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Upgrading from ACT! 6.0?
Click here
for a Upgrade brochure.
New Features in ACT! 2007:
Additional New features in ACT! by Sage Premium for Workgroups 2007, all of the above plus:
The entire list of New or enhanced ACT! 2007 Features: · Use Outlook E-mail While in ACT![3] – Use Outlook as your preferred e-mail client while you are working in ACT!. ACT! opens the Outlook new e-mail message form when you want to send an e-mail, send a letter in e-mail, conduct an e-mail mail merge, or send an e-mail by clicking on hyperlinks. Users can send an e-mail to a Group or Company and the e-mail address will populate with all members of that Group or Company. Note: Currently users have this functionality, but only through the ACT! E-mail Client. · Resolve E-mail Address and Create an ACT! History from Outlook[4] – When sending e-mail from Outlook in which you want to create a history in ACT!, simply type in the e-mail address or select from the ACT! address books. ACT! will resolve any e-mail address in the To, CC, and BCC fields and attach a history to the ACT! contact with the matching e-mail address automatically. NOTE: This is an improvement to an existing feature. Previously users had to select ACT! contacts from the ACT! address book. Now you can use any address book and still receive the benefits of this feature. · Specify Default History Types[4] - Specify one of three default history types to record an ACT! history when sending e-mail from within Outlook. Default history types include subject line, subject line and message, and e-mail attachment. NOTE: This is a new feature as it allows users to set a default history type. Currently users must manually select a history type for each new message. · Create ACT! Contact from Outlook E-mail[4] - Create a new ACT! contact from an Outlook e-mail message. The Contact Name and E-mail Address fields are automatically filled in and you can populate up to 10 additional pre-defined fields such as Company, Address, and Phone Number to ensure a complete Contact Record. ACT! will check for duplicates before adding a contact. NOTE: This feature is currently available, but only through the ACT! E-mail Client integrated with Outlook. · Attach Outlook E-mail to ACT! contacts[4] – Attach e-mail received in Outlook to ACT! Contact Records and the default history option will be respected. NOTE: This feature is currently available, but now the history option that the user has defaulted will be respected. · Advanced Keyword Search – Perform a keyword search and automatically be taken to the exact location of your keyword. Advanced Keyword Search locates and highlights terms in Contact, Group, and Company Detail Views, and, it opens the particular note, history, activity, or opportunity so you can locate the information you need quickly and easily. NOTE: This feature was available in 6.0, but when the keyword was found in notes, history, activities, opportunities, it did not open the record and highlight the term. · Lookup Indicator - Easily determine when you are in a lookup of contacts, groups, companies, or opportunities. The Lookup Indicator appears in the lower left corner of the screen and indicates the type of lookup you are conducting whether it’s all contacts, state, ID status, or one of the many available lookups within ACT!. NOTE: This feature was available in 6.0. · Editing Existing Queries – Easily edit an existing query statement to better suit your search needs and then save the new final query. NOTE: This is an improvement to a current capability. The user can edit fields directly within the query, rather than creating an entirely new query. · Split-Panel Note Preview - View the entire contents of a contact, group, or company note while simultaneously scrolling for another note using the option of a split-panel within the Notes tab. Simply highlight the note from a list of notes on one side to preview its full contents on the other side of the split-panel. · Last E-mail Field – From the Contact Detail View, quickly identify the last e-mail send date for the given contact using the Last E-mail field. The Last E-mail field will update any time an e-mail history is created whether you are using the ACT! E-mail Client integrated with Lotus Notes® or Outlook Express or through integration with Outlook®.[1] · Specify Linked Contact/Company Fields[2] - Specify which fields you want linked between the Contact and Company Records so when the field changes on the Company Record, you are prompted to change that field for all contacts linked to the company. Users can view all linked fields prior to performing the update. NOTE: Since 7.0 users have been able to update Contact Records with updated company information but this was restricted to company name, website, and address. Now the user can specify fields. · Update Company Linked Fields from a Contact – Update all company linked fields within a contact, from the contact ensuring you have accurate, up-to-date information from the company for that contact. NOTE: Since 7.0 users have been able to update Contact Records with updated company information, but only after the data had been changed on the Company Record. · Password Settings – Administrators can set password rules such as Password Expiration Options, Complexity of a Password, and Password Re-use to help protect valuable contact information from intruders. Password Settings include: o Password Expiration Options – Define how long a password can be in use. Organizations can require their employees to change passwords every set number of days. In addition, administrators can define which users’ passwords should never change or expire. o Complexity of a Password – Determine the complexity of password such as requiring uppercase, lower case, numeric, and special characters. Administrators can also determine the number of characters required for a valid password. o Password Re-use – Set password re-use rules. Administrators can set rules so a user will not be able to enter previously used passwords. · Secure Notes, History, and Opportunities en Masse – From the Contact Record change security access of notes, history, and opportunities en masse. Users can then select multiple notes, history, and opportunities and quickly make them all public or private. · Automatic Outlook Calendar Sync[5] – Users can automate when Outlook calendar synchronization occurs, even when the database is not open. Calendars will remain in sync so users always have a pulse on important meetings and availability of their colleagues. NOTE: Since 6.0 users could manually synchronize ACT! and Outlook calendars, but now users can automate when the sync occurs. · Field Level Security[6] – Field Level Security allows administrators to restrict access by user and by team and grant read-only access or no access to certain fields. As the organization grows, simply add users to a team and permissions are updated. o Read-Only Access - Define read-only access for particular users and/or teams so they can view the field, but are blocked from editing or deleting. o No Access - Completely hide the field’s contents from particular users and/or teams including fields related to personal or financial information such as addresses and credit card information. · Automatic Database Maintenance – Organizations can now set and manage database maintenance times, automating database maintenance even when the database is not open. NOTE: Database maintenance is currently available, but must be initiated manually. Now administrators can automate when the database maintenance occurs. To review the Minimum system requirements, click here.
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