- Sage ACT! 2012 Cookbook
- Sage ACT! 2012 Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Working with the Welcome Page and Navigation Bar
- 2. Jotting Down your Notes Using Scratchpad
- 3. Using Queries to Find Data
- 4. Relating Contact Records
- 5. Integrating Contact Information with Websites
- 6. Grouping your Contacts
- 7. Working with Companies
- Introduction
- Learning about Company views
- Creating Companies from the Companies Detail view
- Creating a Company from a Contact record
- Adding a Division to a Company
- Deleting a Company
- Linking Contact and Company Records
- Adding a Contact to a Company
- Working with a Company Record
- Linking Company and Contact Fields
- Creating a Lookup of Company Contacts
- 8. Creating Golden Opportunities
- 9. Integrating with Microsoft Outlook
- Introduction
- Setting up Outlook as your ACT! e-mail client
- Sending an Outlook message to a single contact
- Sending an Outlook message to multiple contacts
- Sending an e-mail to an ACT! contact in Outlook
- Linking incoming Outlook e-mail to ACT!
- Creating a new ACT! contact from Outlook
- Synchronizing your ACT! calendar to Outlook
- Synchronizing your ACT! contacts to Outlook
- 10. Integrating with Google
- 11. Performing Routine Maintenance
- 12. Creating an E-marketing Campaign
- Introduction
- Adding your E-marketing account
- Moving a template to the local library
- Editing a local template
- Importing an existing HTML template
- Sending an E-marketing pieces
- Updating ACT! with E-marketing history
- Analyzing an E-marketing campaign
- Creating a Lookup of your Campaign Results
- Creating a survey
- Creating a web form
- 13. Working Smarter with Smart Tasks
In this chapter, we will cover:
- Understanding the Welcome Page
- Changing the Startup view
- Working with the Navbar components
- Collapsing and expanding the Navbar
- Changing the Current view area
- Customizing the Navbar
- Connecting ACT! to other services
By default, the Welcome Page is the first page that, well, welcomes you when you open ACT! The purpose of the Welcome Page is to acquaint you with some of the more common ACT! features. Although some of the links found on the Welcome Page are nothing more than shameless plugs to entice you to purchase more ACT! services, there is a lot of great content to be found on the Welcome Page.
The Welcome Page holds four main categories of information:
- Links to ACT! help screens
- Links to ACT! training videos
- Links to specific ACT! features
- Links to various areas on the Sage website
Theoretically, the Welcome Page will help you get up and running very quickly in ACT! However, although you can't change the information on the Welcome Page without some advanced knowledge of JavaScripting, you can choose to not use it because most of the information that it contains is also found elsewhere in the ACT! program.
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