ACT! Software Upgrade

Completely New ACT! E-mail lets you instantly create, send, and receive professional-looking, graphical HTML e-mails.

• Works with Outlook, Outlook Express, Lotus Notes and Internet Mail that supports POP3 and SMTP protocols.
• Create, send, and receive graphical HTML e-mail from within ACT! using the newly designed ACT! e-mail client.
• Use the mail-merge wizard to easily create and send personalized, graphical newsletters, proposals, greetings, and more to one or thousands.
• Use the 10 professional-looking e-mail templates for e-newsletters, special offers, thank you's, follow ups, birthday greetings, anniversary greetings, and order confirmations to start e-mail marketing today.
• Include file attachments in e-mail merges.
• Log a history item to each contacts' record including the subject line, message body, and/or attachment to keep track of what was sent to whom.
• Create new contact records instantly from e-mail senders who are not already in your ACT! database.
• Use the new Blind Carbon Copy (BCC) feature to send the same message to multiple people in your database without revealing recipients' names.
• Scan messages quickly using the new Preview Pane.

  

Enhanced Outlook integration gives those who use Microsoft Outlook much tighter integration with ACT!

• Access up to three ACT! Address Books from within Outlook for easy e-mailing.
• Send e-mails from Outlook while creating histories in ACT! for all your correspondence including subject lines, message body, and/or attachments.
• Attach sent or received messages along with attachments to any ACT! contact instantly.
• Import Outlook's Contact folder from local folders or network folders and link Calendar items, Tasks, Notes, and Journal entries to the appropriate ACT! contact record.

  

• Attach, view, and edit relevant files directly from any ACT! contact record via the new Library Tab.
• Use SmartMerge to map ACT! fields to Excel cells to automatically populate quotes, invoices, orders, and other Excel documents with information from the associated contact record — then print from within ACT!.
• Activate one document for viewing on all ACT! contacts such as catalogs and price lists or associate up to 20 different documents per contact.
• Quickly preview any Library file within the Library Tab.
• Print any document from the Library Tab from within ACT!.
• Copy and save unique copies of existing documents to other ACT! contacts.
• Edit any Library file with its true application controls.
• Supported Library file formats are: Microsoft Word, Excel, PowerPoint, MapPoint, Adobe Acrobat pdf, bitmaps, and jpegs

  

• Use the new Contact Activity lookup feature to retrieve inactive contacts.
• Also helps you identify your most active contacts so you can continue to cultivate your best customers.
• Filter your search by modifications to contact fields, notes, history, e-mail addresses, sales opportunity information, and activities for any date range.

  

• Simply mouse-over any item on your calendar and a pop-up note instantly appears with all the details of each activity.
• View type of event, the associated contact, regarding information, date, time, whether the activity is public or private, if it has an alarm set or not, and the first three lines of the details field.
• See event details on busy schedules in a super-convenient way.
• View calendar and task list totals to see how many calls, meetings, and to-do items are on your schedule for the displayed time period.

  

• Monitor alarms even when ACT! isn't running.
• See more information on each on-screen alarm including activity types and activity details.
• Customize your alarm notifications by deciding whether you want sounds, flashing screens or system tray notification only - or a combination of all three!
• When in ACT!, expand and collapse the alarm details to reveal just the information you need.

  

New Annual Event Tracking makes it a snap to look up birthdays, anniversaries, expiration dates, and other annual events.

• Easily track every contacts' birthday, anniversary, expiration date, or any annual event in your ACT! database - much more easily than searching your calendar for these important events.
• Simply choose Annual Event from the Lookup menu, and you can retrieve all your contacts that have birthdays, anniversaries, or contract expirations this week, this month or during a specified date range.
• Go directly to an individual contact, schedule a to-do, or create a lookup for the group.
• Then print mailing labels, envelopes, or personalized letters for each one -better yet send a personalized birthday greeting via e-mail to each person with a few clicks.

  

Improved Internet Services let you surf the web without leaving ACT!, and attach web pages to contacts.

• Attach web pages directly to one or many contacts for easy recall later.
• Store complete web page including graphics so even if the page has been removed from the Internet, you'll have it captured in ACT! forever.
• Surf the web without leaving ACT! using the built-in mini browser.

Easy installation and instant data conversion gets you up and running fast while automatically converting your existing ACT! information.

• Get up and running in 10 minutes or less.
• Convert ACT! 2.0, 3.0, 4.0, 2000, and 5.0 databases automatically when you open the database in ACT! 6.0.
• Keep your fields and layouts and contact information will remain the same
• Get up and running without re-keying any information using imports from Outlook, Palm Desktop, Q&A, dBASE II-V, and ASCII text.
• Call our technical support experts who are ready and waiting to assist you personally.