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Contact Manager for Peachtree® Complete Accounting 2003
Course Outline
Introduction to Contact Manager
  • Starting Contact Manager
  • Menu Overview
  • Basic Help

Setting up a New Database

  • Quick Start Wizard
  • New Database Setup

Working with Contacts

  • Viewing Contacts
  • Adding and Modifying Contacts
  • Sorting Contacts
  • Manipulating the Contact List
  • Defining Fields
  • Groups

Working with Activities

  • Viewing Activities
  • Scheduling Activities

Working with Sales Opportunities

  • Viewing Sales Opportunities
  • Creating Sales Opportunities

Synchronizing with Peachtree®

  • Setting Up Links
  • Working with Links
  • Importing Account Records
Questions & Answers
Overview: This specialized one day course is designed as a basic guide to integrating Peachtree® Complete Accounting for Windows and Peachtree® Contact Manager. Students are required to have a basic working knowledge of Windows 95 or higher and a basic understanding of Peachtree® Complete Accounting for Windows, or have completed the Introduction to Peachtree® Complete Accounting Course. This course will cover the standard menus, setting up a database, working with contacts & activities, working with sales opportunities and linking & synchronizing with the Peachtree® database.

Fee: $275.00

Manual: You can purchase Peachtree® Hands-On Contact Manager Guide for an additional $45.00
Cancellation Policy: Course cancellation must be received in writing 5 business days prior to course date to be eligible for a refund. Cancellations prior to the 5 day window can not be refunded but are eligible for rescheduling within 90 days of the originally scheduled course date.