ACT! 6/7 Power-User
      

ACT! 6/7 Advanced
(1 day or 2 evenings)

General Outline
This course takes you to the next stage in using ACT! as a powerful database tool for managing your contacts, customers, clients, correspondence, and meetings and tasks.

The emphasis in this course is on the customisation of an ACT! database and the application of your business to using ACT! as an important sales and marketing tool. You will look at more advanced customisation of the screen layout and ACT! fields, and you will create and editing your own report and document templates.

With the relatively small class sizes, you'll also have the opportunity to receive one-on-one consultancy for customising ACT! so that you can implement any special marketing activities you carry out in your business. The trainer has a wide range of experience in marketing activities and so will be able to make suggestions to you that may improve the efficiency and effectiveness of your marketing activities.

More work will be done on the customising of databases. You will cover exercises that look at creating and using macros that automate common tasks you carry out. More advanced work in the customisation of the ACT! screen, including the toolbars, menus and screen layout is also covered in the course.

You'll also cover the important aspects of database management, such as backing up, database synchronisation, database password and access management, and other important features.

The Power-User course will give you much more confidence to customise ACT! to exactly what you want it to do for your sales and marketing activities.

Main Skills Acquired

Revision exercise in using ACT!'s shortcuts and main features

Creating, using and saving ACT! queries to lookup records

Applying more advanced customisation to fields

Customising menus and toolbars for quick access to queries and correspondence

Using and managing document attachments and 'Regarding' attachments

Describing what macros are and when to use them

Creating and using macros to automate common tasks

Describing and using database backup, synchronising and maintenance features

Describing and using database security and password features

Devising a marketing plan and using ACT! to carry out plan

Adapting ACT! for particular business types

Describing and changing preferences for e-mail, document and database set up

Previous Experience Recommended
Experience with a mouse and ACT! 6/7 Introduction course is recommended.

Class Size
The number of trainees is restricted to a maximum of 10, or as required by your organisation. Each trainee is trained on a Pentium 4 PC with 17" flat-screen monitor and access to broadband Internet, printing and demonstration facilities.

• Training manual: Our training manual contains hands-on exercises that are easy-to-follow, and are practical and relevant. The training manual will also serve as an excellent reference tool back at the office or home long after the course. Our training manuals are developed and produced in-house by our experienced tutors, who have used the software in real-world situations. All exercises follow a logical sequence and show you how to tackle your typical projects. A list of keyboard shortcuts and other important information is included.
  
  
• Refreshments: For full-day courses, you will receive a comprehensive lunch and refreshments.
  
  
• Customisation of courses: We can redesign our courses to cover other or additional outcomes and so make our courses even more relevant for you. Please inquire about this if you have any specific needs.
  
  
• Support: Free unlimited phone support on the material covered is provided for all courses. The support means that you can phone us during business hours or e-mail us anytime to get answers about any specific problems you might have. If we can't solve your problem immediately we will do some research and get back to you.
  
  Please note: This free support only covers your specific questions that relate back to the material covered in the course you attended. We can provide you with consultancy for additional help you might need beyond that.
  
  
• Complimentary Follow-up: When the course is running again later and there is a seat available, you'll be invited back for a free refresher. This can be used for fine-tuning your skills or for asking any specific questions you might have. You can come for the whole course or just part of it, and it's a great way to ensure that you maintain your momentum in using the program.
  
  
• Certificate: You'll receive a certificate of achievement which details the outcomes you achieved for the particular course attended.

Booking Your Place
If relevant, check with your training coordinator for availability of places and dates. Alternatively, you can check our course calendar, then book online to secure your place on one or more of these courses. You can also fax us on (02) 6041 4811 or e-mail at office@classtraining.com.au. If you have any specific queries, or would like to discuss your needs, please phone Mark or Jenny on (02) 6041 2711.