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Upgrade to the Latest Act! Version

Of course you’ll want to take advantage of new features, but we recognise that the process of upgrading software isn’t always fun! As a Swiftpage Diamond partner, we’ll work with you to ensure a successful upgrade with minimum negative impact on your business. 

Current Version: Act! v19 was released on Thursday 12th January 2017 and will be made available to all Act! User organisations with a current subscription or a qualifying Business Care support contract. 

Act! v19 Overview  |  Act! Compatibility Matrix  |  Act! v19 System Req | Act! 19 Defects Fixed

We’re also able to offer discounted upgrades to Users of other Act! versions without a contract, so please do call us to discuss your options on 0115 840 0115 or email us at enquiries@solutionsforaccounting.co.uk

64 bit Microsoft Office compatibility

Act! v 19 is now compatible with 64 MS Office productivity tools. This update allows 64 bit Microsoft Office Act! CRM 64 Bit Compatibilityusers to automatically record email Histories as well as gain access to other relevant Outlook integration features that Act! users have come to expect. Furthermore interaction with Microsoft Excel and mail merging to Microsft Word templates are also supported in the 64 bit version of Office.

N.B Act! v19 does not support Office 2007. 

Act! Companion

Act! Companion is a new mobile app that complements the existing Act! Mobile access interface. Act! Companion is a relief ‘offline’ app that will work even if there is no data connection available.

Due to the fact the Act! Companion is a native smartphone application, it can make the most of features on the device itself, such as the ability to send push notifications to the user that appear on the home screen.

app-store-badge

Users of Act! Companion can access contact details, make calls from within the app and record meeting notes with the data being synchronised seamlessly to the main Act! Premium database. The new Act Connect technology powers this feature, which means that there is no requirement for a web server to support Act! Companion. All that is needed is a local PC or a server with a secure (SSL) Act! Web Api installation. Read more about Act! Companion.

Act Companion

Act! Premium Contact Link

The Act! Premium Contact Link allows users of the web based Office 365 mail client – Outlook.com – to create and update Act! Contact records from within the web browser. It also comes with additional functionality that allows users to view past Activities and schedule new Act! Premium tasks from within Outlook.com. Just as with Act! Companion, there is no web server needed thanks to the Act! Connect Link technology.

Act! Contact Link

Act! Contact Link

Act! eMarketing

Every time a new version is released, improvements are made to Act! eMarketing (AEM). The v19 release has numerous small enhancements which come together to improve efficiency and usability:

  • Faster performance. Act! eMarketing campaigns are now sent up to 5 times faster.
  • Streamlined eMarketing History records. Instead of creating a History entry for every Contact, one History per campaign is produced against each Contact and simply updated whenever response data becomes available from Act! eMarketing. This gives users extra visibility regarding interactions that individual Contacts are having with particular campaigns.
  • Instant Feedback. Act! eMarketing helps you to stay on top of your sending capacity for each month. AEM’s live feedback gives you greater control of your account with no risk of unintentionally exceeding your send limit while simultaneously helping you to meet other business needs.

System Integrity. You can rest assured that email campaigns are not sent by mistake thanks to a send confirmation dialog that checks to ensure you are in fact ready to send the campaign.

CampaignHistory 

Standard Reports refresh

30 more report templates are now available in Act! They are generally similar to current reports but also introduce more relevant fields, default filter and sort orders. The new templates are included in newly created databases and are also added to updated databases.

General Usability improvements

Enhancements to the browser interface further bridge the gap in functionality between locally installed and web based Act! You can now scan for duplicate contacts as well as merge duplicates together. In addition to this the formatting toolbar in the layout designer offers greater flexibility for customising screen layouts.

When you make the decision to upgrade do NOT forget to double check whether any add-in components you use will still be supported with v19. In a lot of cases add-in updates come for free but it is important to speak to us regarding this before proceeding with an upgrade.

Feel free to contact us for a more detailed discussion surrounding the new features mentioned above.

Purchase Options 

From May 2016, Act! user organisations were offered a choice of whether to buy perpetual licences outright (as it had been for the past 28 years) or to use the new subscription service that includes ongoing updates.

With Act! CRM you now have the freedom to choose a plan that best fits your particular business needs. Act! can be installed on-premise (on your own network/ server) or it can be hosted by Swiftpage or in the Solutions Cloud (by ourselves) with full system management and support available (learn more). You can pay monthly, annually or purchase the software outright. Make the most of it online, offline and on your mobile device.

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