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ACT! by Sage 2010 in Now Available!

In classic Sage Software form, the annual release of ACT! by Sage 2010 (v12) was just released.

Like most new releases, defects (bugs) have already been discovered and 2 (yes two) hotfixes have already been released.

Over the years, we have instructed our customers to inquire from us before upgrading their ACT! software. ACT! 2010 is the poster child for the reason behind our madness. Initial releases are always buggy.

Let's talk about what is exciting about the new features:

Social Networking via a Web Info tab (sound familiar?). Act4Advisors has had a WebInfo tab since August of 2003!!! Finally, ACT! has its own and Sage happened to name it the same thing we have always called ours….Web Info. The Social Networking integration allows direct access to your contact's LinkedIn, Plaxo or Facebook info from within ACT!. There are a number of other sites that have integration built in including a Google Map inside of the tab. This is a cool feature but not a 'gotta have'.

A new and updated interface has made changes to the sidebar and toolbars. You can search for a contact now via a box on the left hand NAV bar. The buttons on the toolbar are larger and easier to read and access.

Swiftpage Email is now incorporated (for an additional fee) with ACT! by Sage 2010. ACT! Email Marketing feature allows you to create web based email and drip marketing campaigns without having to leave ACT!. The software also gives you immediate action items based on when an email is read and how many times.

Opportunities are now their own entity and are more customizable!!! Now, you can manage Opportunities like you would contacts, groups or companies.

New Dashboards give you quick an immediate access to fields that weren't available in previous versions.

The New Reports interface allows you to save a list of your favorite reports without having to browse the reports folder.

ACT! now supports the iCalendar format giving you the ability to send your calendar to other iCalendar apps such as Google Calendar.

New ACT! OLEDB Provide is available for external report engines such as Crystal Reports.

Now includes native integration to the iPhone.

vCard compatibility is new in 2010 giving you're the ability to easily bring in contact data from a vCard format.

The question for all is, "Should I go ahead and upgrade?" The answer is…yes but not now.

There have been various inconveniences (bugs) noted in the new version that Sage will hopefully fix with its first service pack. We suggest you wait for this and then call Allied Financial Software to upgrade.

Customers that purchase their ACT! upgrade from us will received free updates to Act4Advisors making it work with the new ACT! Customers that purchase ACT! upgrades elsewhere will have a small fee for the update.

Also, if you decide to try or subscribe to the Email Marketing module, please add Allied Financial Software as Reseller.

Scott Abboud

CRM for Financial
ACT for Financial
News Details

Last Updated
24th of September 2009 12:28 PM

Scott Abboud

ACT! is a registered trademark of Sage Software, Inc.:::Allied Financial Software, Inc. Copyright 1999-2009