Sage ACT! 2013 Pro & Premium Upgrade Guide for ACT! 2008/9 Users

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1 UPGRADE YOUR ACT! SOFTWARE Sage Pro & Premium Upgrade Guide Latest ACT! Updates: ACT 2013 ACT 2008/9 Works with Windows 7 & Microsoft Office 2010 X Supports Windows Small Business Server 2011 X Internet Explorer 9 X Will be supported with Windows 8 & Office 2013* X NEW FEATURES: Improved user interface & faster look-ups X New Universal Search - includes ACT! attachments X ACT! Scratchpad application - virtual notepad X Smart Tasks automated activity scheduling X Customisable ACT! sales opportunity layouts X New Web & Social Media Updates Tabs X ACT! Premium Mobile X EXTENDED INTEGRATION: Outlook calendar & contact synchronisation X Google integration for Gmail, Google Contacts & Google Calendar X Improved integration with Sage 50 Accounts X IMPROVED DATA IMPORT: Direct Import from Excel X Configure new ACT! fields during the import wizard X * ACT Pro 2013 & ACT! Premium 2013 will be compatible with Windows 8 and Microsoft Office 2013 upon its release, or following the release of a free Sage Service Pack. Earlier versions of ACT! will not be supported with these Microsoft releases.

2 Upgrade Guide Increased ACT! Compatibility Compared to ACT! 2008/9 the latest software is compatible with: Microsoft Office 2010 & Outlook 2010 Windows 7 (32 & 64 bit systems) Windows Small Business Server 2011 Internet Explorer 9 ACT 2013 will also be supported with Windows 8 and Microsoft Office 2013 upon their release, or following the release of a Sage service pack update. Earlier ACT! versions will not be supported with Microsoft Windows 8 or Office Improved ACT! Interface A new toolbar provides quick links to everyday ACT! tasks including creating a new call, adding a new contact & logging a new history New Outlook-style left toolbar links to ACT! calendar, task list, companies, groups, reports & other ACT! views Related tasks provide contextual links to popular ACT! functions from current view Collapse the left toolbar to maximise the ACT! workspace ACT! Scratchpad The ACT scratchpad is a virtual ACT! notepad for capturing impromptu notes, contact details and personal reminders - even if the main ACT! application isn't open. Set priorities and check-off items once completed and send Scratchpad items to ACT! as activities, notes or history entries by assigning them to contacts.

3 Upgrade Guide ACT! Universal Search The new universal search option finds detail wherever it is stored in ACT - including attached documents. Run ACT searches on keywords and phrases in attached files including: MS Word documents, PDF s and Excel spread-sheets. Universal searches can be filtered by: groups, attachments, histories, data range, opportunities and companies to control search criteria. Results are weighted so the best matching items are easily found. ACT! Premium Mobile ACT! data is available to mobile users in an app-style interface from smartphones and tablets. ACT! Premium Mobile supplied with ACT! Premium makes ACT! data accessible on ipad, iphone, Android and other devices with an HTML5 compatible browser. Real time access to ACT! Contacts, Calendar, Opportunities, Notes and History - no sync needed Works on any HTML5 browser including ipad & iphone - even from PC and Mac Installs on your server - no monthly or annual Sage fees Improved ACT! Data Import Supports Excel: Microsoft Excel data can now be imported directly without the need to convert to CSV format Add new fields: Configure new ACT! fields on the fly as part of the ACT! import wizard Import summary: Upon completion, ACT! summarises the number of records imported and reports any errors encountered.

4 Upgrade Guide ACT! Smart Tasks ACT! Smart Tasks are a step up from the basic activity series by triggering more automated actions including scheduling activities, updating fields and sending s. Smart Tasks can be applied manually to contact records or scheduled to run automatically. This can include: Scheduling a reminder activity 1 month before renewal date Alerting users with a high priority activity if an opportunity hasn t been updated within x days Sending a customer confirmation and scheduling a follow up activity Updating a status field when an opportunity is converted By reducing administration Smart Task automation frees ACT! users to focus efforts on revenue generating activity. Customisable Sales Opportunities Compared with ACT! 2008 and 2009 the latest edition includes a new opportunity module offers greater flexibility to manage sales: Opportunity views now look & behave in a consistent way to contacts, groups & companies Create custom opportunity layouts with new fields to capture more data about each selling opportunity Link histories & activities with an opportunity record Link multiple contacts to sales opportunities Personalise opportunity layouts with tabs & graphics ACT! & Google Integration Gmail: Send & receive s from Gmail or ACT! & save a history in the contact history. Google Contacts: Create new contacts in either Google or ACT! and synchronise your entire database, or just a subset, with Google to access contact detail in either interface. Sage ACT! Google Calendar: Sync ACT! and Google calendars and choose which ACT! activity types will sync to Google.

5 Upgrade Guide Social Updates Tab Gain extra insights into customers and contacts that you follow on LinkedIn and Facebook. The ACT! social updates tab lists their last 25 posts on each social network so you can keep up to date with their conversations, comments and events and start new communications from ACT! Improved Outlook Integration Sync Contacts: Create new Outlook Contacts from ACT! & create new ACT! Contacts from Outlook Control which ACT! Contacts sync to Outlook Keep contacts up to date regardless of where they were created or updated in ACT! or Outlook Calendar Synchronising: Automatic ACT! & Outlook sync keeps schedules updated in both places upon adding or modifying activities and meetings. Calendars are always up to date, regardless of where entries were created or modified. Choose which ACT! activity types are synchronised with Outlook. Avoids duplicated calendar entries. Choose which system alarms appear in. ACT! & Google Integration Google Apps users can now integrate ACT! with Gmail, Google Contacts and Google Calendar: Gmail: Send & receive s from Gmail or ACT! & save a history in the contact history for a complete view of all communications. Google Contacts: Create new contacts in either Google or ACT! and synchronise your entire database, or just a subset, with Google to access contact detail in either interface. Google Calendar: Sync ACT! and Google calendars and choose which ACT! activity types will sync to Google. Complete activities from either application and have updates applied when you next sync.