ACT! 2005 For Dummies

Karen S. Fredricks

Oct 2004 · John Wiley & Sons

About this ebook

ACT! 2005 will help you manage your business contacts and relationships (not just with customers, but also with prospects, vendors, and suppliers) more efficiently and effectively. But there is a catch--you have to ACTivate it. ACT! 2005 for Dummies helps you get your ACT together with basic information about fields, records, files, and navigation, and step-by-step guidelines for:

• Setting up and customizing databases
• Using the calendar to plan your schedule
• Using the alarm to alert you to things to ACT on, whether it's checking on a huge order or remembering a customer's birthday (so you'll get another huge order)
• Protecting your database by assigning specific security levels to users or password-protecting it
• Creating reports and broadcast e-mails

Written by Karen S. Fredricks, an ACT! Certified Consultant, ACT! Premier Trainer, and self-professed ACT! FanACTic, ACT! 2005 For Dummies covers both ACT! Standard Edition 2005 and ACT! Premium Edition 2005. It shows and tells you how to:

• Use ACT! Notes and ACT! Histories to maintain records of all communications and activities
• Tag contacts (to designate whether they are interested in a new product, whether they like golf, whether they rate a glorious gift basket at Christmas or get the automatic fruit cake, or whatever)
• Integrate with Excel, Outlook, and other programs
• Use ACT! reporting and forecasting tools to manage and track sales

Contacts and relationships are the key to any successful business. With ACT! 2005 helping you manage them, you can focus on building your business. Wouldn't it be nice to have a lot of new customers to add to ACT! 2005?

About the author

Karen S. Fredricks began her life rather non-technically growing up in Kenya. She attended high school in Beirut, Lebanon — where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has since been an ardent Gator fan. In addition to undergraduate studies in English and accounting, Karen has a Master’s degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC in its inception in the early ’80s — and has worked as a full-time computer consultant and trainer ever since.
Karen is an ACT! Certified Consultant, an ACT! Premier Trainer, and a QuickBooks Premier Certified Advisor. She is the author of many training manuals and a contributor to numerous newsletters. A true ACT! FanACTic, she founded the ACT! Users Group of South Florida and served as the official host for the ACT! 6 Launch Tour in Florida.