ACT! 6	Sage ACT! 2009	Sage ACT! 2010	Sage ACT! 2011	Sage ACT! 2012
Contact and Customer Management
Separate Notes and History tabs
Notes and History shared between Contacts
Unlimited Secondary Contacts
Rich text formatting including colors, bullets, graphics, URLs
Attach documents to Activities and History
Synchronize attachments
Groups with 15 levels of hierarchy (14 Subgroups)
Dynamic Membership
Split Panel Notes Preview
Hyperlink to Companies from Contact List view
Specify Linked Contact/Company fields 1
Print any ACT! calendar template with the contact phone number
View all group associations
Duplicate checking for Groups and Companies
Advanced Queries for Groups and Companies
List Edit Mode
Duplicate checking by first and last name
Streamlined, easier to use layouts with new colors
Related Tasks
Consolidated menus
Welcome Page
Related Contacts
Social Media Integration
Company Records
Contacts linked to Companies
Tree view for Companies
Sage Business Info Services for ACT!14
Direct Import from Excel® Re-designed Welcome Page with Featured Videos
Sage ACT! Scratchpad**
Sage ACT! Connect *
Intuitive Interface
Streamlined Setup Assistant
Lookups and Searching
Lookup Indicator2
Edit existing Queries2
Advanced Keyword Search2
Save Lookups as Groups
Easy and powerful Lookups
Fast access to previous contact Lookups
Instant Access to Search
Universal Search
Sales Opportunity Management
Opportunity list view
Opportunity Lookups
Instant Quotes 2, 3
Multiple built-in ACT! sales processes
Track multiple products
Generate and import product list4
Opportunity date fields
Customizable Opportunities
New ACT! Sales Processes
Instant Quotes in ACT! Premium for Web with Word
Customizable Opportunities
Calendar and Activity Management
Rich text formatting in Activity details
Five calendar views including daily, weekly, and monthly
View global events
Change activity organizer
Automatic Outlook calendar sync2
ACT! activity scheduling from Outlook e-mails
One-click calendar copy
Calendar printing improvements
Calendar visibility improvements
Support for iCalendar
Smart Task
Marketing Communications
Built-in spell checker
Improved Mail Merge
Validate and correct addresses during Mail Merge
ACT! E-mail Find
Last Email Field
Last E-mail field
En Masse E-mail attaching
E-mail send from the Notes Preview Pane
Email marketing, survey and web forms, marketing results tab, and drip marketing
Mail merge in Sage ACT! Premium for Web with Word
Professionally Designed Email Marketing Templates15 that compliment Smart Tasks
Dashboards and Reporting
ACT! Dashboard
ACT! Premium Dashboard with team views
20+ preformatted/streamlined sales reports
Graphical sales pipeline with drill down to see opportunity details
Streamlined reports view
New Dashboards
13 New Reports
New OLEDB Provider
Data Sharing and Security
Group scheduling
Manage resources including conference rooms and equipment
Five security levels
Mark Notes and Opportunities as private
Secure Notes, History, and Opportunities en masse
Field level security
Company security6
Group and Company security7
Customization
Share drop-down lists across different fields
Field types – Picture, Yes/No, Memo, E-mail
Customizable drop-downs; utilize multi-select values 4
Customizable Priority, Activity, and History types4
Customizable opportunity field names and types with drop-down lists4
Administration
Scalability to accommodate larger teams8
View team memberships4
Grant Contact access en masse4
Lookup Contacts by access
Custom user permissions
Automatic database sync and backup4
Automatic database maintenance4
Password rules
Query-based sync
Improved administration for remote users4
Support for Non-Local Machine Administrators4, 9
Silent Install10
ACT! Scheduler in ACT!
ACT! Scheduler with hourly options11
Simplified installation of a remote database
Streamlined sync progress bar
Option to exclude attachments from backups11
Quick info for logged-in users
Create remote databases simultaneously
Specify currency at the time of database creation
Anywhere Access
Sage ACT! Connect*
Sage ACT! Premium Mobile
Smartphone i.e iPhone, iPad, Android, Windows Mobile, Blackberry, etc.12
Citrix® or Terminal Services13 support
ACT! Premium for Web (hosted or self hosted)
Integration
Peachtree by Sage2
Export to Excel®
Use ACT! as Outlook address book
Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, and Sage BusinessWorks2
ACT! e-mail client integrated with Outlook, Outlook Express, or Lotus Notes®
Create ACT! contacts from Outlook e-mail2
Attach Outlook e-mail to ACT! contacts
Specify default history types and create ACT! history from Outlook
Flexible Outlook rules and ACT!
Support for vCard
Outlook Contact Sync
Outlook Calendar Sync
Outlook Contact and Calendar Sync in the Sage ACT! Premium Web Client
Gmail Integration
Google Contact Sync
Google Calendar Sync

If upgrading from ACT! 6.0, Sage ACT! offers over 300 new features!

* Requires an additional subscription.
** Sage ACT! Scratchpad is not supported ina a Citrix environment.

¹ Not all fields can be linked and linked field types must be compatible.
² This feature is not available in ACT! Premium for Web.
³ Requires Microsoft Excel and Word 2003, 2007, and 2010.
⁴ In ACT! Premium for Web, this operation must be performed on the Web server.
⁵ ACT! must be added as an Outlook address book to use this feature.
⁶ In order to utilize Company Security, you must add the Company Access control to your layout.
⁷ Limited access Group and Company names will be viewable from the tree view, but all associated information will remain inaccessible.
⁸ Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at:
www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT per user.
⁹ Must be a member of the Microsoft Windows Administrator’s group to perform the following: install, register, and activate ACT. Features such as ACT! Scheduler (Premium product only), sharing database with other users, and changes to handheld sync settings must be performed by a Windows administrator.
¹⁰ Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
¹¹ In ACT! Premium for Web, administrative functions must be performed on the Web server.
¹² Requires additional purchase.
¹³ Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0.
¹⁴ Requires additional subscription.
¹⁵ Three Smart Task templates require a subscription to Sage E-marketing for ACT!.

Important Notes: Review Sage ACT! system requirements at www.act.com/2011systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Compatibility: Visit www.actsolutions.com or contact your add-on product provider to determine compatibility. Review ACT! Mobile Live system requirements at www.act.com/mobilesystreq. Sage ACT! 2011 now supports Firefox® 3.5 and 3.6, and Microsoft® Office 2010 32-bit version. In Sage ACT! Premium (access via web), Sage Business Info Services for ACT! import functions must be performed on the web server. Sage E-marketing for ACT! is powered by Swiftpage™

Important Note for ACT! 6.x or Prior Customers: Customer activation and registration are required to use Sage ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem-based database synchronization, and SideACT!.