ACT! 2008 Premium for Web

Download Datasheet

1. Flexibility to utilize Outlook® as your preferred e-mail client while in ACT! – ACT! opens the Outlook new e-mail message form when you want to send an e-mail, send a letter in e-mail, conduct an e-mail mail merge, or send an e-mail by clicking on hyperlinks. You can send an e-mail to a Group or Company and the e-mail address will populate with all members of that Group or Company. Even attach received Outlook e-mail to the contact record for a complete view of all customer communications.[1]

2. Ensure you have a history of all e-mail sent, even if you are working in Outlook – When working in Outlook you can specify default ACT! history types for e-mail sent.  Simply type in the e-mail address or select from the Outlook or ACT! address books. ACT! will resolve any e-mail address in the To, CC, and BCC fields and attach a history to the ACT! contact with the matching e-mail address automatically. You can specify one of three default history types, including subject line, subject line and message, and e-mail attachment, to record an ACT! history.[2]

3. Add an ACT! address book to facilitate e-mail communications – Add an ACT! address book within ACT! Premium for Web so you can quickly and easily select contacts and send e-mail communications.

4. Quickly view your most recent communications with a contact using the Last E-mail field – From the Contact Detail View, quickly identify the last e-mail send date for the given contact using the Last E-mail field. Along with the Last Reach, Last Attempt, Last Meeting, and Last Letter fields you have a quick snapshot of all your recent communications with that contact. The Last E-mail field will update any time an e-mail history is created, whether you are using the ACT! E-mail Client integrated with Lotus Notes® and Outlook Express®, or through integration with Outlook.[3]

5. Utilize Group and Company Tree View for a snapshot of associated relationships– Easily see relationships and hierarchies using the Tree View for quick, easy navigation within Groups or Companies

6. Ensure database reliability with Automatic Database Maintenance – Organizations can now set and manage database maintenance times, automating database maintenance even when the database is not open.

7. View multiple notes at once and preview the critical ones using the new split-panel notes feature– View the entire contents of a contact, group, or company note while simultaneously scrolling for another note using the option of a split-panel within the Notes tab. Simply highlight the note from a list of notes on one side to quickly view the full contents of that note on the other side of the split-panel.

8. Enforce your business security preferences by restricting data access at the field level – Field level security allows administrators to restrict access by user and/or team to certain fields. Define read-only access for particular users and/or teams so they can view the field, but are blocked from editing or deleting. Or, select no access to completely hide the field’s contents from particular users and/or teams including fields related to personal or financial information such as addresses and credit card information.[4]

9. Easily maintain up-to-date information across the entire customer record - Specify which fields you want linked between the Company and Contact Records so when the field changes on the Company Record, you are prompted to change that field for all contacts linked to the company.[5]

10. Regulate password usage settings to ensure your data is secure - Utilize password rules such as password expiration options, complexity of a password, and password re-use to help protect valuable contact information from intruders.

11. Perform load balancing to ensure optimal performance – The Centralized Preference Storage within ACT! Premium or Web supports organizations that wish to load balance so they can add more hardware as needed, based on size and usage of the database, to ensure optimal performance.