ACT New Features

• Advanced Keyword Search – Perform a keyword search and automatically be taken to the exact location of your keyword. Advanced Keyword Search locates and highlights terms in Contact, Group, and Company Detail Views, and, it opens the particular note, history, activity, or opportunity so you can locate the information you need quickly and easily.
• Lookup Indicator - Easily determine when you are in a lookup of contacts, groups, companies, or opportunities. The Lookup Indicator appears in the lower left corner of the screen and indicates the type of lookup you are conducting whether it’s all contacts, state, ID status, or one of the many available lookups within ACT!.
• Editing Existing Queries – Easily edit an existing query statement to better suit your search needs and then save the new final query. NOTE: This is an improvement to a current capability.

• Split-Panel Note Preview - View the entire contents of a contact, group, or company note while simultaneously scrolling for another note using the option of a split-panel within the Notes tab. Simply highlight the note from a list of notes on one side to preview its full contents on the other side of the split-panel.
• Last E-mail Field – From the Contact Detail View, quickly identify the last e-mail send date for the given contact using the Last E-mail field. The Last E-mail field will update any time an e-mail history is created whether you are using the ACT! E-mail Client integrated with Lotus Notes® or Outlook Express or through integration with Outlook®.
• Specify Linked Contact/Company Fields – Specify which fields you want linked between the Contact and Company Records so when the field changes on the Company Record, you are prompted to change that field for all contacts linked to the company. Users can view all linked fields prior to performing the update.
• Update Company Linked Fields from a Contact – Update all company linked fields within a contact, from the contact ensuring you have accurate, up-to-date information from the company for that contact.

• Use Outlook email while in ACT! – Use Outlook as your preferred email client while you are working in ACT!. ACT! opens the Outlook new email message form when you want to send an email, send a letter in email, conduct an email mail merge, or send an email by clicking on hyperlinks. Users can send an email to a Group or Company and the email address will populate with all members of that Group or Company.
• Resolve email Address and Create an ACT! History from Outlook – When sending email from Outlook in which you want to create a history in ACT!, simply type in the email address or select from the ACT! address books. ACT! will resolve any email address in the To, CC, and BCC fields and attach a history to the ACT! contact with the matching email address automatically.
• Specify Default History Types – Specify one of three default history types to record an ACT! history when sending email from within Outlook. Default history types include subject line, subject line and message, and email attachment.
• Create ACT! Contact from Outlook email – Create a new ACT! contact from an Outlook email message. The Contact Name and email Address fields are automatically filled in and you can populate up to 10 additional pre-defined fields such as Company, Address, and Phone Number to ensure a complete Contact Record. ACT! will check for duplicates before adding a contact.
• Attach Outlook email to ACT! contacts – Attach email received in Outlook to ACT! Contact Records and the default history option will be respected.

• Password Settings – Administrators can set password rules such as Password Expiration Options, Complexity of a Password, and Password Re-use to help protect valuable contact information from intruders. Password Settings include:
• Password Expiration Options – Define how long a password can be in use. Organisations can require their employees to change passwords every set number of days. In addition, administrators can define which users’ passwords should never change or expire.
• Complexity of a Password – Determine the complexity of password such as requiring uppercase, lower case, numeric, and special characters. Administrators can also determine the number of characters required for a valid password.
• Password Re-use – Set password re-use rules. Administrators can set rules so a user will not be able to enter previously used passwords.
• Secure Notes, History, and Opportunities en Masse – From the Contact Record change security access of notes, history, and opportunities en masse. Users can then select multiple notes, history, and opportunities and quickly make them all public or private.

Each of the below features have been listed in no particular order and do not include the ACT! 2007 features as listed above to eliminate redundancy, although they do apply to this section.

User and Workgroup Productivity

• Automatic Outlook Calendar Sync – Users can automate when Outlook calendar synchronisation occurs, even when the database is not open. Calendars will remain in sync so users always have a pulse on important meetings and availability of their colleagues.

Administration and Data Security

• Field Level Security – Field Level Security allows administrators to restrict access by user and by team and grant read-only access or no access to certain fields. As the organisation grows, simply add users to a team and permissions are updated.
• Read-Only Access – Define read-only access for particular users and/or teams so they can view the field, but are blocked from editing or deleting.
• No Access – Completely hide the field’s contents from particular users and/or teams including fields related to personal or financial information such as addresses and credit card information.
• Automatic Database Maintenance – Organisations can now set and manage database maintenance times, automating database maintenance even when the database is not open.

Each of the below features have been listed in no particular order and do include some of the ACT! 2007 features as listed above although not all Standard features are available in ACT! Premium for Web.

User and Workgroup Productivity

• Split-Panel Note Preview – View the entire contents of a contact, group, or company note while simultaneously scrolling for another note using the option of a split-panel within the Notes tab. Simply highlight the note from a list of notes on one side to preview its full contents on the other side of the split-panel.
• Group/Company Tree View – Utilise a tree view for Groups and Companies to easily visualise hierarchy of groups and subgroups as well as companies and divisions. 
• Last email Field – From the Contact Detail View, quickly identify the last email send date for the given contact using the Last email field. The Last email field will update any time an email history is created whether you are using the ACT! email Client integrated with Lotus Notes® or Outlook Express or through integration with Outlook®.
• Specify Linked Contact/Company Fields – Specify which fields you want linked between the Contact and Company Records so when the field changes on the Company Record, you are prompted to change that field for all contacts linked to the company. Users can view all linked fields prior to performing the update.
• Update Company Linked Fields from a Contact – Update all company linked fields within a contact, from the contact, ensuring you have accurate, up-to-date information from the company for that contact.

Direct Outlook email Integration

• Use Outlook email While in ACT! – Use Outlook as your preferred email client while you are working in ACT!. ACT! opens the Outlook new email message form when you want to send an email, send a letter in email, conduct an email mail merge, or send an email by clicking on hyperlinks. Users can send an email to a Group or Company and the email address will populate with all members of that Group or Company.
• Resolve email Address and Create an ACT! History from Outlook – When sending email from Outlook in which you want to create a history in ACT!, simply type in the email address or select from the ACT! address books. ACT! will resolve any email address in the To, CC, and BCC fields and attach a history to the ACT! contact with the matching email address automatically.
• Specify Default History Types – Specify one of three default history types to record an ACT! history when sending email from within Outlook. Default history types include subject line, subject line and message, and email attachment.
• Attach Outlook email to ACT! contacts – Attach email received in Outlook to ACT! Contact Records and the default history option will be respected.
• Add an ACT! Address Book – Add an ACT! address book and use that address book when creating an email.

Administration and Data Security

• Password Settings – Administrators can set password rules such as Password Expiration Options, Complexity of a Password, and Password Re-use to help protect valuable contact information from intruders. Password Settings include:
• Password Expiration Options – Define how long a password can be in use. Organisations can require their employees to change passwords every set number of days. In addition, administrators can define which users’ passwords should never change or expire.
• Complexity of a Password – Determine the complexity of password such as requiring uppercase, lower case, numeric, and special characters. Administrators can also determine the number of characters required for a valid password.
• Password Re-use – Set password re-use rules. Administrators can set rules so a user will not be able to enter previously used passwords.
• Secure Notes, History, and Opportunities en Masse – From the Contact Record change security access of notes, history, and opportunities en masse. Users can then select multiple notes, history, and opportunities and quickly make them all public or private.
• Field Level Security – Field Level Security allows administrators to restrict access by user and by team and grant read-only access or no access to certain fields. As the organisation grows, simply add users to a team and permissions are updated.
• Read-Only Access – Define read-only access for particular users and/or teams so they can view the field, but are blocked from editing or deleting.
• No Access - Completely hide the field’s contents from particular users and/or teams including fields related to personal or financial information such as addresses and credit card information.
• Automatic Database Maintenance – Organisations can now set and manage database maintenance times, automating database maintenance even when the database is not open.
• Support Load Balancing – Organisations requiring multiple servers can now load balance to maintain optimal performance and maximise hardware investment for larger organisations. Centralised Preference Storage allows administrators to load balance enabling the organisation to add more hardware as needed.