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Welcome to our ACT training lesson on database design. Today we are going to be talking about database
design
With the right plan you can
try to get the most out of ACT by Sage 2011 So many great features out of the box
You may want to begin by just adding a new field
Let me give you some of the reasons why you might want to think about
planning out your data design
and as I indicated before little bit more comes to making a little bit more in depth
ACT by Sage helps you organize your fields
ACT gives you ability to design fields and layouts
out of the box
place your information here
Let's say you receive a standard business card if you need to open up an account or contact - it's a few business card
ACT allows you to design labels and fields
you can add all kinds of fields
You can design the tab flow
You can design the contact Access and security
ACT allows you to set default values
The new version will even create fields on the fly when you import form excel
Get familiar with all the options you have for database design
You may find that there are more options than you even know
in your data base deciding
options
especially if you're integrating with Outlook
or Office
they have no idea probably out and that yet when you open up at the meeting that the debate
may not be quite as nice as that think definitely that improving are the development of det
according to be structure
out throughout the years but going back to act six you can have a number of extra field
he converted from act
I had a good feel for still being a database even though they may not be used to bail could
I look a little fun key to their there's definitely some purpose of cleanup especially get an
older person and moved into them you know
%uh be that truck for them to be covering today
I would think you apply for the last few years of fact
%uh but we are treating are two thousand ten
which is version well
I'm
so getting back into what some of the field are you to feel
act he to of are it get started with constitution
I think you've got little information lot of people the track
and you can use the views of feel %uh enforcement without any for customs they still have to
remember what you don't want field
I should be used for you too cute cetera
I found it because it's your own in your not sharing it with anybody out is it
problem to star
out that my memory tend to go and play as they get into something sell
try to remember what you want without actually changing the labeling think
that can be a bit frustrated felt
I very important to make sure that your field the new labels matchup
I'm and going to be talking about that in the second half of us today
all right want to talk about
he'll do fine candidates declined
%uh the the first question is why do I need any after field an estimate purpose of having
contacting company in following a contrast to the field been pretty obvious
well where armed how might a year
can customize feel
%uh typically I find that if I hate
actually had a memo feel under contract
you
in
admittedly the about that contact in start noticing that pattern
every time
you creating you contacted the battlefield you're taking things like
this is where they you know the the industry that there are and or maybe you're right
%uh they eat
%uh this is their anniversary
or the for their children
or time
this kid the potential business that might be able to do it
that you find that your writing that he never over and over and over again
that might be a way to think about have a custom feel to build a feel for it it makes
hook-up easier if you're interested in getting its reporting bihac without as well
but they would get a key to get these at have created be kidding
so that you can have a clean on not want to build your the what on of
on I know on you know territories county that's what attracted the stock market information
maybe you have multiple addresses for a particular contact is that the way to doing that out
but it might be a good start to have more feel connected
to get started can get a make a few recommendations typically when I sit down and talk to make
someone the eight
they're are at a few field that like it comes to mind
right off the bat
our I find that act
I did a good job getting started but there's a few things he can do to make it
to take pictures that up
so the matter what industry here in up for the most part I think the field probably will
have some value cio
I had the first feel that the people that we've talked about is on you know exactly
what I referred by a field
it allows us to keep track out weird that contact came from
on especially if you're do you mean adding sort of
%uh wet camps he your search engine optimization or possibly newspaper radio advertising
I hope very important contract
how do you keep out your contact with I mean you know to better invest your on marketing
dollars
but the grant can get a little bit cluttered sometimes on for me I want to keep
the big picture
and I think the most my contact through referrals
through lead
%uh through radio or through newspaper external at the big picture or treat each other
our or cold calling I want the big picture that more and economic infested with word
of mouth
I want to know
who knows what it's not just
that was a word about that one and that the specific me
the to be able to look out for the big overall picture for the record by in more detail
I always try to create are referred by killed feel that I could get right underneath here
and I would have it turns out that much
and that way I can have preferred by could be word of mouth
or referral or whatever out of the call that and then referred by details could be just
met
in fact the particular person
but that the contact me
I don't know if you get a sense of how much money is being spent marketing live in their
effort by feel
and then what specifically are be able to find out from the contents had given in a
lot here
and down
the making accordingly
dressed for and he told is another it's one of the protection of but I like that
I another field that I have found the important is some sort of a category field
at the recent see that is status
have like act get you out of the box that I keep getting effectively not what we recommend
I loved it
kind of mixes in it
categories of contact as well as there's that so
a and called status
in general though I like to think of ID status
%uh trial time
have this contact really
to me
%uh in the company level
landau we're going to be talks in theory right now we're going to get started in two thousand
in just a few minutes be felt
I have how the country really to me I think the level so aren't they
if they're prospect of a hot former cold
if they are trying to act of writing inactive
I think that there are they a personal contact of the employees
I'm in addition to that we may need separate field category or industry possibly labeling
but what specifically that they are
out in the directed or whatnot
I the third and final feel that we're going to be talking about today at it act like them
out
in that context
I've been primary address up to the top
treat is the main mail merged actor and when it comes to working
I've got the implant act that give us an additional aka walked in here and the personal in fact
happen
it's called heart attack
%uh the content that you've got more plaid dresses they could be out we're house
there could be you know there's been yelling and then there's that you know shipping in
the billing in a home office in the regular updates from the meet headquarters in the
budget for ways to discredit them about that
no telling people that have a field called address tight to be like that by a little
bit further
you know the kids the primary marietta but what specifically network
and then the common threats we have gotten here we need one it redeemed be called up-to-date
address and the actress think that's what the be able to distinguish between the two
I that even that the church instead pointed that we have in getting that what do you think
it's right
when I got out and the into the actually that it the now
out we're going to talk about how cute I newfield the week
that renamed fields angeles on the property we have on that level
and then if they can't predict what's going to be going through how to customize your
way out to get them to display properly