By Richard Cravens
Chill out. studying how you can use ACT! is now a breeze. With this book’s step by step directions, you’ll be utilizing ACT! to prepare your information very quickly! start by way of designing your touch database and coming into details. by the point you’ve entire the e-book, you’ll be utilizing ACT! to trace revenues functionality, correspond through mobile or fax, and set up your day-by-day initiatives.
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Additional info for ACT! Fast & Easy, 2nd Edition
Page 229 Page 230 Page 231 Page 232 Starting the Timer To use the Timer, you must first enable the feature. " The Timer dialog box will open and the timer will start automatically when you dial your call, but you must stop it manually. Page 234 Using Record History When you use the Timer, the Record History dialog box will open when you stop the timer even if the call is still in progress. Page 235 Page 236 Scheduling a Follow Up Activity You can schedule events from the Record History dialog box as well.
Record information in SideACT! Search SideACT! for information Transfer information from SideACT! to ACT! Page 84 Running SideACT! The ACT! installation program automatically creates a desktop icon and a Taskbar button for SideACT!. NOTE You don't have to run ACT! to run SideACT!. However, you can start SideACT! from inside ACT! as well as from the desktop (see ''Starting SideACT! " later in this chapter). Page 85 Starting SideACT! from the Start Menu If you don't want or don't have a SideACT! icon on your desktop or in the Taskbar, or it's inconvenient to reach because of other program windows, you can start SideACT!
In this section, you'll learn some of the basics for maintaining and customizing your templates. Editing a Template Page 211 Page 212 NOTE You can also delete data fields, correct punctuation, or make any other necessary changes to the template while it is open. Be sure to include the appropriate spacing and punctuation between fields if they're used on the same line. Page 213 Page 214 Previewing Your Template If you want to view your new template, simply start a letter using it. If you created a new template (using Save As), you'll need to go through a slightly different procedure.