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Advanced/Administrative Sample Curriculum

Professional Training by an ACT! Professional Trainer!
Full day, hands on class
$1500/day up to 10 users

Once you've mastered the basics you're ready to move on to the next level. Learn how to customize your database to best serve the needs of your business. And, as the database administrator, learn what to do - and not to do - to keep your database running at its peak performance.

Advanced 9 - 12:30 Administrative 1:30 - 5:00

Planning for a new database
Adding and Editing ACT!'s Fields
Customizing Activity Types (ACT 2005/2006 only)
Working with Drop-Down Lists
Creating and Editing ACT! Layouts
Creating Document Templates
The Activity Series
Customizing Reports

Dashboards

Installing ACT on a network
Improving performance
Database Maintenance
Changes to Menus and Toolbars
Preference Settings
Database Clean-up
Adding Users
Contact level security

Field Level Security

 

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