Upgrade your ACT!
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| If you are an existing ACT! user you only need to upgrade your current version of ACT! to the latest version, rather purchasing completely new software. You will most likely be familiar with the basic features and workings of ACT! and therefore only desire to know what’s new in ACT! by Sage 2011 (v13)……… |
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Have a quick read through the most appealing new features of the lastest version:
1. Stronger Outlook Integration: New and improved Outlook integration features provide customers with multiple options for tracking and organising e-mails in ACT!, allowing them to stay in control. |
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Features Include:
On-the-Fly E-mail History Recording:
Select the ACT! history option you want recorded for Outlook
e-mail messages to your |
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| ACT! contacts directly from each Outlook e-mail message. Base the history option you choose on the significance of each individual e-mail you send. |
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En Masse E-mail Attaching:
Select multiple Outlook e-mails and quickly attach those e-mails en masse to corresponding ACT! contacts at once for a complete record of all your communications. |
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En Masse E-mail Attaching:
Select multiple Outlook e-mails and quickly attach those e-mails en masse to corresponding ACT! contacts at once for a complete record of all your communications. |
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Flexible Outlook Rules and ACT!: In ACT!, you now have the option to use Outlook Rules, combining all the flexibility of Outlook Rules with a custom action you set for getting e-mails into ACT!. This “power user” feature enables you to manage e-mail messages received in your Inbox automatically, based on the criteria you set in Outlook Rules.
Automatic Calendar Copy: Automatically copy your ACT! and Outlook calendars using the ACT! Scheduler. This keeps your schedule up-to-date throughout the day, without manual updating.
One-Click Calendar Copy: Copy your ACT! calendar to Outlook or your Outlook calendar to ACT! with just one click by accessing the calendar copy option directly from the main ACT! toolbar.
Streamlined ACT! Setup Assistant for E-mail and Calendar Integration: Configuring the ACT! e-mail client and/or e-mail and calendar integration with Outlook is easy using the streamlined ACT! Setup Assistant. Using non-technical terminology, the ACT! Setup Assistant walks you through each of the steps.
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| 2. Greater Calendar and Activity Visibility: Improvements to calendar printing make it easy to get relevant snapshots of your schedule, while improvements to calendar viewing give you a heads up on your schedule at-a-glance. |
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Features Include:
Calendar Filters Applied on Printouts: Print your ACT! calendar with the full benefit of the filters you have selected applied, including type, priority, date range, and users. This eliminates the need to re-set your print filters to match your ACT! calendar filters.
Contact Names on Monthly Printouts: Easily see who is included in your upcoming meetings by viewing the contact names associated with any activity you have scheduled in ACT!, right there on your monthly calendar printouts.
First Name for Multiple Contact Meetings Viewable At-a-Glance: Quickly determine who is included in the activities you have scheduled by hovering over that activity on your calendar and viewing the name of the first contact listed, not just “Multiple Contacts.”
Activities Viewable for Teams Larger than 10: View the activities of all your team members, even if the team is larger than 10, to better understand |
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| 3. Powerful Lookups and Search Functionality: Lookups and search functionality have been streamlined, helping you find the details you need quickly, in one lookup-friendly place. |
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Features Include:
Easy and Powerful Lookups: ACT! Lookups have been streamlined to better meet your search needs, enabling you to quickly find data of interest. The “Lookup” dialog has not only been simplified, it has been enhanced with powerful search capability:
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| Lookups are based on additional search operators enabling you to find what you are |
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| searching for based on only part of the name or title. For example, when searching for contacts with manager in the title, you can simply search on the word “manager” and find all titles with that word such as sales managers, IT managers, and so on. |
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| You have the option to switch entities like Contact, Group, and Company, giving you the flexibility to modify your search without having to start the Lookup from scratch. |
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| Access to the “Advanced Queries” option is located in the main Lookup screen. The last lookup you performed will carry over so you can define your search even further without having to exit your current lookup. |
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| 4. More Database Functions and Automation Options: ACT! now automatically handles periodic database maintenance tasks and provides you with many options for tailoring maintenance to fit your needs. |
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Features Include:
Automate Important Tasks: Automate important tasks, including calendar copying, database backups, and database maintenance in ACT! using the ACT! Scheduler. This keeps your database up-to-date, safe, and secure throughout the day, without manual updating.
Hourly Time Options for Automating Important Tasks: New time options are available for automatic calendar copying, database backups, and database maintenance in the ACT! Scheduler giving you the flexibility to automate these functions multiple times a day with the hours you specify.
Simplified Installation of a Remote Database: Installation of a remote database has been significantly simplified, reducing the number of clicks required by approximately half. You no longer need to work through various menu options for installing a remote database. All you need to do is open or double-click the ACT! Remote Data Base (RDB) file, click “ok,” and ACT! does the rest.
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Streamlined Sync Progress Bar:
Know exactly how your ACT! sync is progressing with the streamlined ACT! sync progress bar, including five steps with easy-to-understand |
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terminology per step. You can see the length of time it will take for your sync to complete and determine which sync steps completed successfully. |
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Option to Exclude Attachments from Backups: Reduce the size of your backup files by excluding attachments from ACT! database backups, allowing your backups to complete more quickly, particularly if you have a large number of attached documents.
Quick Information for Logged-in Users: View the name of the logged-in user, the date and time |
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of the last login, and the user’s ACT! security role by hovering over the username included in the lower right corner of the screen. This eliminates the guesswork for ACT! administrators while configuring ACT! on other team members’ computers. |
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Upgrading to the latest version of ACT! by Sage is cheaper than buying a new licensed copy of ACT!, and you get the same complete functionality of a newly purchased version. Of course to upgrade, you must already have an older edition of ACT!. |
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| Consider taking out SageCover Extra support which updates you to latest version of ACT! (included in the support package price). |
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| For further information on upgrading or any other ACT! by Sage enquiry please call 0845 009 3990 or Contact us |
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| ACT! by Sage classroom courses |
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| Onsite Training from ACT! Knowledge |
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