Vigilus LLC

Calendar Integration with Unmodified Mail files
“Low Level” Calendar Integration with standard Notes mail files. This refers to AFN Activities & Notes Mail Appointments. New and edited ACT! for Notes Activities are automatically “pushed” to your unmodified mail file. Appointments in your Notes Mail DB can be manually “pulled” into AFN.

Bring Email from Unmodified Mail files
“Pull” Lotus Notes Mail from your Notes mail file into ACT! for Notes without the need to upgrade to the ACT! for Notes Mail Template.

“Opt Out” of Mass Communication
A Contact will sometimes request that no further correspondence be sent. With the "Opt Out" feature, you can specify which types of Mass Communications/Correspondence not to send. The system will also keep track of User attempts to send “opt out” communications.

Automatic Email Signatures
An ACT! for Notes User's signature block can be automatically inserted into an ACT! for Notes Email, based on a setting in that User's USER document.

Automatic Email Spell Checking
A setting in the User's USER document enables spell-check for outgoing Email.

Optionally Restrict Creation of Contact Document
A database-wide option in the Preferences Document allows you to specify that ACT! for Notes Users will onlybe able to create a Contact document based on a Company document (i.e., "Stand-alone" Contact documents will not be allowed).

Create an Activity from within the Calendar View
An AFN user can create an Activity document directly from the calendar view.

Clean Up Unlinked Contacts
A quick way to find Contacts that are not linked to a Company document and optionally remedy them.

Resolve Duplicate Contact or Company Docs and Associate Response Docs
A User can select one or more duplicate Contacts or Companies and declare a “winner”. The response docs of the “losing” doc(s) are associated with the “winning” Contact or Company doc. The “losing” Contacts or Company docs are deleted.

Notes 8 Compatible
Various Notes 8 and 8.5 design and behavior change caused incompaibilites resolved (Advanced Features Version 3.0.3)

Microsoft Office Integration and Office Document Automation
The Microsoft Office integration, powered by SWING Integrator™, gives you the power of real document automation. Produce highly formatted letters and documents with ACT! for Notes data. In-place creation and editing of Office attachments (both Notes and Web). PDF conversion. Mail merge letters and labels. Reporting, charting and data analysis. ( see more)

Create a Personalized Rich Text E-mail from an MS Word template
All the Word formatting and customized with ACT! for Notes data with a couple of clicks of the mouse! ( see more )

SWING Integrator licenses included in every purchase of Advanced Features for ACT! for Notes Version 3!

BizMobile® Ready
Works with BizMobile by Vigilus right out of the box. ( see)

Opportunity Management
Create an Opportunity document and associate it with a Contact. Sales Executive / Managers can track expected Sales by month, quarter, year. Track related Activities, Emails, Notes and key field changes within that Opportunity. Create and track as many Opportunity documents as you like. ( see more)

Send Activity Invitations to Contacts
Select one or more contacts who will receive E-Mail invitations. ( see more)

Make Skype Phone Calls
Optionally, call contacts using the Skype service. Requires installed Skype software and Skype-Out credits. ( see more)

Bring E-Mail from Mail File as E-Mail document
Optionally bring E-Mail from your Mail File as an E-mail document allowing you to reply to the E-Mail from ACT! for Notes.

Call Report
Measure and analyze activity by Sales Rep/Month/Contact. Select reporting timeframes (e.g., week, month, quarter, year) and what Activity types to display via Pop-ups - no programming needed. ( see more)

Recurring Activities
Create all Activity documents for a regular Staff meeting each Monday at 9:15 AM in one action. We have also added Enhanced alarms & email notifications. ( see more)

Activity Series
Create and save two or more Activity documents as an “Activity Series”. Use this “Activity Series” to create a set of activities for a Contact, for example, lead tracking or marketing campaign. ( see more)

Program Navigation
Use either the ACT! for Notes classsic navigator or new Outline navigator. ( see more)

Excel Export Utility
Simplified tool for exporting all or selected documents in a view or selected fields from a form to an Excel spreadsheet. ( see more)

Google Maps
Obtain location and directions for a Contact or Company. ( see more)

Soft Delete and Restore
The power of Lotus Notes Soft Delete enhanced to preserve ACT! for Notes Calendar Integration. When an Activity document is restored, it is also returns your Lotus Notes Calendar entry. ( see more)

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. ( see more)

Copy Contact and its response documents to another ACT! for Notes database with and without Dup Checking
You can use one copy of ACT! for Notes as "Leads" database and use this feature to copy a Contact to another ACT! for Notes "Customer" database.

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.

Reformat Phone Numbers
Change phone number format for one or more Contact or Company documents. Specify the phone format via a Preferences document setting; programming is not required. Great for handling different formats from imported Contacts.

Go to ACT! for Notes Overview

Go to Improved Advanced Features