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Home > Sage ACT! Software ACT! 2012 Pro > ACT! 2012 Upgrade Guide

Sage ACT! 2012 Pro Upgrade Guide

 
Sage ACT! 2012
 
Webinar Recording: watch our ACT! 2012 launch presentation for an overview of the latest ACT! improvements. Watch Now! 

Latest ACT! 2012 updates....

ACT! 2012 Upgrade UNIVERSAL SEARCH
 
Sage ACT! 2012 features a new search that will find matching detail wherever its stored - ACT! will even search your attached emails and documents including MS Word, PDF & Excel files.

Searches can be filtered by criteria including: groups, attachments, histories, data range, opportunities and companies so you'll quickly find the precise entries that you want to work with.

Results are weighted so matching results can be easily browsed and entries clicked for further analysis. Read More

   
ACT! 2012 Upgrade ACT! SCRATCHPAD
   

ACT! 2012 includes a new Scratchpad application that runs separate from the main ACT! program enabling users to take impromptu notes and manage processes that wouldn't immediately be stored in ACT!

As a virtual notepad for ACT!, the Scratchpad is used to capture impromptu notes, phone numbers, email address and personal reminders - even if the main ACT! application isn't running.

You can set priorities and check-off items once completed and send items to ACT! as activities, notes or history entries by assigning them to contacts avoiding the duplication of effort.

Longstanding ACT! users may remember this application as an evolved edition of SideACT that last appeared in ACT! v6. Demonstration

   
ACT! 2012 Upgrade NEW GOOGLE INTEGRATION
   

Google Apps users can now integrate ACT! with Gmail, Google Contacts and Google Calendar for one Google account per ACT! database:

  • Gmail: Send & receive emails from Gmail and ACT! save a history in the contact history for a complete view of your communications.
  • Google Contacts: Create new contacts in either Google or ACT! and synchronise your database or just a selection of your ACT! contacts with Google to find contact detail in either interface.
  • Google Calendar: Sync ACT! and Google calendars automatically, or on-demand, and choose which ACT! activity types will sync to Google. Complete activities from either application and have updates applied when you next sync. Read More
MORE ACT! 2012 UPDATES:
  • New ACT! import notifications summarise the outcome of the latest data import including alerts for any errors or failed imports. Read more
  • Extra ACT! installation information report the time until completion and required components for install. This also provides early warning of a need to reboot as part of the install process.
  • Compatibility with Internet Explorer 9, Firefox 4 & Windows Small Business Server 2011.
  • Sage ACT! Connect subscription service enables you to access ACT! wherever you are. Contacts & calendar are stored in the cloud so you can access detail & make changes from Blackberry, Windows Mobile, Android devices as well as popular web browsers & from tablets including iPad.
  • A new database summary provides clear visibility of all available ACT! databases to help users where multiple ACT! database exist. The summary also enables administrators share user access from a single screen.
  • A new Connections navigation pane view enables users to learn more about ACT! integrated services including ACT! E-Marketing and Sage ACT! Connect.
  • Also includes performance updates that resolve outstanding user requests including improved integration with Sage 50 Accounts.


Upgrading your ACT! software

Call 0800 381 1000 to upgrade to ACT! 2012 from £85+VAT

The new features and improvements that you'll gain from upgrading will depend on the ACT! version you current use.

 

Updates since your ACT! version...

Sage ACT! 2012 Upgrade Sage ACT! 2012 Upgrade from ACT! 2011 Sage ACT! 2012 Upgrade from ACT! 2010 Sage ACT! 2012 Upgrade from ACT! 2009 Sage ACT! 2012 Upgrade from ACT! 2008 ACT! 2011 Upgrade Sage ACT! 2012 Upgrade from ACT! v6 & olders
ACT! 2011 Upgrade

WORKS WITH:

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
Internet Explorer 9 x x x x x x
Windows Small Business Server 2011 x x x x x x
Microsoft Office 2010 x x x x x
Windows 7 (32 & 64 bit editions) x x x x
64-bit edition of Win Server 2003/08 x x x
Windows XP
Sage ACT! Contacts

Improvements since
ACT! 2011

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
Run searches on attached documents x x x x x x
Scratchpad app for ACT! (SideACT) x x x x x v6 only
Google Integration incl GMail & Contacts x x x x x x
Data import summary report x x x x x x
Sage ACT! Contacts

Improvements since
ACT! 2010

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
ACT! Smart Tasks x x x x x
Automatic Outlook Contact sync x x x x x
Direct data import from Excel x x x x x
Add new ACT! fields during data import wizard x x x x x
Inbuilt integration with Sage Accounts 50 x x x x x
Sage ACT! Contacts

Improvements since
ACT! 2009

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
New easier to navigate ACT! interface x x x x
Customisable opportunity manager incl custom layouts x x x x
Web & Social Media links tab x x x x
ACT! reports viewer incl favourites option x x x x
Preview document attachments x x x x
Configure 1 currency per database x x x x
Inbuilt ACT! E-Marketing module x x x x
Sage ACT! Contacts

Improvements since
ACT! 2008

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
Faster application speed x x x
Bulk attach received Outlook emails x x x
Schedule ACT! activities from Outlook x x x
Create ACT! contacts from Outlook emails x x x
Faster database sync processes x x x
Quicker back-up process with option to exclude attachments x x x
Automated database back-up & maintenance Premium Only
Sage ACT! Contacts

Improvements since
ACT! 2007

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
ACT! Dashboards & Charts x x
Automated Outlook Calendar Sync x x
Search Companies & Groups x x
Company structure display x x
Edit fields in list views x v6 only
Sage ACT! Contacts

Improvements since
Earlier Editions

ACT! 2012 ACT! 2011 ACT! 2010 ACT! 2009 ACT! 2008 ACT! 2007 Older
Versions
Create ACT! contacts in Outlook x
Dynamic group membership criteria x
Right-click field search option x
Link Company & Contact fields x
Keyword Search x
Unlimited secondary contacts x
Synchronise attachments x
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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