ACT! by Sage

• On-the-Fly E-mail History Recording: Select the ACT! history option you want recorded for Outlook® e-mail messages to your ACT! contacts, quickly and easily, directly from each Outlook e-mail message. Base the history option you choose on the significance of each individual e-mail you send. History options remain the same, including:
  • Date, time, and subject text
  • Date, time, subject, and message text
  • Entire e-mail as attachment
• On-the-Fly E-mail History Recording in Multiple Databases: Keep a complete record of all your Outlook e-mail communications in ACT! for easy referencing, whether you are using one or multiple databases, with the ability to change the ACT! database on-the-fly when attaching Outlook e-mails.
• 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.
• 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. For example, you can have a history record created for any e-mail sent by a particular contact you keep in ACT! or attach leads from your Web site to ACT!.
• E-mail Send from the Notes Preview Pane: E-mail addresses are displayed as hyperlinks within the Notes preview pane so when you click on the e-mail address, a “send e-mail message” window opens with the e-mail address automatically populated in the “to” field, making it convenient for you to communicate.

• 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:
  • Lookups are based on additional search operators enabling you to find what you are 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.
  • 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.
  • 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.
• Fast Access to Previous Contact Lookups: Quickly view your most recent Contact lookups with the streamlined “Lookup Previous” option containing the last several lookups you conducted. These lookups are categorized by: the lookup type, a date- and time-stamp, and how many contacts were in the query. Next time you are multi-tasking, you can get back to the Contact lookup previously conducted with ease.

• 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 mousing 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 the level of activity and types of activities your team has scheduled.
  
  NOTE: This feature is applicable to ACT! Premium Solutions only.

NOTE: In ACT! Premium for Web, administrative functions must be performed on the Web server.

• Automation of Important Tasks: Automate important tasks, including 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.
  
  NOTE: This feature is applicable to ACT! users only as ACT! Premium Solutions users already have this feature.
• 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. Set automatic functions to occur first thing in the morning, during lunch, and just before heading out for the day, or with the exact criteria you indicate.
  
  NOTE: This feature is applicable to ACT! Premium Solutions only. This feature is not available in ACT! Premium for Web.
• 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! RDB file, click “ok”, and ACT! does the rest.
• 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 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.
• 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.
  
  NOTE: In ACT! Premium for Web, administrative functions must be performed on the Web server
• Quick Info for Logged-in Users: View the name of the logged-in user, the date and time of the last login, and the user’s ACT! security role by mousing 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 member’s computers.