ACT! 2010
Software Upgrade Guide

The new features and improvements that you'll benefit from upgrading to the new ACT! 2010 will depend on the version of ACT! you currently use.

What's new in ACT! 2010: Download our guide to see what's new in ACT! 2010.

To see at a glance what's new in ACT! 2010 you can download the upgrade guide that corresponds with your edition of ACT!: ACT! 2009, ACT! 2008, ACT! 2007, ACT! Professional or ACT! Version 6.0. To view this information in a grid display see our ACT! software comparison table.

Upgrade your ACT! software

What's new since ACT! 2009 v11

• IMPROVED ACT! user interface that's easier to navigate including dynamic lookup search box, new toolbar & related task links. See a video demonstration of the new interface. 
• WINDOWS 7 The only version of ACT! that's fully tested and supported on Microsoft Windows 7.
• NEW Sales Opportunity Module. Create custom opportunity layouts, add new sales fields and new opportunity tabs. Track histories, documents, activities & notes against each opportunity.
• NEW Web 2.0 Links tab. Click to search social networking sites like LinkedIn & Facebook automatically with ACT! contact information to gather more data about them and use Web 2.0 technology to interact with contacts from ACT! 
• MORE Web Links available including Google Maps for instant directions based on a contact's postcode.
• SEND iCalendar activity invitations & vCards from ACT! contacts to keep calendars & contact information in sync
• ADDITIONAL ACT! reports & new reporting viewer including an option to select favourite reports
• NEW dashboards including contact & admin dashboards
• PREVIEW attached documents for MS Office & PDF files in ACT! (requires MS Office 2007 or higher)
• NEW welcome screen for new & upgrading ACT! users including tips & advice
• APPLY a unique currency to each ACT! database, for example have different databases in GBP, USD & EUR
• INCLUDES ACT! E-Marketing module powered by Swiftpage for extended email marketing with support for HTML templates, email stats & call list reports. (E-Marketing module requires separate purchase)

Read our ACT! 2010 upgrade guide for more information or call 0800 381 1000.

What's changed since ACT! 2008 v10
All the changes above in ACT! 2009+

• SUPPORTS 64-bit editions of Windows Vista and Microsoft Server 2003/2008.
• AUTOMATED database maintenance and back-up (previously only available in ACT! Premium).
• FASTER application and database performance.
• IMPROVED integration with Microsoft Outlook including Outlook Rules to file emails in ACT!, schedule ACT! activities in Outlook, attach Outlook emails to ACT! en masse or on a case by case basis.
• STREAMLINED synchronisation including faster processes and new progress bar.
• QUICKER database back-up's using a new option to exclude attachments.
• IMPROVED look-up interface and new 'previous look-up' option.
• COPY your personal ACT! calendar to Outlook in one click and vice versa.
• SIMPLIFIED installation of remote databases.

Read our ACT! 2010 upgrade guide for ACT! 2008 users or call 0800 381 1000.

What's changed since ACT! 2007 v9
All the changes above in ACT! 2008 & 2009+

• NEW ACT! dashboards for a graphical overview of activities and sales opportunities.
• COMPATIBILITY with Microsoft Vista, Microsoft Office 2007 and Internet Explorer 7.
• FREE software link with Sage 50 Accounts.
• UPDATE contact fields directly from list views.
• AUTOMATIC synchronisation between ACT! and Microsoft Outlook personal calendars.
• SEARCH companies and groups.
• LINK multiple contacts with a sales opportunity.
• IMPROVED display of group and company structure levels.

Read our ACT! 2010 upgrade guide for ACT! 2007 users or call 0800 381 1000.

What's changed since ACT! Professional v7/8
All the changes above in ACT! 2007, 2008 & 2009+

• IMPROVED integration with Microsoft Outlook. Send Outlook emails directly from ACT! without using the ACT! email client.
• NEW Create new ACT! contacts directly from new Outlook emails received.
• IMPROVED search capability including options to edit & preview advanced searches and perform advanced keyword searches.
• LINK company and contact fields so updates only need to be applied once.
• NEW Notes and History preview panel for easier display of long entries.
• SET user password rules including formats, valid time and re-use capability.

Read our ACT! 2010 upgrade guide for ACT! Professional users or call 0800 381 1000.

What's changed since ACT! Version 6
As well as all of the above enhancements by upgrading from ACT! Version 6.0 you'll also benefit from:

• NEW company records. Link contacts with company records for effective company centric management.
• IMPROVED search options. Simply right click on a field to run a quick look-up or build more complex searches using a more intuitive query interface.
• SIMPLIFIED database synchronisation and capability to sync attached documents.
• NEW dynamic group membership rules.
• NEW database layout options including tick boxes, images fields and unlimited character text boxes.
• APPLY rich text formatting for added emphasis to note, history and activity detail.
• NEW Sales Opportunity List. Manage all sales opportunities in one place. Filter and sort items to see relevant opportunities.
• COPY list views to Excel in a single click.
• APPLY multiple custom sales cycles to track opportunity through sales stages of different products and services.
• WORKS across Citrix and Terminal Server deployments.
• ADD unlimited secondary contacts.

• EXTRA functionality available in ACT! Premium including increased scalability for larger teams, team based management and extended user security controls.

Read our ACT! 2010 upgrade guide for ACT! v6 users for more information or call 0800 381 1000.

Upgrade ACT! software licences To arrange an ACT! upgrade quote to ACT! 2010 call us on 0800 381 1000. ACT! Demonstration Video Our ACT! demonstration video provides a 12 minute walk-through tour of the features and benefits of using the software. ACT! Software Brochure Our ACT! 2010 brochure contains more information about ACT! 2010 and ACT! Premium. Read ACT! case studies, planning guides & information our Preact's ACT! services in our CRM Resource Centre.

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