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Advanced ACT Training

Length: 4 Hours

Once you’ve mastered the basics you’re ready to move on to the next level. Learn how to customize your database to best serve the needs of your business.

  • Planning for a new database
  • Adding and Editing ACT!’s Fields
  • Field Level Security
  • Working with Drop-Down Lists
  • Creating and Editing ACT! Layouts
  • Customizing Activity Types
  • The Activity Series
  • Creating Document Templates
  • The ACT Reports

Additional Training Materials: