ACT! by Sage Premium 2008 delivers exciting new features, as well as enhancements to existing features, that streamline you and your team's usage of ACT!, allowing for greater productivity. The flagship component of this release is the all-new interactive Dashboard. This sleek, modern Dashboard brings ACT! data to life and provides users with a comprehensive view of important activity and opportunity information, while providing managers with a roll-up for all team members to better gauge performance status. In addition, opportunity enhancements provide quick access to more comprehensive opportunity information and allow for more accurate reporting, and Group and Company improvements allow teams to better track and retrieve information. Plus, ACT! is compatible with Microsoft Office 2007 and Windows Vista.
Organize contacts and leads:
Track contact details, Notes and History, appointments, to-do items, and Opportunities
Documents and document shortcuts
60+ pre-defined fields
Prevent and eliminate duplicate Records
Virtually unlimited date-and time-stamped Notes and History
Notes and History shared between Contacts
Company Records with Contacts linked to Companies
Groups with 15 levels of hierarchy (14 Subgroups)
Manage daily responsibilities:
Calls, meetings, and to-dos
Multiple calendar views with calendar pop-ups
Activity alarms and automatic activity rollover
Activity conflict notification
Recurring activities
Activity Series
Group scheduling
Manage Resources including Conference Rooms, Equipment, etc.
View global events
Track sales opportunities:
Built-in ACT! sales process
Opportunity List view
Customizable Opportunity field names and types with drop-down lists
Generate and import Product List
Graphical sales pipeline
Pre-formatted sales reports
Export to Excel
Communicate more effectively:
Direct integration with Outlook
History of all customer correspondence
Last Communication fields
Built-in word processor
Pre-formatted templates - e-mails, letters, memos
Mail Merge3 with letter or e-mail, validate and correct addresses
Gain business insight:
Look-ups and Keyword Search
Look-up Contacts by access
Numeric look-ups
40 standard reports, including 20 sales Opportunity reports
Interactive Dashboard
Interactive Dashboard shared across team members
Report Designer
Report on activities by user
Customizable Priority, Activity, History types
Field types - Picture, Yes/No, Memo, E-mail
Layout Designer
Customizable drop-downs, multi-select values
Accommodate large teams:
Password rules
Five security levels
Custom user permissions
View team memberships
Automatic database functions
Access while mobile or remote:
20 templates designed for popular paper organizers
Print any ACT! calendar template
Citrix or Terminal Services support
platform
windows, palm os, pocket pc
operating system compatibility
microsoft windows small business server 2003, microsoft windows xp professional sp2, microsoft windows xp home edition sp2, microsoft windows xp media center edition sp2, microsoft windows vista home basic, microsoft windows vista business, microsoft wind
software requirements
microsoft activesync 3.5 or later, hotsync, microsoft sql server 2005 express edition, microsoft sql server 2005 standard edition
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