Overview

What the book covers: ACT! 2007 For Dummies shows new users how to use the ACT! contact management/CRM software. The book is also for existing users who want to know more about ACT!, who are familiar with the basic features, but have yet to apply some of the more advanced features. The book is being revised to cover the new features in the latest version of ACT!. It shows business professionals and others how to use ACT! to organize their customer relationships and activities. Users can then focus on business and career growth and save time and money. Topics covered include: setting up the contact database; adding, deleting, sorting, and finding contacts; scheduling activities; using the basic ACT! reports; designing new reports; working with email; integrating with Outlook; customizing layouts; creating groups; and backing up and customizing the database. In this update, new usage tips are being added throughout to help readers use ACT! more effectively. This revision also includes new content on the following new features: Using ACT! with Citrix, VPN, and terminal services;Adding multiple contacts to a group;Adding contacts to a company;Changing contact-level security access;Automating the backup process; andAutomating the synchronization process.Series features: ACT! 2007 For Dummies is written in the friendly, humorous, and easy-to-understand style that is the hallmark of the For Dummies brand.

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9786610649709

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