Feature Differences of Web, Windows, & Remotes

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Web, Windows, & Remote Databases

Understanding the feature gaps between each access method

Customers often ask us what control they're relinquishing by using a subscriber or web based database versus hosting the main host database themselves? The feature gaps between web & windows shrink each year with each new release, and the following is breakdown of the current feature differences between accessing the "master" database, a "web" database, and a remote "sync" database. We hope these distinctions will help users determine the deployment strategy most suitable for their team. These differences are illustrated in the chart below. Some features may not be available in previous Act! versions as this comparison chart reflects the features from latest version of each.

Application Task
Local Master Database
Web Database
Remote (sync) Database
Full Contact, Company & Group Management
Create & Manage Contacts, Companys, and Groups
Duplicate Checking settings, scan for duplicate records
Create and Manage Secondary Contacts
E-Mail Document option on Document tab
Email from template
Write, Email, and Merge Mail
Add document attachments as shortcuts
Replace, copy, or swap field data for multiple contacts
Create & Manage Companys
Copy or move contact data
Act! Dialer
Fax integration
Social Updates
Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
Edit phone number format defaults
History recorded when printing a document (Mail merge directly to printer does create history).
No option to "Open each view in its own window" in Preferences
Quick Print
Create or Edit Layouts (see list of web limits below)
Layout Designer Limitations in Web: Change fonts, text alignment or colours, or width of layout
Full Calendar Management
Create and manage scheduling
Create and manage custom activity types, resouces, & priorities
Create or Manage Activity Series
Schedule resources within activities
Create or Manage Smart Tasks
Timer
Use of Act! Resources when scheduling
Edit List Values for the Regarding field when creating an Activity
Full Opportunity Management
Create and manage Opportunities
Create and manage products
Create and manage processes
Create and manage sales stages
Freeze Columns in List View
Administration Features
Add, edit or delete database fields
Add, delete, enable, or disable users
Define a password policy
Use of Act! Diagnostics utility (ACTDIAG)
Setup and use field triggers
Database maintenance (check, repair, reindex, delete)
Use of Act! Scheduler
Manage Addons Feature
Preferences: Colours & Fonts
Preferences: Communication Tab
Backup and restore databases
Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
Full Marketing Features
Act! Marketing Automation
Act! emarketing
MailManager4act
Full Report Management
Create new or edit existing report templates
Insights (v20 or higher)
3rd Party reporting tools
Create new or edit existing Dashboards
Searching & Lookups
Lookup Menu from Pull-down menu
Left Side Navbar Lookup field
Advanced, Universal & Keyword Search
Show "Look For" Option in List View
Lookup > Contact Activity
Lookup by Example
Synchronization Management
Create and re-create remote databases
Initiate or schedule synchronization
Install remote databases
Synchronize Act! data with a handheld device
Unpack and restore remote databases
Remote database synchronization panel (edit, delete remote databases, and sync sets)
MS Office Integration
Only available in Web with Internet Explorer
Importing
CSV files
Excel files
Dbase
Act! database
Outlook
Exporting
CSV files
Excel files (using Export to Excel function)
Act! database
Txt files
Custom Tables (Premium Plus)
Manage Custom Tables Menu
Edit custom table data
Import into custom tables
Manage Templates
Sequential Field Settings
Activity Fields
Editing Field Security settings
Right click functionality
Presents browser options in Web
Customize menus and toolbars
= Included
= Not Included
= Partially Included

Definitions:

  • The "Local Master" database resides on your server or workstation, and can only be accessed directly with the Act! windows client by Keystroke authorized personnel.
  • The "Web" database is the thin client means to access the host database with a browser, tablet, or smartphone.
  • A "Remote" database", often called a "subscriber" database, is created from the host database and is deployed locally on customers computers for use with the Act! windows software. These databases sync with the host database.
* Some of the web features listed above as supported may require the latest version of the Act! software. 

Learn more about User roles and Security HERE

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Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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Fax : 416.499.1090
     
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