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.