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by Karen Fredricks
Sage ACT! 2012 Cookbook
Sage ACT! 2012 Cookbook
Sage ACT! 2012 Cookbook
Credits
About the Author
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Working with the Welcome Page and Navigation Bar
Introduction
Using the Welcome Page
Getting ready
How to do it...
How it works...
There's more...
Modifying the Welcome Page
Seeing changes in the Welcome Page
Changing the Startup view
Getting ready
How to do it...
How it works...
There's more...
Returning to the Welcome Page
Working with the Navbar
Getting ready
How to do it...
How it works...
There's more...
Changing the Current view
Getting Ready
How to do it...
How it works...
There's more...
Customizing the Navbar
Getting Ready
How to do it...
There's more...
Connecting ACT! to other services
Getting ready
How to do it...
How it works...
There's more...
Linking to Accounting Software
2. Jotting Down your Notes Using Scratchpad
Introduction
Adding an item to the Scratchpad
How to do it...
How it works...
There's more...
Making changes to Scratchpad items
How to do it...
There's more...
Deleting a Scratchpad entry
Changing the order of the Scratchpad items
How to do it...
How it works...
Transferring Scratchpad items to an ACT! database
Getting Started
How to do it...
How it works...
There's more...
Marking a Scratchpad item as complete
How to do it...
How it works...
There's more...
Printing the Scratchpad list
How to do it...
How it works...
3. Using Queries to Find Data
Introduction
Performing a basic lookup
How to do it...
How it works...
There's more...
Returning to a previous Lookup
Creating a group from the current lookup
Looking up by Example
How to do it...
How it works...
There's more...
Creating an Annual Event lookup/search
Getting ready
How to do it...
How it works...
Creating a lookup by Contact Activity
How to do it...
How it works...
There's more...
Creating a lookup using the System Date fields
Creating an Advanced Query
How to do it...
How it works...
There's more...
Searching on keywords
How to do it...
How it works
There's more...
A few commonly overlooked searches
Using the universal search
How to do it...
There's more...
Using special search characters
4. Relating Contact Records
Introduction
Adding the Relationship tab
How to do it...
How it works..
Adding a Related Contact
Getting ready
How to do it...
How it works...
There's more...
Adding multiple Related Contacts
How to do it...
Changing a relationship
How to do it...
How it works...
There's more...
Creating a Secondary Contact
How to do it...
How it works...
There's more...
Adding a Secondary Contact by duplicating an existing one
Creating a Lookup of Secondary Contacts
Promoting a Secondary Contact
How to do it...
How it works...
There's more...
5. Integrating Contact Information with Websites
Introduction
Understanding the Web Info tab
Getting ready
How to do it...
How it works...
There's more...
Adding the Web Info tab
Manually resizing the internal browser
Editing an existing web link
Getting ready
How to do it...
How it works...
Creating a new web link
Getting ready
How to do it...
How it works...
There's more...
Deleting a web link
Getting ready
How to do it...
How it works...
Creating an Internet link
Getting ready
How to do it...
How it works...
There's more...
Adding a website link to the History tab
Getting ready
How to do it...
How it works...
There's more...
6. Grouping your Contacts
Introduction
Creating a Group
Getting ready
How to do it...
How it works...
Adding Static Members to a Group
Getting ready
How to do it...
How it works...
There's more...
Removing Static Members from a Group
How to do it...
Adding Dynamic Members to a Group
Getting ready
How to do it...
How it works...
There's more...
Adding both static and dynamic group members
Creating a Group from the current Lookup
Getting ready
How to do it...
How it works...
Using the Group tab of the Contact Detail view
Getting ready
How to do it...
How it works...
There's more...
Working with the Group/Company tab
Working with Groups
Getting ready
How to do it...
How it works...
There's more...
7. Working with Companies
Introduction
Learning about Company views
How to do it...
How it works...
Creating Companies from the Companies Detail view
Getting ready
How to do it...
How it works...
There's more...
Entering new Companies from the Company List view
Every new Company must have a name
Creating a Company from a Contact record
Getting ready
How to do it...
How it works...
There's more...
Adding a Division to a Company
Getting ready
How to do it...
How it works...
There's more...
Viewing Divisions from the Company List view
Moving Divisions
Deleting a Company
Getting ready
How to do it...
How it works...
There's more...
Linking Contact and Company Records
Getting ready
How to do it...
How it works...
There's more...
Moving between Contact and Company records
Removing the Company hyperlink
Adding a Contact to a Company
Getting ready
How to do it...
How it works...
Working with a Company Record
Getting ready
How to do it...
How it works...
There's more...
Adding the contact's name to the Notes tab
Working with the History and Document tabs
Working with the Company Activity tab
Working with the Company Opportunities tab
Linking Company and Contact Fields
Getting ready
How to do it...
How it works...
There's more...
Creating a Lookup of Company Contacts
How to do it...
How it works...
There's more...
Creating a Lookup from the Company List view
8. Creating Golden Opportunities
Introduction
Working with the Opportunity View
Getting ready
How to do it...
How it works...
Adding processes and stages
Getting ready
How to do it...
How it works...
There's more...
Creating a process for project management
Adding products and services
Getting ready
How to do it...
How it works...
There's more...
Product Pricing
Importing an existing price list
Working with opportunity fields and layouts
Getting ready
How to do it...
How it works...
There's more...
Creating an opportunity
Getting ready
How to do it...
How it works...
There's more...
Working with probabilities
Give 'em a discount
Editing an opportunity
Getting ready
How to do it...
How it works...
There's more...
Closing the deal
Working with the Opportunity List
Getting ready
How to do it...
There's more...
Hitting the Reset button
Customizing the columns
Exporting to Excel
Quick printing the Opportunity List
Creating an Opportunity Graph
Getting ready
How to do it...
How it works...
There's more...
9. Integrating with Microsoft Outlook
Introduction
Setting up Outlook as your ACT! e-mail client
Getting ready
How to do it...
How it works...
There's more...
Deciding on the email - record history options
Sending an Outlook message to a single contact
Getting ready
How to do it...
How it works...
There's more...
Sending an email template
Sending an Outlook message to multiple contacts
Getting ready
How to do it...
There's more...
Sending an e-mail to an ACT! contact in Outlook
Getting ready
How to do it...
How it works...
Linking incoming Outlook e-mail to ACT!
Getting ready
How to do it...
How it works...
There's more...
Creating a new ACT! contact from Outlook
Getting ready
How to do it...
How it works...
There's more...
Scheduling a task from an Outlook email Message
Synchronizing your ACT! calendar to Outlook
How to do it...
How it works...
There's more...
Synchronizing your ACT! contacts to Outlook
Getting ready
How to do it...
How it works...
There's more...
10. Integrating with Google
Introduction
Setting up Google and ACT! integration
Getting ready
How to do it...
There's more...
Synchronizing your ACT! calendar to Google
How to do it...
How it works...
There's more...
Synchronizing your ACT! contacts to Google
Getting ready
How to do it...
How it works...
There's more...
Setting the Record History options for Google
How to do it…
How it works...
There's more...
Using Outlook to manage your Gmail
Setting up automatic integration
Getting ready
How to do it…
How it works...
There's more...
11. Performing Routine Maintenance
Introduction
Performing routine maintenance
Getting ready
How to do it...
How it works...
There's more...
See also
Creating a backup
Getting ready
How to do it...
How it works...
There's more...
Password protecting the backup file
Additional reasons for using an ACT! backup
Restoring a backup
Getting ready
How to do it...
How it works...
There's more...
Using the ACT! Scheduler
Getting ready
How to do it...
How it works...
There's more...
Checking on the Scheduler
Determining a good time for the Scheduler to run
Applying ACT! updates
Getting ready
How to do it...
How it works...
There's more...
Changing the automatic update preference
Removing old data
Getting ready
How to do it...
How it works...
There's more...
Merging duplicate records
Getting ready
How to do it...
How it works...
There's more...
Copying or moving duplicates
Deleting a database
Getting ready
How to do it...
How it works...
There's more...
Performing a global edit and replace
Getting ready
How to do it...
How it works...
There's more...
Swapping or copying fields
12. Creating an E-marketing Campaign
Introduction
Adding your E-marketing account
credentials
Getting ready
How to do it...
How it works...
There’s more...
Turning off the Marketing Results tab
Why can’t I just use ACT! email?
Moving a template to the local library
Getting ready
How to do it...
How it works...
Editing a local template
Getting ready
How to do it...
How it works...
There’s more...
Editing a template directly from the Internet
Creating a plain text template
Determining template column widths
Adding a personal message
Importing an existing HTML template
Getting ready
How to do it...
How it works...
There’s more...
Sending an E-marketing pieces
Getting ready
How to do it...
How it works...
There’s more...
See also
Updating ACT! with E-marketing history
Getting ready
How to do it...
How it works...
Analyzing an E-marketing campaign
Getting ready
How to do it...
How it works...
There’s more...
Requesting a CSV file of your results
Creating a Lookup of your Campaign Results
Getting ready
How to do it...
There’s more...
Creating a survey
How to do it...
How it works...
There’s more...
Creating a web form
Getting ready
How to do it...
How it works...
There’s more...
13. Working Smarter with Smart Tasks
Introduction
Learning about the existing Smart Tasks
How to do it…
How it works...
There's more...
Using Smart Tasks with ACT! E-marketing
Editing an existing Smart Task
How to do it…
How it works...
There's more...
Creating a Smart Task template
Getting ready
How to do it...
How it works...
There's more...
Adding a Smart Task step
Getting ready
How to do it...
How it works...
Understanding the steps of a Smart Task
Changing Smart Task steps
Getting ready
How to do it...
Setting a Smart Task to Auto-Run
Getting ready
How to do it...
How it works...
There's more...
Running Smart Tasks manually
Getting ready
How to do it...
How it works...
There's more...
Checking the status of a Smart Task
Getting ready
How to do it...
How it works...
There's more...
Search in book...
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