Founded in 1994, RKA Associates is a consulting and training company

helping businesses increase efficiency by maximizing their use of technology.

 

August 12, 2008  New ACT! by Sage 2009 (11.0) Product Family Centers On User Experience
ACT! customers speak and Sage CRM Solutions delivers on users' most desired contact and customer management productivity enhancements.

New ACT! 2009 productivity features include:

  • En masse e-mail attaching – select multiple Microsoft Outlook e-mails from different senders and attach them quickly to ACT! contacts
  • Activity scheduling from e-mails – create ACT! activities within Outlook e-mails and the contact and regarding/subject line is pre-populated
  • One-click calendar copy – copy an ACT! calendar to an Outlook calendar quickly from the main ACT! toolbar

Improved ACT! 2009 productivity features include:

  • Simplified lookups – search by only part of a name or title; switch between contact, group or company to modify a search without starting over; advanced queries from main lookup toolbar carry previous searches over for refining
  • Fast access to previous contact lookups – view the last several contact lookups by type, date, timestamp, and number of contacts in a query
  • Calendar filters applied on printouts – print an ACT! calendar with selected users, type, priority, and date range applied

New and improved ACT! 2009 database and automation options include:

  • Automated tasks – automate calendar copying, database backups and maintenance from ACT! Scheduler (previously only available in ACT! Premium)
  • Streamlined sync progress bar – see progress of database synchronization by steps and time remaining

Check the complete list of new and improved ACT! 2009 features.

 

August 21, 2007  ACT! by Sage 2008 (10.0) Product Family released
New customizable dashboards anchor this year’s product releases, and allow individuals and workgroups to access priority sales opportunity and activity details in a comprehensive graphical view.

Additional ACT! 2008 enhancements include:

  • editable list views
  • multiple contact assignments per opportunity
  • expanded workgroup security

June 6, 2007 –   ACT! by Sage for Financial Professionals 9.0 released

A comprehensive contact and customer management solution that provides data management, activity tracking, reporting and sales productivity tools for financial advisors, brokerage firms and teams of financial services professionals. ACT! for Financial Professionals centralizes prospect and client data in a single, secure database and helps individual advisors and teams capture and access key contact, account, investment and financial planning information, and assists with regulatory compliance tracking.

(Day in the life features tour.) Right click link, click Save target as...and save it to desired location (desktop?).  Double click on the downloaded file to open, and in Adobe Reader click View | Rotate View, and choose Counterclockwise.

September 5 , 2006  ACT! by Sage 2007 product family released:

  • ACT! by Sage 2007 (9.0)
  • ACT! by Sage Premium for Workgroups 2007 (9.0)
  • ACT! by Sage Premium for Web 2007 (9.0)
  • ACT! for Palm OS® 2.0.

New and improved ACT! 2007 features include direct integration with Microsoft® Outlook® , enhanced user productivity, simplified administration and field-level data security.

May 1, 2006ACT! by Sage Premium for Real Estate 2006, the first ACT! vertical industry solution ACT! Premium for Real Estate equips residential real estate agents and brokers with industry-specific tools to help cultivate quality referrals, effectively market properties to prospective buyers and sell more homes. Real Estate features include customized layouts, activities, sales letters, reports and one-click access to local multiple listing service (MLS) systems, 1 among others.


April 24, 2006 - Sage Software announces over 40 new ACT! Add-on solutions now available to help users further extend their ACT! database functionality with marketing, shipping, mapping and synchronization capabilities, among others.

March 20, 2006 - BlackBerry®, Palm OS®, Pocket PC and Web access methods enable ACT! capabilities virtually everywhere millions of users and thousands of corporate customers need

ACT! “Everywhere” Users can now access Critical Customer Information

  • ACT! for Palm OS
  • HandHeld Contact for ACT! –BlackBerry 7520™ and wireless synchronization subscription service from Sprint/Nextel
  • ACT! Handheld Links – for Palm and Pocket PC
  • ACT! Premium For Web –enables remote, traveling and on-premise users access to real-time, centralized ACT! data via a Web browser.
  • Terminal services/Citrix
 
 
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