What's New in Act!

The latest update to Act! Cloud introduces a redesigned Lookup experience, making it easier to manage searches without changing how Lookups work. The new Lookup drawer lets you create queries using dropdown options, view and modify active lookups, re-run your five most recent lookups, access saved queries, and open advanced query options—all in one place. The “My Record” option is now located under your profile icon and takes you directly to your contact record—making navigation faster and more intuitive. We've also improved the Actions menu for Contacts and Opportunities by adding sort functionality, allowing for quicker access to key actions based on your preferred order.

Learn more about the updates here
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We’ve recently made updates to improve Act! Cloud navigation and usability:

• New Actions Menu: You’ll now see an Actions menu in the top-right corner of Contacts, Companies, Groups, Opportunities, and Calendar pages. It gives you quick access to options like print and export—just like the top navigation bar.
• Tools Menu Moved: The Tools menu now lives in its own spot in the left navigation, so it’s easier to find.
• Group Visibility in Activity & History: You can now view both Sub-Groups and Parent-Groups when selecting Groups during Activity and History logging, making it easier to stay organized.
• Other Improvements: We’ve also made small upgrades to the navigation menus and how Activities and Histories are logged to help you work more efficiently.

View this Knowledgebase article for additional details.

Act! Mobile (formerly Act! Premium Cloud Mobile) now supports creating, editing, and managing companies using the Company Form Layout Designer—right from your mobile device. This update also introduces our new name: Act! Mobile, bringing the app in line with the Act! brand across platforms.

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The latest Act! Premium Cloud update introduces a more intuitive navigation experience by consolidating related sections into tabs within the left menu. This streamlined design allows users to easily switch between Contacts, Companies, Groups, Calendar & Task List, and Dashboards & Reports, including Act! Insights—improving workflow efficiency.

Act! Sidebar for Outlook has been enhanced with a refreshed design, customizable layouts, and new functionality, including the ability to view opportunities, create and edit notes, and log histories directly within Outlook.

Finally, a polished UI refresh ensures a cohesive look with a matching background color across the top and side menu, creating a more seamless user experience.

The latest Act! Premium Cloud Mobile update introduces a new Layout Designer, giving Admin users greater control over field visibility and customization in the mobile app. Easily configure contact pages by rearranging fields with drag-and-drop functionality and more. This update enhances flexibility, ensuring a more personalized experience for managing contacts on the go.

The latest Act! Premium Cloud update introduces a streamlined contact import experience with a modernized interface designed for efficiency. The new workflow simplifies batch uploads, ensuring accurate data mapping while reducing manual effort. Users can now easily organize contacts into groups during the import process, improving segmentation and accessibility.

To continue improving the Act! user experience, we converted an additional 10 popup windows to modals, including:

• Attach link (on documents tab)
• Attach File
• Display Map
• Select Users
• Reports View > Edit
• View Linked Fields
• Driving Directions
• Edit List Values
• Opportunity Graphs
• Customise Columns

To continue improving the Act! user experience, we converted an additional 8 popup windows to modals, including:

• Clear Activity
• Product List Page
• Duplicate Contact
• Activity Types
• Password Policy
• Sort Dialog
• Grant Calendar Access
• Deletion Confirmation

If you've happened to set an alarm for an Activity, you can now use the alarm pop-up window to clear the activity. When an alarm pop-up is presented, you can select "Clear Activity", which allows you to "Save and Follow Up", which works in the same way as if you had cleared the Activity from the Calendar or Task List