Advanced technical training for support of ACT! by Sage

1. By Mike Lazarus
GL Computing
Feb 2009

2. Understand using basic ACT! functions

At least be familiar with these videos:
http://blog.glcomputing.com.au/2009/02/free-act-by-sage-video-training.html
This course assumes users are familiar with ACT!

3. 11.0 and 11.1

New features in ACT! 2009 11.1

Standard, Premium Ex and Premium St


4. Chapter 1 of the document at:

http://glcomputing.blogspot.com/2009/01/iis-installation-and-lockdown-with.html
To properly troubleshoot installation, networking , sync and web issues, it’s important to
understand these concepts and terms.

5. System Requirements Common errors
 
.Net versions for ACT! Upgrading
 
SQL Editions for ACT! Uninstall
 
Normal
Installation Check List 

Uninstaller.exe
Install – Single PC 

Manual uninstall

Install – LAN Shared

Install – Citrix / TS

Install – Silent


6. Sharing Defining Users
 
ACT! Database Files User Roles
 
Backing up with ACT! Limited Access
 
Backing up Other Teams
 
Restoring Passwords
 
Moving a Database Preferences
 
Deleting a database ACT! Update
 
Copy/Move fields ACT! Scheduler
 
XML ACTDIAG
 
Log files – ACT!

Log files – Windows


7. Outlook

Setting up address books

Recording History

Outlook Rules

Calendar sync

Internet Mail

Outlook Express

SwiftPage and MergeMaster!


8. Convert from 7-10 Convert Vs Import
 
Convert from 3-6 Importing from ACT!
 
Convert from 1-2 Importing from CSV
 
Convert from DOS itImport – Advanced
 
Standard or Custom

Supplemental Files


9. Lookups Vs Sorting Last Synchronised
 
Simple Lookups Queries
 
Lookup Other Advanced
 
Keyword Search Groups
 
Contact Access Companies
 
Annual Events Opportunities
 
Contact Activity

Previous


10. Setup database Supplemental Files
 
Setup users Deploying RDBs
 
Sync options Re-cutting RDBs
 
Sync methods Re-creating damaged
 
Publisher from a good
What data is sent

Subscriber
Basic setup

Change location of P

Ports

or S without breaking
Schema

sync
Expiration


11. Access controls Documents
 
Groups and Excel and Word
 
Companies
Company

Membership

12. Defining Fields Menus and Toolbars
 
Extended Data Activity Types
 
Layouts Activity Series
 
Field Security


13. Word

Mail Merge

History


14. General Features

Processes and

Products
List and lookups

History

Quotes

Forecasting

Export to Excel


15. ACT! Report Writer Contact List to Excel
 
Printing Options OLE/DB
 
Running reports ODBC and ActReader
 
Customising Reports


16. Security

Components

Configuration

Designer


17. Supported Servers

Supported Browsers

Differences to Premium for Windows

Installation

Virtual folders – security and ports


18. Troubleshooting

Database issues

Where to get support

Knowledge base – tricks to search

 Community Site – Blogs and public areas
 LinkedIN ACT! Fanatics – Sage staff, CCs and users
 GL Computing Blog – all sorts of info
 GL Computing Twitter – quick useful updates
 ACC News Groups – only for certified consultants
 Outlook, RSS, NNTP and Windows Desktop Search
– the extra knowledge base

19. Free Add-ons Handheld Contact
 
Context Web Browser itImport
 
 Middle Pane itExport

 Doc Tab Preview itTables

 Addon Manager
itDial

 Dashboard Extras
SwiftPage

MergeMaster!

AccountsMaster!


20. For More information, contact:
GL Computing
Mike Lazarus