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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 £195.00 (Sage's RRP is £270.00). 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.

» 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

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ACT! by Sage stage 2 is a one-day course. Our price is £195.00 (Sage's RRP is £270.00).

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 009 6566 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
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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