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1.
[new]
Microsoft Office Integration and Office Document Automation
The optional
[i.e., additional licensing required]
Microsoft Office
integration, powered by
SWING Integrator™,
gives you the power of real document automation. It tightly integrates
ACT! for Notes/Advanced with:
-
MS Word
– the #1 tool of choice for document authoring
-
MS Excel
– #1
data analysis tool
-
PDF
– the
standard for delivering compact, secure documents.
Users can now:
-
Produce
highly formatted Word, Excel or PDF documents, with ACT! for Notes/Advanced
data
-
Report
and
analyze sophisticated Excel reports, derived on
ACT! for Notes/Advanced data
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Save
contents of Office documents, via
User-defined bi-directional
field exchange
with ACT! for Notes/Advanced, and edit documents in-place (both Notes and Web)
-
Email
Office documents as PDF
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Dynamically
assemble
contracts, proposals, and other documents with conditional and
optional sections, based on user-defined rules
-
Reuse rich text
fragments
and images from content library (e.g. standard clauses)
-
Perform mail-merge to print labels with ACT! for
Notes/Advanced data
2.
[new]
Soft Delete and Restore
The power of Lotus Notes Soft Delete enhanced to
preserve ACT! for Notes/Advanced Calendar Integration. When an Activity document
is restored, it is also returns your Lotus Notes Calendar entry.
3.
[new] Synchronize Company
fields to linked Contacts
When you make a change to a Company document, update selected fields of all
linked Contact documents in one action.
4.
[new] Copy Contact and its response documents to
another ACT! for Notes/Advanced database with and without Dup Checking
You can use one copy of ACT! for Notes/Advanced
as "Leads" database and use this feature to copy a Contact to another ACT! for
Notes/Advanced "Customer" database.
5.
[new] Duplicate Checking when creating a new
Contact or Company
This optional feature will tell you when there appears that a contact or company
document already exists for the new contact or company you are creating.
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