ACT! by Sage 2009 stage 2 training course. Learn ACT! with the Sage training experts

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1 day course

This second stage of ACT! by Sage training is aimed at using the more advanced modules within the product, such as report desiging and amending layouts.

Course Contents

ACT! by Sage training course session 1 - Creating a New Database and Defining Users

• Creating a New Database
• Creating Teams
• Creating Users
• Managing User Passwords
• Deleting Users

ACT! by Sage training course session 2 - Customising Database Fields

• Modifying Existing Fields
• Creating Drop-Down Lists
• Creating New Fields
• Using Memo & Yes/No Fields
• Field Level Security

ACT! by Sage training course session 3 - Customising Sage ACT! Layouts

• The Layout Designer
• Choosing a Background
• Removing Objects
• Creating New Tabs
• Adding New Objects
• Setting the Field Entry Order

ACT! by Sage training course session 4 - Importing & Exporting Data

• Duplicate Checking
• Importing from Another ACT! Database
• Importing from Microsoft Excel
• Importing from Microsoft Outlook
• Exporting Data from ACT!

ACT! by Sage training course session 5 - Using ACT! Report Designer

• Opening a Report for Editing
• Sorting Data on Reports
• Moving & Removing Fields
• Adding Fields

ACT! by Sage training course session 6 - Customising Menus & Toolbars

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

ACT! by Sage training course session 7 - 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
• Accounting Link Functionality

• ACT! by Sage stage 1 (2 day)
• Sage 50 Accounts stage 1 (2 days)

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