBase, Access, or other sources (covered in ICC's ACC Course)
* Using the .MAP files

Intermediate Importing Techniques - Maintaining the Relations - beyond the MAP

* How to turn spreadsheet or other data sources into an ACT! relational database
Example: The class will import several public domain flat (Excel XLS) data files on Congressmen, with relations to their Committees, and Staff members into an ACT! database, connecting Contacts and their Groups (committees).

Advanced Conversion - Complete Assimilation

Learn the secrets behind Shaddock's complete imports from the competition
* An end to the one-way conversion advantage over ACT!
* Getting to the data through ODBC and System Data Source Name
* The importance of getting all the activities, history, notes, emails, groups, and other details
* Converting Goldmine into ACT!
* Converting Maximizer into ACT!
* Converting Salesforce into ACT!
* Converting Oracle Small Business into ACT!
* Converting TeleMagic into ACT! (New - special for Sage consultants)
* Converting others: Sharkware, Broker's Ally, etc.

Course materials:
* Booklet will be provided
* Practice databases in various formats to practice converting
* Bring laptop with plenty of disk space
* 30 day demo versions of competiting products, and conversion tools can be used if you do not have them.


Day 3 - Making ACT! AddOns

Using the ACT! SDK

* Overview to built-in functions to modify the appearance and behavior of ACT!
* Calling SDK functions from VBS scripts
* Note: This topic can be a course in itself.
Steve McCandlish and Duane Andersen have developed one, so this section will cover different topics

Creating Triggers using Visual Basic and Visual Studio

* Small EXE's that can execute upon entering or leaving fields
* Zip Code populator
* Field calculator

Creating Add-Ons

* Opening the necessary data tables -
* Creating a main menu
* Programming constructs: IF...Then...Else,   DO Loops
* Using functions
* Compiling a standalone EXE
* Creating an installation routine for distribution to customers

Creating Plug Ins

* Learn to create Visual Basic Scripts
* Example: InstantLiveTalk.com


Day 4.0 - Extending ACT! (1/2 day)

Accessing ACT! from Anywhere

* Why this is becoming increasingly important
* Competion that leverages the Web: SalesForce, Oracle Small Business, SalesNet
* Remote access technologies available for ACT!
* Using VNC - Virtual Network Computing (free utility from AT&T)
* GoToACT.com
* Special speaker or Web demo: Wired Contact / ACT! WebAccess
* Wireless technologies and Web phones
* Special speaker or Web demo: UnWired Contact

ACT! with the Palm & SmartPhones

* Intellisync setup
* Issues when switching Intellisync Profiles
* Synchronization issues
* Best practices

ACT! Globally

* Making ACT! multilingual
* Customizing ACT! for non-supported languages
* Layouts, Templates and Reports
* Changing the menus, and updating the ACT! Registry

 


Day 4.5 - Advanced Synchronization (1/2 day)

Synchronization Issues

* Setup from scratch - why this is the easiest.  A sure-fire system.
* Setup when they have been using ACT! at home office and decide to use laptops in field
* Setup when organization has grown from laptops in field to synchronize with a central office
* Setup when there is a mixture
* Synchronization with shared data versus individual groups
* Passing leads from one rep to another
* Fixing "Sync-Overflow"
* Detecting and resolving evil twins
* Common problems and solutions


Misc. Optional Topics (or an Optional 5th Day)

Report Writers for ACT!

* Using Crystal Reports with ACT!
* Using FoxPro's report writer
* Using R&R Relational Report Writer
* Using Access' Report writer
* Using Stonefield Query

Email Programs for ACT!

* CoolerEmail

ACT Sales and Licensing - getting more customers

* ICC policies
* Upgrade Insurance
* Volume Discounts
* Bundling

Better Training in ACT!

* Better teaching techniques for ACT!
* Using the Improved ACT Demo used by ACTUniversity.com
* The 3x5 card technique for helping students understand synchronization
* Vision of the Whole diagram for seeing all the menus at a glance
* Main Points / SCI Points
* Teaching via WebEx or other remote access technology
* Using Videophones for training

Case Studies - Lessons from projects with ACT!

* British Embassy - worldwide rollout and synchronization setup - between various embassies and London
* World Bank - worldwide rollout and synchronization setup - between development offices and Washington
* Governing Magazine - synchronization issues with reps with separate databases
* Stimson Foundation & Monterey Institutes - Goldmine conversion to ACT!
* Datum - Maximizer conversion to ACT!
* U.S. Information Agency - ACT! network setup
* Rolling Stones - converting from Panorama to ACT! for the Mac using FoxPro for the Mac

Handling Your Particular Issues with ACT!

* Bring in a project or problem


All ACT! AddOns discussed in the course are included in the course

Course fee to be determined, perhaps by Interact Commerce Corporation 

Course content is flexibile based on requests from the students.

Course Location - to be determined, depending on class size

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1200 18th Street, NW
Washington, DC  20036

up to 6 - 8 students

2131K Street, NW
Washington, DC  20036

up to 8-20

After the Annual ACC Conference
June 1 or 2nd, 2002 (based on vote)
Final date will determined by mid May
09:00 - 17:00

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Doubletree Paradise Valley Resort

5401 N. Scottsdale Rd., Scottsdale, AZ 85250-7090

Specific conference room
to be announced

Calendar
ACTAdvanced.com
ACTHelp.com
CICorporation.com
202-829-4444

™ - ACT! is a tradepark of  Interact Commerce Corporation
FoxPro, Access, and Visual Basic are trademarks of Microsoft Corporation