Karen S. Fredricks's ACT! 2007 For Dummies PDF

By Karen S. Fredricks

You may have a enterprise or association to run. ACT! is designed to make that more uncomplicated, and this publication is helping you get your ACT! jointly. this is how one can arrange ACT! 2007, input and set up touch details, use ACT! to trace actions, prioritize leads, and convey stories, and make it act precisely as you wish it to.Discover find out how to * View info on a selected touch * Generate faxes, electronic mail, or snail mail to an inventory * upload fields to customise ACT! * deal with backups and put off duplications * workforce and type contacts

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This can be accomplished through the use of a dialup phone modem or a telephone system equipped with Telephone Application Programming Interface (TAPI) hardware and the appropriate telephone driver software. Startup The Startup options dictate both the default settings for each new contact added to your database and how ACT! starts up every time you run the program. The Startup tab preferences includes the Record Creation settings that set the default to Public or Private for each new contact, group, and opportunity Chapter 3: Getting Your ACT!

3. Choose Microsoft Word (if Word is installed on your computer); otherwise, choose the ACT! word processor. Chapter 10 explains how to create a mail merge. If you’re using Word, you’ll want to use this as your preference because you’re already familiar with most of its features. 4. Click Next. In the next screen, you get to tell ACT! which e-mail client you’re using. ) 5. Select the e-mail program of your choice and then click Next. If you want, you can even tell ACT! that you prefer to skip the e-mail setup for now.

Click Next. In the next screen, you get to tell ACT! which e-mail client you’re using. ) 5. Select the e-mail program of your choice and then click Next. If you want, you can even tell ACT! that you prefer to skip the e-mail setup for now. You can read more about setting up your e-mail in Chapter 11. By now, I’m sure you realize running a wizard means clicking the Next button a lot. Smart reader! However, the next step in the wizard gets a wee bit more challenging because you have to decide whether to create a new database, convert an existing database from a prior version of ACT!

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