What's new in Act! v16?
Product Family: Act!
Act! Release Overview
Act! is the #1 best-selling Contact & Customer Manager, trusted by individuals, small businesses, and sales teams to get organized and take the guesswork out of marketing to drive sales results.
Act! v16 delivers an unprecedented range of features bulleted and described below.
· History List
o Purpose: To provide a rear-view of the actions in a database. Filterable, exportable, easy to generate quick Excel® reports or find data
o Added Regarding and details filter to History List and Tabs
o Added new date filters for last 7, 30, and 90 days.
· Calculated Fields
o Purpose: Allow simple calculations to complicated calculations on a single record.
o Examples: Commission, age, days to contract renewal
o Calculations cannot be edited; only deleted and re-added
o Processed at the database level; same for Web/Mobile/Sync/Import….
o Calculated on Save
o Cannot edit calculations! Must delete and recreate.
· Company Management
o Purpose: To provide best practice on basic CRM account management.
o Once threshold is met, company is created with just company name. Linked all contacts.
o If company already exists, linked to that company. Multiple companies exist, links to one (but always the same one)
o Processed at the database level; same for Web/Mobile/Sync/Import…
o Not enabled by default.
· Act! Premium Mobile Tablet Views
o Purpose: Adds additional list views on all detail view.
o Example: Work through all list of todays calls. Make a list of opportunities in the final stage and work through them one by one.
o Only available on tablet devices.
· Act! Premium Mobile Groups/Companies
o Purpose: Extend Groups/Companies to mobile to round out all major entities.
o Write Email - Sends an email to each contact in the group.
o Criteria for membership - Only simple criteria can be created ID/Status = single value for groups. Company Name = single value for companies. All groups/companies will work, but you can only add new simple criteria
· Mobile Email
o Purpose: Simple way to avoid double message entry on sending out emails from device.
o Disabled by default to use existing manual email
o Uses same preferences as
o No SSL
o Records history if enabled.
· Scheduler sends email
o Purpose: Assurance that database tasks are being completed or alerts that they are not.
o Can be configured to send to multiple recipients
· Reschedule multiple activities
o Purpose: Efficiency in scheduling.
o Keeps all values except date/time.
o Changes time to timeless.
· Create Lookup from Universal Search
o Purpose: Take action on search results
o Example: Search for "HTML5" returns all resumes with the word HTML5 in it. Create lookup and send email about a HTML5 job opportunity
· Web Manage fields/Design
o Purpose: Improve Hosted Customer experience. Reduce support costs for hosted partners.
o Not meant to be a full replacement for the desktop product.
o No field triggers, alignment, fonts…
· Chrome Support
o 70 Defects addressed in Chrome Browser
· Office 2013 and 365 (Installed) Support
o If Office 2013 or 365 is installed we will integrate with it
o Known issues of icons not available in email replies; history does record
· Connections Page redesign
o Allows for sections to be configure.
· Welcome Page Redesign
o Promotes dynamic web content at the top of the screen.