ACT! 2008 Product Family Objectives

1. Deliver high visibility features for all customer segments
    ---Activities and Opportunity Dashboard
2. Significantly improve position in 6+ user market segment
    ---Company security & multiple contacts per opportunity
3. Update the look for 20th year of ACT!
4. Focus on usability and quality of new and existing features
5. Maintain backward compatibility with SDK and Accounting Framework
6. Reduce support burden through installation & ACT! Update changes
7. Simultaneous launch of Windows & Web

Inline Editing – New Features

1. Ability to enter and modify data in list views
2. Available in Contact list, Group list, Company list
3. Mouse and keyboard access into the list
3. Full functionality is available in both ACT! and ACT! Premium
4. Not in ACT! Premium for Web

Dashboard and Dashboard Designer – New Features

Target Customers
1. Sales Managers
2. Sales Team members
3. Business Owners
4. Managers
6. Customers who want to see everything in one place

Things to Know
1. ACT! 10.0 will ship with a total of 3 dashboards: Default, Activity Summary, and Opportunity Summary
2. Admins & Managers can create additional dashboards (only Admins & Managers, not other user roles)
3. All users can filter dashboards, as with other ACT! views

Group/Company – New Features

Groups and Companies Security
1. ACLs for Groups/Companies defined the same as they are for Contacts
Tree views have been extended to group/company selection dialogs
1. View Companies/Groups dialog
2. Add Contacts to Groups/Companies dialog
3. Select Group/Company dialog (from Notes, History, etc)
4. Link to Company dialog

Automatic Group Queries
1. Customers
2. Employees
3. Prospects
4. Recently Added Contacts
5. Recently Edited Contacts
6. Upcoming Opportunities

Group/Company Advanced Queries – New Features

1. Ability to perform advanced query on groups or companies
2. “Search for” control dictates the query type being edited
3. Each query type finds one type of record
4. Advanced Query:  New operators for character fields
    --Does Not Contain
    --Greater Than
    --Greater Than or Equal To
    --Less Than
    --Less Than or Equal To

Multiple Contacts per Opportunity  – New Features

1. Multiple Contacts
2. Enable/Disable pop-ups within the tab or view
    --Show Contacts List
    --Show Products List
3. Contact List functionality

Usability Enhancements in ACT! 2008

1.“Attach shortcut” or “Attach file”
2. Yes/No fields available in Lookup By Example
3. User having the Manager role are excluded from Limited Access records
4.“Access Changed” history
     --New history type that logs specific changes to the ACL (by user)
5. Duplicate Checking criteria now includes name parts
    --First name, last name, middle name, name prefix, name suffix
6. Character fields may be changed to date or date/time
7. New custom permission
    --Synchronization: Manage sync subscription list