Features
- Cover Type: Paperback with 384 pages
- Published by: For Dummies
- Edition: 9th Edition October 8, 2007
- Written in: English
- ISBN 10 Number: 0470192259
- ISBN 13 Number: 978-0470192252
-
Book Dimensions:
8.8 x 7.4 x 1.4 inches
- Weighs: 1.4 pounds
Product Description
Are you ready to reap the benefits of the bestselling contact relationship manager (CRM)
software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting
software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.
With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.
Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:
- Setting up the contact database
- Adding multiple contacts to a group and adding contacts to a company
- Changing contact-level security access
- Scheduling activities
- Using the basic ACT! Reports
- Designing new reports
- Automating the backup process
- Integrating with Outlook
- Creating groups
ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.
Back Cover Copy
Web site covers ACT! 2008 and beyond Schedule appointments, print reports, and manage your business better It's easy to see why ACT! is the leading contact management /customer relationship management (CRM) software. Now it has even more cool features, and this guide covers them all. There's even a new chapter on ACT! Dashboards. Here's how to choose the right version of ACT!, get set up, and put your database to work making your life easier.
- Customize ACT! menus
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Create custom Dashboards to gain business insight -
Use the task list and calendar -
Print address books, labels, and envelopes -
Manage incoming e-mail -
Keep your data secure
Reader Reviews
I'm an engineer so this stuff should come easier to me than most. Right? However, ACT! has many features and it is taking me a long time to figure out how to use it properly not to mention how to manipulate the many options. I found this book adds to the confusion. Four issues:(1)The author tries unsuccessfully to make it a "fun read". She adds sarcasm and verbiage that make it more difficult to follow. Plan on re-reading key points several times to get her meaning. (2) Far worse, the book is laid out poorly. Very poorly! Plan on constantly moving from one chapter to another and back again. Although you probably would be doing this anyway - the Title blocks do not follow an orderly pattern and again are with verbiage that leave you asking - is this what I'm looking for? (3) The graphics are adequate but not good enough to stand alone - I would not recommend reading without your computer in front of you. (4) The book is far too wordy. Please do us a favor in the future. If you can say it with twenty words don't use 120. This more than anything else drove me crazy. Final- maybe I'm being a bit too tough. I've been trying to learn this system far longer so Karen forgive me. But I do believe my recommendations are real and should be implemented in future revisions. This book is far from perfect.
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