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Sage ACT! 2011 — Part Two
Enhanced Outlook Integration
And Sage Business
Info Services Help Make Your Workday
In our last issue, we covered the
Tasks feature, new with the Sage ACT!
2011 release. This release also includes
enhancements designed to make your work
day smoother, safer, and more efficient. In
this article we learn about the new StartUp
and Welcome pages, enhanced Outlook®
Integration, and connectivity to Business
Get Started Faster
With Sage ACT! 2011, a new Startup
assists you with opening a database, and the
welcome page now includes helpful how-to
videos for common startup tasks.
The import feature has been enhanced to
simplify the process, especially when importing
from Microsoft® Excel®. The Import Wizard
helps you through the process. You have the
option of modifying the import to include custom
fields or you can use the default settings
and take advantage of the built-in field name
normalization and synonym mapping features.
Synonyms are stored in an XML file and are
customizable. Normalization ignores case,
embedded spaces, and common punctuation.
For example, the import program will recognize
the field First Name whether the
column is named first, firstname or First Name.
Excel now is an option on the list of database
types to import from. The import wizard
also includes an option to create a field from
the import source with just one click. And
the layout designer will launch automatically
if new fields are added.
Enhanced Outlook Integration
According to research by Sage, 85
of Sage ACT! users also use Microsoft
Outlook. Enhancements in Sage ACT! 2011
are added to both Contact and Calendar to
make the synchronization process smoother
and more seamless.
»» Contact Synchronization — Now you
can configure options such as choosing
whether to create new Outlook contacts
from Sage ACT! data, or create new Sage
ACT! contacts from Outlook data — or
both. You can control which Sage ACT!
contacts are added to Outlook, and define
the contact synchronization sets. To use
the contact synchronization features, you
must first set up an address book in Sage
Sage ACT! 2011 — Part Two
(continued on page
Enhanced Outlook Integration And Sage
Info Services Help Make Your Workday Smoother
1900 East Golf
Schaumburg, IL 60173
The new Sage ACT! Startup screen makes it
for any user to open a database or create a new
one; a welcome video is available on this screen to
help explain the process.
Sage has made some
to the naming conventions of
the various editions of ACT!
beginning with the release of
Sage ACT! 2011.
ACT! by Sage is now called
Sage ACT! Pro. The editions of
ACT! formerly known as ACT!
by Sage Premium and ACT! by
Sage Corporate Edition are now
both Sage ACT! Premium which
includes access via Microsoft
Windows® and the Web.
Sage ACT! Tip: Modifying Lookups For Optimum
Finding the contacts you need before
a city or running a targeted marketing
campaign is a common and essential
task for many Sage ACT! users. Here we will
explain how to add to or narrow an existing
lookup to speed the process of finding the
exact list of prospects or customers you need.
Adding To Lookups
Suppose you have looked up all the
in Phoenix, but you realize many of the
prospects you are looking for are in nearby
cities. To add to the lookup, simply click the
drop-down list for the current lookup and
choose the Add to Lookup
option. Put your
new lookup criteria, such as city of Scottsdale,
in the Search for
box, and click OK. All the
records that fit your new criteria are added to
your previous lookup. You can repeat these
steps as many times as you need to until you
have all the contacts you want.
What if you have the opposite
and there are too many records in your first
lookup? You can narrow the lookup by using a
different field to reduce the number of records
that fit the criteria. Determine a different
field to use to narrow the lookup and rightclick
on the field, or click the Lookup menu
commands to display the Lookup dialog box
for that field. For example, perhaps you want
to narrow the list of all Scottsdale contacts
to those with an ID/Status of Prospect. You
would choose Lookup/ID/Status type, PR, and
Lookup, then click OK. If you
forget to choose the Narrow Lookup option
for this lookup, it will replace the previous
lookup instead of narrowing it. As with adding
to lookups, you can repeat these steps
as many times as you need to until only the
records you want are displayed.
Please call us with your questions.
»» Calendar Contact Synchronization — By
synchronizing your Sage ACT! calendar
with your Outlook calendar, you ensure
that both calendars are always current
and accurate—regardless of where events
were created or modified. You can say
goodbye to time-consuming duplicate
entry, and the synchronization process will
run even when Outlook or Sage ACT!
are not open. In Sage ACT! 2011, a new
Appointment activity type allows you to
create an activity when no other contacts
are invited. If you later invite contacts,
the Appointment will automatically be
changed to a Meeting in Outlook during
the next synchronization. Even your
attachments will transfer across to the
One simple interface allows you to set
up the Contact and Calendar integration
features at the same time. The Sage ACT!
Administrator enables the synchronization
capability, then each user can set up their own
configuration preferences. You can schedule
synchronization as frequently as once every
minute, although for best performance we
recommend a minimum interval of ten minutes.
Only one instance of Outlook can synchronize
to one Sage ACT! database.
Sage Business Info Services
Sage ACT! was created to help you
the important details of your life and
to optimize your business. Sage is building
on that foundation by offering additional
business services. Sage ACT! 2011 includes
a cloud-based service, Sage Business Info
Services for ACT!, that allows you to seamlessly
import data from Hoover’s™ into Sage
ACT!. The Hoover’s database gives you access
to 85 million contacts and 68 million companies
that you can use to build prospect lists
based on a variety of parameters such as location,
size, industry, and type.
While Sage ACT! 2011 no longer
the Safari® browser, it now supports FireFox®
3.5 and 3.6 in addition to Internet Explorer®.
Microsoft Office 2010 32-bit version support
also has been added.
Give us a call with your questions, or for
assistance with your upgrade. Call
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