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New and improved features ACT! by Sage Premium 2008 (10.0) software includes new and improved features for working with contacts, groups, companies, and opportunities. We recommend that you read the ACT! User's Guide and online Help and experiment with the software to discover all the ways you can use the ACT! software to increase your productivity and improve contact relationships. To view a new and improved feature, click the link. Add ACT! address books to Outlook You can now easily add an ACT! database as an address book to Outlook. You can do this in the ACT! application from the E-mail tab in Preferences. The ACT! E-mail Wizard lets you add, edit, or remove an ACT! address book to Outlook. Advanced queries for groups and companies and expanded list of operators You can create an advanced query to find group or company records, just as you can for contact records. You can save the query, with an extension of GRY for a group query and CRY for a company query, to use it later. Advanced queries also have additional operators, such as Not Equal To (!=), Less Than or Equal To, Greater Than or Equal To, Ends With, and others. Companies security You can assign public, private, or an access control list of users and/or teams to companies. This feature provides better data security for your company records. You decide who can see the record. If you have an existing company layout that you want to use in this version, you can use the Layout Designer to add the access control to it. Convert ACT! 3.x - 6.x attachments as files or as shortcut links to files If you have an ACT! 3.x - 6.x database and you want to use the data in ACT! 2008, you can convert the database and attachments. You can select to convert the attachments as copies of the original files or as shortcut links to the original files. Dashboard ACT! Dashboards let you view and work with important information like daily schedules, activity lists, top opportunities, and sales figures in one location. To access the ACT! Dashboard, click Dashboard on the navigation bar. You can filter the data in Dashboards. ACT! Manager and Administrator users can use the Dashboard Designer to edit the default Dashboard and create Dashboards. Duplicate checking for groups and companies Duplicate checking lets you select up to three fields to match against for potential duplicate records for groups and companies, just as you can for contact records. Duplicate naming for groups and companies You can use duplicate names for groups and companies. This means you can now have two or more groups, companies, divisions, or subgroups with the same name. For example, you can have a company called XYZ Company with a division called Sales. You can have another company called ABC Company with a division called Sales. If you do use duplicate names, it is a good idea to use a description so that you can easily identify the group, company, division, or subgroup that has a duplicate name. Limited access default changes for Managers In earlier versions, by default, Managers were added to the access control list for limited access contacts. In this version, Managers are excluded by default from limited access records. This feature provides better data security so that Managers cannot view other users' limited access records by default. This improvement does have an indirect impact for synchronization. After an existing database is updated to this version, Managers should be aware that the number of contacts in the Subscription List may be reduced if users choose to remove Managers from their limited access records. You can set preferences to assign a list of specific users and teams limited access to new group and company records, just as you can for contact records. Inline Editing Edit Mode allows you to quickly and easily maintain important contact, group, or company information in the list view so you do not have to open each record individually. Multiple contacts for opportunities You can associate multiple contacts and users with a single opportunity, which allows you to track and report on everyone involved with an opportunity. List views and reports will also display all contacts associated with an opportunity. Opportunity details View all contacts or products associated with an Opportunity from the Opportunity List view without having to open the Opportunity record. Opportunity date fields You can turn an Opportunity User field into a date field. This allows you to track important dates specific to an Opportunity so you are aware of key deadlines. Document shortcuts Add document shortcuts to activity, history, notes, and the Documents tab without having to attach the full document. You can also allow non-ACT! users to edit the same document, ensuring you have the most current version in your database. Sample groups When you create a new database, you will see that sample groups and group descriptions are automatically added for you. This feature helps you to understand how to organize your contacts into groups. Subscription list custom permission You can assign a new custom permission to let Managers or Standard users manage the subscription list for a remote database they belong to. A subscription list lets a remote user have access to more records than those included in the Sync Set. Suspend synchronization status of remote databases You can temporarily suspend the synchronization status of a remote database. This lets you fix any data or other issues that may occur. You can make the remote database active again to synchronize with the main database. There is no need to recreate the database. Viewing groups and companies hierarchy You can view the hierarchy of the groups tree or companies tree when you need to select a group or company. This feature lets you see the relationships within the hierarchy. You see the records you have access to.
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