Question: What Feature Improvements have Been Released for Act! Companion?
Product: Product Family: Act! Companion
Note: This article includes updates specifically for the Act! API only. To check out all the new features by product and version, please see the following website for What's New Since Your Version
If you would like to see articles on the improvements for Act! as a whole, Act! Marketing Automation or the Act! API, please see the following articles:
| What issues have been fixed in Act! updates? | What Feature Improvements have Been Released for Act! Marketing Automation? | What Feature Improvements have Been Released for the Act! API? |
Companion 2.6.1
Key
Summary
AC-179
Implement RTF Conversion Updates for Notes
Companion 2.6
Key
Summary
AC-83
Poor German Translation for 'Remember Server and Database'
AC-103
Translation - Nouvelle Activite Unassigned
AC-111
Clear Activity from Details
AC-146
Notes: Update a Note
AC-158
Rich Text Format Support for Notes and History
AC-159
Clear Activity Types
AC-160
Note Detail View: Add Ability to Associate Notes to Other Entities
AC-161
Clear Activity by Custom Activity Types Unassigned
AC-163
Translations - Improvements for German Unassigned
AC-164
Contact Details - Activities are displayed incorrectly.
AC-111
Translations for 2.6
AC-111
Calendar shows activities for all users
Companion 2.5
Key
Summary
Proximity Search
Proximity Search allows you to see contact records within your current local area, or an area of your choosing. Choose your own radius to perform a condensed search or a wider area search. Show directions to reach contacts within your specified proximity. Note: Requires Act! v21.1 and above.
Groups
View and create database groups from within the app. Add contacts, associate Opportunities, Histories and add Documents.
New Activity & History Filters
New Filters introduced for Activities and Histories. The filters available are Date Range, Activity Type, Users, Contact, Private or Public. Individual or multiple Activities can be selected from the dropdown list.
Companion 2.4
Key
Summary
SMS Messaging from a Contact Record
In the Details view of a Contact record you now have the ability to send an SMS message by tapping Send Text.
Attach Documents
View documents attached to a Contact, Opportunity or Company record, including .pdf, .doc and .csv files. Attach your own photos to a Contact, Opportunity or Company record. Delete documents from a Contact, Opportunity or Company record.
User Configuration Settings
The User Configuration Settings allows you to re-order and configure the Navigation Menu Order, and also allows you to change the Initial View.
Business Card Reader
When creating a new Contact record, you now have the option to scan a business card, automatically pulling data into the new record.
Companion 2.3
Key
Summary
Global Search
There is a new navigation menu, with additional options. Now with Global Search. Search across Contacts, Companies, Opportunities etc.
Enhanced Lookups
Enhanced Lookups and filters on Contact and Company list views.
Companies views
Companies now appear in their own section, in a list. Companies can be searched for, expanded to show details and related items, edited and created.
Calendar view
Calendar now appears as part of the Activities section. Choose to show Activities, Histories or both. Calendar can display daily, monthly or yearly view.
Companion 2.2
Key
Summary
History
History can now be accessed in its own view using the Global menu, and it extends beyond 24 hours.
Activities
Activities have now been expanded beyond 24 hours.
Notifications
Notifications have been given context, Opportunities generate notifications, and within the Companion Settings menu you can now control notifications directly in the app.
Contact Details View
Within the Details view for your Contacts you can now see associated History, Activities and Opportunities, as well as create new entries.
Companion 2.1
Key
Summary
Opportunities
Database Opportunities now available in Act! Companion. View and Filter, Edit, Delete and Create Opportunities, all on-the-go!
Companion 2.0
Key
Summary
Act! Insight
Guide decision-making with rich insights from interactive, graphical Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for sales productivity and performance, sales pipeline health, top performing products, and more. To view your Insight dashboard, click the Act! Insight button.
Updated UI
Act! Companion has been transformed! Experience an all-new look with modern and mobile-friendly design updates. You can count on the same great functionality from the previous versions, but now, Act! Companion has been optimized to help users work quickly with easily discoverable actions, a simplified login experience, and access to all available dashboards in the Act! Insight view.