Table of contents
- Welcome to ACT! Premium for Web 2005 Server
- New Features in ACT! Premium for Web 2005
- How to use Help
- ACT! Premium for Web Administration
- ACT! Premium for Web Basics
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Setting Preferences
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General tab
- Setting the option to display country code in phone fields
- Setting the option to allow/disallow history editing
- Setting quote preferences
- Setting storage locations for personal files
- Customizing name prefixes and suffixes
- Customizing the salutation field
- Setting the default salutation preference
- Enabling/disabling duplicate contact checking
- Colors and Fonts tab
- Calendar & Scheduling tab
- E-mail tab
- Communication tab
- Startup Tab
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General tab
- Conversion
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Contacts
- About contacts
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Working with contacts
- Navigating through the Contact window
- Selecting a layout
- Adding and deleting contacts
- Entering basic contact information
- Entering and changing e-mail addresses
- Verifying contact names
- Entering phone number formats
- Entering annual event dates
- Editing contact records
- Duplicating contact records
- Adding contacts when scheduling an activity
- Creating contacts from companies
- Attaching files to contact records
- Deleting attached files from contact records
- Printing an address book of contacts
- Printing contact, group, and company information
- Displaying the Contact List
- Working with notes for a contact, company, or group
- Replacing data with another value
- Swapping data from one field to another field
- Copying data from one field to another field
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Finding contacts
- About finding contacts and contact information
- About the Contact List
- Using tag mode in the Contact List
- Finding contacts using the Contact List
- Looking up contacts
- Looking up contact activity
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Working with lookups
- Commands in the Lookup menu
- Saving and reusing queries
- Finding contacts, companies, or groups using keywords
- Creating lookups from keyword search results
- Tips for keyword searches
- Deleting the current lookup
- Looking up annual events
- Looking up by example
- Looking up my record
- Narrowing, adding to and replacing a lookup
- About queries
- Tips for creating queries
- Creating advanced queries
- Working with secondary contacts
- Working with contact tabs
- Using the ACT! Premium for Web Dialer
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Activities and Calendars
- About activities
- About activity series
- Viewing and sorting activities
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Scheduling Activities
- Scheduling activities
- Scheduling activities and time zones
- Scheduling custom activity types
- Scheduling activities from calendars
- Scheduling activities with groups or companies
- Scheduling activities for other users
- Scheduling activities for multiple contacts
- Scheduling an activity series
- Scheduling full-day activities
- Scheduling timeless activities
- Scheduling private activities
- Scheduling recurring activities
- Scheduling follow-up activities
- Making changes to a recurring activity
- Rescheduling activities
- Deleting activities
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Managing Activities
- Adding custom activities and result types
- Adding an event
- Activating and deactivating an activity priority
- Assigning icons to activity types
- Deactivating activity types
- Editing activity types
- Editing activity priorities
- Editing or deleting events
- Setting events as recurring
- Restoring original activity priorities
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Working with Activities
- Creating activity series templates
- Changing activity series templates
- Deleting an activity series
- Scheduling resources
- Adding resources and locations
- Editing or deleting resources
- Setting or deleting a resource as a location
- Creating separate activities for each contact
- Editing activities from a calendar or Recap List
- Accessing contact records from the Task List or calendars
- Finding contacts with scheduled activities
- Timing activities
- Checking the availability of users and resources
- Sending e-mail messages to activity participants
- Checking the invitation status for an activity
- Opening and responding to invitations
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Working with Calendars
- About calendars
- Displaying calendar information
- Displaying the Mini-calendar
- Filtering activities in calendars
- Displaying information about activities
- Granting calendar access to other users
- Printing calendars
- Viewing another user's calendar
- Viewing a Recap List for another user
- Tips and shortcuts for calendar views
- Working in the Task List
- Recording Completed Activities
- Integrating with Outlook's Calendar and Tasks
- Groups
- Companies
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Opportunities
- About opportunities
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Working with Opportunities
- Opening opportunities
- Editing or deleting opportunities
- Closing and reopening opportunities
- Changing the record manager for opportunities
- Changing the estimated closing date of opportunities
- Adding and discounting opportunity products
- Looking up opportunities
- Viewing the Opportunity List
- Printing the Opportunity List
- Filtering opportunities from the Opportunity List
- Filtering opportunities from the Opportunities tab
- Exporting and viewing a list of opportunities
- Creating a quote for opportunities
- Viewing opportunity history
- Viewing a history summary for an opportunity
- Managing the Process and Product Lists
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Working with Graphs and Pipelines
- Creating opportunity graphs
- Creating an opportunity pipeline
- Changing the appearance of opportunity graphs or pipelines
- Copying opportunity graphs or pipelines
- Creating a lookup from an opportunity pipeline
- Finding opportunities at each sales stage
- Printing opportunity graphs or pipelines
- Saving opportunity graphs or pipelines
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Internet Services
- About Internet Services
- Accessing ACT! Web pages
- Accessing reference and research Web sites
- Creating and managing favorite Internet links
- Arranging the favorite Internet links list
- Editing favorite Internet links
- Deleting favorite Internet links
- Attaching Web pages to contacts
- Displaying maps for contacts
- Getting driving directions for contacts
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Documents
- About creating documents
- Using the ACT! Premium for Web menu in Microsoft Word
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Working with Documents
- Creating documents
- Creating documents for a single contact
- Changing the view for a document
- Displaying or hiding the toolbar, ruler, and status bar
- Opening word processing templates or documents
- Sending documents in e-mail messages
- Sending a document to multiple contacts
- Saving documents
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Editing and Formatting Documents
- Formatting pages
- About formatting paragraphs
- Formatting text
- Adjusting page margins
- Changing the font attributes in documents
- Copying or moving text
- Creating and formatting bulleted lists
- Creating and formatting numbered lists
- Creating headers and footers in documents
- Deleting tables, columns, or rows
- Finding and replacing text
- Formatting paragraphs
- Formatting tables
- Inserting files into documents
- Inserting hyperlinks into documents
- Inserting page numbers into documents
- Inserting tables into a documents
- Inserting images into documents
- Inserting and deleting page breaks
- Inserting the date or time into documents
- Modifying headers and footers in documents
- Resizing images in documents
- Setting and clearing tab stops
- Using the word processing ruler
- Working with Document Templates
- Printing Documents
- Using the Documents Tab
- Faxes
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Spelling checker
- About the spelling checker
- Selecting the main dictionary file
- Creating and selecting a custom user dictionary file
- Viewing or modifying the contents of a user dictionary file
- Locating the dictionary folder
- Checking spelling in ACT! documents and templates
- Checking spelling in opportunities or activities
- Checking spelling in notes and history items
- Checking spelling in quotes
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E-mail
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Setting up E-mail
- About e-mail
- Setting up Internet Mail
- Setting up Microsoft Outlook
- Using Outlook Express with ACT!
- Using Eudora with ACT!
- Selecting your default e-mail system to use with ACT!
- Setting e-mail preferences
- Selecting the default text format for e-mail messages
- Setting up a default history option
- Setting up new e-mail notification
- Setting default option when attaching e-mails to contacts
- Setting default auto-fill name option
- Setting e-mail addressing and name resolution options
- Setting reply and forward options
- Changing your default e-mail system
- Removing signatures
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Working with the ACT! Premium for Web E-mail window
- About the ACT! Premium for Web E-mail window
- Displaying or hiding the ACT! Premium for Web E-mail window toolbar
- Displaying or hiding the Folder List
- Displaying or hiding the Preview Pane
- Displaying or hiding the status bar
- Customizing the ACT! Premium for Web E-mail window message list columns
- Resizing the ACT! Premium for Web E-mail window panes
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Writing and sending E-mail
- About the New Message window
- Writing and sending e-mail messages
- Addressing e-mail messages
- Attaching contact records to e-mail messages
- Attaching company or division records to e-mail messages
- Attaching group or subgroup records to e-mail messages
- Attaching scheduled activities to e-mail messages
- Checking names before sending e-mail messages
- Checking spelling in e-mail messages
- Changing the e-mail system when writing a message
- Displaying e-mail address properties
- Displaying or hiding the Blind Carbon Copy (Bcc) Field
- Saving e-mail messages to send later
- Using mail merge with e-mail
- Finding and replacing text in e-mail messages
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Customizing your messages
- About your signature text
- About formatting an e-mail message
- Adding bulleted or numbered lists in an e-mail message
- Inserting or deleting pictures in an e-mail message
- Inserting a hyperlink in an e-mail message
- Changing font attributes in an e-mail message
- Formatting e-mail message text using styles
- Formatting e-mail text
- Changing text and background colors in e-mail messages
- Inserting your signature text
- Creating or changing your signature text
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Working with attachments
- Attaching files to e-mail messages
- Attaching Documents tab files to e-mail messages
- Attaching company or division records to e-mail messages
- Attaching contact records to e-mail messages
- Attaching group or subgroup records to e-mail messages
- Attaching e-mail messages to contact records
- Attaching e-mail messages to group records
- Attaching e-mail messages to company records
- Opening e-mail attachments
- Saving e-mail attachments
- Removing attachments from e-mail messages
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Working with received E-mail
- Checking for new messages
- Opening and reading e-mail
- Marking messages as read or unread
- Replying to e-mail messages
- Sorting e-mail messages
- Forwarding e-mail messages
- Finding e-mail messages
- Dragging and dropping e-mail messages to contact records
- Creating contact records from e-mail messages
- Creating activities from e-mail messages
- Saving e-mail messages to a file
- Opening hyperlinks in e-mail messages
- Printing e-mail messages
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Using E-mail folders
- Creating and deleting e-mail folders
- Displaying folder contents
- Sending saved e-mail messages
- Moving e-mail folders
- Renaming e-mail folders
- Copying or moving e-mail messages to folders
- Emptying the Deleted Items folder
- Deleting e-mail messages
- Finding e-mail messages
- Viewing sent or deleted messages
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Using Outlook E-mail with ACT! Premium for Web
- About Outlook address book integration
- Adding ACT! Premium for Web address books to Outlook
- Setting ACT! Premium for Web history options in Outlook
- Sending e-mail messages to ACT! Premium for Web contacts using Outlook
- Attaching Outlook e-mail messages to ACT! Premium for Web contact records
- Troubleshooting - Verifying ACT! Premium for Web 7 add-in for Outlook integration
- Working with E-mail offline
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Setting up E-mail
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Reports
- About reports
- Running reports
- Printing reports
- Summary of ACT! Premium for Web reports
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Working with the Report Designer
- About report templates and the Report Designer
- Opening the Report Designer
- Opening and closing the Properties Window in report templates
- Showing and hiding the Toolbox in report templates
- Moving or resizing the Properties Window in report templates
- Moving or resizing the Toolbox in report templates
- Selecting more than one object in report templates
- Selection handles in report templates
- Showing and hiding gridlines in report templates
- Turning on Snap to Grid in report templates
- Sorting the properties list in report templates
- Understanding sections in report templates
- Understanding summary fields
- Understanding subreports in report templates
- Using the Properties Window in report templates
- Using the Toolbox in report templates
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Customizing Report Templates
- Creating and saving report templates
- Modifying report templates
- Working with objects on report templates
- Changing the common properties for multiple objects at one time
- Using rulers on report templates
- Filtering data in report templates
- Viewing a subreport from a report template
- Undoing changes in report templates
- Previewing report templates
- Deleting report templates
- Saving report templates
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Import and Export Data
- About importing and exporting data
- Tips for a successful data import
- Importing ACT! data
- Importing data from other programs
- Exporting ACT! Premium for Web data to another ACT! Premium for Web database
- Exporting ACT! Premium for Web data to a delimited text file
- Exporting ACT! Premium for Web list view data to Microsoft Excel
- Merging attachments into an ACT! Premium for Web database
- Selecting contact, group, or company merge options
- About importing and exporting list values
- Importing and exporting a product list
- Exporting and viewing a list of opportunities
- Mapping fields
- Loading and saving map files
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Customize Data
- Customizing and Creating Fields
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Working with the Layout Designer
- About layouts and the Layout Designer
- Opening the Layout Designer
- Closing the Layout Designer
- Opening and closing the Properties Window in layouts
- Showing and hiding the Toolbox in layouts
- Moving or resizing the Properties Window in layouts
- Moving or resizing the Toolbox in layouts
- Selecting more than one object in layouts
- Selection handles in layouts
- Showing and hiding gridlines in layouts
- Turning on Snap to Grid in layouts
- Sorting the properties list in layouts
- Using the Properties Window in layouts
- Using the Toolbox in layouts
- Customizing Layouts
- Attribute Properties
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Customize for Efficiency
- About customizing for efficiency
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Working with menus and toolbars
- About customizing menus and toolbars
- Understanding menus, toolbars, and commands
- Creating toolbars and adding tools
- Customizing toolbar and menu displays
- Deleting menus or commands
- Rearranging menus and commands
- Renaming menus or commands
- Resetting menus and toolbars
- Adding separators between commands
- Using Custom Commands
- Customizing Columns
- Working with the Navigation bar
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Creating and Using Keyboard Shortcuts
- About keyboard shortcuts
- Adding and deleting shortcut keys
- Resetting shortcut keys
- Shortcut keys for navigating in ACT!
- Shortcut keys for all ACT! windows
- Shortcut keys for the ACT! Word Processor
- Shortcut keys for calendars
- Shortcut keys for Contact, Group, and Company windows
- Shortcut keys for the Contact List
- Shortcut keys for E-mail windows
- Database Administration
- Users and Teams
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Synchronization
- About synchronizing databases
- Security and synchronization
- Understanding the synchronization process
- Tips for a successful synchronization
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Synchronizing for Administrators
- Setting up database synchronization
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Managing synchronization
- Setting the expiration period
- Setting up automatic synchronization
- Re-creating a remote database
- Editing Sync Sets
- Copying Sync Sets
- Deleting Sync Sets
- Looking up Sync Sets
- Disabling synchronization
- Turning on/off synchronization for the main database
- Stopping/restarting the ACT! Network Sync Service
- Verifying synchronization
- Synchronizing for Users
- Troubleshooting synchronization