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Introducerade sedan ACT! 2004 (Version 6)

2005 (Version 7)

Attach documentsTo activities, notes, and history
Calendars5 Views and global event view
CompaniesLink multiple contacts to an single Company entity
Contact List ViewExport lookup to Excel
Contact ViewsAccess to specific contacts defined by rules (limited access)
CustomizationNew field types-Picture/Yes-No/Email/URL, field drop-down with multi-select option, dropdown shared by multiple fields
EmailAdd ACT database as an Outlook Address book, email address verification and correction while processing mail merge
GroupsGroup hierarchy views for up to 14 subgroups, dynamic group membership rules, contact scheduling from group
LookupSave lookup as a group
Notes and HistorySeparate tabs; Shared between/among multiple contacts
OpportunitiesList view, Lookups, Quote from opportunity, Graphical sales pipeline report, edit/import product list
Secondary Contacts TabAdd unlimited secondary contacts associated to main contact
SecurityFive security levels for users make notes/histories/opportunities private
Spell-checkNotes, Histories and Emails
SynchronizationQuery-based sync
TabsSeparate Notes and History tabs
Text formattingchange/add colors, bullets, graphics, URL links in notes, histories and activities

2006 (Version 8)

ACT! SchedulerSchedule sync for remote users based on specific date, time and frequency; Schedule backup based on specific date, time and frequency even if database is in use or closed on Server.
AdministrationAutomatic database backup and sync
Contact AccessGrant contact access en masse if utilizing limited access features for users.
Contact Detail ViewView all group associations for contact and add/remote contact from group or company at contact level
Contact List ViewLink contacts to a company en masse, hyperlink companies to contacts
ContactsView team membership
CustomizationEdit/create new opportunity field names, more field types
EmailIntegration with Outlook, Outlook Express, Lotus Notes
Groups & CompaniesTree views for Groups and Companies
ImplementationSilent Install; Citrix® and Terminal Services Supported
LookupFind contacts by user or team access
Mobile SupportBlackberry sync
Security ImprovementsSupport for non-local machine Administrators , improved sync data security, customized user rights to define sync sets, delete, etc.
SynchronizationSync attachments tied to contacts or companies for remote users utilizing defined sync sets

2007 (Version 9)

Advanced Keyword SearchLookup key words in fields, notes, histories & zoom to exact location of the search result in a contact, group or company view.
CustomizationSpecify linked contact and company fields, create field-level security (read only and no access options),
FieldsUpdate company field’s data linked to contact fields
LookupLookup Indicator, last email field lookup option added
MaintenanceSchedule to automatically run based on specific date, time and frequency
NetworkSupport for network load balancing to maintain optimal performance in multi-server environments
Notes tabSplit note preview in contact detail view
Outlook IntegrationCreate an ACT history of emails sent to contact, send an Outlook email from contact view, create an ACT contact from an Outlook message, sync ACT Calendar to Outlook Calendar -manually or automatically, attach an Outlook email to any ACT contact history, define ACT history type when attaching Outlook email to a contact
QueryEdit or copy an existing saved query
SecurityPassword expiration options, password complexity rules and password reuse limitation, define security level en masse for notes, history, and opportunities

2008 (Version 10)

ACT Premium for Web ImprovementsActivity Series Support, Duplicate checking for groups and companies, ACT Dashboard Views and Group and Companies; Tree views shown
Advanced QueriesRun in groups and companies
Advanced Query“Does not Contain” query filter added
CalendarOne click calendar copy, improved printing options, visibility improved
CompatibilityVista and Office 2007
Contact List ViewNow allows for field editing in a cell by cell methodology
CustomizationOpportunity fields now support dates, company field label new editable
DashboardsReporting in graphical views in dashboards format, ACT Premium Dashboards show Team data
Documents TabAssociate a local or network document to a contact with shortcut
Duplicate CheckingCheck by first name/last name and in companies and groups
OpportunitiesLink to multiple contacts, user edit for product cost manually, naming of Opportunity optional
Outlook IntegrationUse Word as email editor, user option to make an email private when attached to ACT Contact, attach emails en masse to a contact
SynchronizationGroup and company record limitations, improved sync set options, suspend sync option for remote users feature, improved remote database deployment
TablesDesign and view tables in Contacts, Groups and Companies (third party add-in needed to design table)

2009 (Version 11)

AttachmentsAbility to mouse over an attachment icon and see details of attachment (type, creation date, etc.)
BackupOption to exclude attachments from database backups (smaller backup file)
BackupAutomated backups with option to specify default location for backup files
CalendarPopup displays an activity scheduled for multiple contacts, activity alarm shows both contact & company, “Go To (contact)” option in alarm works with single or multiple contacts (create lookup for multiple)
CustomizationAbility to edit “Regarding” dropdown list when recording a history
History Icon on ToolbarAdd to all ACT views
InstallationStreamlined installation using typical or custom options
LookupView “Previous Lookup”
Mail MergeRecalls last used options (template, merge list, etc.)
New System Field TypesTwo new system fields, import date of contact record and Is Imported (fields of data at import)
OpportunityNew filtering options
OS Support64 bit Windows Versions
Relationship TabAssociate contact to contact without the use of groups or companies
SynchronizationImproved user synchronization progress view, improved deployment or remote databases

2010 (Version 12)

ACT Mobile LiveView ACT data on mobile devices using ACT Mobile Live (fee based)
ACT Premium for the WebMail Merge with Word enabled, sales opportunities create Word based quotes
Contact Detail ViewWelcome page, simplified navigation, improved Nav Bar on left panel, consolidated menus, big easy button bar,
CurrencyAt database creation specify currency type to be used within database
CustomizationCreate unlimited custom opportunity fields/dropdowns
DashboardsNew Dashboards
Data accessNew OLEDB Provider – allows enhanced reporting from outside of ACT, data from groups/company membership and activities data
iCalendarUsers can send calendar invites via iCalendar format, enhances calendar options in Outlook and ACT to import invites sent by email to ACT user.
Marketing TabACT E-marketing feature added-email marketing from within ACT, automatic contact history recorded, statistical results of marketing campaigns sent to user by email, email surveys, drip marketing campaigns
OpportunitiesAttach notes/histories/activities/documents, create opportunity without link to any ACT entity, create custom tables for Opportunities (third party design tool required), customize product detail view, and limit access to opportunity using limited access rules
Reports13 new report templates, streamlined reports view with Favorites option
SynchronizationRemote database creation modified to support creation of up to 50 remotes at once
UsabilityInstant search access from any view, contact list view appears after lookup, set color scheme preference,
VcardCreate a Vcard from ACT contact data, send Vcard info to others via Outlook email
Web Info tabContact website viewing, social networking integration

2011 (Version 13)

Business Info TabSee Web based information on Contacts and Companies provided by Hoovers (D&B Company), purchase marketing lists based on specific demographics (fee based), import list directly into ACT after purchase.
CompatibilityMS Windows® 7 & MS Office 2010
History TabFilter added for filtering by history type
ImportData import from Excel, adds ability to create new fields on the fly, also synonym mapping of field names
Keyword SearchOption to include ALL record types
OutlookTrue Outlook Integration of contacts, mail, calendaring and scheduling, full contact and calendar sync in Premium Workgroups and Web versions, improved security in email attach feature
SecurityImproved security during backup and attachments saves
Smart TasksWorkflow feature for routine task automation
Task ListLocation column option added to view
UsabilityRedesigned Welcome Page, Toolbar Enhancements-Back and Forward Buttons, faster database creation

2012 (Version 14)

ACT E-MarketingSocial Networking integration included
ACT HostingProvided by ACT (fee based)
ACT Premium WebDatabase Administrator tasks now available in this version. Includes managing users, setting passwords, managing teams and locking/unlocking database
ACT! ScratchpadConvenient, desktop based virtual notepad with task import to ACT option
CompatibilityInternet Explorer® 9 and Firefox 4 (MAC or PC) supported in all version of ACT and ACT Mobile products
Connections Nav BarLearn about ACT Connected Services in one place (fee based)
Google IntegrationGmail Integration as email client, Gmail Contacts and Calendar synchronization with customizable sync options
ImportImport Wizard provides details of successful and failed imports, gives an option to quickly cancel import if needed.
InstallationImproved installation wizard which shows exact install times and components installed during the process
Mobile Device AccessACT Premium: Sage ACT! Premium Mobile available at no charge (installation of feature required)ACT Pro: ACT! Connect (fee based) provides access to contacts and calendars from anywhere
Office IntegrationUser is prompted when Outlook integration fails due to installed 64 bit Office.
Open Database WizardImproved prompts when opening and sharing databases, wizard shows all databases attached to local SQL instance and most recently used databases, allows database sharing to be enabled, option to open database not installed on local hard drive.
SecurityProvides Secure Sockets Layer (SSL) when using Sage ACT! Premium (access via web) feature and Google Sync feature
Universal SearchSearch entire database for keyword or phrase, filter options to narrow global search parameters

2013 (Version 15)


ACT! Premium Mobile
Now supports opportunities in contact view
InstallationImprovement in ACT installation make is simpler and easier than ever!
Mobile Access SupportAndroid Browser (through V. 4); iPad and iPhone Safari (through V. IOS 4 & IOS)
Smart TasksCan be run automatically without User login and has data/field triggers which will run Smart tasks without User intervention.
Social Networking UpdatesViewable in ACT Contact via Web Info Tab. User can view contacts last 25 posts in LinkedIn and Facebook!

2014 (Version 16 includes 16.1 and 16.2 feature packs)

ACT! Premium MobileView groups or companies in a mobile contact view. And, even send an email to all contact in a group or company from your mobile devices. This extends the mobile user’s experience to other major entities in an ACT database.
ACT! Premium MobileUser can send an email from ACT Premium Mobile contact view. A simple way to avoid multiple messages from devices.
ACT! Premium MobileMobile tablet users can now scroll through ACT list views with filtering options. This feature makes viewing contacts in a tablet device easier and much more convenient.
ACT! Premium WebAdministrative level users can now manage fields and layout design right from a browser Window. This give the Hosted ACT User ability to make a quick edit into a field or the layout view from a mobile device.
ACT! Premium WebACT has improved Google Chrome Browser interface. Many of the previous limitations have been removed, giving the ACT user another option to access their data via ACT Premium Web interface (especially for Apple device users).
Calculated FieldsPerform field calculations automatically. A result from a math calculations appears in a field using data from other standard or custom fields.
Companies Feature EnhancementsAutomatically creates a new company record when the first contact is created. It also automatically links existing and new contacts to a company record. This feature creates a consolidated view of all notes, histories and activities of all contacts associated with a company in a single company record view.
History List ViewThis view allows the user to see completed activities and other contact record changes from a single tab in the contact record. It will increase the ACT user’s productivity by allowing the user to see a customer’s activity timeline, export the contact historical data (like Excel) and schedule a global follow-up, all from a single tab view in ACT.
Usability & System ImprovementsThe new ACT Scheduler Notification option is designed to notify users of the success or failure of system events like backups and sync. The notifications are based on User defined rules. Users are notified via email of major system events that can effect user productivity and allow management to respond quickly to incomplete automated maintenance tasks.
Usability & System ImprovementsUsers can now reschedule multiple activities at once. This provides greater efficiency in scheduling activities, especially when a user is removed from ACT access but their scheduled tasks need to be reassigned to another user.
Usability & System ImprovementsThe Universal Search feature has been improved to allow for creation of a lookup of contacts resulting for a search. This allows the user to take action on the search result quickly and efficiently.
ACT Connect Service ReplacementReplaced by ACT Add-On Handheld Contact. Special pricing for ACT Users. Discounted pricing for ACT Business Care customers. Contact ACT or ACT Certified Consultant for details.
16.1 Update
Service Pack UpdatesThis release addresses issues that users have requested and focuses on staying current with technology trends – including improvements to user preferences, fixes for import/export formatting issues, and navigation bar actions.
NEW FEATURE! New ACT! emarketing Service (AEM)

(paid subscription required)

Create, send, and track professional, eye-catching eMarketing campaigns that reach customers and prospects with the right message at the right time. ACT User knows who to follow up with first with intelligent, prioritized Call Lists. All these functions available from within ACT. No need to log into a separate eMarketing site. AEM creates a history of eMarketing messages sent to the Contact Record History tab.
NEW FEATURE! Integrated ACT MarketplaceThe Act! Marketplace is now accessible directly through Act! v16.1. Easily access a variety of apps that help extend the power and possibilities of Act! – including dozens of premium apps for integrated accounting, data management and reporting, plus, exclusive discounts for Business Care members.
NEW FEATURE! Plug In ManagerEasily maintain your Act! add-ons, find new ones, and view your Business Care plan with the Plug-In Manager in v16.1. The Plug-In Manager can be accessed through the Tools menu in Act!.
NEW FEATURE! TimelineView your interaction with Contacts in an interactive Timeline. See all interaction – meetings, calls and more in a single view in contact record view. Has filtering for both time frame and type of items to show (activities and opportunities).
NEW FEATURE! Lead Capture*

*Requires ACT Emarketing Service Subscription

With new ACT Emarketing Service available with ACT 16.1 feature update, create webforms to capture leads from web pages, newsletters, emails and more. When leads are captures, they are automatically sent to an ACT Group for easy organization of these leads in ACT!
16.2 Update
Service Pack UpdatesThis release addresses issues that users have requested. ACT defects addressed include sync to Google accounts, ACT Mobile time zone issue, New ACT Emarketing AEM Service fixes, memory issues, timeout issues, APFW issues and other user requested adjustments
Other Changes
ACT Connect Mobile ServiceACT Connect Service is discontinued. Replaced by Handheld Contact Service (HHC) which is long time ACT Add-on Partner. HHC provides cloud based sync for ACT data (contacts, companies, opportunities, notes, histories, activities, etc.) into a local app on Apple or Android smart phones or pads.

ACT Version 17

ACT Premium, Pro and Web versionsNow sports a fresh new look throughout the product. New Welcome page, new icons, new layouts, and new integrated ACT Marketplace for ACT Add-on tools and enhanced ACT feature solutions.
ACT Premium, Pro and Web versionsNow allow Administrators to set and share global user preferences. A single set of user preferences can be shared among all ACT users without the need for individual user preferences on each user’s workstation or laptop.
ACT Premium, Pro and Web versionsThe new “hide users” administrative feature hides inactive ACT users from report filters, view filters, dropdowns, scheduling wizards, etc.
ACT Premium, Pro and Web versionsThe new “Browse only” ACT User feature allows up to 10 ACT Pro additional users and unlimited ACT Premium and Premium Web users to view an ACT database. “Browse only” users can search and view data in the database but cannot make changes, edits, or data exports.
ACT Premium and Web versionsOther new ACT Administrative Tools improve ACT system configuration and greatly improve silent installs.
ACT Premium, Pro and Web versionsUsers can now send (push) ACT Contacts and Activities to Outlook Contacts list and Calendars (one way) with a manual command or automated sync.
ACT Premium, Pro and Web versionsACT Emarketing Service (AEM) now has an updated console view which includes a dashboard which shows eMarketing campaign results with call lists New, useful icons and shortcuts help users manage individual and Team Emarketing efforts.
ACT Premium, Pro and Web versionsACT Emarketing Service (AEM) now includes a free AEM Basic User account with the purchase of an ACT software license with a BusinessCare subscription. The AEM Basic account allows the user to send unlimited Marketing emails to 500 contacts per month!
ACT Premium, Pro and Web versionsACT Emarketing Service (AEM ) now integrates with the existing ACT Smart Tasks feature. AEM-Smart Task automation can generate a follow-up email to a key ACT user when an activity is completed or automatically incorporate key ACT contact information into the database that was provided by completed ACT Web Form response.
ACT Premium, Pro and Web versionsACT Emarketing Service (AEM) now includes TEAM accounts. Team members can share a single AEM account. Team members can view Emarketing campaign results, call lists, and other useful information in a single AEM Team based dashboard.
ACT Premium, Pro and Web versionsACT Emarketing Service (AEM) discounts are given to active BusinessCare subscribers for the life of their BusinessCare subscriptions.
ACT Premium, Pro and Web versionsACT now integrates with online storage services like Dropbox, iCloud, and other cloud based storage providers.
ACT Premium, Pro and Web versionsNew enhancements have been made to the ACT Timeline Feature that was introduced in the ACT 16.1 Service Pack.
ACT Premium, Pro and Web versionsNew enhancements have been made to the ACT Web Forms Feature that was introduced in the ACT 16.1 Service Pack.
ACT Premium, Pro, Web & Mobile versionsNow Internet Explorer V11 Compatible
ACT Premium and Web versionsImprovements have been made to the ACT contact access feature which limits user access to newly created contacts. Access to newly created contacts can now be determined by automated process using ACT Smart Tasks functionality.
ACT Premium WebCreate and distribute remote databases and offline clients directly from the online ACT Premium Web interface
ACT Premium WebAllows for the import new contacts seamlessly using CSV files on ACT Premium Web connected system.
ACT Premium MobileAttach photos to Contact history!
ACT Premium MobileNew icons and layout (view)
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