Training
Administrating ACT! Course Outline
The Administrating ACT! Course is a 3.5-hour course designed to provide the skills required to administer and maintain an ACT! database.
Audience
This course is designed for individuals who are responsible for administering and maintaining their ACT! Database.
Pre-Requisites
Understanding of ACT! and basic Windows functions. Completion of the ACT! Essentials Course or equivalent experience. Attendees will need to bring their own laptop.
Duration
This is a 3.5 hour course.
Cost
$226.36 ex GST per person includes a comprehensive Administrating ACT! Manual.
Next Course
| Date |
Time |
Location |
|
Wednesday
10th March 2010 |
1:00pm-4:30pm |
Monash Incubator
5A Hartnett Close
Mulgrave, VIC 3170 |
|
Course Outline
The Basics
So You Get to be the ACT! Administrator
ACT! vs. ACT! Premium
Opening a Database
Contact Record Basics
Review The Anatomy of a Contact Record
The “My Record” Contact Record
Setting Up
Using Available Documentation
Using the ACT! Knowledge Base
Setting Up a Multi-User Database
Examining Structure
File Structure
Directory Structure
Transferring the Database to Another PC
Enable Share on Existing Database
Configuring & Installing Server and Workstations
Pre-Install Checklist
Pre-Install Tasks
Installing on Workstations
Applying Some Performance Tweaks
Understanding and Modifying User Preferences
File Locations for a Multi-User Database
Setting Up Your E-mail System in ACT |
Database Security
Database Security
Understanding Security Roles
Creating New Logon Users
Password Management
Team Management
Field Security
Advanced Lookups
Activity Data Mining
Queries
Advanced Queries
Creating and Populating a Group or Company
Database Administration
General Database Maintenance
Automatic Update Notification
Back Up
Deleting a Database
Check and Repair
Scheduling Database Maintenance
Importing an Excel File
Cleaning up the Data Events
Synchronisation Maintenance
Synchronising Databases
Preparation
Creating the Sync Database
Turning on Synchronisation
Remote Database
When Things Change
Troubleshooting |