Act! Upgrade Guide

Get up to speed on the new features in Act!

If you are upgrading Act! from a previous version, this guide is perfect for you.

  • History List
  • Automatic Company creation
  • Calculated fields
  • Email alerts for Scheduler
  • Rescheduling multiple activities
  • Creating a Lookup from Universal Search
  • Creating new or editing existing field definitions from the Web version
  • Making basic updates to the Layout Design from the Web version,
  • Viewing, adding, or defining Groups and Companies in the mobile version
  • Recording history of email sends from the mobile version
  • Sending an email from the web or mobile version to each contact in a group
  • Filtering the Tablet version using the additional list views

With 60 pages of easy to follow directions, this Guide is a must for every business that has upgraded to the latest version of Act!. It also includes exercises for every topic to enable you to practice.

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