Administering Act! - Act Today Administering Act! - Act Today

Administering Act! Workshop

Are you struggling to maintain your Act! database and cannot afford to outsource the issues to your Act! Consultant?

Gain the skills you need to be an Act! Administrator in 3 hours!

Assigning a dedicated person to administer your CRM processes will help to maintain data consistency, make your database easier to manage and empower other users to adopt the system. Your data champion should have a plan to monitor, clean, organise and improve data collection processes in order to generate better results from marketing initiatives. Read the 4 reasons why you need a CRM Champion.

This workshop is specifically designed to enable the “CRM Champion” Administrator to perform high level tasks normally conducted by your consultant. This 3 hour session costs less than paying a consultant for one hour and represents a great investment for companies looking at managing their Act environment.

Reserve your ticket

12th October 2017 – Register your interest by emailing
9:00am – 12:00pm
$275 per person inc GST
Eastern Innovation Business Centre
5a Hartnett Close
Mulgrave, VIC 3170
To attend this workshop you will need to bring your own laptop with Act! and the demo database installed. If you have any questions about these requirements, please contact Richard or Rob on 03 9866 5099.


What do you need to know to administer an Act! database? What’s involved in installing and setting up Act!? What do you need to do to keep the database in good shape? We hope to answer these questions and more in this 3 hour hands-on workshop.

We aim to empower you to build up your administrative skills so you can perform high level tasks that would normally be conducted by your consultant.

Act! has some amazing troubleshooting tools that are underutilised by most users because they are unaware of their existence!

Having someone in-house responsible for the performance, integrity and security of a database empowers you as a company to do more with your Act!

What you will learn

Introduction to Administration in Act! Basics
Knowing what you get in Act! Pro vs. Act! Premium
The Anatomy of a Contact Record
The “My Record” Contact Record

Setting Up
Using Available Documentation
Setting Up a Multi-User Database
Act! File Structure
Act! Directory Structure
Enable Share on Existing Database

Configuring & Installing Server and Workstations
Pre-Install Tasks
Installing on Workstations
Understanding and Modifying User Preferences
File Locations for a Multi-User Database
Setting Up Your E-mail System in ACT
Customising Menus and Toolbars

Database Security
Understanding Security Roles
Creating New Users
Team Management
Field Security

Database Administration
General Database Maintenance
De-duplicating Contacts
Back Up
Check and Repair
Act! Scheduler
Deleting a Database
Importing an Excel File
Exporting to Excel

Accessing Act! Remotely
Synchronising Databases
Act! for Web
Mobile Devices

Location Map


default image

Boroondara Eagles Football Club

“The course was great and I can’t wait to get started on using some of the features that I learned yesterday. Rob, you ran a very clear and informative session and I will now be able to implement some changes that I didn’t understand before. Having a live session and seeing examples really speeds up learning about the database and I wish I knew about this when we first installed Act!, however it’s never too late to develop more understanding and apply it! Thanks again.”

Marg Stammers Club Administrator Boroondara Eagles Football Club January 30, 2015

default image

Smartcom Solutions

“Just a quick note to thank you for the great training session this morning on Act!, despite my head spinning for a while afterwards. I found the session very useful and worthwhile and believe I will be much more productive on using Act! in the future communicating with both existing customers and prospects, I must say I am very impressed with the program Act! and hope to master the navigation process as soon as I can. Once again many thanks for your help today.”

Paul Vince Sales Manager January 30, 2016

default image

Lincoln Electric Co. (Aust) Pty Ltd

“Mark did a good job of keeping the class on track with the material and obviously has deep knowledge and experience with the product.”

Richard Brodie IT Manager February 5, 2016

default image

ALP National Secretariat

“Very impressed with whole course. Full credit to Mark Nicholas who was great.”

Kate Dykes ALP National Secretariat February 5, 2016

default image

Office for Seniors Interests and Volunteering

“Very informative. Cannot wait to get started.”

Cal Clee Office for Seniors Interests and Volunteering February 5, 2016

SPEAK TO AN ACT! SPECIALIST in Australia 1300 362 046

Pin It on Pinterest

Share This