By Karen S. Fredricks
Capture this new ACT! and construct higher relationshipsOrganize shopper details, agenda actions, create experiences, and moreIt's time to behave! in your goal to enhance shopper dating administration! ACT! 2005 bargains nice new instruments, and with this ebook in hand, you've got a most sensible professional exhibiting you ways to take advantage of them. deal with touch details and task histories, continue music of businesses and revenues possibilities, create broadcast e-mails, and make each shopper consider important.The Dummies manner * causes in undeniable English * "Get in, get out" info * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a splash of humor and funDiscover the right way to: * customise your touch database * time table appointments and retain notes * Automate regimen techniques * layout personalized stories * Create and tune revenues possibilities * combine with OutlookR, Excel, and different programsAuthor Bio:Karen S. Fredricks is a fulltime ACT! advisor with over ten years of expertise. Her corporation, Tech Benders, is helping businesses enforce ACT!.
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Sample text
You can add your own tabs to the bottom of a layout. Renaming and reordering the tabs to your liking helps you organize your fields. For example, you might want to keep all the personal information about a customer on one tab and the products that he’s interested in on another tab. You can find the name of the layout by clicking the Layout button in the lower-left corner of the ACT! screen, as shown in Figure 2-3. If you inadvertently switch layouts, you might not be able to see all the information in your database, or you might see your information arranged in a different order.
You can move the database and all associated files to another location or even over to a network drive if you so desire. Chapter 2: The Various Faces of ACT! ߜ Database supplemental files: These files and folders are automatically created when you create a new database and include layouts, templates, e-mail messages, and any attachments associated with a contact record. You cannot change the location of these files in the database; they are automatically stored as part of your database. ߜ Personal supplemental files: These files are saved to your local computer, and include files such as word processing documents not associated with a contact, newly created layouts, and templates.
Preferences dialog box. Colors & Fonts You can set the colors and fonts for almost any area of ACT! including all list views, tabs, and calendars. However, there isn’t a global color setting; you must set the colors and fonts for each item separately in the Colors & Fonts tab, as shown in Figure 3-7. To set colors and fonts, follow these steps: 1. On the Colors & Fonts tab, select an item to customize from the Customize list. In the Customize list, you find a list of all the lists, calendars, and system tabs.