ACT! 2012/2013: ACT! Administrator
Course Specifications
Course number: ACT13-301
Course length: 1.0 day(s)
Course Description
This course is designed for the ACT! Administrator in the organization.
Course Content
Lesson 1: The Basics
- Topic 1A: Understanding Security Roles
- Topic 1B: Adding Users
- Creating New Logon Users
- Making Users Inactive
- Topic 1C: Password Management
- Defining a Global Password Policy
- Overriding Password Policy Settings
- Setting a Password for Yourself
- Topic 1D: Team Management
- Limiting Contact Access
- Assigning Limited Access to a Lookup
- Lookup Contacts by Access
- Securing en Masse
- Topic 1E: Field Security
Lesson 2: Database Security
- Topic 2A: Database Security
- Topic 2B: Understanding Security Roles
- Topic 2C: Creating New Logon Users
- Making Users Inactive
- Topic 2D: Team Management
- Limiting Contact Access
- Assigning Limited Access to a Lookup
- Lookup Contacts by Access
- Securing en Masse
- Topic 2E: Field Security
Lesson 3: Configuring Workstations
- Topic 3A: Basic Requirements
- Minimum System Requirements
- Local Administrator Rights
- Topic 3B: Installing
- Topic 3C: Understand/Modify Tools Preferences
- File Locations for Multi-User Database
- Setting Up E-mail System in ACT!
- Adding ACT! Address Book to Outlook
- Setting Up Default History Option
Lesson 4: Database Administration
- Topic 4A: General Database Maintenance
- Automatic Update Notification
- Back Up
- Automatically Backing Up Database
- Manually Backing Up Your Database
- Restoring a Backup
- Deleting a Database
- Check and Repair
- Scheduling Database Maintenance
- Checking the ACT! Scheduler Log
- Topic 4B: Cleaning up the Data
- Duplicates
- Tips for Dealing with Duplicates
- Combine Duplicate Records
- Edit, Replace
- Edit, Swap or Copy Fields
- Update Salutation Field
- Remove Old Data
- Topic 4C: Events