How to Use ACT Database Softwareby Contributor
How to Use ACT Database Software. ACT Database Software, manufactured by Sage Software, debuted in 1987 and has long been a favorite of many businesses for contact management. Employing easy to use contact record screens and drop down menus, it contains fields for many kinds of business and personal information. Read some basic tips for using ACT contact management software below.
Click on the starter icon. When the beginning screen appears, go to the contact screen. It contains records of all the individuals and businesses you've entered so far. To add a new contact just go to the file menu and choose to add a new contact. A blank screen will appear. Add as much or as little information as you need, then save the record.
Choose the calendar icon to type information for your daily schedule. Choose the date you want from the calendar on the left side of the screen. When the blank page for the date appears, add details as needed, then save and close.
Use the Groups icon so you can find all the contacts that belong to a particular company or profession. Some examples of group names include "XYZ Company" and "Acme Plumbing" or business types such as "Publicists" or "Copywriters." This makes it easier to send emails to all the contacts at a particular company with just one click.
Send an email with ACT by hitting the "Email" icon on the starter screen or use "Compose Email" from the drop down menu. Choose the appropriate contact, then compose and send your message. The "Task List" icon helps you list all the meetings and activities for a particular day in one pane instead of a calendar format.
Take advantage of the "Opportunity" function to track the times you've contacted a prospective client. You can list phone calls, emails and any other method used to send the prospect information. The "Word Processor" functions enables you to compose and send sales letters and other documents directly from ACT instead of using Word. Click the "Layout" icon to establish the look of your ACT generated reports and letters.