By Karen S. Fredricks
This ebook is a really simple advisor to knowing how one can use the ACT! product. if you would like greater than entry-level support, attempt in different places. Writing type is childish and cutsie now and then - a true distraction while attempting to determine an ill-explained approach. No support in any respect with modifying templates for printing. I must have borrowed the booklet from the library ahead of finding out no matter if to shop for it (I don't have acquired it).
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Additional info for ACT! by Sage For Dummies
The default database location is the place on your computer that ACT! uses to store any new databases that you create and look in to open any existing database. If your database isn’t in the default location, you have to move your database to the correct location, change the default location (as I discuss in Chapter 3), or browse to the location of your database. 16 Part I: The Opening ACT! The first screen that you see when opening an ACT! database each and every time is the Contact Detail window.
In Chapter 14, I explain how you can create your own customized layouts in one of the following ways: ߜ Modify the contact, company, and group layouts or create your own layouts to suit your needs. There’s no right or wrong layout — only the layout that you prefer. For example, maybe the Sales Department needs to see one set of fields, but the Customer Service Department needs to see an entirely different group of fields and wants them to appear in a specific order. ߜ Remove fields that you don’t use or move fields to other tabs.
Preferences dialog box by choosing Tools➪Preferences. The Preferences dialog box is arranged into six tabs, each of which I discuss in the following sections. 35 36 Part I: The Opening ACT! General As the name implies, you find an assortment of preferences on the General tab. General preferences allow you to specify settings for your database, such as how names and salutations display on your contact records, whether checking for duplicate records is enabled or disabled, and where files associated with your database are stored.
ACT! by Sage For Dummies by Karen S. Fredricks