Pastel ACT! What s New? What s New? Version ACT! What s New Version 13

Transcription

1 Pastel ACT! Version 13 Version 13 What s New? What s New? 1 ACT! What s New Version 13

2 ACT! by Pastel 2011 Version 13 What s new in ACT! by Pastel 2011 Version 13 The ACT! by Pastel 2011 release is focused on a number of major improvements in ACT! and includes Smart Tasks, Outlook Contact and Calendar integration and more. This enables you to work more effectively, becoming more productive and better serve your contacts New Features and Functionality Smart Tasks Smart Tasks allow you to schedule a series of common and connected steps. You can create your own templates or use pre-setup Smart Task templates provided by Sage E-marketing for ACT!*. You have the option to run the Smart Tasks manually or schedule them to run automatically. *Requires additional subscription. 2 ACT! What s New Version 13

3 Outlook Contacts and Calendar Integration Outlook Integration allows you to synchronise your activities and contacts between ACT! Premium and Outlook. Setup automated synchronisation as well as determine what information is synchronised. 3 ACT! What s New Version 13

4 Quick Database Creations for New Users After installation or when you open ACT! for the first time, you will have the option to create a New database or open an Existing database. 4 ACT! What s New Version 13

5 Redesigned Welcome Page The redesigned page has links to Help Topics, Tasks as well as Featured Videos assisting the user to get up and running quickly. Back and Forward Buttons Back and Forward buttons have now been added to the Global Toolbar which enables you to easily navigate through views. The Back button contains a drop-down list of your recently accessed views Search and Access to Global Toolbar The Search button contains access to Lookups and search Keywords. The button lets you view , Write and Setup your Preferences Increased Security for Attachments and Notes/History Editing New security features were added to increased security control for backing up and saving attachments as well as notes/history editing. 5 ACT! What s New Version 13

6 Backing up Attachments Only an Administrator can backup attachments with the database The Manager user will no longer have the include attachments option available. This means a Manager user will be able to backup database but it will not contain any Attachments New Admin Tab A new Admin tab has been added to the Preferences window where Administrator user/s can set the following available options: Restrict 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 from being attached to the database Define a preference for all users in a shared database that restricts attaching documents to the database Define a preference for all users in a shared database that prevents remote users from seeing attachments that do not belong to the contacts in their sync set 6 ACT! What s New Version 13

7 Sage E-marketing for ACT!* Sage E-marketing for ACT! is replacing the name for the connected E-marketing service, formally ACT! E-marketing. There is new icon for the contact toolbar as well. Sage E-marketing for ACT! is integrated out of the box with ACT! Premium 2011 Smart Tasks (3 Smart Task templates require a subscription to Sage E-Marketing for ACT!) templates can now be launched as landing pages (pages hosted by Swiftpage) The service now has an Advance Template Editor that can be used to edit imported templates Swiftpage has added support for Microsoft PowerPoint, Microsoft Excel and text files as documents that can be linked form an template. Documents and images can be managed 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. Import Data Changes Data import into your database has been improved in the following ways: Easily import data from Excel, Text separated by tabs (.TXT) and text separated by commas (.CSV) files. Mentioned option/s has been added to the list Newly added panel was added to the Import Wizard which enables you to do a Typical or Express type 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, more fields are mapped by default 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 they will not be able to create or upgrade a database Drilldown to Filter by History Types You can filter histories by type ( s 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 of clear the entire history category. 7 ACT! What s New Version 13

8 Keyword search: New All option An All option has been added to the Keyword Search This added option is set by default as well as the All Look in areas. 8 ACT! What s New Version 13

9 Additional Information Detailed System Requirements All minimum system requirements are based on single user environment (one computer accessing a local database) Recommended server system requirements are for environments with more than one user accessing the same database Your system and setup must meet the minimum requirements in order to receive technical support ACT! by Pastel 2011 Minimum System Requirements System Requirements Works With - 2 GB available hard disk space - DVD drive - SVGA (800x600) or higher resolution monitor, recommended resolution is 1024x768 -Windows Installer Service 4.5.NET 3.5 Service Pack 1 Processor speed for Windows XP GHz Pentium IV processor (or equivalent) - 1 GB system memory Processor speed for Windows Vista GHz Pentium IV processor (or equivalent) - 1 GB system memory Processor speed for Windows GHz or faster -Microsoft Office 2003, 2007, and 2010 (32-bit version only) (SP3 recommended for Office 2003 and SP2 recommended for Office 2007) - Microsoft Outlook Express 6.0 SP2 1 - Lotus Notes 6.5, 7.0.2, and Eudora Internet Mail SMTP/POP3 - Microsoft Internet Explorer and Adobe Reader 6.0 and VMware Workstation 5.x and 6.x; VMware Fusion, VMware Server 1.x, 2.x - Citrix software using Citrix Presentation Server 3.0, 4.0, or Parallels Desktop for Macintosh 4.0; and Parallels Workstation 2.2 for Windows - Sun Virtual Box 2.x ACT! by Pastel 2010 Operating System Compatibility Matrix Client -Windows XP SP3 3 (32-bit only) - Windows Server 2003 SP2 (32-bit and 64-bit) - Windows Vista 4 SP1 (32-bit and 64-bit) - Windows Server SP2 (32-bit and 64-bit) - Windows 7 (32-bit and 64-bit) Database Server: Microsoft SQL Server 2008 Express (32-bit) Database Server: Microsoft SQL Server 2008 Express (64-bit) -Windows XP SP3 - Windows Server 2003 SP2 - Windows Vista SP1 - Windows Server 2008 SP2 -Windows Server 2003 SP2 (64- - Requires manual set up of the bit only) Sage ACT! database instance - Windows Vista SP1 (64-bit only) - Requires manual set up of the Sage ACT! database instance - Windows Server 2008 SP2 (64- - Requires manual set up of the 9 ACT! What s New Version 13

10 Database Server: Microsoft SQL Server 2008 Standard (32-bit) Database Server: Microsoft SQL Server 2008 Standard (64-bit) Internet Sync Service Requirements bit only) Sage ACT! database instance - Windows Server 2003 SP2 - Standard - Data Center - Enterprise - Requires manual set up of the Sage ACT! database instance Windows Server 2008 SP2 - Standard - Standard without Hyper V - Data Center - Data Center without Hyper-V - Enterprise - Enterprise without Hyper-V - Requires manual set up of the Sage ACT! database instance - Windows Server 2003 SP2 (64- - Small Business Sever R2 bit only) Standard - Small Business Server R2 Premium - Standard - Data Center - 64-bit Standard - 64-bit Data Center - 64-bit Enterprise - Windows Server 2008 SP2 (64- bit only) - Standard (with and without Hyper-V) - Web - Data Center - Data Center without Hyper-V - Enterprise - Enterprise without Hyper-V - X64 Standard - X64 Standard without Hyper-V - X64 Data Center - X64 Data Center without Hyper- V - X64 Enterprise - X64 Enterprise without Hyper-V - Small Business Server - Windows XP SP3 (32-bit only) - Professional - IIS ASP.NET - Windows Server 2003 SP2 - Web Edition - Standard Edition - Enterprise Edition - Small Business Server - IIS ASP.NET 7 - Windows Vista SP1 - Business - Enterprise - Ultimate - IIS ASP.NET - Windows Server 2008 SP2 - Web Edition - Standard Edition - Enterprise Edition - IIS ACT! What s New Version 13

11 - ASP.NET - Small Business Server ACT! by Pastel 2010 Scalability Recommendations 10 Users Processor Memory ACT! Version SQL Server GHz Pentium IV (or 1 GB ACT! by Pastel 2011 Express Edition equivalent) GHz Pentium IV 1 GB ACT! by Pastel 2011 Express Edition GHz Pentium IV 3 GB ACT! by Pastel 2011 Standard Edition 1. Outlook Express is available on Windows XP and Windows Server On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended. 3. Windows XP Professional limits the number of concurrent network connections to 10 (Home Edition limits concurrent connections to 5). 4. Windows Vista limits the number of concurrent network connections to 10 (Home Basic and Home Premium Editions limit concurrent connections to 5). 5. "Core Server Installation" of Windows Server 2008 is not supported bit Windows must have IIS configured for 32-bit emulation bit Windows Server 2003 must have ASP.NET configured to 32-bit mode bit Windows must have IIS configured for 32-bit emulation bit Windows must have IIS configured for 32-bit emulation. 10. Recommendations are based on in-house performance and scalability tests wherein, using simulated user loads, product performance was within 20% or 2 seconds (whichever was longer) of single-user product performance. Databases used in the tests averaged 1000 contacts per user. Individual customer performance may vary based on actual database size, hardware variations, network traffic, and product usage. 11. On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended. 11 ACT! What s New Version 13

12 Upgrading to ACT! by Pastel Version 13 Important Notice For ACT! 2005 (V7), 2006 (V8), 2007 (V9), 2008 (V10), 2009 (V11) and 2010 (V12) users It is critical that you create a backups of your and all your contact databases before you upgrade to the latest version. The latest version of ACT! uses a different Microsoft SQL Server version than used in ACT! 2005 (version 7) and ACT! 2006 (version 8) Once you have installed and updated the database/s you CANNOT roll back to a previous version, unless you have proper ACT! backups You current database/s will be overwritten as soon as you update the them to the latest version. For ACT! 2004 (v6) or earlier users If you are using ACT! 2005 (v7), 2006 (v8), 2007 (v9) or 2008 (10) but still have ACT! 2004 (v6) or earlier with Internet Mail setup, installed on the same machine, then this Internet Mail will be converted during the installations of the new version of ACT! It is strongly recommended that you rename your folder to ACT6_ The default location C:\Documents and Setting\<user name>\my Documents\ACT\ For Multi Users If you are sharing a database with other users, all users must upgrade to the latest version of ACT! in order to continue sharing the same database. Prior to upgrading it is recommended that all users log out of the database. Users will be unable to log into the newly updated database until their version of ACT! has been updated. For Synchronisation Users If you have been setup as a synchronisation user, your remote database will also have to be updated for you to continue synchronising with the master database. Best practice would be to have all sync user synchronise their databases with the master database prior to upgrading to the latest version. On Network / Internet Sync service These sync services will need to be uninstalled and reinstalled from the new version install disc in order to continue monitoring incoming syncs. Special not for Handheld Link Users: Link for Palm OS & Pocket PC Please note: There is no synchronisation with Hand Held devices on ACT! Premium 2011 (V13) Preparing your computer for the Upgrade Process The following will help ensure a successful install Prepare to install 1. Ensure computer/s meets the minimum recommended system requirements for your purchased product and supported operating systems. Also verify you meet the concurrent user limits and licenses. IMPORTANT: Microsoft SQL Server 2008 R2 Express is installed along with the previous version of Microsoft Desktop Edition (MSDE) or SQL Server Express You must have available space to install SQL Server 2008 R2 Express. 12 ACT! What s New Version 13

13 2. Ensure all computers are up to date with Microsoft critical and recommended updates. 3. Sign on to all computers as a Microsoft Windows Administrator. If you do not installation may fail 4. If you use a software based firewall, you need to temporarily disable it to install ACT! 5. During installation, you can select Custom to install ACT! and/or Mircrosoft SQL Server Express to a non-default location. To do this, ensure the following: For ACT!: You have created a non-default location (directory) and enabled folder sharing rights for it. The default location is \Program Files\ACT\. For SQL Server Express: Installation folders are unique to this instance of the SQL Server. None of the directories should be shared with directories for the other instances of SQL Server. The default location is \Program Files\Microsoft SQL Server. For more information refer to Microsoft documentation IMPORTANT: Installing the software to a non-default location may break the integration with 3 rd party programs. You may have to reinstall these programs. 6. For users upgrading from ACT! Premium (V8 V11) who synchronised database it is essential to sync all remote database to the master database hosted on the server. Best practice then would be to create new remote databases after the upgrade. 7. Perform database maintenance (Tools...Database Maintenance) on your database before the installation removes the previous version Upgrading your database Once you have installed ACT! you will have to upgrade your database/s. Each database will upgrade automatically upon opening. Upgrade process takes approximately 3 5 min Outlook Users Outlook Cache Mode: If you are using ACT! with Outlook 2003 and Outlook is set to cache mode, several issues can occur, including, but not limited to the following: When closing/exiting ACT! , an error occurs When deleting messages from the Drafts folder, the wrong is deleted When deleting messages in the messages list, the focus jumps to the top message (rather than the previous or next) When you delete the top message in the messages list, the preview remains Sent messages remain in the Outlook until you perform a Send/Receive from Outlook The Find Messages feature in ACT! finds only one message, but duplicates that message in the list of found messages It is not recommended that you use this mode. Please refer to Outlook 2003 documentation for information on disabling cache mode Address Book: If you use Outlook Integration, you will have to reselect the ACT! Address Book after upgrading your database 13 ACT! What s New Version 13