What's New in Sage ACT! 2013
• Stay in touch with your business, wherever you are, with Sage ACT! Connect.¹⁹

What's New in Sage ACT! 2012

• Revolutionize the way you manage your day with a convenient, virtual notepad you can use with or without opening Sage ACT!.
• Work seamlessly with Gmail to view business and/or personal emails sent and received from Gmail within Sage ACT!.
• Keep all or just a subset of your Google Contacts and Google Calendar in sync with your Sage ACT! contacts and calendar.
• Universal Search. Find what you need in an instant with a faster, more expansive universal search that gets you to that key document or piece of info.
• Access your contacts and calendar from where you are, from the method most convenient for you with Sage ACT! Connect.
• Connect to powerful, subscription-based sales and marketing services, desktop applications, and web-based productivity tools from the convenient Connections page.
• Accomplish More Every Day with Sage ACT! 2012

Like many small businesses andsales teams, it’s likely you’re on the relentless pursuit to find more time in your day or at least to maximize the time you have. Not only that, but the lines between your business and personal lives are becoming increasingly blurred. Don’t think it’s possible to keep it all together? It is when you use the new productivity and efficiency features in Sage ACT! 2012.

Revolutionize the way you manage your day with a convenient, virtual notepad1 that enables you to quickly capture impromptu notes, phone numbers, and personal reminders. Prioritize and check off items once completed, print the list to take it with you, and push tasks that require further follow-up into Sage ACT!.

Work seamlessly with the web-based productivity tools you already rely on, including Gmail®, Google® Contacts, and Google Calendar™. No need to check two different places for acomplete view of your emails, contact details, and personal activities. All or just a subset of these details can be kept updated in Sage ACT!.

Find what you need in an instant with a faster, more expansive search option that gets you to that key document or piece of info you need in your notes, history—even attachments.

Have convenient access to your contacts and calendar from virtually anywhere when you subscribe to Sage ACT! Connect3. Whether you’re traveling, working from home, or are simply away from the office, you can get to these details from popular smartphones, tablets, like the iPad®, and your laptop via supported web browsers2.

Lastly, when you upgrade, you’ll benefit from numerous usability improvements based on extensive research and testing, like the new Connections page. Many of the improvements in Sage ACT! 2012 were implemented based on direct feedback from customers like you.

“I absolutely love universal search. I can’t tell you how many times I’ve scrolled through my whole contact list looking for something. I was able to do it by typing one word and with two mouse clicks. Thank you Sage!”7
– Sage ACT! 2012 Beta Participant

Revolutionize the Way You Manage Your Day
Forget about conventional paper-and-pen lists that fail to keep you on task. Revolutionize the way you manage your day with Sage ACT! Scratchpad1, a convenient, virtual notepad where you can quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!. But that’s not the best part. Prioritize and check off items once completed, print the list to take it with you, and push tasks that require further follow-up into Sage ACT! with just a few clicks. Send them to Sage ACT! as activities, notes, and history—even assign them to contacts. Let’s say you’re working on a proposal for Chris Huffman, but the phone rings, so you get distracted. You quickly jot down a reminder in Sage ACT! Scratchpad. When you have time at the end of your day, you push that activity into Sage ACT! on Chris Huffman’s contact and set an alarm to go off first thing the next morning. Finally you can rid yourself of the sticky notes and legal pads that have been cluttering your desk for years and actually get through your to-dos!

Work Seamlessly with the Web-based Productivity Tools You Already Rely On
Sage ACT! is the one place where you manage all the details of your business relationships, but you may also be using Gmail, Google Contacts, and Google Calendar to manage additional business and personal details. You don’t have to check two different places or manage two different calendars for a complete view of your business and personal lives. Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google. When an email is sent and/or received in Gmail, even if it’s an email address with your registered business domain, that history will be recorded in Sage ACT! on the corresponding contact. If you’re working in Google, you can see your Sage ACT! contacts or if you’re working in Sage ACT!, view your Google contacts. Even clear activities once completed from either application. No need to stop the flow of where or how you work.

Find What You Need in an Instant with a Faster, More Expansive Search Option
You’ve got all the details of your business relationships organized in Sage ACT!, but you need an easier way to dig into that data. With a new universal search option, you can find that one thing you need in an instant, because search is faster and more expansive than ever. Let’s say you’re looking for the sales proposal prepared for “Yellow Jersey Bikes”. Sage ACT! will search your contacts, groups, companies, opportunities, notes, history—even attachments for that term. Further hone your search when you filter by all dates, last 24 hours, last week, and last month. Once your search results are displayed by relevance, simply double-click on the item of interest and you’re taken to that particular field or attachment for more detail. And, if it’s not what you’re looking for, simply use the back button to view the search results page again.

Sage ACT! Scratchpad1: Capture impromptu notes, phone numbers, and personal reminders, with orwithout opening Sage ACT!.

Gmail, Google Contacts, and Google Calendar: Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google.
Universal Search: Your search results are displayed by relevance and you can double-click on the item of interest to be taken to that particular field or attachment.

Access Sage ACT! From Where You Are, From the Method Most Convenient for You
Your business takes you everywhere and you need Sage ACT! to be there with you. Now it can be. When you subscribe to Sage ACT! Connect, you have convenient access to the details you need from virtually anywhere. Details like your Sage ACT! contacts and calendar are stored in the Cloud, so you can quickly pull up that customer address you’re headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day. Do this from popular smartphones, including BlackBerry®, Windows Mobile®, and Android™ devices; tablets, like the iPad; and your laptop via supported web browsers, including Internet Explorer®, Firefox®, Google Chrome™, and Safari®2. And, not only will you have access to Sage ACT! details, you can keep your Google® and Yahoo!® contacts in Sage ACT! Connect too. Even link Facebook® pictures to your contacts, so it’s that much easier to put a face to a name.
Sage ACT! Connect: Access your Sage ACT! contacts and calendar from smartphones, tablets, like the iPad, and your laptop via supported web browsers2.

Connect to Powerful, Subscription-based Sales, Marketing Services, and More
Rely on Sage ACT! as your business command center, further specialized for your specific business when you connect to powerful, subscription-based sales and marketing services, plus other desktop applications and web-based productivity tools. Subscribe to Sage Business Info Services for ACT!3 via the new Connections page in-product for access to highly-targeted leads from Hoover’s™ that you can segment and import directly into Sage ACT!, or Sage E-marketing for ACT!3 to easily create and send impactful email marketing campaigns, and track results within Sage ACT!.

Further, you can connect to Microsoft® Outlook® and Google® from the new
Connections page. Setup synchronization, manage individual preferences,
and more.

Usability improvements based on customer feedback
Confirmation message after importing from Excel and other Sage ACT! databases
Menu that displays exact install times and components required
Works with Internet Explorer 9 and Firefox 4

“Using Sage ACT! and Sage E-marketing for ACT! has expanded our marketing capabilities, improved our efficiency and productivity in sales, and allowed us to reach more people through one software program.” 8
– Stephanie Kelso, President, Z-Axis

Sage ACT! Connect requires an additional subscription payment.

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What's New in Sage ACT! 2011

The Sage ACT! 2011 release is focused on a number of major improvements in Sage ACT! and includes Smart Tasks, Outlook® Contact and Calendar integration, Sage Business Info Services for ACT!* (powered by Hoover's™) and much, much more. All this enables you to work more effectively, become more productive, and better serve your contacts. You can select one of the following links to go to the specified section in this document.

*Requires additional subscription

• New Features and Functionality
• Fixed Issues for Sage ACT! Pro and Sage ACT! Premium (access via Windows®)
• Fixed Issues for Sage ACT! Premium (access via web)

New Features and Functionality
This release addresses issues that users have requested in ACT! and introduces some new features. The following highlights a number of the most significant: Smart Tasks, Outlook® Integration for Contact and Calendar Synchronization, Welcome Page improvements, Importing improvements, Sage Business Info Services for ACT!, Security enhancements and Usability improvements.

1. Smart Tasks
   • Smart Tasks allow you to schedule a series of common and connected steps. You can use the Smart Task templates that Sage ACT! provides* or create your own using the Smart Tasks Manager. Smart Tasks can be run manually or scheduled to run automatically.
     
     
     
     *Three Smart Task templates require a subscription to Sage E-marketing for ACT!.
2. Outlook Contacts and Calendar Integration
   • Outlook Integration allows you to synchronize your activities and contacts between Sage ACT! Premium and Outlook. You can set synchronization options to determine what information is synchronized. Synchronization can be scheduled to run automatically or manually run at any time.
3. Quick Database Creation for New Users
   • When you open Sage ACT!, you are asked if you want to create a database or open an existing database. This page assists new users in quickly creating a new database to get started using Sage ACT!.
     
     
4. Redesigned Welcome Page
   • The Welcome Page was redesigned for better usability. User testing results provided the new design. The redesigned page has links to Help topics and tasks, as well as Featured Videos, to help you get up and running quickly.
     
     
5. Back and Forward Buttons Added to the Global Toolbar
   • You can now navigate through views using the Back and Forward buttons. The Back button contains a drop-down list of your recently accessed views. For more information, see Navigating Through Views Using the Back and Forward Buttons.
     
     
6. Search and E-mail Access Changes to Global Toolbar
   • The Global Toolbar buttons on the Windows applications were changed to make room for the Back and Forward buttons. The Search button contains access to Lookups and Search on Keywords. The Email button lets you View Email, Write Email, and Set up your Email Preferences. The Sage ACT! Premium (access via web) only uses the new Search button.
7. Increased Security for Attachments and Notes/History Editing Within Your Database
   • Several new features were added to increase security control for backing up and saving attachments, as well as notes/history editing:
     
     Backing up attachments:
     • Only an Administrator user can back up attachments with the database. This means that a Manager user will no longer have the "Include attachments" option available. A Manager can still back up a database using the Back up command or the Sage ACT! Scheduler, but the backup file will not include attachments.
     
     New Admin tab under Preferences. An Administrator user can set the following available options on the new Admin tab in Preferences:
     
     
     
     
     • Restrict e-mail from being read by other users who may be viewing a particular user record.
     • Define a preference for all users in a shared database that restricts e-mail from being attached to the database (they can only be recorded as histories) so that e-mail is not searchable from outside the database.
     • Define a preference for all users in a shared database that restricts attaching documents to the database (they can only attach documents via shortcuts). This prevents attachments from being searchable from outside the database.
     • Define a preference for all users in a shared database that prevents remote users from seeing attachments that do not belong to contacts in their sync set.
8. Contacts and Companies Integration with Sage Business Info Services for ACT!
   • Sage Business Info Services for ACT!* (provided by Hoover's™) provides tools to access critical business information for your contacts and companies. With Sage Business Info Services for ACT!, you can:
     
     
     
     Build a list of companies and people and then import these lists directly into your database. Access links from the contact and company Web Info tab. These links provide key information about your contacts' and companies' profile, financial details, company contacts, industry information, and company news. Subscribe to alerts to notify you when key changes occur for the contact or company.*Requires additional subscription.
9. Sage E-marketing for ACT!*
   • Sage E-marketing for ACT! is replacing the name for the connected E-marketing service, formerly ACT! E-marketing. There is a new icon for the contact toolbar as well.
   • Sage E-marketing for ACT! is integrated “out of the box” with Sage ACT! 2011 Smart Tasks (3 Smart Task templates require a subscription to Sage E-marketing for ACT!).
   • Email templates can now be launched as landing pages (web pages hosted by Swiftpage™).
   • The service now has an Advanced Template Editor that can be used to edit imported templates.
   • The template manager has been redesigned to help users manage, edit, publish/distribute, and launch landing pages easier.
   • Swiftpage has added support for Microsoft® PowerPoint®, Microsoft Excel®, and text files as documents that can be linked from an email template.
   • Documents and images can be manages in a library format instead of uploaded individually for each template. The document library can store up to 100 documents, and the image library can store up to 500 images.
     
     *Requires additional subscription
10. Import Data Changes: New Express Method, Ability to Create New Fields On-the-Fly During Import, and Synonym Mapping
    • Importing data into your database was improved in the following ways:
      • You can easily import data from Excel, text separated by tabs (.TXT), and text separated by commas (.CSV) files. Selecting one of these source files has been added to the import from list.
      • A new panel was added to the Import Wizard. This panel lets you do a "Typical" or express type of import, or select "Custom" to the full wizard for mapping fields and selecting other options.
      • Another new panel was added to let you create database fields on-the-fly for Excel, text separated by tabs (.TXT), and text separated by commas (.CSV) files. You are prompted at the end of the import to add the new fields to your contact or company layout and automatically open the Layout Designer if you agree.
      • Synonym mapping means that now when you import data from Excel, text separated by tabs (.TXT), and text separated by commas (.CSV) files, more fields are mapped by default.
11. Installation
    • A new option is available for installation that will allow users to install ACT! without installing Microsoft® SQL Server®. If a user chooses this option, (s)he will not be able to create or upgrade a database.
12. Drilldown to Filter by History Types on the History Tab
    • You can filter histories by type (such as e-mails and correspondence, completed activities, system changes, or attached files), on the History tab. New categories with associated history types let you drill-down to see the histories you need. Select or clear the entire history category.
13. Cancel Group and Company Creation
    • You can now cancel creation of a group or company. Before, if you were on a blank group or company detail view, you had to give the group or company a name in order to leave the view. Now, if you want to leave the detail view, you are prompted to cancel creation or continue creating the group or company.
14. Search on Keywords: New "All" Option
    • An "All" option was added to Keyword Search. This option is set by default and lets you search all record types. All Look in areas are also selected by default.
15. Default Reassign Records to Another User Option When Deleting a User
    • Now when you delete a user, the Reassign records to another user option is selected by default. You just need to select another user to assign their records to.
16. Location Column Added as Default to the Task List
    • The Task List now contains the Location column by default. The Location column lets you view the location for an activity.

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Fixed Issues for Sage ACT! Pro and Sage ACT! Premium (access via Windows®)

Installation/Upgrade/Customization

• In previous versions, ff a user changes a field attribute for any system fields that are bound to picklists (example: User removes the “state” picklist values from the “state” field, when they upgrade to ACT! by Sage 2010 SP1, those fields will be rebound to their initial default values. This issue has been fixed.
• For previous versions, if a user customizes the toolbar by deleting the layout selection control, ACT! created a one time fatal error. User can log back in after this one-time error message without issue. This issue has been resolved.
• In previous versions, any system fields in ACT! that has been modified prior to upgrade reverted back to their original names after upgrading. This issue has been resolved. 

Activities/Notes/Histories

• In previous versions, after rescheduling an activity, the task list didn’t automatically refresh. This issue has been resolved.
• In previous versions, changing the “scheduled with” information to “My Record” removes all the existing contacts without warning. This issue has been resolved.
• Activities that were “scheduled with” another user’s contact record did not roll over in previous versions. This issue has been fixed.
• In previous versions, Activities that were scheduled for another user did not export. This issue has been resolved.
• When clearing multiple timeless activities at once, the histories were recorded with the time of 12:01 rather than the time the user was clearing them. This issue has been resolved. 
• Using the drag and drop feature for activities on the mini-calendar changed the duration when activities were moved to an earlier date. This issue has been resolved.

Companies and Groups

• In previous versions, users could delete the Contact tab on the Company detail layout. This issues has been resolved.

Contacts

• In previous versions, when entering a new contact name in the contact detail view, if the user entered the first name and last name into the “Contact” field and then tabs out, the first name did not automatically populate the salutation field until the user saves the record. This issues has been resolved.
• In previous versions, if a user had the duplicate checking feature turned off when importing contact information, the Contact field did not successfully import. This issue has been resolved.
• If a user deleted spaces in phone numbers in previous versions, the numbers in the field would be deleted. This issue is fixed.
• When duplicating contacts in previous versions, the record manager did not change to the user who was performing the duplication. This issue has been fixed.

Dashboards

• On the administrative dashboard, the publisher database was listed on the grid component named “remote database information by user”. This could be confusing to users and was resolved.

Importing and Exporting

• Activities that have associations to Opportunities were losing their associations upon both import and export in previous versions. This issue has been fixed.

Lookups

• In previous versions, read-only fields could not be used in the Lookup by Example feature. This issue has been resolved.
• When performing a lookup on annual events in previous versions and using the criteria “Within Next (days)” that uses a number that goes into the next year, the lookup returned with no results. This issue has been resolved.
• When performing a lookup by example and trying to trigger on the Create Date field, that field was disabled in previous versions. This issue has been resolved.
• When performing a lookup using the “does not contain” operator, the lookup would not include values that were null in previous versions of the product. This issue has been fixed.

Mail Merge

• When using the Mail Merge feature with Microsoft Word 2007, the mail merge would take an extremely long time to process in previous versions. This issue has been resolved.
• In previous versions, using email to merge an invalid email address would crash the mail merge operation altogether. This issue has been resolved.

Microsoft Outlook Integration

• In previous versions, when the Outlook integration service was unsuccessful in attaching emails to contacts in ACT!, it would continually attempt to try to do so. This issue has been resolved so that the applications stops attempting after 10 failed times.

Opportunities

• In previous versions, users were unable to delete an opportunity from the opportunity detail view. This issue has been resolved.
• In the last major version, the product name field could not be added to the Opportunity list view. This issue has been fixed.
• When selecting an Opportunity from the Contact Detail view for a contact that has more than one Opportunity, the selected Opportunity is not always the one that appears in focus in previous versions of the product. This issue has been fixed.

Reports

• In previous versions, users were unable to add an picture field from Opportunities to a report. This issue has been resolved.
• In previous versions, if a user ran an Activity report to only show custom activity types, the report would be blank. This issue has been resolved.

Other

• In previous versions, when performing a synchronization with private history items attached to public contacts, the private history items were synched to the folder. The items do not show up on the contact record in ACT!, but if a user searches for them using Windows® Desktop Search, they will show up. This issue has been resolved.

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Fixed Issues for Sage ACT! Premium (access via web)

Activities/Notes/Histories

• In previous versions, after attempting to insert a note, the user would see an error that said: “A script on this page is causing Internet Explorer® to run slowly. If it continues to run, your computer may become unresponsive. Do you want to abort the script?: This issue has been resolved. 
• When creating a follow-up activity, details were not transferred to the follow up activity in previous releases. This issue has been resolved.

Dashboards

• In previous versions, when users changed the process filter for Closed Sales to Date, the user would be logged out of the application. This issue has been fixed.

Layouts

• When users switched between layouts during a session to a specific layout and then logged out and logged back into the application, the last visible layout was not retained as the default in previous versions. This issue has been fixed.

Lookups

• When performing a lookup using the “does not contain” operator, the lookup would not include values that were null in previous versions of the product. This issue has been fixed.

Mail Merge

• When attempting to create a new letter or email template from the web client, users were unable to do so. This issue has been fixed.
• When writing a letter for the current contact in focus, the letter would default to being addressed to the previously focused contact in previous versions of the product. This issue has been resolved. 

Microsoft Outlook Integration

• In previous versions, when the Outlook integration service was unsuccessful in attaching emails to contacts in ACT!, it would continually attempt to try to do so. This issue has been resolved so that the applications stops attempting after 10 failed times.
• After updating an ACT! Activity and sending an update using the “send invitation email” feature on the activity dialog, the system will display a message indicating that the item could not be saved because it has been changed by another user. This issue has been resolved.
• When deleting a single instance of a recurring activity in ACT!, that instance is not being deleted/removed from the Outlook Calendar in previous versions. This issue has been resolved.
• If a user is trying to attach Outlook messages to history records in ACT! that fail, ACT! will sometimes continue to attempt to attach the email indefinitely in previous versions. This issue has been fixed.

Opportunities

• After setting filters in the Opportunity list view and then leaving the view, the filter settings were not retained when users returned to the list view. This issue has been fixed. 
• In previous releases, the “select users” button on the Opportunities tab of the contact Detail view did function. This issue has been resolved.

Reports

• After adding the “product name” field to a report, users would see an “Object Reference Error”. This issue has been fixed.

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What's New in ACT! by Sage 2010

The ACT! 2010 release is focused on a number of major improvements in ACT! and includes customizable opportunities, a redesigned navigation, a new welcome page, e-Marketing* and much, much more. All this enables you to work more effectively, become more productive, and better serve your contacts. You can select one of the following links to go to the specified section in this document.
*Requires additional subscription


New Features and Functionality
This release addresses functionality that users have requested in ACT! and introduces some new features. The following lists highlights a number of the most significant: A new navigation system, Customizable Opportunities, ACT! E-marketing* , a new Report View, new reporting and dashboard components, iCalendar support, and multiple remote database creation.
*Requires additional subscription

1. Globalization
   • Ability to specify database currency.
     • At the time of database creation, users can specify the currency that will default for all currency values in the database.
       
       
   • Allow users from different ACT! languages share a database.
     • Allow users from different ACT! languages to access the same database. Example: A user has French ACT! and creates a database. A user with German ACT! should be able to access the same database.
2. Opportunities
   • Modify Opportunities in ACT! so that they are completely customizable (like Companies, Groups and Contacts) and users can attach notes, histories, activities and documents to them.
   • Add the ability to associate custom tables to Opportunities
   • Modify the security model of Opportunities to allow users to limit access by teams like they can for Companies, Groups and Contacts.
   • Allow users to create an Opportunity that does not REQUIRE a contact to be associated to it.
   • Allow users to customize the product/services grid in the Opportunities detail view.
   • Navigation
     • Modify the navigation in ACT! to reflect the accordion style navigation in the left navigation pane as well as adding in “Big Easy” buttons along the top row.
       
       
     • After extensive user testing, it was determined that the “Look For” box in the list views was confusing to new and existing users. The “Look For” box has been hidden by default in the list views. If users wish to re-surface the box, they can use the “options” button in the list view and choose “show Look For”.
     • Display the Contact List any time the user looks up all contacts. This is in response to usability test feedback in which users were surprised that looking up all contacts did not produce a list.
     • When a menu has sub-menu items that are never accessible in that view, they can be removed (instead of just disabling them).
     • Dynamic lookup menus so that when the menu is opened in a specific view, the menu options are specific to the view that the user is currently in.
       
       
     
     
     • Welcome Page
     • A new view has been added into ACT! to help new users get up and running in ACT!. This new view has links to common start-up tasks in ACT! as well as many Help resources. The tasks in this new view are specific to user types in ACT!, so that non-Admins will not be shown admin-only tasks.
     • The new default view for all ACT! 2010 users is the Welcome Page. However, after closing ACT! 2010 for the first time, users will be prompted to change their default view.
       
       
     
     
     • ACT! E-marketing*
     • Added e-Marketing capability in ACT! so that users can access the functionally supplied by Swiftpage™ for marketing purposes and track the results in ACT!.
       
       
     
     *Requires additional subscription
     • Color Schemes
     • Allow users to choose their color scheme for ACT! 2010 – either Sage Green or Sage Silver.
     • Web Info Tab
     • New tab in ACT! that allows users to see context-aware information from the internet in both their Contact and Company views. This tab will come with several ‘canned’ links as well as the ability for users to add links that are specific to their needs.
       
       
     
     
     • Remote Database Creation
     • The remote database creation panel has been modified to allow users to create up to 50 remote databases at one time.
       
       
     
     
     • Report View
     • New view in ACT! that displays all the reports saved to a Users’ database. In this view, users can specify “favorite” reports, run reports, edit reports and modify the descriptions of reports
       
       
     
     
     • New Reports
     • In ACT! 2010, there are 13 new default Opportunity reports included for all users.
       Click here to view reports:
       
       • Opportunities by Record Manager and Process
       • Opportunity Summary by Record Manager and Process
       • Opportunities by Process and Status
       • Opportunities by Estimated Closing Month
       • Won Opportunities and Days Open
       • Won Opportunity Summary by Sales Process
       • Won Opportunities by Sales Process and Competitor
       • Won Opportunities by Sales Process and Reason
       • Won Opportunities by Sales Process and Record Manager
       • Won Opportunities by Sales Process
       • Won Opportunities by Actual Closing Month
       • Pipeline Report by Sales Process and Stage
       • Pipeline Report and Products by Sales Process and Stage
     • New Dashboard Charts Components and Views
     • 12 new dashboard chart components and two standard new dashboard views have been added to ACT! 2010. The new default dashboard views are the ACT! Administrative Dashboard and the ACT! Contacts Dashboard.
       Click here to view dashboard components:
       
       • Recently Created Contacts
       • Recently Edited Contact
       • Contact History Count by History Type
       • Contacts by Country
       • Contacts by Department
       • Opportunities Open by Product
       • Opportunities with Contact Info
       • Opportunities by Products
       • Opportunity Weighted Total by Stage
       • Remote Database Information by User
       • Remote Database Sync Status by User
       • User Status
     • The 12 new dashboard chart components all pull data from the ACT! database using the new OleDb 2.0 provider.
     • New OleDb Provider
     • A new OleDb provider (OleDb 2.0) has been provided in ACT! 2010 that gives users access to Group/Company memberships as well as Activity information
     • iCalendar Support
     • Users can send activity notifications via iCalendar format. If users have scheduled meetings with contacts who have an email address, they can select the item from the schedule activity dialog to “send invitation email” which will send an iCalendar object to the attendees.
     • With this feature, ACT! users who use both Outlook® and ACT! can also choose to create ACT! activities from Outlook meeting requests if they have ACT! and Outlook integration setup completed.
     • vCard export
     • User types “Admin” or “Manager” can export contact info in the form of vCard either by right clicking in the contact list view or using the “Send vCard” item from the Contacts menu.
     • Relationship dialog
     • Users now have the ability to resize the relationship dialog
     • Help
     • Help screen has been modified to use the same design as ACT! by Sage Premium for Web help screen.
     • Registration/Installation
     • Reduce the number of registration questions that users must complete when they register ACT! 2010.
     • Provide an automated answer file to assist in the silent install* process
       
       *Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.