RMD Business Business Contact 3 Complete Syllabus
This course is designed for delegates who have little or no experience of Microsoft Business Contact 3 and
want to learn how to use it effectively.
If the course syllabus does not entirely match your requirements, please contact us
as we are able to customise it to your needs.
This course has a duration of 1 day.
Configuring Business Contact Manager
Getting Started
What Is Business Contact Manager?
Installing Business Contact Manager
Using Express Setup
Using Advanced Setup
Using Business Contact Manager
Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders
Using the Business Contact Manager Menu
Using the Business Contact Manager Toolbar
Working with Business Contact Manager Data
Creating a Database
Removing a Database
Connecting to a Shared Database
Sharing Your Database
Managing Your Database
Getting Help in Business Contact Manager
About the Welcome E-Mail
Using the Dashboard Links
Using Learn About Business Contact Manager
Using the Help Menu
Using Business Contact Manager
Accounts
Open the Accounts Folder
Creating New Accounts
Editing an Account
Account Views
Business Contacts
Opening the Business Contacts Folder
Creating a Business Contact
Editing a Business Contact
Business Contact Views
Opportunities
Opening the Opportunities Folder
Creating an Opportunity
Editing an Opportunity
Opportunity Views
Business Projects and Project Tasks
Opening the Business Projects and Project Tasks Folder
Creating a New Project with Tasks
Editing Business Tasks and Projects
Viewing Business Tasks and Projects
Communications History and Linking
Creating a History Item
Creating a Business Note in an Item
Creating a Business Note Outside and Item
Viewing the Communications History Folder
Using Link to Record
Using E-mail Auto-Linking
Business Contact Manager Tools
Customising the Dashboard
Opening the Dashboard
The Home Tab
The Sales Tab
The Marketing Tab
The Projects Tab
Customising the Dashboard
Information Management Tools
Setting up the Product and Service Items List
Using the Product and Service Items List
Importing Data
Exporting Data
Generating Reports
The Reports Window
Marketing Campaigns
Creating a Basic Campaign
Tracking Campaign Results
Creating a Campaign Through Word
Creating a Campaign Through Publisher
Customising Forms
Creating a Custom Form
Editing Lists in a Form
Editing Lists Outside a Form
Working With Accounting Express
Installing Accounting Express
Opening Accounting Express
Setting up a Connection to Accounting Express
Using the Accounting Tools Menu
