What's New in ACT! v16 Brief

Twelve/Three has received additional official materials on what is new in the upcoming version. This confirms many of the rumors from our “unofficial features” page!

Big mention: Official support with Office 2013! Act! v16 will be fully compatible with Windows 8 and Microsoft Office 2013.

View the document full screen here.


Streamlined Company Management & Global Actions Increase Sales Effectiveness

• Automatically associate exiting and new contacts with a company
• See consolidated view of notes, history, and activities for all contacts
• Perform global actions for all contacts at a company – like emailing or scheduling
• Company records are automatically created when first contact is added
• Bi-directional linking from contact to company & company to contact
• Optional and configurable based on business preference
• Available with Act! Pro, Act! Premium, and Act! Premium Mobile

New Calculated Fields Drive Prioritization and Maximize Customer IQ

• Drive productivity based on actionable data and intelligent prioritization
• Perform calculations automatically in a field using data from other standard or custom fields
• Calculate based on age, date, percent, dollars, values, currency, and more
• Send contract renewals, birthday and thank you notes, service reminders, and more – driven by calculated data
• Prioritize sales opportunities based on calculated thresholds, deal value, or commissions
• Create lookups and groups based on calculation results and perform individual or global actions
• Leverage automated Smart Tasks and integrated emarketing services to advance sales and enhance relationships
• Generate reports or export to Excel® with one click to perform additional analysis

New History View Provides an Insightful Look Back

• Easily view all completed activities – including to-dos, calls, emails, and meetings – in one convenient place
• Reference an aggregate timeline of completed actions such as system changes, deleted contacts, and field changes
• Search, sort, and filter history records, then perform global actions that are automatically added to individual records
• Assess productivity, performance, and responsiveness by reviewing all completed user activities
• Review all activities and actions performed for a contact or company to see a timeline of their experience as a customer
• Export history to Excel® in one click to perform additional analysis and gain deeper insights

Act! Premium Mobile Enhancements Drive Productivity in the Field

• Bring key elements of the desktop experience to your mobile device
• Create, view, and edit groups in Act! Premium Mobile
• Take individual or global actions from within groups such as sending emails
• View companies and a consolidated history of activities for all contacts
• Automatically link new and existing contacts to company records
• Scroll through, select, and view records in a new split-screen tablet view

Usability and System Improvements for Speed and Peace of Mind

• Reschedule activities en masse for multiple contacts from a task list or company record, or multiple activities in a single contact record
• Receive proactive alerts about the success or failure of background system events such as backups or sync
• Configure notification rules and specify email recipients by task
• Quickly add new fields and manage layouts within the Act! Premium Web Client15 instead of on the server or via your hosting provider

©2013 Swiftpage ACT! LLC. All rights reserved. Swiftpage, Act!, Saleslogix, and the Swiftpage product and service names mentioned herein are registered trademarks or trademarks of Swiftpage ACT! LLC, or its affiliated entities. All other trademarks are property of their respective owners.
Important Note: Review Act! system requirements at www.act.com/systreq. You must purchase one license of Act! per user. Scalability varies based on hardware, size, and usage of your database. Visit www.act.com/marketplace or contact your add-on product provider to determine compatibility for your add-on products. Act! Pro customers should review Act! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile devices, tablets, and web browsers before subscribing to this service. You are responsible for all data-related charges. Based on your wireless plan, you may receive an extra charge from your carrier for the initial setup text message.

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