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MondoLessons for ACT! Database Design (v 3.0)

Complementary Lessons, Pricing and Ordering, Support, Table of Contents, System Requirements

These training videos teach database design techniques for an ACT! customization project.  Our training videos cover thirteen chapters totaling 3 hours and 40 minutes.  These lessons apply to ACT! 2005, ACT! 2006, ACT! 2007 and ACT! 2008.  These videos comply with the Premium for Workgroups edition as well as Standard edition.

Key Benefits

  • Learn how to make your own custom ACT! database without reading the manual.  Save hundreds of dollars on consulting fees 
     
  • We place on icon on the sidebar for easy access to the videos 
     
  • Watch the lessons as often as you want without a time restriction

Complementary Lessons

Pricing

Description

Unit Price
MondoLessons for ACT! Database Design Version 3.0 $300.00 per PC + $7.95 for Shipping & Handling

Online StoreClick the rocket or call +1-312-527-3133 Monday-Friday 8:30-5:00 PM CST (GMT -6) to place your order.

Table of Contents

Course Number Course Title Course Description Time
Chapter 01 - ACT! Database Design
01-act09design-newdb-part01ACT! Database Design Part I Learn how to create a new database, setting primary fields, adding users.   Customize fields and drop-downs. Covers best practices for using "Referred By' and "ID/Status" Fields.  Reviews best practices on making layouts. 31:27
01-act09design-newdb-part02 ACT! Database Design Part II Learn how to add your own custom fields to layouts.  Watch some easy techniques on lining up the fields and making them the same sizes.  Learn how to modify tabs, stacking tabs and ordering tab stops. 36:23
Chapter 02 - Customizing Company Records
02-act09designCustomizing Company Records Learn how to add company fields to a database and certain company fields to contact records for ease of updating 11:33
Chapter 03 - Adding Graphics to Layouts
03-act09design Adding Graphics to Layouts Add your company logo to the contact or company layouts 03:40
Chapter 04 - Modifying Group Fields
04-act09design Modifying Group Fields This brief course discusses modifying group fields.  It's recommended to watch Chapter 01 before watching this chapter 04:08
Chapter 05 - Designing a Contact Report
05-act09design Contact Report Design This lesson allows you to modify the default contact report so you can add your custom fields and rearrange the default fields 43:37
Chapter 06 - Modifying Notes/History Reports
06-act09design Modify a Notes/History Report Learn how to tweak the Notes/History Report to add custom fields from the contact layout 05:44
Chapter 07 - Modifying Labels
07-act09design Create Your Own Custom Label Learn how to create a custom label from scratch 14:18
Chapter 08 - Modifying Envelopes
08-act09design Modifying Envelopes Easily modify an envelope 02:38
Chapter 09 - Customizing Activities
09-act09design Customizing Activities Create Custom Activities beyond "Call, Meeting & To-Do".  Create Activity Series, which are multiple activities at once 10:27
Chapter 10 - Customizing Opportunity Fields
10-act09design Customizing Opportunity Fields Learn how to customize processes, sales stages and opportunity fields (User Fields 1-8) 09:18
These are bonus chapters help with Customizing Mail-Merge, Additional Reporting Tips and Administering Users
Chapter 11 - Executing Mail-Merge with Microsoft Word
01-act2007-mailmerge Executing Mail-Merge Learn how to integrate ACT! and Word to print form letters to one or more contacts. Also learn how to print labels and envelopes. 24:36
Chapter 12 - Database Administration
01-act2007-administration ACT! Administration Tips Learn some basic administration skills to make easier data entry processes.  Includes customizing drop-downs, backup/restoring database, managing users, teams and password policy.  Security Roles Worksheet 22:30
Chapter 13 - Running Reports
01-act2007-reports Running Reports Learn how to execute different reports using ACT!'s built in reports and export to excel. 10:42

System Requirements

  • ACT! by Sage 2007+ or ACT! by Sage Premium for Workgroups 2007+
  • 400 MB Free Disk Space
  • Internet Explorer 6.0+
  • VGA Monitor setup for 1024x768 + resolution
  • Speakers
  • Macromedia Flash Player.  Free Download
  • Administrator rights to install the software.  After installation, you do not need administrator rights any longer.

 

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