"Our customer surveys have told us that our users spend an average
of six hours a day in ACT! With ACT! being such an essential part
of our users' workday, it was critical that we enabled
integration with the tools our customers use on a daily basis such
as e-mail, Microsoft Office, Adobe Acrobat and the Internet," said
Greg Head, general manager of ACT!, Best Software. "In addition,
over the last year we have announced new products that enable integration
with PDAs, ACT! for Palm OS, ACT!
Link 2 for Palm OS and ACT! Link for
Pocket PC and accounting products such as QuickBooks
Pro/Premier and Peachtree Accounting.
By providing integration between ACT! contact data and other applications
and devices, we are giving our customers the ability to leverage
contact management to its fullest and benefit from having all of
the data they need linked to the relevant contact record."
The ACT! e-mail client has been completely upgraded. Users
can use the new ACT! e-mail as a standalone client or integrate
with and view Outlook, Outlook Express, SMTP/POP3 (Internet Mail)
and Lotus Notes e-mail folders from within ACT!. Users can set up
multiple accounts and view them all from within ACT!. Because tracking
the history of e-mail correspondence is a critical part of contact
management, there are three history options that are available when
sending e-mail from either ACT! e-mail or Outlook. In addition to
traditional e-mail history options such as including the subject
line only in the notes section or attaching the full e-mail to the
contact record, users now have the option to attach the subject
plus the text of the message in the notes section. This option is
especially useful to corporate customers with large workgroups working
from a single database.
Additional new e-mail features include the ability to send and
receive HTML e-mails from within ACT!, the ability to instantly
add new contacts to any ACT! database, and the ability to access
both ACT! and Outlook address books, regardless of the application
in which the user is currently working.
"There are so many of the new features in ACT! that our business
has been able to take advantage of such as Outlook integration,
Active Libraries and the Internet services," said David Hartmann,
director of information technology at Montgomery & Graham, Inc.
"But one of our favorite features is the calendar pop-ups. Although
simple in concept, there are no other programs that do this, including
Outlook. Advanced scheduling is the backbone of our business and
the quick calendar pop-ups give us all the details we need in seconds,
saving us valuable time which is money in our business."
In addition to the new e-mail client and Outlook integration, there
is a long list of features:
- Active Libraries - From the Library Tab, users can directly
attach Microsoft Word / Excel / PowerPoint / MapPoint documents,
Adobe Acrobat documents (PDF), JPG files and BMP files to the
contact record and view them from within that contact record,
without launching a separate application. In addition, these documents
can be edited from that view using all of the native Microsoft
Office toolbars and then saved or printed.
- Excel Integration - Using an Excel document that has
been attached to the Library Tab, users can map fields from their
database to fields in Excel for simple and efficient quoting.
One quote sheet template can easily be attached to all the contacts
in the database for quick updating and quote generation.
- Contact Activity Look-ups - This data mining feature
enables users to gain insight into the customers and activities
in their database with a just a few clicks. Users can perform
a contact activity look-up to uncover which customers they have
contacted recently, as well as which ones have not been contacted
in a specified time frame. From the look-up they can schedule
follow-up activities, send an e-mail or derive a call list.
- Annual Event Tracking - Another data mining feature,
Annual Event Tracking enables users to specify any date fields
in their database as annual events. By doing this, users can manage
their events such as birthdays, anniversaries, and policy renewals
with a simple annual event look-up. This gives users advance notice
of the event so they have time to react appropriately, such as
sending a birthday greeting in advance of the event date.
- Enhanced Internet Services - Now, users can access Web
sites from within ACT! using the built-in Internet Browser and
attach relevant Web pages to one or more contacts. The pages are
saved as offline Web pages so users can access the information
even when they are not connected, or when the page is no longer
available online.
- HTML E-mail Templates - ACT! ships with 10 HTML e-mail
templates for everything from birthdays to e-newsletters to order
confirmations. Using the new mail-merge wizard users can correspond
with their customers in a professional and efficient manner.
"Active Libraries is a great example of how ACT! allows us
to multi-task programs without having to go back and forth between
two or three. The fact that ACT! integrates with all of the tools
my team uses every day and that these tools can all be accessed
without ever leaving ACT! is what makes it invaluable to us. There
isn't anything you can't do with it!," said Hartmann.
Current and new users can get up and running with ACT! in a
matter of minutes. Current users simply install the new ACT! and previous
databases will be converted seamlessly to work with the new ACT!.