ENEWS > FALL 2007

From the ACT! Vault
Get More In-Depth Knowledge with ACT! White Papers

ACT! by Sage 2008 (10.0) Product Family: ACT! Security Model
Summary: ACT! centralizes and manages business-critical contact information for organizations of every size. The ACT! security model was developed to support stand-alone and workgroup implementations and provide consistency and flexibility to managers and IT personnel charged with protecting contact information.

ACT! security works in two ways, enabling data access by user role and data level. Users are assigned an ACT! user role based on the appropriate access level for their position in the organization, from “browse only” to “full administrative access.” Data security can be enforced at the database level, the feature level, the record level, and the field level.

ACT! by Sage and Microsoft® Office Integration
Summary: This white paper describes ACT! integration with Microsoft® applications, such as Microsoft Word, Microsoft Excel®, Microsoft Outlook® and Internet Explorer. It explores how ACT! users can capitalize on the capabilities realized with ACT! integration with Office and assumes the reader has a basic understanding of each. Integration capabilities addressed in this white paper pertain to the 2005, 2006, 2007, and 2008 versions of ACT!, ACT! by Sage Premium (formerly ACT! by Sage Premum for Workgroups), and ACT! by Sage Premium for Web. In some cases capabilities are only applicable to the latest release of ACT!, particularly ACT! integration with Outlook. Those instances will be identified as such.

To illustrate basic and advanced capabilities, this white paper will present user scenarios describing how to perform on-the-job tasks more efficiently using ACT! integration with Office applications.

ACT! Synchronization Architecture
Summary: This white paper provides an overview of the ACT! sync model, including a description of the key features, abilities, and concepts. It is directed at current users and potential customers seeking to perform a functional and technical evaluation of the product. Diagrams and examples are provided where appropriate, as well as greater detail on Internet synchronization, focusing on setup and configuration.

Rate Your Need for a Contact & Customer Management Solution
Summary: This paper is intended for individuals that are currently using paper-based records, written notes, spreadsheets, or a personal information manager (PIM), such as Microsoft Outlook or PDA software, to manage their business. The purpose of this paper is to help readers to determine if there is a better way of managing their contacts and customers and performing day-to-day business tasks.

In particular, this paper highlights the differences between contact and customer management and a PIM by asking readers to consider seven essential questions. Answering yes to even one of them means that their business could benefit from transitioning to a contact and customer management solution.

Using ACT! by Sage Premium in Microsoft® Terminal Server or Citrix® Presentation Server environments
The White Paper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix.

NOTE: other white papers to come include ACT! Scalability and Deployment and ACT! Architecture