Act! v20.1


Act! v20.1 was released on 23 March 2018.  Here is a summary of the Key New Features:

Custom Tables & Industry Templates (Act! Premium Plus only)

Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data-create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.  Click here to see more..

Next generation Outlook® integration

Extend your connected workspace via next generation Microsoft® Outlook® integration for Act!. Sync for Outlook® contacts and calendar details leverage modern new engine technology to drive superior sync performance and enhance duplicate checking. Quick actions within Outlook® let you record emails to Act! history manually from the inbox and sent folder, auto-record emails to Act! history when emails are sent, or bulk sync emails to Act! history. Configure what gets recorded to Act! history-email components or email components plus attachments. New features include the option to record both the text of the email and the entire email and attachments as an attachment.  There is also a new notification when you do a Quick Attach advising who the email was attached to and which contacts couldn't be matched.

Mail Merge improvements make it possible to include images in your communications, whether you’re using new or existing templates.

Compatibility updates

Work with popular Microsoft® platforms Office 365 and Exchange for contact and calendar sync. These newly supported platforms provide additional convenience, flexibility, access options, and control. 

Important Note: Office 2010 is no longer supported in Act! v20.1

Act! Insight & Act! Companion improvements (Act! Premium & Premium Plus only)

Strengthen business insights and improve sales mobility with enhancements to valuable subscriber-only features Act! Insight and the Act! Companion mobile app. Act! Insight dashboards now include rich customization capabilities, so you can pull in data from all Act! entities, reporting-based fields, and custom fields, making it easier to measure business and team performance. Act! Companion now includes Act! opportunities so you can manage your pipeline from anywhere. View opportunities in new list or detail views, and easily create, update, close, or delete opportunities on-the-fly.

New customer support options

Get the help you need, when and how you need it with flexible new options for customer support that empower your productivity, including a new Ultimate support plan option, enhanced digital self-service experience, and more.