ACT 6 (2004) Feature Differences with ACT 2009

Contact and Customer Management

• Separate Notes and History tabs
• Notes and History shared between Contacts
• Unlimited Secondary Contacts
• Rich text formatting including colors, bullets, graphics, URLs
• Attach documents to Activities and History
• Synchronize attachments
• Groups with 15 levels of hierarchy (14 Subgroups)
• Dynamic Membership
• Split Panel Notes Preview
• Hyperlink to Companies from Contact List view
• Specify Linked Contact/Company fields1

Company Management

• Company Records
• Contacts linked to Companies
• Tree view for Companies

Lookups and Searching

• Save Lookups as Groups
• Easy and powerful Lookups
• Fast access to previous contact Lookups

Sales Opportunity Management

• Opportunity list view
• Opportunity Lookups
• Instant Quotes
• Multiple built-in ACT! sales processes
• Track multiple products
• Generate and import product list
• Opportunity date fields

Prospect and Customer Communications

• Built-in spell checker
• Improved Mail Merge
• Validate and correct addresses during Mail Merge
• ACT! E-mail Find
• Use ACT! as Outlook address book
• ACT! E-mail Client integrated with Outlook®, Outlook Express, or Lotus Notes®
• Create ACT! Contacts from Outlook e-mail5
• Attach Outlook e-mail to ACT! Contacts5
• Specify default history types and create ACT! history from Outlook5
• Use flexible Outlook Rules in ACT!
• Last E-mail field
• En Masse E-mail attaching
• E-mail send from the Notes Preview Pane

Dashboards and Reporting

• ACT! Dashboard
• ACT! Premium Dashboard with team views
• 20+ preformatted/streamlined sales reports
• Graphical sales pipeline with drill down to see opportunity details

Data Sharing and Security

• Group scheduling
• Manage resources including conference rooms and equipment
• Five security levels
• Mark Notes and Opportunities as private
• Secure Notes, History, and Opportunities en masse
• Field level security
• Company security
• Group and Company security

Customization

• Share drop-down lists across different fields
• Field types – Picture, Yes/No, Memo, E-mail
• Customizable drop-downs; utilize multi-select values
• Customizable Priority, Activity, and History types
• Customizable opportunity field names and types with drop-down lists

Administration

• Scalability to accommodate larger teams
• View team memberships
• Grant Contact access en masse
• Lookup Contacts by access
• Custom user permissions
• Automatic database sync and backup
• Automatic database maintenance
• Password rules
• Query-based sync
• Improved administration for remote users
• Support for Non-Local Machine Administrators
• Silent Install
• ACT! Scheduler in ACT!
• ACT! Scheduler with hourly options
• Simplified installation of a remote database
• Streamlined sync progress bar
• Option to exclude attachments from backups
• Quick info for logged-in users

Important Note: upgrade to ACT! by Sage Premium 2009 (11.0) is required to inherit some new features indicated on this feature list.