ACT! Administrator Training course

Training objectives

After a day of training administrators will have acquired al principles governing the administration of the software. Administrators must previously know the application ACT! or be trained on using the software that is the subject of an other lesson plan.


1 day (7 hours)

Type of training


Intended audience

ACT! Administrators


The section on installation, data integration, management backups and setting up synchronization, needs to have very good knowledge of computers.
The section on setting ACT! needs to have a good command computer tools and a knowledge of the relationship management customer and flows of the company.

Course Outline

Installing ACT!

  • Requirements and how to install SQL Server and ACT! on a data server
  • Requirements and how to install ACT! on a user (mobile or fixed)
  • Specific Windows environments
  • Registration and ACT! Licensing

Managing the database

  • How to create and share ACT! database
  • Managing backups and using ACT! Task Scheduler
  • How to restore a database
  • Database maintenance (integrity check, purge old data, ...)
  • Using the Advanced Administration Tool ActDiag

User management and rights

  • Manage user access accounts and defining the rights on ACT!
  • How to manage the departure of a colleague and the reallocation of financial mass
  • The different types of users (administrator, manager, ...)
  • The management team
  • Management of user rights on p% data

Database configuration

  • How to create fields in ACT!
  • The different field types (text, checkbox, date / time, ...)
  • ACT! System Fields
  • The management of the drop-down lists (single selection, multiple selection, ...)
  • Managing principal and mandatory fields
  • Managing the rights to the fields (read-only, read / write)
  • Develop / modify a presentation / user interface
  • Manage multiple types of presentation
  • How to lay out the cards Company / Contact / Opportunity
  • Managing the tabs, the positioning of fields, tab, ...
  • Definition of cycles or commercial sales opportunities
  • Customizing the management of historical and
  • Customizing activity sets
  • How to create document templates or Word ACT! and integrate fields Contact sheet (name, address, ...)
  • Set up the coupling between p% and messaging with Outlook / Lotus SMTP mode or
  • Adaptation simple ACT! dashboards and reports
  • Customize ACT! menus and toolbar
  • Set your preferences and initialization parameters

The data exchange

  • Setting preferences and initialization parameters
  • Conversion of a database
  • The potential for data export
  • The management of preventive and curative duplicates

ACT! Synchronization

  • The principles of ACT! synchronization
  • The role of users in the synchronization process
  • Synchronized and unsynchronized
  • Synchronized and unsynchronized
  • System Synchronization
  • And Deploying bases girls
  • Automatic synchronization and using ACT! Task Scheduler
  • The synchronization service ACT! Premium
  • Sync through a VPN tunnel