ACT! 2007:
Administration
Topic-Level Outline
Days: 1
Prerequisites: ACT!
2007: Advanced, or equivalent experience
Unit 1: Installation and conversion
Topic A: Installation
A-1: Discussing server installation
A-2: Discussing workstation installation
A-3: Updating an installation
A-4: Registering and activating ACT! 2007
Topic B: Upgrading from ACT! 6.0 (2004)
B-1: Converting an ACT! 6.0 (2004) database
B-2: Converting older supplemental files to 2007 format
Topic C: Opening a database
C-1: Opening a database on a local computer
C-2: Opening and viewing a PAD file in Notepad
Unit 2: Building a database
Topic A: Creating and deleting databases
A-1: Creating a database on a local computer
A-2: Deleting a database
Topic B: Importing and exporting contacts
B-1: Turning off duplicate checking before an import
B-2: Importing contacts from a text file
B-3: Exporting specific contacts to a text file
Topic C: User accounts
C-1: Adding new users to the database
C-2: Deleting a user account
C-3: Changing a user’s security role
Topic D: Teams
D-1: Creating a team
D-2: Limiting access to a contact record
D-3: Setting the default contact access for new contacts
Unit 3: Defining fields
Topic A: Adding fields
A-1: Adding a character field
A-2: Adding a number field
A-3: Adding a phone field
A-4: Adding a date field
A-5: Adding a memo field to store directions
A-6: Adding an address block
A-7: Adding a Yes/No field
Topic B: Editing and removing fields
B-1: Changing a field’s name
B-2: Limiting a user’s access to a field
B-3: Changing a field’s attributes
B-4: Deleting a field
Topic C: Working with drop-down lists
C-1: Creating a drop-down list field
C-2: Editing a drop-down list
C-3: Importing items for a drop-down list
C-4: Associating a drop-down list with a field
Unit 4: Layout designs
Topic A: Layouts
A-1: Viewing layout files in Windows Explorer
A-2: Changing the layout
A-3: Opening the Layout Designers
Topic B: Tabs and fields
B-1: Adding a tab
B-2: Adding a standard text field
B-3: Adding a memo field
B-4: Adding a Yes/No field
B-5: Copying and pasting a field
Topic C: Objects
C-1: Adding a rectangle object
C-2: Adding a text object
C-3: Adding an image
Topic D: Layout adjustments
D-1: Changing object attributes
D-2: Aligning the edges of fields
D-3: Making two objects the same size
D-4: Sending an object to the back of a layout
Topic E: Field entry order
E-1: Moving from field to field in Contacts view
E-2: Clearing the field entry order
E-3: Setting the Tab stop order
E-4: Setting the Enter stop order
Unit 5: Preferences
Topic A: General preferences
A-1: Specifying the default folder for storing databases
A-2: Adding name prefixes and suffixes
A-3: Setting the default behavior for the Salutation field
A-4: Finding duplicate contacts
A-5: Changing the appearance of views, tabs, and lists
A-6: Setting a default startup database
Topic B: Calendar and scheduling preferences
B-1: Setting calendar preferences
B-2: Setting the defaults for new activities
Topic C: Communication preferences
C-1: Setting ACT! to work with Microsoft Outlook
C-2: Setting the default word processor
Unit 6: Menu and toolbar customization
Topic A: Custom commands
A-1: Creating a custom command for a program
A-2: Creating a custom command for a template
Topic B: Menu and toolbar commands
B-1: Adding a command to the toolbar
B-2: Adding a command to the menu
B-3: Removing a command from the menu and toolbar
B-4: Resetting menus and toolbars
B-5: Creating a keyboard shortcut for a command
Topic C: Navigation bar
C-1: Switching navigation bar modes
C-2: Removing the item from the navigation bar
Unit 7: Database maintenance
Topic A: Backup and restoration
A-1: Performing a backup
A-2: Restoring a backup
A-3: Configuring an automatic backup
Topic B: Routine maintenance
B-1: Performing a check and repair
B-2: Removing notes that are older than 25 days
Topic C: The ACT! Diagnostic Tool (ACTDIAG)
C-1: Starting ACTDIAG
C-2: Viewing basic server information
C-3: Viewing database audit logs
C-4: Running a database-fields report
C-5: Detaching and manually deleting a database
Unit 8: Synchronization
Topic A: The sync server
A-1: Discussing synchronization
A-2: Configuring a network synchronization service
A-3: Enabling synchronization on the server
Topic B: The Sync Set
B-1: Creating a Sync Set for a remote user
B-2: Adding a contact to the Subscription List
Topic C: Remote database
C-1: Preparing the ACT9Demo database for synchronization
C-2: Creating a remote database
C-3: Restoring a remote database
C-4: Synchronizing a remote database