ACT!: Level 2

Course Specifications

Course number: ACT!-201
Course length: 1.0 day(s)

Course Description

In the first course in this series, ACT!: Level 1, you gained the basic skills required to organize contact information in a database. In addition to organizing and working with data, you might also want to retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will customize the ACT! environment, query and exchange data, work with templates, administer ACT!, and use its Internet features.


Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following course: ACT!: Level 1; or have equivalent knowledge.

Performance-Based Objectives:

Upon successful completion of this course, students will be able to:

  • customize the ACT! environment
  • query a database
  • exchange data
  • work with the mail merge feature
  • work with report templates
  • administer the ACT! database
  • use the Internet and email features of ACT!

Course Content

Lesson 1: Customizing the ACT! Environment

  • Topic 1A: Specify Startup Preferences
  • Topic 1B: Customize Fields in a Database
  • Topic 1C: Customize Layouts
  • Topic 1D: Customize the Dashboard
  • Topic 1E: Modify Menus and Keyboard Shortcuts

Lesson 2: Creating Queries

  • Topic 2A: Perform a Lookup
  • Topic 2B: Create Advanced Queries

Lesson 3: Exchanging Data

  • Topic 3A: Import Data
  • Topic 3B: Export Data
  • Topic 3C: Connecting with a phone or tablet
  • Topic 3D: Working with a Remote Database

Lesson 4: Using the Mail Merge Feature

  • Topic 4A: Create a Template for Mail Merge
  • Topic 4B: Generate Form Letters

Lesson 5: Working with Report Templates

  • Topic 5A: Generate Reports Using a Standard Report Template
  • Topic 5B: Generate Reports Using a Custom Report Template

Lesson 6: Administering the ACT! Database

  • Topic 6A: Manage Data Security
  • Topic 6B: Perform Database Maintenance

Lesson 7: Using the Internet,Social Media and Email Features of ACT!

  • Topic 7A: Create Web Page Attachments
  • Topic 7B: Generate Maps and Driving Directions
  • Topic 7C: Integrate ACT! with Email Applications