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There are many excellent online courses. This has been hugely beneficial in my day to day work.
- Louise Nolan


Symantec ACT! 2000 Administration




Course Aims
This course is designed to expand knowledge of ACT! 2000, Symantec's business contact manager for the Windows environment. The course will give readers a good understanding of administering and customizing ACT! databases and reports.
Assumed Knowledge
A working knowledge of PCs and Windows is assumed.
Course Audience
Symantec ACT! Administrators and experienced users requiring more advanced use of this contact management system.

This course can be found in the following categories:
Courses > Contact Management

Table of Contents
Creating a New ACT! Database
  		• Creating a New Database
  		• Creating an Empty Copy Database
  		• Assigning Users to a New Database
     
    Defining Fields and Creating New Field Indices
  		• Modifying Fields in an ACT! Database
  		• Manually Adding Items to a Drop-Down Menu
  		• Using a Drop-down List in Another Field
  		• Automatically Adding Items to a List
  		• Creating a New Field
  		• Creating an Indexed Linked Fast Search Field
  		• Setting the Preferences for a New Database
     
    Importing Data into ACT! 2000
  		• Consolidating Two ACT! 2000 Databases
  		• Creating an Import Map
  		• Re using a Saved Import Map
  		• Importing Data from Other Applications
  		• Merging Fields Together
  		• Importing the Data To Your Act! Database
  		• Exporting Data from ACT!
  		• Viewing the Data in Excel
     
    ACT! 2000 Administration Utilities
  		• Locking and Unlocking the Database
  		• Performing Database Maintenance
  		• Deleting a User from your Database
  		• Using the Edit Replace Option
  		• Duplicate Record Flagging
  		• Scanning the Database for Duplicate Records
  		• Changing Duplicate Match Criteria
  		• Backing up ACT! Data
  		• Setting System Reminders
     
    Advanced Search Criteria Groups and Subgroups within ACT! 2000
  		• Creation of Basic Groups
  		• To Add Contacts to a Group
  		• Using the Group Tab
  		• Adding an Existing Contact to Groups/Subgroups
    Creating a Rule for Adding Members
  		• Creating a Rule Based on a Criteria
  		• Creating a Rule Based on a Saved Query
  		• Running a Group Membership Rule
  		• Maintaining Membership Rules
     
    Creating Group Notes, History and Attachments
  		• Entering a Group Note
  		• Attaching a File to a Group/Subgroup
  		• Filtering Group Notes, Histories & Attachments
  		• Reorganising Groups and Subgroups
  		• Deleting a Group
     
    Defining & Customizing Screen Layouts
  		• Creating and Modifying Contact and Group Layouts
  		• Adding or Modifying Tabs in Layouts
  		• Changing Field Entry Orders and Stop Points
  		• Launching Applications or Macros from Fields
  		• Creating and Automating Tasks with Macros
     
    Customizing Menu Bars and Lines
  		• Modifying Menus
  		• Modify Icon Tool Bars
  		• Creating Customized Toolbars
  		• Creating Commands to Run with Macros
     
    Creating New ACT! 2000 Reports
  		• The Structuring of ACT! 2000 Report Templates
  		• The Report Screen and Toolbar/Palette
  		• The Tool Palette
  		• Creating a New Report Template
  		• Placing Fields on the Report
  		• Adding Text to a Report
  		• Adding Lines/Shapes to a Report
  		• Adding Boxes to a Report
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