ACT Training by Accent Gold Solutions-Database Design Part 1-Intro and Strategy

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Uploaded by on Jul 20, 2010

This is the first of several ACT 2011 Premium Training videos on the topic of Database Design. This video features one of our long-time ACT! Certified Consultants and Premier Trainers. So these tips are conventional info that you might find in a Dummies book. Instead, these tips are based on years of experience with helping our clients customize their CRM.

Topics covered in this video are:

Introduction to Field Customization in ACT
What is the purpose of the pre-defined User Fields in ACT?
The "Referred By-Details" field should be standard in everyone's database.
It's helpful to add the field "Category" to your database.
"Address Type" will help clarify where you're sending letters to.

Category:

Education

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Standard YouTube License

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  • FANTASTIC FOR THE BEGINNER!

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