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ACT! for Lotus Notes TRAINING

ACT! for Notes

May, 2009
ACT! for Notes 4.2 Advanced v3
June, 2005
500-seat ACT! for Notes Sale
July, 2002
ACT! for Notes on the Lotus stand at the IBM Software Universe


This one day course is for users who need to know how to use Symantec's ACT! for Notes contacts database application. You will learn how to select, navigate and use the various Public Views and Private Views available for browsing, analysing and maintaining a contacts database. You will be shown how to create documents by adding new companies and contacts to the database, including creating attachments. You will also learn how to create and manage activities, such as meetings and calls, and how to use ACT! for Notes to create correspondence documents such as letters and faxes.This course fills the requirements of the Training Guarantee Act. It was designed and developed by EDUCOM's professional courseware development team in conjunction with GL Computing's (an ACT! Certified Consultant, ACT For Notes Consultant and ACT! Authorised Trainer) ACT! expertise.

Expected Outcome

Upon successful completion of this course, you will be able to:

Open and navigate an ACT! for Notes database
Work with, display, expand, collapse and print the different database views
Create documents for companies and contacts
Attach external files to ACT! documents
Maintain and print documents for companies and contacts
Schedule activities, such as meetings and calls, and view your calendar
View and print your task lists
Create correspondence such as letters and faxes from an ACT! database
Use the ACT! for Notes Help database


This is a hands-on workshop with plenty of exercises and activities designed to help you practice, immediately, what you have learned. To achieve this:

You will be provided with comprehensive step-by-step manuals and exercises diskettes, which you can keep after the course
You will have exclusive use of a state of the art SVGA monitor and printer or dedicated classroom laser printer
You will be taught through lecturing, hands-on activities, slides and whiteboard use. Besides this, your tutor will use the latest computer-aided-techniques which enhance interaction between trainer and student
The course will be presented by a trainer who is not only a qualified instructor, but also an experienced user of ACT! for Notes and other Windows applications


Basic computer awareness, Windows skills and attendance on the Lotus Notes Basic User course or equivalent experience in the Lotus Notes environment.


1 Day

Course Contents


Accessing ACT! for Notes
The ACT! for Notes Screen
The navigation pane
The views pane
Selecting a view
Expanding and collapsing views
Browsing a view
Public and personal views
Company and contact views
Task oriented and history views
Database documents and document types
Opening and closing documents


Adding a company
Completing the company document
Edit fields
Popup buttons
Drop down lists
User fields
Manager and security fields
Attaching a file
Viewing a file attachment
Adding a contact to a company
Adding an independent contact
Linking a contact to a company
Personal views


Editing a document
Printing a document
Adding notes to documents
Attaching files to notes
Viewing notes
Editing notes
Printing notes
Contact history
Company history
Searching a view
Quick search


Scheduling a call
Scheduling a meeting
Viewing the Task List
Printing the Task List
Viewing the calendar
Browsing the calendar
Monthly view
Weekly view
Daily view
Printing a calendar
Managing activities
Rescheduling activities
Cancelling activities
Completing activities
To Do activities


Report views
Selecting a report
Printing lists
Printing reports
Contact reports
Company reports
Other reports
Other correspondence


The Help database
Help contents
Help index
Help search
Printing help documents
Closing Help
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