Mobile Solutions

ACT! for Palm OS® 3.0

ACT! for Palm OS 3.0 is an add-on product that provides mobile access for ACT! by Sage 2008 (10.0) and ACT! by Sage Premium 2008 (10.0). Now you can bring the power and convenience of ACT! to your handheld device.

ACT! for Palm OS 3.0 enables you to access critical ACT! information from a Palm OS handheld device so you can stay productive, whether you’re in the office or on-the-go. Access and update pre-defined fields as well as custom fields, notes and history, activities and calendar information, sales opportunities, and more.

Why Choose ACT! for Palm?

Experience true contact management from your handheld device.
Synchronize more data to your handheld device so you have complete information.
View Group and Company¹ information on your handheld device.
Utilize Opportunity features to better manage your sales from the road.
Customize your view so you can access information quickly.
View information in color so you can quickly recognize high priority items.
Track time spent on activities you have defined as crucial to your business.
Save time entering data on your handheld device.
Manage secondary contacts from your handheld device.

System Requirements:

Palm OS Device Minimum Device Requirements:

- Palm OS 3.5-5.4
- Minimum 33 MHz or higher processor
- Minimum 8 MB or higher memory
- Minimum 500K free memory plus 1K for each contact
- HotSync® Manager 3.5 through 6.0.1
- Palm Desktop 4.1 through 4.1.4E

ACT! for Palm 3.0 is compatible with the following ACT! solutions:

- ACT! by Sage 2008 (10.0.1, 10.0.2, and 10.0.3) and ACT! by Sage Premium 2008 (10.0.1, 10.0.2, and 10.0.3)
- ACT! by Sage for Real Estate 10.0.1 and 10.0.2 and ACT! by Sage Premium for Real Estate 10.0.1 and 10.0.2
- ACT! for Financial Professionals 10.0.2 and ACT! by Sage Premium for Financial Professionals 10.0.2

ACT! for Palm 2.0 is compatible with the following ACT! solutions:

- ACT! by Sage 8.0 and ACT! by Sage 9.0
- ACT! by Sage Premium for Workgroups 8.0 and ACT! by Sage Premium for Workgroups 9.0
- ACT! by Sage Premium for Real Estate 2006
- ACT! by Sage for Financial Professionals 2007 and ACT! by Sage Premium for Financial Professionals 2007

Please refer to the Installation Guide for details.

¹Companies and Groups may not be added, updated, or deleted on the device. Group or Company membership may be updated on the device. A Group or Company membership will not display if one or more of the fields used in the Group or Company dynamic membership rules is not included in the user’s sync set.

Experience True Contact Management from your Handheld

Because ACT! for Palm OS is a robust ACT! application native to the handheld device, it delivers many of the benefits of contact and customer management such as a linked calendar and task list, the ability to go directly to a contact record from a scheduled appointment, and the ability to view interactions with a contact or a customer from the contact record. In contrast, ACT! Link for Palm OS¹ and third-party synchronization solutions must use the Date Book and Address Book that come with Palm OS devices and do not provide the seamless experience of ACT! for Palm OS.

The following chart compares ACT! for Palm OS 3.0 and ACT! 2008 Link for Palm capabilities:

ACT! for Palm OS

ACT! Link for Palm

Synchronization
Synchronizes data to the native ACT! application on your Palm OS device to deliver all the benefits available in ACT!	Synchronizes to the built-in Palm OS Date Book and Address Book that comes with your Palm OS device¹
Mapping
Maps up to 50 pre-defined ACT! fields by default	Maps up to 15 pre-defined ACT! fields by default
Maps up to 15 custom fields	Maps up to 4 custom fields
Groups & Companies
Change and modify group and company membership²
Perform a lookup based on group and/or company
Displays Group and Company description views so users can tell the difference between Groups or Companies entered in ACT! having the same name
Supports limited access in ACT! to any Group or Company Record by user or by teams of users (ACT! Premium only)
Calendar
View ACT! activities on the ACT! for Palm OS calendar	View ACT! activities on the built-in Palm OS calendar
Associate contacts with activities
Create contact history when an activity is cleared
Schedule activities using Custom Activity Types³
Notes & History
Create notes and history that are shared among multiple contacts⁴
Opportunities
Edit and add Opportunities on the device
View, sort, and filter with Opportunity List View to view opportunities in a consolidated list
Associate multiple contacts to a single opportunity
Secondary Contacts
Manage Secondary Contacts
Custom View
Utilize the read-only Custom Field View with a snapshot of 15 critical data fields

^{1 ACT! for Palm OS and ACT! Link for Palm OS cannot be used simultaneously on the same machine.

2 Companies and Groups may not be added, updated, or deleted on the device. Group or Company membership may be updated on the device. A
Group or Company membership will not display if one or more of the fields used in the Group or Company dynamic membership rules is not included in
the user’s sync set.

3 ACT! for Palm OS users may not add, update, or delete Custom Activity Types from the device. Custom Activity Types must be added in the Windows
product.

4 ACT! for Palm OS users do not have the option to limit an update to a single contact. Any change to shared notes or history that is made on the device
goes to all shared contacts.}

Features Tour