Symantec Act! 4 Tutorial

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Creating and Working with Groups
Overview of Groups
Working with Contacts in Groups
Group Notes, Histories and Attachments
Creating and Working with Groups

Writing Letters and Memos
Getting Started with Word Processing
Writing a Letter or Memo to One Contact
Mail Merge
Creating New Templates
Creating Envelopes and Labels

Using Email from ACT!
Introduction to Email
Setting Up Email
Getting Connected
Creating and Sending an Email Message
Attachments to Your Email Messages
Reading and Responding to Email
Email Preferences

Making Telephone Calls
Overview & Setup
Making Phone Calls

Faxing from ACT!
Introduction to Faxing from ACT!
Quick Faxes
Faxing Documents

Scheduling Activities
Overview of Scheduling
Scheduling Activities from a Contact
Setting Scheduling Preferences
Using the Select Contacts Dialog Box
Clearing Activities
Rescheduling Activities
Recurring Activities
Advanced Scheduling Options

Scheduling Activities in SideACT!
SideACT! Overview
Using SideACT!

Working in ACT!'S Calendar Windows
Navigating in Calendar Windows
Scheduling Activities from a Calendar
Scheduling Using Drag and Drop
Rescheduling Activities
Setting Calendar Preferences
Changing the Display of Activities
Using Color and Banners
Daily Activity List
Clearing and Erasing Activities
Printing Calendars

Using the Task List
Modifying Columns in the Task List
Working with Activities from Task List
Grid Lines
Filtering Activities
Creating a Lookup from Selected Activities

Producing Reports
Overview of ACT! Reports
Report Filtering Options
Report Examples
Quick Reports
Tips for Informative Reports

Customizing Report Templates
The Sections of a Report
Editing Report Templates

Creating and Running Macros
Introduction to Macros
Recording and Running Macros

Modifying Toolbars and Keyboard Shortcuts
Adding a Macro to the Toolbar
Creating Keyboard Shortcuts

Customizing ACT!
Modifying User Fields
Field Attributes
Creating a New Field
Modifying Layouts
Creating a New Layout
Customizing Menus
ACT!'S Preferences

Data Exchange and Synchronization
Overview of Data Exchange
Importing from Another ACT! Database
Importing a Delimited-Text File
Exporting Data from ACT!
Synchronize Setup
Synchronizing Your Database
Synchronization Preferences

ACT! Maintenance
Using ACT!'s Backup Utility
Restoring a Backed-up Database
Save a Copy of Database
Password Protection
Allowing Network Access to a Database
ACT! Database Maintenance