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ACT! by Sage Software Training Class -
Customizing ACT!

Sage Premier Training Center Course Outline

Welcome to ACT! Software training classes - Customizing ACT!. This specialized one day course is designed to help you master some of the advanced features of your ACT! Software. Students are required to have a basic working knowledge of Windows and ACT!.

Guarantee applies to the same next class for the attending student within 60 days of original attendance.

This class is taught by a SAGE Certified ACT! Premier Trainer. There will be a maximum of 4 students per class and are hands on 1 person per PC. All classes are CPE accredited. Students will receive a certificate of completion.

Cancellation policy: Course cancellation must be received in writing 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. The class may be rescheduled with no administrative fee.

Fee: 1 day session $399.00 per day
Guaranteed! or the next class is FREE
View calendar for dates and locations
Sign up here or call 800-475-1047
Course Outline
Database Design and Layout
  • Customizing Fields
  • Field Attributes
  • Manage Drop Down Lists
  • Define and Modify Layouts
  • Testing your Layouts
Running and Designing Reports
  • ACT! Reports
  • Report Templates
  • Adding Report Object
  • Report Filters
  • Scrunching Fields
  • Using Custom Fields

Feature Customization

  • Customizing Menus and Toolbars
  • Creating New Activity Types
  • Activity Series
  • Creating a Custom Document Template
  • Merging the Template with a lookup
  • Envelopes & Mailing Lists
  • ACT! Word Processor
  • Formatting e-mail Templates
  • Mapping ACT! Fields into Microsoft Excel
  • Opportunity Customization

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Accounting Business Solutions by JCS software training and support for Sage Peachtree, ACT! by Sage, Timeslips by Sage Fixed Asset, Sage MAS 90 ERP, Sage MAS 200 ERP and Crystal Reports are available in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho , Illinois, Indiana, Iowa, Kansas, Kentucky , Louisiana , Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma , Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

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