| ACT! 9.0 2007 vs ACT! 6.0 2004 |
| Here is a list of the new and improved features that you will receive by upgrading from ACT! 2004 (6.0) to ACT! 2007 (9.0). Please notice that some features are marked Premium only and require an upgrade to ACT! Premium for Workgroups 2007 (9.0). |
| ORGANIZE YOUR CONTACT DATA IN ONE PLACE |
- Create Company records
- Unlimited secondary contacts
- Separate Notes and History tabs
- Share Notes and History between Contacts
- Rich Text Formatting in Notes – supports colors, bullets, graphics, URLs
- 15 hierarchies of Groups and Subgroups
- Dynamic membership
- Add attachments to Actitivites, Notes, and History
- Synchronize attachments
- Split panel Note Preview
- Specify linked Contact/Company fields1
- Update company linked fields from a Contact
|
| STAY IN TOUCH AND GROW BUSINESS RELATIONSHIPS |
- Built-in spell checker
- Improved mail merge features
- Validate and correct addresses during mail merge
- Act! E-mail Find feature
- Use ACT! as Outlook® address book2
- ACT! E-mail Client integrated with Lotus Notes®3
- Use Outlook e-mail while in ACT!4
- Resolve E-mail address and create an ACT! History from Outlook5
- Specify default History types6
- Create ACT! Contact from Outlook e-mail5
- Attach Outlook e-mail to ACT! Contacts5
- Last E-mail field
|
| PRIORITIZE YOUR WORK |
- 5 Calendar views
- View other users’ Calendars Premium Only Feature
- Rich Text Formatting in Activity details
- Linked Activity Series
- View global events
- Manage resources including conference rooms, equipment, etc. Premium Only Feature
- Phone numbers on printed calendars
- Change Activity organizer
- Automatic Sync with Outlook Calendar2 Premium Only Feature
|
| FORECAST AND TRACK SALES OPPORTUNITIES |
- Opportunity List view
- Opportunity Lookups
- Forecasting tools
- Instant Quotes7
- 20 newly designed sales reports
- Interactive Pipeline report
- Export to Excel®7
- Multiple sales processes
- Track multiple products
|
| FORECAST AND TRACK SALES OPPORTUNITIES |
- Generate product list
- Share drop-down lists across different fields
- Drop-down lists in opportunity fields Premium Only Feature
- Customizable opportunity fields Premium Only Feature
- Easily view team membership Premium Only Feature
|
| GET A COMPLETE VIEW OF CUSTOMER INTERACTIONS |
- Custom Activity types
- Custom History types
- Custom Priorities
- Save Lookups as Groups
- Utilize Multi-Select on drop-downs
- Field types – picture, Yes/No, memo, e-mail
- Add/remove Contacts to Groups
- View all Group associations
- Hyperlink to Companies from Contact list view
- Tree View for Companies
- Lookup Indicator
- Editing existing Queries
- Advanced Keyword Search
|
| SECURELY ADMINISTER AND DEPLOY LARGE WORKGROUPS AND TEAMS |
- Easily view team membership
- 5 security levels
- Query based sync
- Increased scalability to accommodate your workgroup or team8 Premium Only Feature
- Mark Notes and Opportunities as private
- Improved administration for remote users
- Improved data security
- Support for non-local machine administrators
- Automatic database backup Premium Only Feature
- Automatic database sync Premium Only Feature
- Automatic database maintenance Premium Only Feature
- Grant Contact access en masse Premium Only Feature
- Look up Contacts by Access Premium Only Feature
- Custom user permissions Premium Only Feature
- Silent install9 Premium Only Feature
- Password Expiration options
- Complexity of a password
- Password re-use
- Secure Notes, History, and Opportunities en masse
- Field level security10 Premium Only Feature
- Access critical information when mobile or remot e
- Terminal Services/Citrix® support11
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| INTEGRATE WITH ACCOUNTING SOFTWARE |
- QuickBooks® Professional and QuickBooks Premier
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