Sage ACT! Premium 2008 (ACT! Version 10)
Software Upgrade Guide
The new features and improvements you'll benefit from upgrading to ACT! Premium 2008 will of course depend on the version of ACT! you currently use.
To show you at a glance what's new in ACT! 2008 we're created a selection of upgrade guides to highlight the changes made to ACT! since ACT! 2007 / Workgroups v9, ACT! Professional / Workgroups and ACT! Version 6.0.
To view this information in a grid display see our ACT! software comparison table.
Changes from: ACT! 2007 v9 / ACT! Premium for Workgroups
- NEW Includes ACT! Premium for Web software at no additional cost. Anywhere, anytime access to ACT! with the dual access of a Windows client &/or Web browser.
- NEW User dashboards provide graphical displays of activities and sales opportunities.
- NEW Works with Microsoft Vista, Microsoft Office 2007 and Internet Explorer 7.
- NEW Software links with Sage Line 50 and Sage Instant Accounts are now supplied free of charge.
- NEW Update contact fields directly from list views.
- NEW Perform searches on Companies and Groups.
- NEW Link multiple contacts with a sales opportunity.
- IMPROVED Display of Group and Company structure levels.
- NEW Add additional date field to sales opportunities.
Read our ACT! 2008 upgrade guide for a more detailed comparison.
Changes from: ACT! Professional / ACT! Professional for Workgroups v7/8
In addition to all of the above improvements, ACT! Premium offers:
- IMPROVED Integration with Microsoft Outlook. Send Outlook emails directly from ACT!, no need to use the ACT! email client.
- NEW Apply field level security to control permissions to see and edit specific fields.
- NEW Schedule automated database maintenance processes outside business hours to avoid downtime.
- NEW Add your ACT! address book to Outlook and new sent items will automatically be attached to the corresponding record in ACT!
- NEW Create new ACT! contacts directly from new Outlook emails received.
- IMPROVED Search capability including options to edit advanced search terms and advanced keyword searching.
- IMPROVED Compatibility with Pocket PC devices including support for Windows Mobile 5.
- NEW Link Company and Contact fields so updates only need to be applied once.
- NEW Notes and History preview panel for easier display of long entries.
- NEW Set user password rules including formats, valid time and re-use capability.
Read our ACT! upgrade guide for ACT! v7/8 users for a more detailed comparison.
Changes from: ACT! Version 6
As well as the above enhancements and new features, by upgrading from ACT! Version 6.0 you'll also see the following changes:
- NEW Company records. Link contacts with company records for effective company centric management.
- IMPROVED Search tools. Simply right click on a field to run a quick look-up or build more complex searches including ranges using a more intuitive query interface.
- IMPROVED Database synchronisation offering simplified set-up and management including capability to synchronise attached documents and perform automated sync.
- IMPROVED Support for larger teams with capacity for 100+ users.
- NEW Schedule automated database back-up's outside business hours.
- NEW Set custom user security permissions to control access rights including options to prevent deletion and export to Microsoft Excel.
- NEW Group scheduling capability enables availability of ACT! users to be checked and invitations issued.
- NEW Dynamic group membership rules.
- NEW Includes free integration links with Pocket PC and Palm PDA's.
- NEW Database layout options including tick boxes, images fields and unlimited character text boxes.
- NEW Apply rich text formatting for added emphasis to note, history and activity detail.
- NEW Sales Opportunity List view. Manage all sales opportunities in one place. Filter and sort items to see relevant opportunities.
- IMPROVED Export to Excel. Copy ACT! list views into Microsoft Excel with just a single click.
- NEW Add multiple custom sales cycles to track opportunity through sales stages across different products and services.
- NEW Works across Citrix and Terminal Server deployments.
- NEW Add unlimited secondary contacts.
Download our ACT! upgrade guide for ACT! Version 6 users for a more detailed comparison.
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More Information
Call us on 0870 382 5000 to discuss the new benefits of ACT! Premium 2008 and to arrange an upgrade quote. So we can update you about new ACT! software releases, special offers, hints and tips join our mailing list.
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