Act! Training Courses

Listed below are our standard Act! courses which are run on-site at your premises and tailored to suit your needs. All courses are run at your premises on a one-to-one basis using your data.
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Sage Act! for Users

This is a one-day introduction to Sage Act! to assist users in understanding the basics of Sage Act! and how to setup contacts, searches, activities and opportunities, sending emails and letters.

​Basic understanding of how Sage Act! works

• The Sage Act! Desktop and menus
• Creating and managing Contacts
• Lookups & Searches
• Notes, History and Documents
• Groups & Companies
• Activities - setup of activities, scheduling and reporting
• Opportunities - the opportunity process, creating opportunities and reporting
• Letters & Mail merges
• E-mail Integration

Sage Act! for Administrators
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​This is a one-day course to assist in setting up Act! and customising it to suit your business.  It covers creating new databases and users and customising fields, dashboards, layouts and reports.

• Installing Act! and creating a database
• Importing data
• Creating and managing users
• Customising database fields, creating and modifying them
• Setting up design and layout screens
• Customising menus and toolbars
• Smart Tasks
• ACT! Dashboards
• Sage Accounting Integration
• Sage Act! link to Sage Products and sales orders/invoices
• Dealing with duplicate records and making global changes
• Database Maintenance - backups​

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We can offer our Crystal Reports and Sage consultancy and training in London, Hertfordshire, Middlesex, Essex, Norfolk, Suffolk, Kent, Surrey, Enfield, Watford, Romford, Dartford, Hatfield, Harlow, Bromley, Croydon or anywhere in the Home Counties and around the M25