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ACT! 6 |
ACT! 2006 |
ACT!
2007 |
ACT!
2008 |
ACT! 2009 |
ACT! 2010 |
Contact and Customer Management |
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| Separate Notes and History tabs |
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| Notes and History shared between Contacts |
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| Unlimited Secondary Contacts |
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Rich text formatting including colors, bullets,
graphics, URLs |
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| Attach documents to Activities and History |
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| Synchronize attachments |
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| Groups with 15 levels of hierarchy (14 Subgroups) |
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| Dynamic Membership |
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| Split Panel Notes Preview |
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| Hyperlink to Companies from Contact List view |
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| Specify Linked Contact/Company fields 1 |
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| Print any ACT! calendar template with the contact phone number |
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| View all group associations |
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| Duplicate checking for Groups and Companies |
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| Advanced Queries for Groups and Companies |
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| List Edit Mode |
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| Duplicate checking by first and last name |
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| Streamlined, easier to use layouts with new colors |
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| Related Tasks |
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| Consolidated menus |
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| Welcome Page |
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| Related Contacts |
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| Social Media Integration |
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| Company Records |
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| Contacts linked to Companies |
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| Tree view for Companies |
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Intuitive Interface |
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| Streamlined Setup Assistant |
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Lookups and Searching |
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| Lookup Indicator2 |
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| Edit existing Queries2 |
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| Advanced Keyword Search2 |
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| Save Lookups as Groups |
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| Easy and powerful Lookups |
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| Fast access to previous contact Lookups |
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| Instant Access to Search |
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Sales Opportunity Management |
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| Opportunity list view |
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| Opportunity Lookups |
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| Instant Quotes3 2 |
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| Multiple built-in ACT! sales processes |
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| Track multiple products |
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| Generate and import product list4 |
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| Opportunity date fields |
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| Customizable Opportunities |
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| New ACT! Sales Processes |
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| Instant Quotes in ACT! Premium for Web with Word |
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Calendar and Activity Management |
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| Rich text formatting in Activity details |
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Five calendar views including daily, weekly,
and monthly |
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| View global events |
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| Change activity organizer |
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| Automatic Outlook calendar sync2 |
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| ACT! activity scheduling from Outlook e-mails |
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| One-click calendar copy |
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| Calendar printing improvements |
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| Calendar visibility improvements |
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| Support for iCalendar |
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Marketing Communications |
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| Built-in spell checker |
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| Improved Mail Merge |
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| Validate and correct addresses during Mail Merge |
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| ACT! E-mail Find |
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| Last Email Field |
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| Last E-mail field |
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| En Masse E-mail attaching |
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| E-mail send from the Notes Preview Pane |
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| Email marketing, survey and web forms, marketing results tab, and drip marketing |
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| Mail merge in ACT! by Sage Premium for Web with Word |
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Dashboards and Reporting |
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| ACT! Dashboard |
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| ACT! Premium Dashboard with team views |
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| 20+ preformatted/streamlined sales reports |
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Graphical sales pipeline with drill down to see
opportunity details |
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| Streamlined reports view |
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| New Dashboards |
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| 13 New Reports |
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| New OLEDB Provider |
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Data Sharing and Security |
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| Group scheduling |
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| Manage resources including conference rooms and equipment |
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| Five security levels |
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| Mark Notes and Opportunities as private |
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| Secure Notes, History, and Opportunities en masse |
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| Field level security |
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| Company security6 |
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| Group and Company security7 |
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Customization |
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| Share drop-down lists across different fields |
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| Field types – Picture, Yes/No, Memo, E-mail |
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Customizable drop-downs; utilize multi-select
values4 |
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| Customizable Priority, Activity, and History types4 |
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| Customizable opportunity field names and types with drop-down lists4 |
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Administration |
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| Scalability to accommodate larger teams8 |
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| View team memberships4 |
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| Grant Contact access en masse4 |
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| Lookup Contacts by access |
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| Custom user permissions |
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| Automatic database sync and backup4 |
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| Automatic database maintenance4 |
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| Password rules |
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| Query-based sync |
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| Improved administration for remote users4 |
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| Support for Non-Local Machine Administrators9 4 |
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| Silent Install10 |
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| ACT! Scheduler in ACT! |
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| ACT! Scheduler with hourly options11 |
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| Simplified installation of a remote database |
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| Streamlined sync progress bar |
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| Option to exclude attachments from backups11 |
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| Quick info for logged-in users |
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| Create remote databases simultaneously |
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| Specify currency at the time of database creation |
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Anywhere Access |
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| BlackBerry®12 |
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| Citrix® or Terminal Services13 support |
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| ACT! Premium for Web |
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| iPhone12 |
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Integration |
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| Peachtree by Sage2 |
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| Export to Excel® |
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| Use ACT! as Outlook address book |
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| Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, and Sage BusinessWorks2 |
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| ACT! e-mail client integrated with Outlook, Outlook Express, or Lotus NotesĀ® |
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| Create ACT! contacts from Outlook e-mail2 |
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| Attach Outlook e-mail to ACT! contacts |
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| Specify default history types and create ACT! history from Outlook |
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| Flexible Outlook rules and ACT! |
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| Support for vCard |
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