Numerous Act! innovations, feature enhancements, and business critical services have been introduced in recent updates. Check out what you could be doing with the latest Act! software to propel your sales and marketing success. Works with Windows 10 & Microsoft Office 2016 Act! v18 is the only edition that is fully designed, tested and supported for Microsoft Windows 10 and Microsoft Office 2016. Further compatibility improvements include ios 9 mobile client support for Act! Premium Mobile. Makes More of Your Act! Licences Create read-only Act! licences for additional members of your business or team - at no additional cost! Act! Contact Timeline View all your interactions with a contact at a glance, using a new interactive visual timeline to prepare and personalise your customer interactions. Enhanced Outlook Sync New Outlook synchronisation options enables 1-way sync of your Act! Contacts and Calendar to Outlook, set a 2-way sync with Act!, or keep both separate. www.preact.co.uk Tel: 0800 381 1000
Act! Gets a Fresh, New Look Discover the new, modern look of Act! with an updated layout for Windows and Web to help you navigate more easily and save time. Get more out of your database with tips, access to tutorials and updates on the latest news from the new Act! Welcome Page. Includes FREE Act! emarketing Enhanced Act! emarketing unifies marketing and sales efforts for professional, eyecatching campaigns that reach contacts with the right message - all from within Act! Act! v18 licences include access to Act! emarketing basic plan at no additional cost! Send unlimited emails to up to 500 contacts each month.¹ Create and send professional, eye-catching campaigns from Act! and track responses. Intelligent automation with Act! Smart Tasks helps you nurture your leads and keep in touch. Use emarketing web forms to capture and import new leads. Apply email marketing call list filters and advanced administrator for user roles (requires additional subscription)
Act! Contact Timeline View Improved Document Management Easily integrate your documents from popular business tools such as Dropbox, SharePoint, icloud and Google Docs and more with Act! contact records. Add URLs to the Act! documents tab for a direct link to each document library. A further document storage enhancement enables shortcut links to be added on the Documents tab to any folder on a network or local drive. Updated Act! Smart Tasks Save time with automated data entry and following-up activities using updated Act! smart tasks. For example, Act! smart tasks enable users to set rules that automatically apply user access permissions for new Act! records based on regional territories and even route them to an assigned account manager automatically based on this criteria. Smart tasks also work with Act! emarketing with responses triggered by email marketing responses. This includes sending a welcome email campaign, triggering a scheduled activity to follow-up a hot lead or assigning Act! contacts to a new owner based on your defined rules..
New Streamlined Act! Configuration Improved global preference management and automated silent install allows administrators to deploy, activate and customise default preferences to set-up multiple Act! instances quickly and easily. Act! also speeds up data entry by hiding inactive users from drop-down field lists. Act! Premium Mobile & Act! for Web are available with Act! Premium edition only Improved Act! Premium for Web & Act! Premium Mobile New Act! Premium for Web user interface Easily create and distribute Act! Premium for Web remote databases and offline clients, directly from the web interface. Import contacts from CSV files using Act! Premium for Web. Update Act! contact records with Act! Premium Mobile photo and document attachments Default History Types Individual Act! users can now set their own default Act! history type! Apply bespoke rules that automatically set new Act! histories as to-do's, meetings or even custom activities as your default choice
How Act! v18 Compares with earlier Act! Versions If you are still using an earlier version of Act! check out what you re missing! Act! v16 Act! Calculated Fields Apply Act! that automatically calculate values using date and numerical fields. Instantly assess the number of days until / since an event, or even dynamically set opportunity commissions and gross margins. Automatically Creates Company Records Reduce data entry time by setting rules that automatically create Act! company records. For example, set a preference to automatically create a new Act! company record if two or more Act! contacts have the same company name. Reschedule Multiple Activities Easily reschedule multiple uncompleted activities in a single step. Simply select activities in the Act! Task List and use a new reschedule option to complete the process. New Act! History List Review all Act! database history entries in a single list view. Histories are sorted and filtered by date, user & type - list views can also be exported to Microsoft Excel. Act! Scheduler Notifications Receive automated emails when scheduled database tasks are completed, or to alert administrators if backup or synchronisation processes fail.
Act! 2013 & earlier [Swiftpage Unsupported Versions] Social Updates Tab Gain extra insights into the Act! contacts who you follow on LinkedIn and Facebook. Streamlined Configuration Optimised download & install experience with new wizards for remote database creation. Act! Universal Search Find detail wherever it is stored in Act! - including attached documents. Run searches on keywords and phrases to find matches in Act! fields, histories, activities, opportunities, attached files and more database locations. New Virtual Notepad The Act! Scratchpad desktop application captures impromptu notes, contact details and personal reminders - even if the main Act! application isn't open. Set priorities, check-off items and send Scratchpad items to Act! as activities, notes or history entries. Act! Premium Mobile Access Act! data in an app-style interface from smartphones and tablets. Act! Premium Mobile is supplied with Act! Premium enabling Act! to be shared using ipad, iphone, Android and other mobile devices. Google Integration Integrate Act! with Gmail, Google Contacts or Google Calendar.
Direct Import from Excel Import Microsoft Excel data directly without the need to convert spread-sheets to CSV format and configure any new Act! fields during the import process. Outlook Contact & Calendar Sync Create new contacts in either Act! or Microsoft Outlook and synchronise the records. Automatic Act! & Outlook sync keeps schedules updated in both places upon adding or modifying activities and meetings. Act! Smart Tasks Reduce manual steps by applying Act! Smart Tasks that check field updates and automate actions based on your rules. Upgrade Now! Contact Preact now to upgrade to Act! v18 Phone 0800 381 1000 or email sales@preact.co.uk to upgrade your licences, or learn more about the new Act! version. www.preact.co.uk Preact Limited, Vandervell House, Vanwall Road, Maidenhead SL6 4UB ¹ Additional Act! emarketing functionality & increased contact capacity are available with paid subscriptions.