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Sage ACT! 2011 Dashboard and Report Cookbook
最新章節：
Index
Thisisacookbookofeasy-to-followrecipesaboutACT!2011dashboardandreportpractices.IfyouareanACT!enduserwhowantstolearnabouttheexistingreportsanddashboardsavailableinACT!2009,2010,and2011,thenthisbookisforyou.IfyouareanACT!administratorwhowantstomakechangestoACT!'sdashboardandreportingfeaturesorasalesmanagerwhoneedstomeasuretheeffectivenessofhissalesforce,youwillalsofindthisbookhelpful.NewCRMuserswilllearnhowtomeasurethesuccessoftheirdatabase.PriorknowledgeofACT!isnotessential;however,you'llfindithelpfultohavegoodworkingknowledgeofhowtoadddatatoACT!,ortoworkwithanACT!databasethathasalreadybeenpopulatedwithdata.
目錄(89章)
倒序
- 封面
- 版權頁
- Credits
- About the Authors
- About the Reviewer
- Support files eBooks discount offers and more
- Preface
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Chapter 1. Exploring the ACT! Reports
- Using the ACT! Reports menu
- Using the Reports view
- Running a report from the Report view
- Choosing a Report Output Option
- Editing Reports in the Reports view
- Keeping a list of Favorite reports
- Finding the default location of the ACT! Reports
- Chapter 2. Filtering Data in Reports
- Filtering based on a contact field lookup
- Filtering Contact reports
- Filtering based on a contact activity lookup
- Filtering Notes and History in reports
- Filtering activities in reports
- Filtering Groups reports
- Filtering Company reports
- Filtering Opportunity reports
- Presetting filters for most used option
- Chapter 3. Creating a Quick Report
- Setting preferences for the quick reports
- Selecting and organizing the columns for a contact list quick report
- Printing the contact list quick report
- Printing the History tab quick report
- Printing the contact detail view quick report
- Exporting the Opportunities List View to Excel
- Chapter 4. Working with the Report Editor
- Converting ACT! 6 custom reports
- Choosing a template type and setting defaults
- Adding fields to template and basic formatting
- Naming field objects and individual field formatting
- Positioning fields and labels
- Adding a custom field and creating a basic script
- Adding sections for sorting and grouping
- Using sections for sub-totaling and totaling
- Chapter 5. Subreports and Scripting Techniques
- Formatting a List Type report
- Adding subreports to a report
- Adding fields to the secondary contacts subreport
- Adding fields to the history subreport
- Scripting basics by example
- Reverse engineering a set of complex scripts
- Chapter 6. Labels and Envelopes
- Editing a standard envelope
- Adding a logo to an envelope
- Creating a custom envelope
- Creating an xx64 label template
- Chapter 7. Working with the ACT! Dashboards
- Getting familiar with the Dashboard layouts
- Accessing information from Dashboards
- Copying Dashboard information to other products
- Printing Dashboards
- Making Dashboards the default startup preference
- Chapter 8. Filtering Dashboards
- Filtering the Contacts Dashboards
- Filtering the Activity Dashboards
- Filtering the Opportunity Dashboards
- Filtering the Admin Dashboard
- Changing the Dashboard Data
- Chapter 9. Editing Existing Dashboards
- Cloning an existing Dashboard
- Changing the Dashboard display type
- Changing the Dashboard default filters
- Changing the Dashboard headers and footers
- Changing the Dashboard legends
- Changing the Dashboard totals
- Changing the Dashboard scales and limits
- Setting a Dashboard target
- Modifying the closed sales to date component
- Changing the Dashboard data charts
- Chapter 10. Working with the Dashboard Designer
- Creating a new Dashboard
- Adding or removing columns and rows
- Creating wider components
- Adding components to the Dashboard
- Adding data charts to the Dashboard
- Changing the order of the Dashboard components
- Index 更新時間：2021-04-09 22:07:07
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