Training Videos and CDs -- AddOnStore for ACT!

Lesson Outline for Wolf's Byte Productions Training Videos and CD-ROMs

ACT! 2005/2006 Beginning Lessons Outline	ACT! 2005/2006 Advanced Lessons Outline
CD 1	CD 2
Watch this First —1.25 • A short lesson on how to use this training CD Getting Started • Converting existing ACT! databases to 2005/2006 --Using the ACT! conversion wizard • Creating a new ACT! database --How to create a new database • Adding new users to database -- How to share the database with multiple users • Getting Help -- Using the ACT! help system • Opening the demonstration database -- Opening the demonstration database to try the lessons • Navigating in ACT! -- An overview of the ACT! interface • Adding a new contact record to ACT! -- Adding new contacts • Adding a Note -- Adding notes to contacts • Editing a Drop-down -- Adding items to field drop down lists • Creating a Duplicate contact -- Copying an existing contact/deleting a contact • Scanning for Duplicate contacts -- Eliminate duplicate contact records • Creating secondary contacts -- Adding contacts to an existing contact Finding Contacts • Lookup Basics -- Finding your contacts the easy way • Lookup and Add to Lookup -- How to combine multiple lookups • Lookup and Narrow -- Drill down to find the exact contacts you want • Lookup Keyword -- Finding contacts you were sure you lost • Lookup Any Field -- Search an field quickly • Lookup Right-Click -- Shortcut to search • Lookup Annual Event -- Find birth dates, anniversaries etc. • Lookup Previous -- Toggle between contacts Scheduling • Schedule a Call -- How to get on the phone with your contacts • Schedule a Meeting -- How to get together for more business • Schedule a Recurring Event -- Get to the sales meeting on time • Schedule an Event -- Calendar company-wide activities • Schedule an Activity with Multiple contacts -- Meeting with a big group? See how to best schedule it • Schedule a Personal Activity -- On a shared database, keep private what should be private • Scheduling an Activity Series -- How to apply a series of different activities to a contact or many contacts • Handling Alarms -- Alarms are great, if used properly Day to Day working in ACT! • Starting your day with the Task List -- Check this list first everyday • Clearing Activities -- Finish the job and record it Company Records • Creating Company Records -- Link contact to companies • Adding a Division to a company -- Build a hierarchy of the company Sales Opportunities • Creating a Sales Opportunity -- Build your pipeline • Setting up the Sales Process-Product & Services List -- Enter your products/services and sales process	Join the Group • Creating a Group -- Why and How to make a new group • Adding a single contact to a group -- Easy contact addition to the group • Converting Groups to Companies -- Make companies out of groups • Exporting Group data to Excel -- Move the groups information to a spreadsheet Groups and Subgroups • Group Rules -- How ACT! can add contacts to group automatically • Lookup Group-Save Lookup as a Group -- Find a Group of records-create a group from a lookup Communications • Create an Email message -- Modify the email template • Creating Document Templates -- Design Mail merge documents Modifying the Database Structure • Modify a User Field and the Layout Name -- 2 step process • Adding Fields-Aligning-Properties Window -- Customizing the placement of fields and objects • Adding or Hiding Tabs -- Customize what tabs are seen • Working with Field Types -- Understanding and using the types of fields • Creating Drop-down lists -- Make a list to add to a field or fields • Adding a Drop-down list to an Existing field -- Add the list to the field • Activating a Field Trigger -- Add an activity series to a contact with a field change Advanced Lookups and Queries • Lookup by Example -- Form filling to find contacts • Lookup by Activity -- Find contacts with who you have activities scheduled • Advanced Query Example -- Using logical searches on fields Premium Users Only!! -- Works with Premium only • Adding Resources and Scheduling -- Add a conference room to the schedule • Searching Schedules for Availability -- Who can show up? • Invitations-sending and responding -- Asking contacts to join you • Managing Teams for Contact Access -- Which contacts can you see? • Limited Access for New Contacts -- Default settings for remotes • Security Settings for Premium -- Adjusting security on a contact Reports • Reports in ACT! -- Standard reports and how to run them • Modifying a Report -- Make the report you want Advanced Sales Opportunity lessons • Graphing Sales Opportunities -- Sales Funnel and charting • Generating a Quote -- Give them the numbers Potpourri • Sharing Outlook Activities -- Update ACT! activities with Outlook and vice-versa • Update Salutations -- Change salutations in multiple contacts • Sorting your data -- Change the default sort order of contact records • Creating Events -- Company-wide activities Customizing the Desktop • List view for printing and send to Excel -- Adjust the list and one-click to Excel • Setting Personal Preferences -- Customize the way ACT! behaves for you Advanced Activity Things • Custom Activity Type -- Tennis anyone? • Customizing Priorities in Activities -- Adjust how priorities are set • Granting Calendar Access -- Let others schedule for you
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ACT! 6.0
Beginning Lessons Outline

CD-1

Creating a New ACT! Database —2:12
Selecting a Layout —2:15
Entering a New Record —8:18
Editing a Field drop-down list —1:45
Adding a Note to a record —2:28
Navigating ACT! —5:15
Lookup a Contact record —2:37
Lookup and Add To the Lookup —1:38
Lookup and Narrow the Lookup —1:30
Lookup by Keyword —2:56
Lookup by Annual Event —2:28
Schedule an Activity —6:07
Scheduling Recurring Activities —5:23
Scheduling a Series of Activities —4:10
Using the Task List to start your day —5:15
Clearing Completed Activities —2:05
Choosing your Word Processor —1:10
Writing a Letter, Saving and Attaching —4:11
Setup your E-mail Account —6:48
Creating an E-mail message —4:37
Editing the E-mail template —3:04
Entering/Modifying a Sales Opportunity —3:53
Graphing the Sales pipeline 1—3:40
Maintaining your Database —1:44
Updating ACT! and Backing up —4:06
Setting Reminders —2:14
Setting your Preferences —9:14

ACT! 6.0
Advanced Lessons Outline

CD-2

Resizing, adding, deleting, columns list view —2:25
Locking the List View —1:45
Printing from list view —2:28
Searching for records in list view —1:13
Adding a logo to the letter template —3:44
Creating a new mail merge template —4:19
Mail merging/E-mail merge a template —7:00
Adding a template to the Write menu —1:37
Creating a graphical E-mail merge —7:36
Printing Multiple Envelopes/Labels —2:47
Creating a New Group and adding members —4:13
Adding a single record to a Group —1:35
Selecting a Group —1:00
Printing Labels or Envelopes —2:47
Modifying an Envelope —1:58
Printing the Task List, Notes and other lists —1:49
Customizing User Fields —3:11
Adding a new field to ACT! —5:14
Modifying an existing Field —1:46
Renaming a Layout/Setting Tab Stops —3:16
ACT! Reports —4:49
Modifying an ACT! report —6:50
Adding/Viewing Library Documents —4:11
Adding new users to a shared database —3:33
Creating and pointing to shared ACT! folders on
a network —5:33
Entering Items/Transferring via SideACT! —2:29
Monitoring Alarms in multiple databases
with SideACT! —2:34
Creating and Running Group Rules —3:25

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ACT! 6.0 Beginning Lessons Outline	ACT! 6.0 Advanced Lessons Outline
VIDEO-1	VIDEO-2
Lesson 1 New database • Creating a new ACT! database • Selecting the Layout Lesson 2 Creating new records • Entering a new record • Editing a drop down list Lesson 3 Lookups • Navigating ACT! • Looking up a record • Looking up and adding to the lookup • Looking up and narrowing the lookup • Lookup by keyword Lesson 4 Scheduling • Schedule a call, meeting or to-do • Repeat activities Lesson 5 Task List • Starting your work day • Task List filtering • Creating a lookup • Clearing activities Lesson 6 Send a Letter/Fax • Choosing your word processor • Writing a letter • Saving a letter and attaching Lesson 7 E-mail • Setup your E-mail account • Creating an email message • Sending options • Attaching to a record Lesson 8 Maintenance and Backup • Reindexing and Compressing • Updating ACT! • Backup	Lesson 1 List View • Switching to list view • Editing vs. Tagging records • Looking Up tagged records • Resizing columns • Deleting columns • Adding columns Lesson 2 Customizing Documents • Opening a document template • Adding a logo • Saving as a new template • Mail Merging • Modifying the Write menu Lesson 3 Creating Groups • Creating a Group • Adding members to a group • Adding a single record to a group • Selecting a group Lesson 4 Printing • Printing labels • Printing envelopes • Modifying a label or envelope • Printing Task List, Notes, Lists Lesson 5 Setting Preferences • Activities • Startup • Colors and fonts Lesson 6 Customizing fields • Customizing User Fields • Changing a field type • Moving a Field Lesson 7 Customizing the Layout • ACT! layouts • Renaming a Layout Lesson 8 Sales Opportunities • Entering a sales opportunity • Modifying a sales opportunity • Sales Reports Lesson 9 Reports • ACT! Reports • Previewing a report • Modifying a report • Adding a report to the menu Lesson 10 Library Tab • Attaching documents • View or modifying a document Lesson 11 SideACT! • Entering items • Transferring items • Monitoring Alarms Lesson 12 Networking ACT! • Adding Users to the Database • Creating shared folders for ACT! Other Resources • www.theactbuzz.com • www.actextra.com • www.howtosoftware.com – CD Training – Videos – E-books, Synchronization, Tips and Tricks – QuickBooks to ACT!

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ACT! 2000/5.x Lessons Outline

Available on VIDEO or CD

Lesson 1
Introduction to ACT! 2000/5.0
• Introduction / Starting ACT!
• The My Record
• Screen Tour-What's New
• Daily Calendar
• Filter Settings
• Public/Private Records
• Working with Layouts
• Creating a new database
• Adding a new Record
• Editing drop-down lists
• Finding contacts with Lookups
• Creating simple queries
• List view of contacts
• Scheduling Activities
• Handling Alarms
• Clearing Activities
• Scheduling Recurring Activities
• Using the Task List
• Monthly & Weekly & Daily Calendars
• Creating and Applying a Series of Activities
• Adding a Sales Opportunity
• Maintenance and Backing up

Lesson 3
ACT! Administration/ Synchronization/Network Tips
• Network Settings
• Defining Network Users
• Setting security levels
• My Records for new users
• Pointing to Shared folder locations
• Startup Settings for log on users
• Setup Synchronization/Remote databases Windows NT Settings

Lesson 2
Advanced ACT! Topics Including Selling
• Creating and Using Groups
• Word Processing with ACT!
• Using Word with ACT!
• Creating New Templates
• Mail Merge to documents/WinFax/Email
• Modifying the Word Processing Menu
• Attaching Files to Contacts
• Deleting Attachments
• Printing Mail Merge Labels
• Editing return address on envelope
• Printing Envelopes via the Report menu
• Customizing your User fields/Layout
• Adding a new field to the database
• Using the Design Layout tool
• Renaming a layout
• Moving a field in the layout
• Changing the field display format
• Using advanced field attributes
• Advanced Sales Opportunities
• Creating a Sales Funnel
• Creating a Sales Graph
• Completing a Sale
• Using Sales Reports
• Modifying ACT! reports
• Setting Preferences
• Using SideACT!

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Crystal Reports CD-ROM Lessons outline

Lesson 1 Opening the Extreme database This lesson shows you how to open the example database that ships with Crystal Reports. From that database, all the lessons are built. You do not have to have the extreme database to follow the lessons. We also show you how to use the Explorer to locate your own database. Lesson 2 Inserting fields into a report Inserting fields is where most beginners get stuck. Using the Extreme database, we show you how to find the correct tables and the fields in the tables and to make sure the are linked so that the field data appears in the report. Lesson 3 Previewing a report After you add fields to the report, you will want to take a look at the result. Previewing a report gives you a WYSIWIG view. Crystal Reports automatically stops at 500 records in the preview so you do not have 5 ga-zillion records. Lesson 4 Saving a report Making sure the hard work is saved and can be retrieved is the subject of this lesson. Lesson 5 Opening a saved report The report is saved safely to disk. The next step is retrieving it. Lesson 6 Adding More Fields to the report Now that you have a report, you are certainly going want more fields. But, you may to rearrange the layout to get them Lesson 7 Browsing a Field to see to see the data type Check the data in the field you have selected to make sure it is what you expect. Lesson 8 Moving report objects Move fields and other objects exactly where you need them Lesson 9 Adding a header to the report Headers make your report look like a professional report Lesson 10 Inserting special fields Crystal has a series of fields, such as page number, date and time that are are already created for you that you can add to the report. Lesson 11 Sorting Records Crystal can sort record in several ways. Lesson 12 Creating and inserting a group Groups are a way of displaying your data in ways that sorting alone cannot. Lesson 13 Inserting sub/grand totals Create detailed number driven reports with subtotals by groups and then add a grand total. Lesson 14 Formatting Numbers Add the right format to the numbers in the report.	Lesson 15 Formatting dates Get the date format right, too. Lesson 16 Formatting report sections After creating a report, you can add formatting to the individual sections, too. Lesson 17 Inserting a running total A new feature of Crystal 8 is the ability to add a running to total to a list of numbers. Lesson 18 Creating a Top N sort A top N sort is a way of locating my the values you specify Lesson 19 Inserting a chart See your data in graphic format Lesson 20 Price extension formula Create a formula that calculates a value from the values in other fields. Lesson 21 Date Math Calculate the time in days between two dates Lesson 22 Record Selection Learn how to exclude or include specified records in the report Lesson 23 Report Expert Use the Report Expert to build a report from scratch Lesson 24 Auto-formatting Build a report and let Crystal add formatting for you. Lesson 25 Adding OLE logos to a report OLE (object linking and embedding) objects can be linked to a report so that if the object is edited the report automatically reflects the change! Lesson 26 Hyper-links HTML links can be created in a report Lesson 27 Link to Excel Linking report data to an Excel spreadsheet is easy and adds another analysis tool. Lesson 28 Sub-reports Insert a sub-report into a report, very cool Lesson 29 If-then-else formula Create formulas that have intelligent branching Lesson 30 Adding a Parameter field Create a report that adds user input that you design

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