ACT! by Sage 2010 stage 2 training course. Learn ACT! with the Sage training experts

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Sage training: ACT! by Sage 2010 Stage 2 classroom course description


ACT! by Sage stage 2 is a one-day course. Our price is £145.00 (Sage's RRP is £265.00). Book today to save with us.ACT! by Sage stage 2

» Overview: A more in-depth look at the functionality of your ACT! software.

» What do I learn?

Master everything you need to know about creating a new database and users, customising fields and layouts, importing data and using the ACT! Report Designer.

» 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
  • Know how to use ACT! by Sage Report Designer, including understanding the report structure and how to amend existing reports
  • Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items
  • Know how to setup and use the Sage Accounting link, including importing and creating Sage Accounts records
  • Become familiar with and customise ACT! Dashboards

Who should attend? ACT! by Sage customers looking to use the more advanced modules within the product, such as report designing and amending layouts.

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Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
Leeds     Manchester     N.London     Newcastle     Reading     

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Course Centre Start date Duration Total places Available places Book
Sage 50 ACT! Stage 2Birmingham17/03/20101 day123
Sage 50 ACT! Stage 2Newcastle17/03/20101 day128
Sage 50 ACT! Stage 2Croydon08/04/20101 day105
Sage 50 ACT! Stage 2N.London08/04/20101 day127
Sage 50 ACT! Stage 2Bristol23/04/20101 day101
Sage 50 ACT! Stage 2Reading30/04/20101 day107
Sage 50 ACT! Stage 2Leeds04/05/20101 day127
Sage 50 ACT! Stage 2N.London07/05/20101 day1211
Sage 50 ACT! Stage 2Birmingham13/05/20101 day129
Sage 50 ACT! Stage 2Glasgow21/05/20101 day1211
Sage 50 ACT! Stage 2Newcastle28/05/20101 day1212
Sage 50 ACT! Stage 2Manchester28/05/20101 day129
Sage 50 ACT! Stage 2Reading09/06/20101 day1212
Sage 50 ACT! Stage 2Bristol18/06/20101 day109
Sage 50 ACT! Stage 2N.London30/06/20101 day1211

ACT! by Sage stage 2 is a one-day course. Our price is £145.00 (Sage's RRP is £265.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • Phone: Just call 0845 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
To review other courses see the classroom course list and you can always contact a Sage training advisor on 0845 641 0624 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.


Detailed course content


Click to see the course content


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

  • Your New Database and the First Contact Record
  • Creating Teams (ACT! Premium only)
  • Creating a User
  • 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
  • Field Level Security

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

  • Choosing a Background
  • Removing Objects
  • Moving Objects
  • Adding New Objects
  • Setting the Field Entry Order

ACT! by Sage training course session 4 - ACT! Report Designer

  • Opening a Report for Editing
  • Moving Fields within a Template
  • Removing Fields from a Template
  • Adding Fields to a Template
  • Sorting Data on Reports

ACT! by Sage training course session 5 - Dashboards

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

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

  • Adding/Removing Toolbar buttons
  • Removing 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
  • Updating Linked Contacts


Other relevant links




Footnote: Your investment in Sage training


We are the number one Sage training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.

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Training is an incredibility important investment. Having the right job skills in the right areas of your business is key to success in today's competitive market. An investment with Advantage Services will actually save you money as well-trained employees are less likely to make costly mistakes. Not only will you be gaining fabulous skills for your CV, but it will help improve your business's productivity, profitability and competitive advantage.

Get ready to experience the UK's top tuition with Advantage Services and start working effectively and trouble-free. Contact an advisor for more information and make a booking today.



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