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Check out the new features in ACT! 2008
- Integrate ACT! directly with Outlook to facilitate communications and reduce redundant information
You now have the option to integrate ACT! directly with Outlook e-mail so you can use Outlook as your preferred e-mail client while working in ACT!. Each time you send an e-mail in Outlook, you can track vital history information in ACT! so you eliminate the need to track e-mail communications in two places. You can also attach Outlook e-mail to ACT! contacts and create ACT! contacts from Outlook e-mail.
- Get a single, comprehensive view of all your tasks and information. Take action immediately, without having to move from screen to screen in ACT!
Easily evaluate your day to identify which tasks need to be completed and in what order with the ACT! Dashboard. From this view, you can easily see how you’re tracking toward your goals using benchmarks and summary information. And, you can drill down into each Dashboard component for more detail or to take further action – consider it a working view.
- Search and Look-up improvements enable quick access to relevant information for improved customer service
Several improvements have been made to search and lookup functionality, allowing you to more easily access the information you are searching. Perform searches and ACT! will highlight the search keyword for easy locating. Determine when you are in a Look-up or viewing your entire Contact List with the Look-up Indicator, perform advanced searches for Group and Company information, and edit existing queries to save time instead of performing all new queries.
- Useability enhancements allow you to use ACT! more efficiently for increased productivity
Key features you use every day have been improved, making ACT! easier to use and increasing your overall efficiency and productivity. These features allow you to edit any contact field directly from a list view without having to open the full Contact Record, quickly identify the last time you sent an e-mail to a contact from the main Contact Detail view without having to sort through e-mail, and add document shortcuts to Activity and History items to ensure you have the most up-to-date version of the document even when non-ACT! users make updates. All this will help reduce the time you spend on administrative tasks and allow you to focus more on important areas such as improving your business.
- Opportunity enhancements provide quick access to more comprehensive opportunity information
Enhancements have been made to Opportunities allowing you to better track and view opportunity details. Now, you can more accurately track key decision-makers associated with an opportunity and quickly view detailed opportunity information from the list view. As a result, you’ll have better visibility into your sales opportunities and will improve business predictability.
- Group and Company improvements provide increased accuracy during the data collection process
Significant improvements to functionality within Groups and Companies enable you to better organize and update information. With these enhancements, you can now check for duplicate Groups and Companies for a cleaner database, label subgroups and divisions the way you need to without naming restrictions, specify which fields you want linked between a Contact and Company Record for easier updating, and more – all the while improving the way you manage group and company information.
