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.
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
* 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
* Understanding the DBF File header
* Using Data Doctor to fix a corrupted DBF file
* Norton File Fix
* 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 to change certain dialog labels in ACT!
* Exploring the file header - how it is structured, what everything means
* Editing user login information - lockout recovery
* Review of RegEdit
* HKEY settings
* What you can change, why, what not to touch
* 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
* 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!
* Quick Review of Importing from Excel, dBase, Access, or other sources (covered in ICC's ACC Course)
* Using the .MAP files
* 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).
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.
* 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.
* 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
* Small EXE's that can execute upon entering or leaving fields
* Zip Code populator
* Field calculator
* 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
* Learn to create Visual Basic Scripts
* Example: InstantLiveTalk.com
* 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)
* Special speaker or Web demo: Wired Contact / ACT! WebAccess
* Wireless technologies and Web phones
* Special speaker or Web demo: UnWired Contact
* Intellisync setup
* Issues when switching Intellisync Profiles
* Synchronization issues
* Best practices
* Making ACT! multilingual
* Customizing ACT! for non-supported languages
* Layouts, Templates and Reports
* Changing the menus, and updating the ACT! Registry
* 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
* Using Crystal Reports with ACT!
* Using FoxPro's report writer
* Using R&R Relational Report Writer
* Using Access' Report writer
* Using Stonefield Query
* ICC policies
* Upgrade Insurance
* Volume Discounts
* 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
* 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
* 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
1200 18th Street, NW
2131K Street, NW
After the Annual ACC Conference
- ACT! is a tradepark of Interact Commerce
FoxPro, Access, and Visual Basic are trademarks of Microsoft Corporation