ACT! for Financial Professionals 11 is packed with powerful new features and significant enhancements to areas of the product you use every day. Enjoy new features like the ability to establish relationships between contacts, tighter integration with Microsoft® Outlook®, better search capabilities, database automation, and more!
Leverage Relationships between Your Contacts The new Related Contacts feature consolidates the Householding and Advisor tabs and allows you to connect contacts to one another, define the nature of the relationship, and enter any additional details about the relationship. For instance, you can define relationships between accountants, partners, attorneys, and friends of friends. So next time you speak with your clients, you can quickly recall the details of your recent conversation with their close friend, accountant, or another important player in their financial planning.
Track and Organize E-Mails and Your Schedule New and improved Outlook integration features allow you to track and organize e-mails in ACT! en masse or on a case-by-case basis. Or you can automate these functions so you can set them once and forget about them. Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically or with just one click.
Find the Exact Details You Need Lookups and search functionality have been streamlined, helping you find the particular client information you need quickly, in one lookup-friendly place. Build the most basic or complex searches using a tool that has been simplified and enhanced. And easily recall recent lookups to save time in your day.
Get More Done in a Day Enhancements include improved calendar printing and viewing, Dashboard drill-down functionality, a “Yesterday” filter on Task and Opportunity List views, a history icon on the standard ACT! toolbar, and additional options for alarm reminders
Enjoy Streamlined Installation and Database Functions The ACT! installation experience has been streamlined, requiring fewer clicks to get started. And ACT! automatically handles periodic database maintenance tasks, automatic scheduling, a streamlined ACT! sync progress bar, and more.
发表于 2009-5-25 19:58
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