ACT! by Sage For Dummies, 9/e

Description

What the book covers: ACT! For Dummies, 9th Edition shows new users how to use the ACT! contact management/CRM software for ACT! 2008. The book is also for existing users who want to know more about ACT!, who are familiar with the basic features, but have yet to apply some of the more advanced features. The book is being revised to cover the new features ACT! 2008. It shows business professionals and others how to use ACT! to organize their customer relationships and activities. Users can then focus on business and career growth and save time and money. Topics covered include: setting up the contact database; adding, deleting, sorting, and finding contacts; scheduling activities; using the basic ACT! reports; designing new reports; working with email; integrating with Outlook; customizing layouts; creating groups; and backing up and customizing the database. In this update, new usage tips are being added throughout to help readers use ACT! more effectively. This revision also includes new content on the following new features:

Adding multiple contacts to a group;

Adding contacts to a company;

Changing contact-level security access;

Automating the backup process; and

Automating the synchronization process.

Series features: ACT! For Dummies,9th Edition is written in the friendly, humorous, and easy-to-understand style that is the hallmark of the For Dummies brand.

From the Back Cover

Web site covers ACT! 2008 and beyond

Schedule appointments, print reports, and manage your business better

It's easy to see why ACT! is the leading contact management /customer relationship management (CRM) software. Now it has even more cool features, and this guide covers them all. There's even a new chapter on ACT! Dashboards. Here's how to choose the right version of ACT!, get set up, and put your database to work making your life easier.

• Customize ACT! menus

• Create custom Dashboards to gain business insight

• Use the task list and calendar

• Print address books, labels, and envelopes

• Manage incoming e-mail

• Keep your data secure