New Features in ACT! 2008 (Version 10)

ACT Premium for Web Improvements Activity Series Support, Duplicate checking for groups and companies, ACT Dashboard Views and Group and Companies; Tree views shown
Advanced Queries Run in groups and companies
Advanced Query “Does not Contain” query filter added
Calendar One click calendar copy, improved printing options, visibility improved
Compatibility Vista and Office 2007
Contact List View Now allows for field editing in a cell by cell methodology
Customization Opportunity fields now support dates, company field label new editable
Dashboards Reporting in graphical views in dashboards format, ACT Premium Dashboards show Team data
Documents Tab Associate a local or network document to a contact with shortcut
Duplicate Checking Check by first name/last name and in companies and groups
Opportunities Link to multiple contacts, user edit for product cost manually, naming of Opportunity optional
Outlook Integration Use Word as email editor, user option to make an email private when attached to ACT Contact, attach emails en masse to a contact
Synchronization Group and company record limitations, improved sync set options, suspend sync option for remote users feature, improved remote database deployment
Tables Design and view tables in Contacts, Groups and Companies (third party add-in needed to design table)
Making Your Customer List Private in ACT! CRM

May 24, 2017
by: Jon Klubnik • Uncategorized

Making your ACT Database a hidden share on your network.

February 28, 2017
by: Jon Klubnik • Uncategorized

Calculating the age of an ACT Contact.

February 3, 2017
by: Jon Klubnik • Uncategorized

Saving an AC T! Query for Later

February 3, 2017
by: Jon Klubnik • Uncategorized