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ACT! by Sage PRODUCT INFORMATION
 

 
       
 
 
  ACT! by Sage 2006 (8.0)
 
  ACT! by Sage 2007 (9.0)
 
  ACT! by Sage 2008 (10.0)
 
  ACT! by Sage 2009 (11.0)
 
  ACT! by Sage 2010 (12.0)
 
  ACT! Premium
 
  ACT! Premium for Web
 
 
 
  Accounts Master! - Linking ACT! to QuickBooks
 
  Handheld Contact - ACT! on your phone
 
  itTables - Custom Tables and Relationships
 
  itWorkflow - Automate workflow processes in ACT!
 
  itDial (TAPI) - link ACT! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from ACT!
 
  FetchURMail - Auto add contact info from system emails
 
  itImport - Import/Merge data into ACT! by Sage
 
  itExport - Export data from ACT!
 
  itScan - scan business cards directly into ACT!
 
  itCalendar.Net for ACT! by Sage
 
  itService - Automatically run itImport and itExport
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 
Accounts Master! - Linking ACT! to QuickBooks







 
Accounts Master! - Linking ACT! to QuickBooks
  • Accounts Master! is under development. Move information will be available soon
  • It will link ACT! 2010 to many accounting and ERP solutions with QuickBooks support to be added first
  • To be kept up-to-date or to be on the beta, please follow the GL Computing Blog and join the LinkedIN ACT! Fanatics Group
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    Accounts Master! Highlights (note: some features may not be in the initial release)

    • Automated linking of Contacts (Clients and Vendors) in accounts system to Contacts in ACT! - all accounting contacts will be sent to ACT! and either linked to current contacts or added.
    • Automated linking of Products in accounting system to Products in ACT! - all accounting products will be sent to ACT! and either linked to current products or added.
    • New accounting contacts/products added to ACT!
    • View Summary of account status in linked Contacts in an ACT! Tab
    • View accounting transactions for linked Contacts and drill down to show detail
    • Create Invoices in Accounting software from Closed-Won sales opportunities in ACT!
    • Sends back accounting Invoice Number to Sales Opportunity field for tracking
    • Invoice creation can be automatic or require manual approval by accounts staff (automatic only if contacts/products match)
    • Allow accounts staff to create contacts/products from Accounts Master! console if not already in accounts software
    • Updates Sales Opportunity if accounts department modifies invoice
    • Advanced searching and reporting combining data from ACT! and accounts
    • Licensing security to determine which ACT! users can see accounting data
    • Works even if ACT! and accounting products in defferent locations
    • Supports remote ACT! users via sync or web without requiring the user to have access to the accounts system
    • Supports multiple accounts to support hosted solutions of ACT! and accounting
    • Supports international versions of QuickBooks - list of supported versions available on request
    • Other ERP and accounting products to be supported depending on demand
         
         
     
     
               
    
     
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