Advanced ACT! For Administrators
- Installing
ACT! Databases for Multiple Users & Sharing Information
- Installation process and procedures
i. Creating Databases and Managing Accounts in a Multi-User Environment
1. The New Command
2. QuickStart Wizard
3. Adding Users
ii. Using ACT! with a Shared Database
iii. Troubleshooting Shared Database Issues
1. General
2. Specific Shared-Database Performance Issues
a. Poor Performance on a Network
b. Corrupted Indexes
c. Windows 95’s Virtual Redirector
d. Invalid Page Fault in Module Unknown
- Sharing Information
i. Before Sharing Information
ii. Methods of Information Sharing
1. How to Share Documents and Attachments on a Network Using the Universal Naming Convention (UNC)
iii. Sharing Information on Network using UNC
iv. Sharing Toolbars and Menus
1. Copying Database Formatting
v. Sharing Layouts Among Users
vi. Student Activity
2.
Importing
and Exporting Data/Sharing Information
a. Importing & Exporting within ACT!
i. General Rules
ii. Contact and Group Records
1. Importing Contacts into Specific Groups
iii. Specifying Merge Options
1. Potential Problems
iv. Duplicate Checking Options and Problems
- Importing & Exporting from Other Programs
i. General Rules
ii. Importing Specific Information
1. Mapping
a. Creating and Saving Maps
b. Predefined Maps
2. Using the Import Option to Separate/Combine Specific Information
iii. Formats
1. Dbase
2. Delimited
3. Excel
4. Outlook
5. Macintosh/Dos
- Troubleshooting Import and Export Issues
i. After Importing, Index Files are Extremely Large
ii. The Correct Number of Contacts aren’t Received
iii. Corrupt Field Information
iv. Insufficient Memory Errors
v. Newly Added Fields Don’t Show up in Contact Map
vi. Look-Ups Don’t Work
- Sales/Opportunities
- Features
- New Sales Opportunities
i. General
1. Product Information
2. Sale Information
3. Sales Stages
4. Sales Opportunity With
5. Associating with Groups
ii. Additional Information
iii. Completing the Sale
1. Result
2. Reason
3. Product Information
4. Sale Information
5. Sales for
- Dale Carnegie Sales Development Cycle
i. The Sales Stage field
ii. Modifying the Sales Stages
iii. View and Print Sales Data
1. Sales Funnel
2. Sales Graph
3. Sales Reports
- Issues & Solutions
i. Synchronization Issues
ii. Design Considerations
- Troubleshooting
Problems with ACT!
- General System Maintenance
i. Scandisk
ii. Temporary File Cleanup
iii. Files=
iv. Disk Defragmentation
v. Disk Space
vi. Screen Savers
vii. Hibernation
viii. Backup
b. Software Conflict Problems
i. Software
1.
HPPROPTY.EXE
2.
CP95.EXE
3.
Cheyenne
AntiVirus
4.
PC Connection
Agent
5.
AfterDark
Screen Saver
6.
Real Tray by
Real Player
7.
Billminder by
Intuit Quicken
8.
Norton
Antivirus
ii. Software Conflict Resolution
1. Startup Folder
2. WIN.INI
3. Registry
c. Removing & Reinstalling ACT!
i. Uninstalling ACT!
ii. Removing Leftover Files
iii. Reinstalling ACT!
d. Hardware Problems
e. Troubleshooting Video Issues
i. Monitor Type
ii. Safe Mode
iii. Graphics Acceleration
iv. VGA Mode
v. Installing/Updating Video Drivers
f. Resolving Printer Driver Issues
i. Testing with Standard Printer Driver
ii. Updating Printer Driver
g. ACT! Specific Problems
i. ACT! Hangs when Program Starts
ii. ACT! Hangs upon Exit
iii. ACT! Toolbar Disappears
iv. "Smart Heap library Error" followed by "Out of Memory, An attempt was made to access past its end."
h. Performance Problems
5.
ACT! Report Administration
a. Understanding ACT! Reports
b. Creating a Report
c. Troubleshooting Reports
i. Report, Label, and Envelope lists are empty when choosing File, Print
ii. How to Increase Performance of Notes/History and Task List Reports in ACT!
iii. Data Fields Blacked Out when Printing Reports, Envelopes, or Labels
iv. The Number of Contacts Value is Incorrect on Reports
- Customizing ACT! Reports
i. Closing Up the Space Between Fields and Text Boxes on a Report, Envelope, or Label Template
ii. Customized Notes/History and Task List Reports Saved with a New Name No Longer Work
iii. Sorting Contacts in an ACT! Report
iv. Report Output is Different when Selecting the Same User from Different Tabs
e. Student Activities
- ACT!
Email Administration
- Getting Ready To Configure Your Email Account
- Configuring Your Windows Email Profile
- Configuring Your
Outlook Email Settings
i.
Basics
ii.
Step-by-Step
- Specifying Your Email
Client in ACT
- Internet Email Using
the SMTP/POP3 Client in ACT
i.
Basics
ii.
Step-by-Step
1.
Setting
Up Internet Mail
2.
Sending
and Receiving Mail Messages
- Specifying Your Email
Client in ACT
i.
Basics
ii.
Specific
Set-up Options
1.
E-Mail
System
2.
Signature
Text
3.
Create
History when Sent
4.
Return
Receipt
5.
Attach
to Contact
6.
Using
Type-ahead for Entering Recipients
7.
Confirm
when Deleting Messages
8.
When
Connected, Notify me of New Mail
9.
Purge
Folder
- Entering a contact’s
email address
- Entering Multiple
Email Addresses
- Writing and Sending a
Message to a Single Contact or Group
- Attaching contacts to
an e-mail message
- Troubleshooting ACT!
Email Issues
- Synchronization
- Planning Data Synchronization
- Synchronization Methods
i. Database to Database
ii. Synchronization over a Network
1. E-mail Synchronization
2. Shared-Folder Synchronization
3. Modem-to-Modem Synchronization
- Before Synchronizing
i. Setting Up Users
ii. Cleaning Up Duplicate Records
iii. Setting Up Synchronization Groups
iv. Cleaning Up the Database
v. Creating Field Definitions/Field Drop-downs/Field Defaults
- Setting Up Synchronization
i. Creating and Distributing Each User’s Database
ii. Understanding Collection Groups
- Synchronizing Data
- Miscellaneous Synchronization Information
- Problems During Synchronization
i. Problems Applying Updates
ii. Problems Sending Updates
iii. Synchronization by Users with Standard Access Rights
- Troubleshooting Synchronization Reports
- Understanding Synchronization Reports
- Database
Structure and Repair
- Database Files
i. The copyrighted files that are installed with ACT!
ii. The list of files and directories that are installed with a new 95/98 installation.
iii. ACT! new file extensions
iv. ACT! initial file sizes
v. File Structure of the DBF file (has it changed?)
vi. DBF field characteristics and attributes
vii. GDB field characteristics and attributes
viii.
Items to note in the data structure
- ACT! Data Diagnostic Tool
i. New Interface
ii. New Maintenance Feature
iii. New Report
- Data Recovery Services