ACT! by Sage 2010 Integration

ACT! integrates with Microsoft Outlook

Microsoft Outlook is the preferred email client for most businesses and ACT! fully integrates with Outlook.  In your ACT! preferences you can set Outlook to be your default email client, so that all email is sent by Outlook.  In addition you can set the ACT! scheduler to synchronise your ACT! calendar with your Outlook calendar, so that all meetings and tasks are pushed through to Outlook.

Outlook''s Address Book can be set to use the ACT! as its default contact database so that you can easily send emails from Outlook whilst pulling the recipients email address from ACT!.  ACT! will automatically match all emails sent from Outlook to contacts in ACT! and record the communication in the contacts history.

ACT! installs quick integration buttons in Outlook''s Standard toolbar giving the following functionality (right to left):

• Quick Attach - attaches the selected email to the contacts history in ACT!
• Meeting Request - schedules a meeting with the contact based on the email address.
• Create New Contact - uses the details in the selected email to create a new contact record in ACT!
• Attach to Contacts - allows you to attach the selected email to multiple contact records.

ACT! iCalendar integration

ACT! by Sage 2010 can also integrate meeting and task schedules with calendar software. This is achieved using the iCalendar format. A number of applications support this format:

• Outlook Address book  
• Google Calendar
• Windows Live Calendar
• Apple iCal
• Yahoo! Calendar
• FaceBook
• Lotus Notes

Once you have initiated the creation of an activity (meeting, task or call) you can have an iCalendar request auto generated. In order to do this you must select the Send Invitation email checkbox.

ACT! will then create an email with the iCalendar request attached. You can then  personalise the email message and send it.

ACT! vCard integration

ACT! by Sage 2010 allows contact details to be sent via the vCard format to a number of supported address book applications. These include:

• Microsoft Outlook
• Windows mobile
• BlackBerry
• iPhone
• Apple Address Book
• LinkedIn
• FaceBook
• Lotus Notes

Once the you have located the contact details you wish to send, you can send them via the Send vCard option in the Contacts menu.

Alternatively, the you can simply right-click a blank area of the Contact card. The Send vCard option will appear in the context-sensitive shortcut menu.  The vCard will be sent as an email attachment.

ACT! integrates with Sage 50 Accounts

We can install software that links ACT! by Sage to Sage 50 Accounts. Once this has been achieved you can:

• Accounting tab - shows financial summary linked to contacts, providing 360 view of customer.
• View History - show all transactional information against a customer.
• Quote - Create of Sales Quotations within Sage 50 Accounts from ACT!
• Order - Create Sales Orders or Purchase Orders within Sage 50 Accounts from ACT!
• Invoice - Create Invoices within Sage 50 Accounts from ACT!
• Account Lookup - Find the Sage 50 Accounts company records you want to link or view.
• Stock Lookup - Check stock availability and price before proceeding with the order.

ACT! integrates with Sage Instant Accounts

We can install software that links ACT! by Sage to Sage Instant Accounts. Once this has been achieved you can:

• Accounting tab - shows financial summary linked to contacts, providing 360 view of customer.
• View History -  shows all transactional information against a customer.