Sage Act Premium 2011 User Manual

ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and it offers time-saving tools, such as a list of keyboard shortcuts, to make your work life more productive — and isn’t that what your work life is supposed to be?

ViewingandExportingSQLServerAccountActions Youcanproduceareportofactionstakentoview,set,orresettheSQLServerloginaccounts, includingthe'sa'and'ActReader'accounts.The. Is easy to use and pretty straightforward. I've found that I can customize it with the help of the Act! Customer support team. I've benefited thoroughly from the CRM functions, in addition to the prospect tracking features.' - Emily Claridge, Transaction Manager, Transwestern.

Sage Act Premium 2011 User Manual

Keyboard Shortcuts for ACT! by Sage

If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard shortcuts you can use to make your time even more productive. The following table lists common activities and the keys you press to access them:

ActivityPress This
Add a sales opportunityCtrl+F11
Attach a fileCtrl+I
Clear an activityCtrl+D
Close a menu or dialog boxEsc
Copy the selected textCtrl+C
Cut the selected textCtrl+X
Delete a contact, group, company, or lookupCtrl+Delete
Display the TimerShift+F4
Exit ACT!Alt+F4
Insert noteF9
New contact, group, or companyInsert
Paste the last cut or copied textCtrl+V
Print address books, calendars, reports, labels, or
envelopes
Ctrl+P
Record historyCtrl+H
RefreshCtrl+F5
Schedule callCtrl+L
Schedule meetingCtrl+M
Schedule to-doCtrl+T
Toggle Edit Mode, contact, group, or company listCtrl+E
UndoCtrl+Z
HelpF1
View Company ListAlt+F10
View Contact ListF8
View Contact Detail windowF11
View Group ListF10
View Monthly CalendarF5
View Task ListF7
View Work Week User RolesShift+F3

User Roles in ACT!

Sage Act Premium 2011

ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the following table shows the functions available to the various user levels:

Sage Act Premium 2011 Download

FunctionAdministratorManagerStandardRestrictedBrowse
Activities
Create/edit/delete own activitiesXXXX
Edit/delete other users’ activitiesXX
Create/edit eventsXX
Synchronize Outlook activitiesXXXX
Customize activity typesXX
Manage Priorities ListXX
ActivitySeries
Create, edit, and delete my own activity series templatesXXX
Delete or edit activity series of othersXX
Schedule activity seriesXXXX
Communications
Create/edit templatesXXX
E-mailXXXXX
Enable a mergeXXXX
Contact, Companies, and Groups
Create/edit contactsXXXX
Create/edit groups and companiesXXX
Delete my contacts/companies/groupsXXX
Delete other users’ contacts/companies/groupsXX
Change Record Manager for contacts/companies/groupsXX
Customization
Add fieldsXX
Access Layout DesignerXX
Modify word processing and report templatesXXX
Customize menus/toolbarsXXX
Data Exchange
Export to Excel from list viewsXXX
Export data from File menuXX
Import dataXX
Database Management
Add userX
Back up databaseXX
Define fields and protected drop-down listsXX
Delete databaseX
Lock databaseXX
Change database preferencesXX
Perform maintenanceX
Restore databaseX
Run ACT! updateXXXXX
Opportunities
Create/editXXXX
Delete my opportunitiesXXX
Delete other users’ opportunitiesXX
Change Record Manager for opportunitiesXX
Manage opportunity processesXX
Manage opportunity productsXX
Reporting
Create/editXXX
Run reportsXXXXX
Synchronization
Enable synchronizationXX
Synchronize to another database or PDAXXX
Manage Subscription ListXXX
Manage synchronization set-upXX
Premium Features
Manage teamsXX
Manage resourcesXX