Post on 01-Nov-2014
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What’s new inACT! by Sage 2009 (11.0)
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• Customers are our most valuable source of product feedback, which is why we rely on your input to develop new versions of ACT!
• We asked you what you wanted, listened to you, and observed how you work
• The result is ACT! 2009!
ACT! 2009 Snapshot
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• With ACT! 2009 you receive powerful new features, as well as significant enhancements to areas of the product that you use every day
• All this enables you to you work more effectively, become that much more productive, and better serve your contacts
• Let’s take a deeper look…
ACT! 2009 Snapshot
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Why upgrade?
You Use Microsoft® Outlook®
• New and improved Outlook integration features provide you with multiple options for tracking and organising e-mails in ACT!, as well as options for staying on top of your day:
– Track and organise e-mail communications en masse or on a case-by-case basis - or automate these functions so you can set them once and forget about them
– Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically or with just one click
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Why upgrade?
You Use Microsoft® Outlook®
• Features include:– On-the-Fly E-mail History Recording– On-the-Fly E-mail History Recording in Multiple
Databases – En Masse E-mail Attaching– Flexible Outlook Rules and ACT!– E-mail Send from the Notes Preview Pane– ACT! Activity Scheduling from Outlook E-mails– Automatic Calendar Copying
(Relevant Only to ACT! Users)– One-Click Calendar Copy– Streamlined ACT! Setup Assistant for E-mail and
Calendar Integration
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Tighter Microsoft® Outlook® Integration
On-the-Fly
History
Recording
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Tighter Microsoft® Outlook® IntegrationEn Masse E-
Attaching
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Tighter Microsoft® Outlook® Integration
ACT! Activity
Scheduling
from Outlook E-
mails
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Tighter Microsoft® Outlook® Integration
One-Click
Calendar Copy
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Tighter Microsoft® Outlook® Integration
Streamlined
ACT! Setup
Assistant for E-
mail and
Calendar
Integration
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Why upgrade?
You Regularly Search for Details in ACT!
• Lookups and search functionality have been streamlined, helping you find the details you need quickly, in one lookup-friendly place:
– Build the most basic or complex searches utilising a tool that has been simplified and enhanced
– Easily recall recent lookups, saving you time in your day
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Why upgrade?
You Regularly Search for Details in ACT!
• Features include:– Easy and Powerful Lookups– Fast Access to Previous Contact Lookups
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Powerful Lookups and Search Functionality
Easy and Powerful
Lookups
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Powerful Lookups and Search Functionality
Fast Access to
Previous Contact
Lookups
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Why upgrade?
You Print and View Your ACT! Calendar
• Improvements to calendar printing and viewing give you more visibility into your schedule so you can realise ultimate productivity gains
– Improvements to calendar printing make it easy to get relevant snapshots of your schedule
– Improvements to calendar viewing give you a beat on your schedule, plus your team’s schedule at-a-glance
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Why upgrade?
You Print and View Your ACT! Calendar
• Features include:– Calendar Filters Applied on Printouts– Contact Names on Monthly Printouts– First Name for Multiple Contact Meetings Viewable At-a-
Glance– Activities Viewable for Teams Larger than 10
(Relevant Only to ACT! Premium Users)
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Greater Calendar and Activity Visibility
First Name for
Multiple Contact
Meetings Viewable
At-a-Glance
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Greater Calendar and Activity Visibility
Activities Viewable
for Teams Larger
than 10
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Why upgrade?
You Need to Automate Administrative Tasks
• More database functions/automation options enable you to spend time managing what is most important to your bottom line, with the confidence of knowing your ACT! data is fully maintained
– ACT! now automatically handles periodic database maintenance tasks
– Utilise new options for tailoring maintenance to fit your needs
– Know exactly how your ACT! sync is progressing with the streamlined ACT! sync progress bar
– Reduce the size of your backup files by excluding attachments
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Why upgrade?
You Need to Automate Administrative Tasks
• Features include:– Automation of Important Tasks (ACT! Scheduler in ACT!)
(Relevant Only to ACT! Users)– Hourly Time Options for Automating Important Tasks– Simplified Installation of a Remote Database– Streamlined Sync Progress Bar– Option to Exclude Attachments from Backups– Quick Info for Logged-in Users
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More Database Functions/Automation Options
Automate Important
Tasks
(ACT! Scheduler in
ACT!)
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More Database Functions/Automation Options
Hourly Time Options
for Automating
Important Tasks
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More Database Functions/Automation Options
Quick Info for
Logged-in Users
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Upgrade today and take advantage of this powerful
functionality designed to help you work more effectively!