Question:
What Act! v22 features are not available in Act! access via web?
Product:
Product Family: Act! Growth Suite
Tiers: Professional, Premier, Ultimate
Version: v22
Answer: This article highlights some of the differences in the Act! and Act!access via web features.
Features Unavailable in Act! access via web v22 when accessed via Web Browser:
- Add additional user licenses to the database
- Manage field level security
- Freeze Columns
- Show Look For option
- View the availability of other users when scheduling an activity
- Add or Edit Activity Resources
- Edit List Values for the Regarding field when creating an Activity
- Edit Smart Tasks
- Right click functionality (presents browser options)
- Create Activity Series
- Setup and use field triggers
- Export data (you can use the Export to Excel function from the list view)
- Create new or edit existing report templates
- Create new or edit existing Dashboards
- Customize menus and toolbars
- Add document attachments as shortcuts
- Synchronize Act! data with a handheld device
- Integrate Act! with a supported accounting program
- E-Mail Document option on Document tab
- No Act! Email client installed locally for viewing or managing email (Can be configured to send email through an Internet mail account, or Windows users can integrate with locally installed Microsoft® Outlook®)
- Email Message (from template)
- Backup and restore databases
- Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
- Database maintenance (check, repair, reindex, delete)
- Use of Act! Diagnostics utility
- Edit phone number format defaults
- Act! Dialer
- Fax integration
- Timer
- Act! Scheduler
- Import & Export a Product List
- History recorded when printing a document (Mail merge directly to printer does create history).
- No option to "Open each view in its own window" in Preferences
- Social Updates
- Quick Print
- Lookup > Contact Activity
- Lookup by Example
- Cannot edit an individual line of criteria in an existing Advanced Query, need to delete and re-add the line instead
- Edit default font preferences
- Layout Designer Limitations
- Change width of layout
- Cannot click and drag to select multiple fields
Browser Limitations
- The Act! Word Processor is not available
- Right-Click shortcut menu not available