Sage ACT! 2011 Top Ten – Part 1

Sep 7, 2010 | General

Sage Act! 2011 was released last week and like each version, it is loaded with dozens of new features. In Act! 2010 and continuing into Sage Act! 2011, Act! has made a concerted effort to incorporate productivity enhancements in this program.  In this post and the one that follows we will highlight our top ten list of functions to look forward to – to help you grow your business.

1.  Smart Tasks. The addition of Smart Tasks, the ability to have Act! automatically do something based upon criteria you create, is one of the most powerful features added to Act! in years. It’s time to get creative and leverage this built in Act! assistant!

2. Back Button. Yes, the Back button is back and better than ever with a Forward button as well. It works just like a browser back button. The Back and Forward buttons will step you through prior views and lookups that you have been to in your current session of Act!.

3.  Outlook Contact and Calendar Synchronization. True synchronization of your calendar and/or contacts between Act! and Outlook. One way or two way, on a schedule or manual. The choice is yours. No more reliance on tools like CompanionLink to “copy” your Act! contacts and calendar to Outlook. Choose which Act! activities go to Outlook; Outlook Appointments come into Act!. Another big productivity booster.

4. Direct import from Excel.  Yes, it is now possible to import contacts, groups or companies directly from Excel without converting the file to a .csv or .txt.  Act! has improved this even more by providing a custom import option which lets you create fields on the fly as you import from Excel. But wait, in the late great TV pitchman Billy Mays tradition, it gets better! Act! will use synonyms to match the columns in your Excel file with the field names in your Act! database to make sure the data gets mapped correctly. Can you feel the productivity rising?

5. Support for MS Office 2011. OK, you expect that, but it is still worth noting. Sage Act! 2010 fully supports 32 bit version of Office 2011 (along with Office 2003 and 2007.) Windows versions XP, Vista and 7 are supported as well just as they were in Act! 2010.

Our next post will focus on five more Sage Act! 2011 Top Ten hits.  Tell us which items you like the most or the functionality you would like to learn more about.  We’d love to hear your thoughts.