 Whats New in Act 2005?
New company records
Create new Company and Division records to get a more complete picture of the
entire relationship with any company, including all Notes, Histories and Opportunities.
Link contacts to companies so that when core company information changes, the
changes push to each contact for easier updating. Easily convert Groups into
Companies. And create Companies from Contacts (or vice versa).
Track more opportunity information
See all opportunities in one place using this convenient new customizable working
view. Access, update and filter opportunities by User, Estimated Close Date,
Status, Sale Stage, Amount or Probability of Close. And, quickly access the
contact record or perform Lookups from any opportunity within the list.
Enhanced database synchronization
Perform secure background synchronization that's easy to set up so all users
always have the most up-to-date contact information. Even templates and attachments
synchronize to other users. Synchronization is more reliable then ever with
a synchronization scheduler that ensures everyone has the latest data. For
the utmost consistency, security is enforced through a main to remote database
relationship.
Updated calendar views
We've updated the appearance of all Calendar Views to have a more modern look
and feel. There are even new views including the Today View, a customizable
Work Week View and a Multiple Month Mini-Calendar that can be expanded to
the entire year. With new Quick Print, you can quickly print the Calendar
displayed without specifying the template.
Customizable activities, priorities and new field types
Create your own activity types to help you better track activities that are
specific to your business. For example, you can define "Billable Hours" as
an activity type instead of just using "Meeting" "Call" or "To-Do".
Add and customize up to five levels of Priorities according to your preferences.
This makes it easy to match up priorities with FranklinCovey(r) planners
or other prioritization methods you might use. Add new field types to your
database including Yes/No fields, virtually unlimited Memo fields and Picture
field - so you can store images of people, houses or anything you want with
any record in your database.
New contact notes and history tabs
Include unlimited date- and time-stamped Notes and Histories for each contact
to keep track of important conversations, commitments and meeting notes.
Separate Notes and History tabs help you better track your relationship details
- and associate with Groups or Companies for better management of data.
Improved e-mail performance
Create, send and track e-mails to and from your contacts with the ACT! 2005
E-mail Client. Attach e-mail messages to the Contact record and create a
history item noting when the e-mail was sent and what its contents were.
The new find feature allows you to quickly access e-mails that have been
sent.
One-click export to Microsoft Excel
Export all List Views to Microsoft Excel with one click for further analysis
and manipulation of data. All column customizations are maintained when exporting
for easy viewing. For advanced analysis, pivot tables are automatically created.
Enhanced groups and subgroups
Organize your contacts into Groups and up to 15 levels of Subgroups based on
location, interest, project or other. Group records let you view cumulative
information from all contacts that belong to that group for a more complete
picture of that group. You can also save any Lookup as a Group definition
to create Groups instantly.
Tighter Microsoft Outlook integration1
Keep your entire office up to date. Your ACT! 2005 Calendar
can stay up to date with your company's Outlook calendar. Schedule and edit
an activity in ACT! 2005 or Microsoft Outlook and both calendars
will be updated.
Updated look and feel
The new, more intuitive ACT! 2005 interface is both as easy to use as ever
and, at the same time, offers a new interface with a soft, friendly look
and feel and many ease of use enhancements.
Integrated sales system
Integrate all sales opportunities and communications to contacts, groups and
companies for an at-a-glance view of all your business relationships with
intelligent workflow design that virtually anticipates and links key information.
Powerful, easier-to-use lookups
Providing you instant access to contact details is one of the most important
benefits of ACT!. Find anyone or any detail quickly by performing
Lookups on all customer data using Lookups, Advanced Lookup and Keyword Search
features. Perform numeric lookups by ranges, such as greater than or less
than queries - ideal when searching in date and numeric fields; search on
Create Date or Edit Date; and new Sticky Lookups remember your last five
Lookup terms on any field.
Easily find and eliminate duplicate records
Consolidate duplicate records by easily moving contact fields and other data
such as Notes, Histories, Activities and Opportunities from one contact record
to another - to create a single, more complete record while eliminating duplicates.
Unlimited secondary contacts
Add virtually unlimited Secondary Contacts to any contact allowing you to quickly
locate alternate contacts, assistants, family members and other related contacts.
Each Secondary Contact has their own fields that Lookups can be performed
on, including e-mail address, business address, up to two phone numbers,
ID/Status and more. And at anytime, promote Secondary Contacts to a full
contact.
Robust forecasting tools
Meet your sales goals with confidence through built-in sales and opportunity
tracking and forecasting tools. Histories are generated automatically as
opportunity moves through sales cycle. And, there are eight fields that can
be customized to capture specific information.
New activity series
The new Activity Series feature is a huge time-saver. It helps you to define
a series of activities around an anchor date. Schedule the activities in
the series for yourself or other users. These activities remain linked so
when one activity moves, you are prompted to move the other ones. You'll
never miss an upcoming task!
New opportunity list view
See all opportunities in one place using this convenient new customizable working
view. Access, update and filter opportunities by User, Estimated Close Date,
Status, Sale Stage, Amount or Probability of Close. And, quickly access the
contact record or perform Lookups from any opportunity within the list.
Generate customized quotes2
Generate an instant quote from any opportunity without re-keying contact and
opportunity information - even customize the quote template with your logo
and contact information.
New reports
Comes with 40 standard Reports for Phone Lists, Activity Report, Relationship
Histories, Sales Summaries and more; or customize the Reports to meet your
specific needs. Most Reports can be exported to HTML, PDF, e-mail and more
for easy manipulation of data.
System Requirements:
* Minimum 266 MHz processor (Pentium III or higher recommended)
* Minimum 256 MB RAM (512 MB RAM or higher recommended)
* Minimum 300 MB of available hard disk space
* Microsoft(r) Windows(r) XP Home
* Windows XP Professional
* Windows 2000 Professional
* Windows 2000 Server
* Windows 2000 Professional
* Windows 2000 Advanced Server
* Windows Server 2003 Enterprise Edition
* Windows Server 2003 Web Edition
* CD-ROM drive
* SVGA (800x600) or higher resolution monitor
Act 2005 Premium for Workgroups
* Client installation using Microsoft SQL Server 2000 Desktop Edition (MSDE)
* Minimum 266 MHz processor (Pentium III or higher recommended)
* Minimum 256 MB RAM (512 MB RAM or higher recommended)
* Minimum 300 MB of available hard disk space
* Windows XP Home
* Windows XP Professional
* Windows 2000 Professional
* Windows Server 2003 Web Edition
* CD-ROM drive
* SVGA (800x600) or higher resolution monitor
* Database Server installation using Microsoft SQL Server 2000 Standard Edition
* Minimum 266 MHz processor (Pentium III or higher recommended)
* Minimum 512 MB RAM
* Minimum 350 MB of available hard disk space
* Microsoft Windows 2000 Server
* Microsoft Windows 2000 Advanced Server
* Microsoft Windows Server 2003 Standard Edition
* Microsoft Windows Server 2003 Enterprise Edition
* CD-ROM drive
* SVGA (800x600) or higher resolution monitor
1 Requires Microsoft Outlook 2000, 2002 or 2003
2 Requires Microsoft Word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003
 
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