Category: Outlook Integration

Introducing Act! v18.2

8/24/2016

We’re pleased to announce the release of Act! v18.2! Features and benefits include:

Act! Connect Link For Desktop Users
The all-new Act! Connect Link delivers the power of the Act! Connect integration platform to Act! Premium desktop users with no complicated setup – simply install and go!

Now, whether you are using the web, desktop, or Cloud version of Act! Premium, it’s easier than ever to leverage the power of Act!

Connect for simple integrations with hundreds of popular business apps that help you save time and accelerate your sales and marketing efforts.

Act! emarketing Enhancements
New Act! emarketing administrative features allow admins to designate which users can send emarketing campaigns, and from which sender profile.

Act! Premium For Web Enhancements
Act! Premium for Web updates enhance the usability of Opportunities by allowing users to manage Opportunity processes and products from the web client. Additionally, Act! Premium for Web users can streamline management of Contacts using the Copy/Move Contact Data option, making it easier to manage the integrity of their Act! data.

Enhanced Security And Control
Additional administration and security options for Act! Premium Web API gives administrators expanded control over how the Web API and related integrations are used within their business.

Quality And Performance Updates
Dozens of performance and quality enhancements across the product portfolio based on user and partner feedback.

Looking for more information or ready to upgrade?

Time Is Running Out!

8/16/2016

Attn: Act! Pro v16, Premium v16 and Premium v17 Users

You are eligible to save up to 25% when you upgrade to Act! Pro v18 or renew into an Act! Premium subscription. In addition to the latest version of Act! Premium, subscriptions include access to expert technical support and training resources, AND the next version of Act! when it's released—at no additional cost.

Hurry! Your special pricing will only be available until September 30, 2016. Also, by the end of this year, Act! v16 will no longer be supported by Swiftpage (KSC support will continue to be available for all versions of Act!).

Act! Introduces the All New Outlook Add-In

7/26/2016

The new Act! Outlook Add-In is available in the Microsoft Office store here. The Add-In is only available for Act! users with an annual Act! subscription.

Features and Benefits
With the new Act! Outlook Add-In, users can streamline workflow, save time, and ensure they maintain a complete record of all customer and prospect interactions.

View Interactions from Microsoft Outlook
Quickly and easily view the past interactions of any customer stored in Act!, with all of the details of past meetings, phone calls, and emails, without ever leaving the Outlook interface.

Add New Contacts
Add new and/or edit existing contacts across both platforms with the click of a button right from an email in Outlook.

Comprehensive Act! Contact History
Easily maintain a complete record of all customer and prospect interactions by attaching the text of an Outlook email to an Act! contact, all from within Outlook.

Create Act! To-Dos
Quickly schedule meetings, calls and other to-dos with Act! Contacts from an Outlook email, streamlining workflow and increasing efficiency.

Are you looking to transition to an annual Act! subscription? Or do you need help installing or using the all new Act! Outlook Add-In?

Act! v18.1 Is Here!

5/10/2016

We’re pleased to announce the release of Act! v18.1, which introduces new features that help you prioritize your focus, offers seamless integration with hundreds of popular business apps, and provides enhancements to your Act! experience with dozens of performance and usability improvements.

Key Highlights of Act! v18.1

Increase productivity with the all-new Favorite Contacts checkbox, and the Activity Create Date stamp.
Integrate with ease by leveraging Act! Connect to quickly set up connections between Act! and other popular business tools via the Act! Web API.
Act! Premium Contact Link for Outlook® helps you stay productive by interacting with Act! Contact details right inside of Outlook.
Bundled installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.
Stay up-to-date with the newest compatibility updates and performance improvements, including support for Chrome™ and Internet Explorer® 11.

Find & Clean Up Your Unattached Email Messages

4/7/2016

The snow is melted, days feel longer and the air is slowly starting to warm up. Spring is finally here, and with it come thoughts of cleaning up, getting organized and making a fresh start. This month we’re talking about how to find and clean up your unattached email messages.

If you use Outlook as your email client, you may have noticed the icon to the right in your Windows System Tray. Or maybe you know you sent a client an email, but it isn’t showing up in the client’s history record in Act! and you don’t know why.

The envelope with the red X icon is an alert informing you that the Act! Quick Attach process has failed for one or more emails, meaning that those emails have failed to attach to a contact record in
Act!.

Users of Act! 2013 and Older Versions – Is Now the Right Time To Upgrade Act!?

3/10/2016

Your version of Act! is several years old and you may be wondering, should you upgrade? We encourage you to consider an upgrade if either of the following situations applies:

One of or more of your business needs dovetails with features found only in a newer version of Act!.
You’re getting a new computer or office-wide computer system. Older versions of Act! may be incompatible with the newest version of Windows OS and Office.

What does the latest version of Act! have to offer?

Innovative Features

History List view provides an insightful look back
Contact Timeline
Automation and customization options
Integrations to Dropbox, SharePoint™, iCloud® etc.

History List View

Timeline View

Compatibility with Popular Business Applications

Windows® 10
Office 2016
Chrome™ and Internet Explorer® 11 browsers

Flexible Subscription Plans
(Permanent licensing is also still an option.) Subscription plan benefits include:

Easy access to the newest features and updates available for Act!
Basic technical support provided by Act!
Basic Act! emarketing accounts
Video tutorials

Integrated Act! emarketing

Team access
Lead Capture
Call List functionality

Act! emarketing view

Learn more about the latest version of Act!

See what’s new since your version.

Act! Compatibility Matrix

Need to discuss if upgrading Act! is right for you?

FAQ: Act! and Outlook Integration

12/4/2015

If you’re interested in integrating Act! and Outlook, the Act! Knowledgebase has a number of helpful articles. Here’s a few to get you started:

How to use Microsoft Outlook as your e-mail client in Act! versions 2011 and higher

How do I configure Microsoft Outlook as my email client in Act! Premium (access via web)?

Choosing Options for Recording Email History in Act! When Using Outlook®

Having problems getting set up or looking to do more with Outlook Integration?