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