By Karen S. Fredricks
You've gotten a company or association to run. ACT! is designed to make that more straightforward, and this ebook is helping you get your ACT! jointly. this is how you can organize ACT! 2007, input and manage touch details, use ACT! to trace actions, prioritize leads, and convey stories, and make it act precisely as you would like it to.Discover the way to * View info on a specific touch * Generate faxes, email, or snail mail to an inventory * upload fields to customise ACT! * deal with backups and put off duplications * crew and kind contacts
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Extra info for ACT! 2007 For Dummies
After you’ve driven the car for a week or so, the location of the light and windshield wiper controls becomes second nature. I guarantee you’ll have the same experience with ACT!. Navigating through ACT! is fairly easy. However, to make the navigating even easier, I highlight throughout this section a number of pitfalls that you want to avoid. The title bar The title bar at the top of the screen provides you with two pieces of key information: the software name and the database name. Don’t overlook the importance of this wealth of information!
If you’re still not happy with the look and feel of the Nav bar, feel free to choose the Customize option. A little window opens magically that allows you to drag additional icons to the Nav bar — or get rid of the ones you don’t want. The calendar icon is an example of a Nav bar icon that you might want to replace. By default, clicking it brings you to the daily calendar. That’s fine if that’s the calendar you’re most comfortable using. However, many of you might prefer to use the weekly — or work week — calendar instead.
3. Click the New button. 4. Type a name for the command in the Command Name field. The name you choose is simply used to identify your custom command. You don’t need to wrack your brain here. If you decide to add Excel to a menu, you might want to name the command Excel. 5. Enter a short description of the command in the Tooltip Text field if you want a pop-up description to be associated with a new icon. 6. ’s customized documents. 7. Click OK to close the navigation dialog box and then click the Add Command button.
ACT! 2007 For Dummies by Karen S. Fredricks
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