Transcript No Slide Title

Hannan’s Healing Herbals
Introduces
Presented By Kaye Hannan - Incorporating ACT ! ©
What Can Therapy Meets
Technology Do?
•Profile & Manage all your Patients, and Contacts.
•Search for clients at lightening speed
•Schedule Appointment, follow ups and therapy treatments.
•Print reports on assessments, full patient reports
•Mail Merge letters using MS Word for next appointment.
•Email your customers their next appointment, and assessment
results.
•Log all your, dental,worming, veterinary, therapy & competition
results
Hannan’s Healing
Herbals
....AND HEAPS MORE!
•This presentation takes about 4 minutes. We challenge
you to spend 4 minutes and save hours and hours of
frustration.
•This presentation is available via email upon request
Contact list view for column viewing, editing and tagging
Easy Mail Merge with Microsoft word or built-in
Wordprocessor
Comprehensive Notes and History
Schedule Activities for single or recurring activities.
Synchronise
with Outlook activities
Sales / Opportunities capability
Group Capability
Synchronisation
Outlook e-mail integration.
Plus much much more …. Reports, searching , backups
Therapy Meets Technology
The Card Concept
similar in design to the 5 x 3 Card system
used by many businesses on a manual
system.
Use TABS at the bottom of the screen to store
patient data.
Layouts ready to use for easy data entry to
suit your business.
Can be customised upon request
Simple easy to use
Therapy Layout
New sidebar allows
you to easily
navigate through
the different views.
Customise the
toolbar or add
your own custom
commands
Right-click on the Bar
to change the view
from large to small
icons or choose to
view the Large View
Bar on the left or a
Mini View Bar at the
bottom of the window.
Data entry is even easier ...
New entries can be automatically
“memorised” and result in
automatic population of dropdown lists.
Type-ahead makes it easy to
choose the right names from the
drop-down lists and saves time
and effort and ensures that data is
entered consistently.
You can link dropdown lists so
that a city that you add to the list
in the contact record appears in
the list for the group record, too.
Drop down lists
can speed data
entry.
Contact List View
Allows easy column view of contacts data similar to a
spreadsheet.
Two modes available in this view:
Tag mode – for tagging contacts to build a list or to
refine a lookup for merging or reporting
Edit mode – allows you to edit on-screen based on the
columns selected
Columns can be customised to view the data you want to
view.
Sort on columns by clicking on column header for
ascending or desending. (type on your keyboard to search)
Contact List View
Drop down lists can
speed data entry.
Choose from Edit
or Tag Mode
Sort on any column by
clicking on the column
Change the column view using Drag and
drop. You can also change data in this
View
Easy Mail Merge
Use either Microsoft Word or the ACT!
Word processor to do mail merges.
Microsoft Word 95 – 2000
ACT! database provides the contact data for the
mail merge.
Built-in ACT! Word processor
Full function WYSIWYG Word Processor.
Merge to Winfax or e-mail
Schedule for out of hours merging to fax.
5 Easy steps to Mail Merge
Step 1 – Create a document template with merge fields.
Step 2 – Lookup the list of contacts to merge
Step 3 – Select WRITE, MAIL MERGE menu
Step 4 – Select the output device, printer, e-mail, word
processor or fax if installed.
Step 5 – Click on OK button to begin merge
Comprehensive Notes & History
Each time you complete an
activity with a contact the
history is updated.
The Notes and History of your ACT!
contacts is like having an audit trail of
your relationship with your contacts
Scheduling Activities
Schedule activities with one or multiple contacts
Send activity advice via e-mail
Schedule recurring activities for custom dates
Create Activity series for marketing or sales plans
Schedule 3 different schedule types
Calls – for follow up phone calls
Meetings – for on-site meeting
To-Do’s – for other tasks and activities with your contacts
Calendar
Banners for
scheduled activities
stack on top of each
other. Especially
helpful for sharing
calendars.
The magnifying glass
icon shows that this
activity has a detail
associated with it.
Details on activities allow for up to 32K of text
to be associated with an activity. This allows
for directions, discussion topics and other
important information to be attached to a
specific activity. Additionally, the Details
appear on task lists, calendars and reports
when printed.
Activity Series
To begin the Activity Series
Wizard select Create/Edit
Activity Series from the Contact
menu.
Activities are scheduled based
on a start date or a due date. If
the series has a start date, all
activities will be scheduled
after the start date. If the series
has a due date, all activities
will be scheduled before the
due date.
Enter the first activity in the
series. Since this is a series
based on a Start date, enter the
number of days that you want
the activity to be scheduled
AFTER the start date.
Activities show up in the
Activity Series list. Click
Add to include as many
activities to the series as
you want.
When you have created and
saved the activity series, you
can then schedule it when
needed. Bring up the
Schedule Activity Series
dialog. Select the series you
want and the activities are
automatically scheduled in
the ACT! 2000 calendar.
When finished, name the
series and enter a brief
description to help you
identify it. To schedule the
series choose the contact or
contacts you wish to schedule
the series with. Choose the My
Record for activities YOU plan
to complete.
Improved Lookups
With ACT! 2000’s powerful
search capabilities, you can now
find critical information
anywhere in your database.
With ACT! 2000’s new flexible
keyword search, you can filter
your search to look in the
Sales/Opportunities tab,
Note/History tab, or Activities tab
and e-mail addresses.
Keyword search can also be
used to find a word or a phrase
in a single contact record or in a
group.
You can now do a lookup on more fields.
Also added is the ability to perform a lookup by
empty or non-empty data fields.
For example, you can look up everyone who has
an e-mail account or everyone who does not have
a fax number.
Sales Process Stages
To enter a new opportunity,
enter the product, pricing and
quantity information, the
probability (%) of completing
the sale, and the sales stage.
The default stages are those
used in the Dale Carnegie
Training® Sales Advantage
training. The stages can be
edited in order to suit the
unique requirements in each
user’s sales cycle.
You can find all sales information
relating to a contact or group in the
Sales/Opportunities tab.
Opportunities, closed/won sales,
and lost sales can be found in this
tab. The tab also has filters so you
can choose which important items
you want to display.
You may also enter additional
information about the main
competitor and any other
detail that you wish .
Update the information as the
opportunity moves through the
stages of the sales process. When
the transaction is complete, fill in
the result and the reason.
Sales Graphs
Choose to create a graph for
Current Contact, Current Lookup
or All Contacts. Graph sales
opportunities, forecasted sales or
closed/won sales.
Choose from a variety of graphing
options. Choose a bar graph or
line graph, 3D or 2D, and a palette
of colors.
Sales Graphs
3D Bar Graph
Line Graph showing Vertical and
horizontal lines
Reporting
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
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10 built-in reports that you can be modified with
built-in report writer
• Full contact report
• Phone Lists
• Address book, Labels, envelopes
• Print Calendars
• Summarise history activities
• Print Task lists
• Print reports directly from screen with right click
Easily customised to build your own reports
Add custom reports to menus
Outlook Integration
The Update Calendars dialog allows you to
specify the timeframe to be updated and
whether to update Outlook activities in ACT!,
ACT! activities in Outlook or both. You can
also elect to have ACT! 2000 remind you to
update your calendars periodically by clicking
the “Set Reminder” button .
Outlook activities are easily removed from ACT! by
selecting the “Remove All Activities” command in
the ACT! 2000 Tools menu and checking the
“Outlook activities from ACT!” option. This will
remove all of your Outlook activities from your ACT!
2000 calendar.
Example of Outlook
activity appearing in the
ACT! 2000 calendar.
Double-click to get
details.
Database Maintenance
& Backup
Kaye Hannan. Masters Applied Science (Equine) , Dip
teach, HATAA, TAFE certified, acupressure (USA)
Equine Therapist. over 44 year equine experience,
Competing at dressage, eventing.
Teaching experience (25yrs) in Adult Education & TAFE.
Computer Certified, Trainer, Business Partner and
specialising in customisation, integration an development
of software.
mailto:[email protected]
mobile: 0419 268 725 fax: 02 9654 0452