ACT! Software Tutorial
Sage ACT! 2011 software manages the details of your business relationships and customer data. ACT! 2011 is fully compatible with Microsoft Outlook, so you can now synchronize these two programs to better manage all your business contacts. The synchronization allows you to have same contacts in Sage ACT! as you do in Outlook, and it also keeps your calendar updated in both programs, eliminating meeting conflicts that often lead to missed business opportunities.
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Instructions
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Click "Welcome" once Sage ACT! is launched to navigate around the software and see all of its available features and benefits. This will give you a quick assessment on what tools are readily accessible and the setup of the program.
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Create a new contact by clicking the "Contacts" tab on the main window of ACT! and choose "New Contacts" from the drop-down section. Enter all the information of your new contact or business partner in the Business Card detail view. You may also insert specific notes for your new contact, such as project development meetings or follow-up appointments.
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Look up any of your existing contacts by entering pertinent information, such as the surname in the Contacts detail view. To access this feature, just click the "Lookup" tab of your ACT! program. When the contact details appear, choose the "Contact Access" tab from the lower window and set the access level to "Private" to restrict others from accessing the data for this specific client. Confirm all the changes you have made by clicking "OK."
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Adjust the viewable fields of your business contacts by activating "Edit Mode" when ACT! data is displayed in the List View. You can manually adjust the width of each displayed column, or you can customize it further by pointing your cursor to any of your contact fields and choose "Customize Column." A pop-up window will open to provide you the options to change the order of your contact details and to add or remove any of the available fields for your client.
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Select and play any of the "Featured Videos" to access the training footage for the remaining tutorials to completely learn the functionality of the Sage ACT! program.
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Tips & Warnings
Prevent other ACT! users from accessing sensitive notes that you entered for your specific clients by setting the contact access level to "Private."
Always protect your clients' records by shutting down your computer after you are done with your work or when you leave your workstation for any reason.
Do not give your ACT! software log-in credentials to anyone who has no authority or right to access your customers' contact information.
Do not allow non-licensed individuals to install and use your ACT! software to avoid program audit issues.
References
Resources
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