DMC Software
Call UK: 0800 652 2423
Leading Sage Business Partner

DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix

ACT! 2009 FEATURES

ACT! 2009 (11.0) 

ACT! Premium
Solutions 2009 (11.0)
Contact and Customer Management
Maintain contact details, notes, history, activities, opportunities, documents and more on Contact Records

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60+ pre-defined fields  •  •
Duplicate checking and the ability to mail merge records  •  •
Unlimited date and time stamped Notes and History  •  •
Attach documents to Contacts, Notes and Activities  •  •
Track related documents as Groups and Subgroups  •  •
Add or remove contacts for Groups and Subgroups automatically based on criteria you specify  •  •
View Groups and Subgroups in tress views  •  •
Context-aware services, including driving directions  •  •
Company Management
Track Companies and Divisions  •  •
Add or remove contacts on Company Records automatically based on criteria you specify  •  •
View Companies and Divisions as tree views  •  •
Track contacts, notes, history, activities, opportunities, documents, addresses and company information on Company Records  •  •
Specify linked fields between Company and Contact Records1  •  •
Update contact linked fields from a company  •  •
Intuitive Interface
Tabbed interface for viewing and editing in one place  •  •
Right-click2, one-click functionality  •  •
Type-ahead  •  •
Multi-select drop-downs  •  •
"Layman" verbiage throughout  •  •
Setup assistance for configuring preferences  •  •
In-context Help, Feature Tours and documentation in-product  •  •
Lookups and Searching
Central search option  •  •
Lookups on all fields  •  •
Advanced queries  •  •
Contact activity lookup  •  •
Opportunity lookups  •  •
Document lookups  •  •
Save lookups as Groups or Companies  •  •
User lookups  •  •
Calendar and Activity Management
Schedule calls, meetings and to-do's, plus custom activities  •  •
Edit priority, Activity and History types  •  •
Track activities on Contact Records  •  •
Schedule an Activity Series3 for activities with multiple steps  •  •
Multiple calendar views  •  •
Filterable Task List view  •  •
Activity alarms  •  •
Activity rollover  •  •
Calendar pop-ups  •  •
Outlook Calendar integraction  •  •
Automatic ACT! and Outlook calendar copying  •  •
Grant calendar access by user  •  •
At-a-glance user availability    •
Manage and define resources    •
Conflict notification    •
Sales Opportunity Management
Built-in custome sales process with multiple steps  •  •
Track product/services, details and more for each sales opportunity  •  •
Automatically track the number of days a sales opportunity has been open  •  •
Input Opportunity date fields    •
Set sales opportunities as open, closed-won, closed-lost and inactive  •  •
Associate contacts, groups and companies with each sales opportunity  •  •
Generate Instant Quotes 4 5  •  •
Filterable Opportunity List view  •  •
Schedule a follow-up activity directly from the Opportunity  •  •
Export the Opportunity List to Microsoft Excel  •  •
Prospect and Customer Communications
ACT! and Outlook e-mail integration  •  •
Create activities and contacts from Outlook e-mails  •  •
Built in e-mails with integration options, including Outlook Express and Lotus Notes  •  •
Attach e-mails to contacts  •  •
Use pre-formatted templates for e-mails and letters  •  •
E-mail and letter Mail Merge to a contact or group of contacts  •  •
Manage Mail Merge when contact records have missing e-mail addresses  •  •
Validate and correct addresses during Mail Merge  •  •
Last communication fields, including e-mail, metting and more  •  •
History of all customer correspondance  •  •
Dashboards and Reporting
Interactive Activity and Opportunity dashboards  •  •
Dashboard targets  •  •
Copy the dashboard to PowerPoint  •  •
Dashboards with team views    •
40 preformatted report templates, with 20 focused on sales opportunities  •  •
Interactive pipeline report with drilldown capability  •  •
Export most reports to Excel, HTML or e-mail  •  •
Report on Activities by user    •
Data Sharing and Security
Share data with up to 10 users6 • •
Share data with 50+ users7   •
View activities for 10+ users on your ACT! calendar   •
Report on activities by user   •
View team memberships   •
Mark contacts as private • •
Field level security   •
Secure notes, history and opportunities • •
Company security • •
Group and company security8   •
Five security roles for users • •
Specify user permissions and access • •
Password rules • •
Codeless Customisation3
Layout designer for editing layouts • •
Designated field types as Date, Currency, Yes/No, Expansive Memo and Picture • •
Remove, edit or add fields • •
Add values to drop-downs • •
Customise menus, toolbars, columns and the navigation bar • •
Customis sales processes and stages • •
Customise Opportunity field names and field types   •
Drop-downs in opportunities   •
Customise the dashboards with the Dashboard Designer8 • •
Customise reports with the Report Designer • •
Administration3
Automatic backup • •
Automatic database maintenance • •
Automatic synchronisation • •
Silent install10 administration and activation   •
Automatic install updates   •
Microsoft SQL server 2005 Express Edition • •
Micorosft SQL server 2005 Express Edition and SQL Server 2005 Standard Edition   •
Anywhere Workforce
Mobile devices, including Palm OS, Pocket PC, BlackBerry11 and iPhone11 5 • •
Windows or offline access • •
Web access   •
Citrix or Terminal Services12 • •
Sync services   •
Templates for popular paper organisers for printed schedules • •
Integration
Microsoft Outlook, Word5, Excel and PowerPoint integration • •
Lotus Notes integration • •
Automatic ACT! and Outlook calendar copying5 • •
Import Outlook and Goldmine11 contact information • •
ACT! Premium for Web integration with Internet Explorer and Safari13   •



1 Not all fields can be linked and linked field types must be compatible. 2 In ACT! Premium for Web, this feature may behave differently. 3 In ACT! Premium for Web, administrative functions must be performed on the Web Sserver. 4 Requires Microsoft Excel and Word 2002, 2003 and 2007. 5 The feature is not available in ACT! Premium for Web. 6 You must purchase one licence of ACT! per user. 7 Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements available from DMC. You must purchase one licence per ACT! user. 8 Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible. 9 In order to edit, add and remove Dashboard components you must have an ACT! manager or administrator security role. 10 Delivered as an MSi package. Software to distribute MSI package is not included. Silent activation on machines requires Internet access. users must be machine administrators in order to activate. 11Requires additional purchase. 12 Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0. 13 This feature is only available in ACT! Premium for Web on machines running Safari browser on a Macintosh OS. The ACT! Word Processor and microsoft Outlook integration are not available using this feature.

ACT! by Sage 2009 BrochureDownload ACT! 2009 Brochure


DMC Software Solutions Limited
Churchill House, Isis Way, Minerva Business Park, Lynch Wood, Peterborough, PE2 6QR
Registered Number: 3603403- © DMC Software Solutions Limited 2009

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Phone 0800 6522 423
EMail info@dmcsoftware.co.uk
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ACT! by Sage 2009

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Screen Shots: 

 ACT! by Sage 2009

ACT! by Sage 2009 Scheduler

ACT! 2009 Lookup

ACT! 2009 Outlook Integration 

 ACT! Send Email from Notes

ACT! Record History On the Fly