DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix
The main new features and enhancements for ACT! Professional v8 are:
- Link Contacts and Companies quickly and easily by multi-selecting Contacts and linking them with a Company already in the database.
- Better manage contacts with Group Improvements that let you view all Group memberships for a contact in the Contact Detail View. Easily see Group relationships using the Tree View for quick, easy navigation within Groups or Companies.
- Manage meetings easily, with the ability to change activity organizers even after the meeting has been scheduled.
- Synchronize only the attachments you need because only attachments related to your selected sync set will sync, saving time and improving performance and security.
- Set expiration periods for synchronizing databases at anywhere from one to 365 days. Once a database has expired, you can sync your database one last time to the master database so you don't lose critical information.
- Maintain data integrity in remote databases by allowing remote users to perform select administrative functions such as database backup without granting full administrative rights.
- Have the phone numbers you need, when you need them with printed ACT! calendar templates that not only tell you when the call is scheduled, but also provide the phone number - even if it wasn't listed in the appointment!
- Maximize the benefits of the e-mail client by using ACT! with Lotus Notes. This allows you to attach inbound e-mails to ACT! contacts, create new contacts and activities from an e-mail sender, create contact histories on the contact record when sending e-mails, and much more.
The major enhancements to ACT! Professional for Workgroups are:
- Link Contacts and Companies quickly and easily by multi-selecting Contacts and linking them with a Company already in the database. If a contact is linked to a Company, the company name will display as a hyperlink in the Contact List View for quick and easy manoeuvring between Contacts and Companies.
- Better manage contacts with Group Improvements that let you view all Group memberships for a contact in the Contact Detail View. Easily see Group relationships using the Tree View for quick, easy navigation within Groups or Companies.
- Ensure up-to-date customer information with Automatic Database Synchronization and Backup. Sync and backup times can be set and managed to ensure that remote databases are synchronized to the master database and your organization has the most complete customer information at all times. Once set up, the only remote user involvement required is that their computer must be turned on at the scheduled time.
- Synchronize only the attachments you need because only attachments related to your selected sync set will sync, saving time and improving performance and security.
- Hold onto key data, even if you have forgetful employees. You can now set expiration periods for synchronizing databases at anywhere from one to 365 days. Once a database has expired, you can sync your database one last time to the master database so you don't lose critical information.
- Ensure data consistency with drop-down Lists in Opportunity fields. And new Customisable Opportunity Fields let you tailor ACT! to your customers' business.
- Easy View of Team Membership.
- Effortlessly assign contact access to individuals and teams.