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Sage training: Sage ACT! Pro and Premium 2011 Administrators classroom course description

Sage ACT! Administrators Course is a two-day course. Our price is £350.00 (Sage's RRP is £535.00). Book today to save with us.Sage ACT! Administrators Course

» Overview: This course is designed for database administrators and anyone who will be required to edit the database design within Sage ACT!

» What do I learn?

This is a more advanced course to help you maximise your knowledge and use of Sage ACT! It will help you master everything you need to know about creating a new database and users, customising fields and layouts.

» By the end of this course you will:

  • Know how to create a new database, create and delete users and manage user passwords
  • Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security
  • Know how to use the Layout Designer to amend existing layouts and create new tabs
  • Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items
  • Understand how to customise Smart tasks
  • Become familiar with and customise ACT! Dashboards
  • Know how to setup and use the Sage Accounting Integration, including importing and creating Sage Accounts records
  • Understand how to Import Sage Accounts products into ACT! and converting opportunities to sales orders / invoices
  • Be able to export from one ACT! Database to another ACT! Database
  • Know how to deal with duplicate records and make global changes
  • Understand how to use Database Maintenance including taking a backup

» Detailed course content

Click to see the course content

Sage ACT! Administrators Course session 1 - Creating a New Database and Defining Users

  • Your New Database and the First Contact Record
  • Creating a User
  • Creating Teams (ACT! Premium only)
  • Managing User Passwords
  • Deleting Users
  • Administrators preferences

Sage ACT! Administrators Course session 2 - Customising Database Fields

  • Modifying Existing Fields
  • Creating Drop-Down Lists
  • Creating New Fields
  • Field Level Security

Sage ACT! Administrators Course session 3 - Customising Sage ACT! Layouts

  • The layout designer
  • Choosing a Background
  • Removing Objects
  • Moving Objects
  • Adding fields
  • Adding New Objects
  • Creating a new tab
  • Setting the Field Entry Order

Sage ACT! Administrators Course session 4 - Customising Menus & Toolbars

  • Adding/Removing Toolbar buttons
  • Creating Keyboard Shortcuts
  • Adding & Removing Menu Items
  • Customising the Navigation Bar

Sage ACT! Administrators Course session 5 - Importing and Exporting Data

  • Importing from Excel
  • Exporting Data to Excel
  • Exporting to an ACT! Database

Sage ACT! Administrators Course session 6 - Duplicates and Global Changes

  • Duplicate Checking
  • Dealing with Existing Duplicates
  • Making Changes to Multiple Records

Sage ACT! Administrators Course session 7 - Database Maintenance

  • Backing Up Data
  • Restoring a Backup
  • Check and Repair
  • Removing Old Data
  • ACT! Scheduler

Sage ACT! Administrators Course session 8 - Smart Tasks Customisation

  • Creating a new Smart Task
  • Editing a Smart Task
  • Setting Smart Tasks to run Automatically

Sage ACT! Administrators Course session 9 - Dashboards

  • Accessing Dashboards
  • The Contacts Dashboard
  • The Administrative Dashboard
  • Filters and Drill - Downs
  • Creating and Editing Dashboards

Sage ACT! Administrators Course session 10 - The Sage Accounting Link

  • Setting Up the Link
  • Importing Sage 50 Accounts Records into ACT!
  • Creating Sage 50 Accounts Records from ACT! Contacts
  • Linking Records
  • Importing Sage Accounts Products into ACT!
  • Converting Opportunities to Sales orders / Invoices
  • Accounting Data Views
  • Updating Linked Data

Sage ACT! Administrators Course session 11 - The Workshop

  • Design and customise a database for specific business requirements

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Course Centre Start date Duration Total places Available places Book
Sage ACT! Administrators CourseBristol24/05/20122 days109
Sage ACT! Administrators CourseCroydon25/06/20122 days1010
Sage ACT! Administrators CourseReading28/06/20122 days106
Sage ACT! Administrators CourseBirmingham04/07/20122 days129

Sage ACT! Administrators Course is a two-day course. Our price is £350.00 (Sage's RRP is £535.00).

You can book your course in several ways:

See all courses on the Sage training home page. You can always contact a Sage training advisor on 0845 009 6566 or by email.

Important notes about booking your Sage classroom training course


  • When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
  • If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
  • If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
  • Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
  • *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.


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