Notes 8 Compatible
Various Notes 8 design and behaviour change caused incompatibilities resolved (Version 3.0.1)
Opportunity Management
Create an Opportunity document and associate it with a Contact. Sales Executive / Managers can track expected Sales by month, quarter, year. Track related Activities, Emails, Notes and key field changes within that Opportunity. Create and track as many Opportunity documents as you like.
Microsoft Office Integration and Office Document Automation
The Microsoft Office integration, powered by SWING Integrator™, gives you the power of real document automation. Produce highly formatted letters and documents with ACT! for Notes data. In-place creation and editing of Office attachments (both Notes and Web). PDF conversion. Mail merge letters and labels. Reporting, charting and data analysis.
SWING Integrator licenses included in every purchase of Advanced Features for ACT! for Notes Version 3!
BizMobile Ready - to connect to Blackberry
Works with BizMobile by Vigilus right out of the box. BizMobile bi-directionally synchronizes critical business information with ACT! for Notes and provides end users with 80% of the ACT! for Notes functionality on their BlackBerry devices.
Send Activity Invitations to Contacts
Select one or more contacts who will receive E-Mail invitations.
Make Skype Phone Calls
Optionally, call contacts using the Skype service. Requires installed Skype software and Skype-Out credits.
Bring E-Mail from Mail File as E-Mail document
Optionally bring E-Mail from your Mail File as an E-mail document allowing you to reply to the E-Mail from ACT! for Notes.
Call Report
Measure and analyze activity by Sales Rep/Month/Contact. Select reporting timeframes (e.g., week, month, quarter, year) and what Activity types to display via Pop-ups - no programming needed.
Recurring Activities
Create all Activity documents for a regular Staff meeting each Monday at 9:15 AM in one action. We have also added Enhanced alarms & email notifications.
Activity Series
Create and save two or more Activity documents as an “Activity Series”. Use this “Activity Series” to create a set of activities for a Contact, for example, lead tracking or marketing campaign.
Program Navigation
Use either the ACT! for Notes classsic navigator or new Outline navigator.
Excel Export Utility
Simplified tool for exporting all or selected documents in a view or selected fields from a form to an Excel spreadsheet.
Google Maps
Obtain location and directions for a Contact or Company.
Soft Delete and Restore
The power of Lotus Notes Soft Delete enhanced to preserve ACT! for Notes Calendar Integration. When an Activity document is restored, it is also returns your Lotus Notes Calendar entry.
Synchronize Company fields to linked Contacts
When you make a change to a Company document, update selected fields of all linked Contact documents in one action.
Copy Contact and its response documents to another ACT! for Notes database with and without Dup Checking
You can use one copy of ACT! for Notes as "Leads" database and use this feature to copy a Contact to another ACT! for Notes "Customer" database.
Duplicate Checking when creating a new Contact or Company
This optional feature will tell you when there appears that a contact or company document already exists for the new contact or company you are creating.
Reformat Phone Numbers
Change phone number format for one or more Contact or Company documents. Specify the phone format via a Preferences document setting; programming is not required. Great for handling different formats from imported Contacts. |
Completed Activities remain in the ACT! for Notes Public and Personal Calendars
When an Activity has been marked “Completed”, it will remain in the Calendar views and will be marked with a small green check mark. An Activity document that has NOT been completed will display a red “X”. Keep track of your accomplishments!
Preview Pane
Quickly view a highlighted document or its response documents (e.g., Activities, Notes, etc) by pressing the “Preview” area at the bottom of the screen, without opening the document.
Upgraded Web Interface
New features (e.g., “Opportunity”, MS Office Integration) have been added to ACT! For Notes Web browser!
User Field “Configurator”
Provide control over which User Defined fields for Company, Contact, Opportunity and Activity documents will display, via the Preferences document. Keep your forms “clean” and prevent Users from using fields inappropriately; no programming required.
“Replace or Clear Field Values” Utility – APPEND
A User can now add (i.e., “Append”) a value to the “multi-value” fields in one or more Contact or Company document.
Example: A User needs to assign a set of Contacts to a Group, “Northeast Region”. The field, “Groups”, is a multi-value field, which allow you to select or create many different values.This new feature allows you to add a new value to many Contact or Company documents, all at once!
“Replace or Clear Field Values” Utility – REPLACE
A User can replace (i.e., “Swap”) a value in one or more “multi-value” fields with another value for one or more Contact or Company documents.
Example: A User needs to change a Group name for a set of Contacts from “Northeast Region” to “NE Region”. This new feature allows you to do this for many Contact or Company documents, all at once.
“Set Manager and Access” - APPEND
A User can add (i.e., “Append”) a User Name to the Manager, Read, or Write Access fields for one or more Contact or Company documents.
Example: A User needs to ADD a new Manager to the Security Access for a set of documents. This new time-saving feature allows you to do this all at one time, rather than one at time.
“Set Manager and Access” – REPLACE
A User can replace (i.e., “Swap”) a User Name in the Manager, Read, or Write Access fields with another User Name for one or more Contact or Company documents.
Example: A User needs to change one of the Managers for several documents. This new time-saving feature allows you to do this all at one time, rather than one at time.
Associate the values in a single Pop-up document with several forms
For example, one “State” pop-up doc will work for Company, Contact and User. |
FAQ