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