ACT! Workshops



Our ACT! Workshops are designed for ACT! users who would like to focus on a particular area of ACT! and don't have the time to spend all day at a training course.

The next Workshop in Melbourne is:

Analysing ACT! Through Reports

 

Editing and Creating Report Templates
- The Report Designer Screen
- Report Page Header and Footer Sections
- Detail Section
- Report and Page Footer Sections

Adding Report Objects
- Formatting
- Fields and labels
- Sizing Options
- Group By for Sorting Totals
- Section Behavior
- Summary Fields
- Subreports

Report Filters
- Using Custom Reports

Using Scripts
- Removing the Blank space between Fields
- Using Checkmarls for Yes/No field in Reports
- Choose Home and Business Address on the Fly

Working with Excel
-
How to create Pivot Charts and Tables from Act
- from Opportunities
- From Contacts

 

When & Where

Tuesday, 31st August
9.00am - 11:30am

Mulgrave
Monash Incubator
5A Hartnett Close
Mulgrave, VIC 3170 
Location Map

Cost
$149 inc gst per person
Includes ACT! Manual

BYO Laptop or you can hire a laptop for $50 inc gst.

 

 




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