🔍  List Lookup

If you have ever had to look up emails in Act!, you know how tedious this process can be. You want to lookup all the contacts in Act! that AMA reported a bounce from, but you have to lookup each individually. List lookup allows you to select a field (email), select the operator (contains), and then past in your list of emails (one per line). List Lookup will then find all the Contacts in the database who match on any email in that list. This can also be used to find a list of Account Numbers, Phone Numbers, you name it.
Another use for List Lookup is for quick “Add To” lookups of non-unique values. For example, to lookup all Customers, Prospects, and Suspects in your database, simply launch list lookup, select “ID/Status field”, operator “Contains”, and then add “Customer”, “Prospect”, and “Suspect” in the list field, and it will immediately find all contacts that have those values in that field.

Watch video: https://vimeo.com/1101987535

🔍  New Mail Merge

Mail Merge Enhancements: Mail merge to Word and email now uses the same process and file formats as Act! in the Cloud—delivering a consistent experience across platforms and making it easier to work with templates and merged documents.

🧠 SQL 2022 Compatibility

Microsoft SQL 2022: Run Act! with confidence on the latest Microsoft SQL platform, ensuring smooth performance, stronger security, and compatibility with today’s business technology.

📝 Append to Field

 The replace utility currently allows you to do a lookup, and then mass replace the values in a particular field for those contacts with another value. For example, if you wanted to replace ID/Status for 100 contacts to “Customer”, it would replace whatever the existing values in that field with the word “Customer”.
But what if you didn’t want to “replace” the value in that field, but merely add or append to it. As the name implies, the “Append to field” applies changes to a field through editing or appending values, without removing any existing data. Now imagine using the same lookup as before, but this time "appending" the value "Customer" to the ID/Status field without removing what's already in that field. Updates are made safely with no lost data.

Watch video: https://vimeo.com/1101988105

📝 Act! Sidebar for Outlook

Act! Sidebar for Outlook Enhancements -  Act! v27 introduces several bug fixes to the Act! Sidebar for Outlook, increasing stability and improving user experience.​

• MTA - Side bar does not display date field data​
• MTA - Edit and Create Outlook setting is freezing Outlook​
• Preferences_cached.xml - not updating from Outlook after initial setup.​
• Sidebar opportunities always open with USD, not an alternative default currency​
• The "View History" popup does not appear in DE and FR locales​
• Sync button present in Outlook plugin for Nylas Users.​
• The "Act. Close Date" field appears blank in the "Opportunity Details" popup​

⭐ Primary Contact Plus

Primary Contact Plus performs many functions at once, but it’s primary purpose is to help users maintain data uniformity across all contacts in a linked company, keep the company table data current, assign a primary contact for each linked company, and then aggregate custom table data under that one contact.

Primary Contact performs all the following tasks at once:

• First, select the desired primary contact for a linked company, and then click Primary Contact from the toolbar.
• All contact data from the linked fields of that contact will be copied to the corresponding fields of the linked company.
• All linked contacts will then be updated with that new company data.
• The contact you selected will then use the “Favorite” checkbox to designate it as the Primary Contact of that Linked Company, deselecting the same from other linked contacts so there is only one Favorite.
• It then aggregates all the custom table data across all the linked contacts under the Favorite contact, and then updates the linked Company with that custom table data.

Watch video: https://vimeo.com/1102002572

🔄 Oppdater (Opportunities Updater)

Easily manage large volumes of opportunities with one step.

Oppdater lets you apply mass updates to Status, Process, or Stage for all opportunities in a lookup—streamlining pipeline management and eliminating repetitive edits.

Watch video: https://vimeo.com/1101988428

💻 Hybrid Platform:

Desktop or Browser. Your Choice.

Act! remains the only CRM that offers both desktop and web access — and v27 improves the desktop experience, no matter how you deploy it.