ACT! 2012 What’s new?

Revolutionize the Way You Manage Your Day

Forget about conventional paper-and-pen lists that fail to keep you on task. Revolutionize the way you manage your day with Sage ACT! Scratchpad1, a convenient, virtual notepad where you can quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!. But that’s not the best part. Prioritize and check off items once completed, print the list to take it with you, and push tasks that require further follow-up into Sage ACT! with just a few clicks. Send them to Sage ACT! as activities, notes, and history—even assign them to contacts. Let’s say you’re working on a proposal for Chris Huffman, but the phone rings, so you get distracted. You quickly jot down a reminder in Sage ACT! Scratchpad. When you have time at the end of your day, you push that activity into Sage ACT! on Chris Huffman’s contact and set an alarm to go off first thing the next morning. Finally you can rid yourself of the sticky notes and legal pads that have been cluttering your desk for years and actually get through your to-dos!

Work Seamlessly with the Web-based Productivity Tools You Already Rely On

Sage ACT! is the one place where you manage all the details of your business relationships, but you may also be using Gmail, Google Contacts, and Google Calendar to manage additional business and personal details. You don’t have to check two different places or manage two different calendars for a complete view of your business and personal lives. Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google. When an email is sent and/or received in Gmail, even if it’s an email address with your registered business domain, that history will be recorded in Sage ACT! on the corresponding contact. If you’re working in Google, you can see your Sage ACT! contacts or if you’re working in Sage ACT!, view your Google contacts. Even clear activities once completed from either application. No need to stop the flow of where or how you work.

Find What You Need in an Instant with a Faster, More Expansive Search Option

You’ve got all the details of your business relationships organized in Sage ACT!, but you need an easier way to dig into that data. With a new universal search option, you can find that one thing you need in an instant, because search is faster and more expansive than ever. Let’s say you’re looking for the sales proposal prepared for “Yellow Jersey Bikes”. Sage ACT! will search your contacts, groups, companies, opportunities, notes, history—even attachments for that term. Further hone your search when you filter by all dates, last 24 hours, last week, and last month. Once your search results are displayed by relevance, simply double-click on the item of interest and you’re taken to that particular field or attachment for more detail. And, if it’s not what you’re looking for, simply use the back button to view the search results page again.

Access Sage ACT! From Where You Are, From the Method Most Convenient for You

Your business takes you everywhere and you need Sage ACT! to be there with you. Now it can be. When you subscribe to Sage ACT! Connect3, you have convenient access to the details you need from virtually anywhere. Details like your Sage ACT! contacts and calendar are stored in the Cloud, so you can quickly pull up that customer address you’re headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day. Do this from popular smartphones, including BlackBerry®, Windows Mobile®, and Android™ devices; tablets, like the iPad; and your laptop via supported web browsers, including Internet Explorer®, Firefox®, Google Chrome™, and Safari®2. And, not only will you have access to Sage ACT! details, you can keep your Google® and Yahoo!® contacts in Sage ACT! Connect too. Even link Facebook® pictures to your contacts, so it’s that much easier to put a face to a name.

Sage ACT is known for its many add on applications that stretch the functionality of Sage ACT!. Interlinx is certified to sell and consult on the Sage ACT! for Financial Professionals product.

In addition, click on the Sage ACT! AddOns logo, and you can find many more applications that can enhance your ACT! experience.

Do you use Quickbooks?

Are you looking to integrate your ACT! and Quickbooks data into one place? Interlinx Associates recommends QBSalesData.

Do you use a smart phone?

Are you looking to get more than just phone numbers and email addresses on your smart phone? Interlinx Associates recommends Handheld Contact.