By Karen S. Fredricks
Trap this new ACT! and construct larger relationshipsOrganize patron details, time table actions, create reviews, and moreIt's time to behave! in your goal to enhance client courting administration! ACT! 2005 deals nice new instruments, and with this e-book in hand, you may have a most sensible professional exhibiting you ways to exploit them. deal with touch details and task histories, maintain music of businesses and revenues possibilities, create broadcast e-mails, and make each patron suppose important.The Dummies manner * motives in simple English * "Get in, get out" details * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a splash of humor and funDiscover the best way to: * customise your touch database * time table appointments and hold notes * Automate regimen procedures * layout custom-made reviews * Create and song revenues possibilities * combine with OutlookR, Excel, and different programsAuthor Bio:Karen S. Fredricks is a fulltime ACT! advisor with over ten years of expertise. Her corporation, Tech Benders, is helping businesses enforce ACT!.
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Extra info for ACT! 2005 For Dummies
Some of you are still determined to permanently erase all traces of past users from both your database and your mind. The only users you can safely remove from your database are those users who never added contacts, activities, notes, or histories. You might also have other users who no longer need to be associated with specific contacts, activities, notes, or histories. , being the smart program that you’ve grown to know and love, allows you to delete a user while preserving the information (notes, histories, and so on) associated with him by reassigning those items to another user.
By default, ACT! opens up the database that was last open on your computer. Easy enough, huh? If, however, you stumble into the incorrect database by mistake, you need to know how to find the correct one. If you’re lucky enough to have inherited a database that someone else developed (someone who maybe even placed that database on your computer for you), be sure to ask where that database is located — before that person walks out of your life. In Chapter 3, I show you how to change the default database location; that’s the place on your computer that ACT!
Screen. These menus include all the options available for the current view. ’s menu options are dependent on the view that you are currently in. If you are in Contact Detail window, the various tab options appear in the Edit menu; if you’re in the Contact List, however, the tab options are grayed out, indicating that that option is not currently available. You’re able to customize all menus to fit your needs; check out Chapter 3 for the details. A quick way to familiarize yourself with ACT! is to click each and every one of the menu items.
ACT! 2005 For Dummies by Karen S. Fredricks