New Features in ACT! by Sage 11.1

 

Relationships Tab - Allow users to "link" or create relationships between contacts

• Related Contacts allows users to document existing influential relationships between contacts in their database.
• For example, if Client A has an influential relationship with Client B, then I can store that information in the database to use in future sales or marketing campaigns, or be able to browse the information when I am looking up a particular contact.
  

New “Import Date” field

• To complement the “Is Imported” field on the contact, group or company records, a new “Import Date” field has been added to provide users visibility into last import event date for reporting purposes.
• The field is available for lookups, reports and can easily be added to the layout using Tools->Design Layouts.
  

Last Import location

• During database import, the last location where users searched for their imported file is set at the default location to make it easier to locate the source database.
  

F6 toggles to previous layout

• Pressing F6 on the keyboard will toggle between the current and the previously used layout.
  

Dashboards--Drilldown for specific bar and pie slice rather than the entire component

• This option allows users to drilldown the bar and pie slice by displaying the activities or opportunities associated with that slice.
  
• A new menu item has been added to the component’s right-click menu – “View All Data in List” to show all activities or opportunities in a list view similar to the orginal drilldown behavior.
  

Activity Association with Companies

• You now have the option to remove the existing company association from an activity if you decide to reschedule it with a different contact.
• This feature enables you to keep your associated company information consistent with the contact’s company name.
  

Filter Activity/Opportunity by Yesterday

• This feature enables you to filter your task list and opportunity list by selecting "Yesterday" as your filter.
• On the task list it will show all activities that have a start date of yesterday and opportunity list will show all opportunities that have yesterday as their expected close date.
  

Pop-ups on calendar items

• Calendar item tooltips will show multiple contacts if more than one contact is associated with the activity.

Company names in Alarm dialog

• Alarm pop-ups will display the company information for each activity contact in the list giving you a consistent calendar-like view of all activities.

Go To multiple selected alarms

• As part of the standard ACT! workflow for performing a lookup and working within the list, the Go To button on the alarms dialog will take you to the list of contacts associated with all selected activities.
• The alarms dialog will remain open while your list view changes in the background.

Mouse-over on Attachments and Documents shows physical filename

• In order to improve discoverability of attachments, the tooltip for selected attachments will now show the complete physical path to the actual file.

Edit “Regarding” list when recording new history

• Users can now edit the “Regarding” dropdown from within the new history dialog the same way as when scheduling a new activity.

History icon on Toolbar

• To give further accessibility into history creation, a new History icon has been added to the standard toolbar so users can quickly create histories regardless of what view or layout they are current using.
• The history dialog pops up with the history automatically associated to the last contact that was viewed on the contact detail view. Users have the option to change history association any time prior to clicking OK.

Improved installation experience

• Significant changes have been made to enhance the overall installation experience. Users are given two options to perform installation – “Typical” and “Custom”.
• It takes fewer clicks to complete a typical install providing a consistent and friendly feedback to users during the install process. Custom installation provides much more accessibility into install options for customized settings.

Activation behind proxy

• If a proxy server is detected during the registration process, a dialog is displayed to enter user name and password in order to connect and activate through the proxy server.

Mail Merge Sticky options settings

• All mail merge wizard options are “sticky” when the user clicks the Finish button.
• This reduces the time required to do subsequent mail merges if the options are same as the first time.

Default Backup location preference

• A new preference is available for users to specify the default backup location in the preferences dialog

 

 

 

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