Pastel ACT! - Court Campus Pastel Brochures/ACT-Whats-New.pdf · ACT! E-marketing. There is new...

1 ACT! What’s New Version 13

Version 13 What’s New?

Pastel ACT! - What’s New Version 13

Pastel ACT! Version 13

What’s New?


ACT! by Pastel 2011 Version 13

What’s new in ACT! by Pastel 2011 Version 13

The ACT! by Pastel 2011 release is focused on a number of major improvements in ACT! and includes Smart

Tasks, Outlook Contact and Calendar integration and more. This enables you to work more effectively,

becoming more productive and better serve your contacts

New Features and Functionality

Smart Tasks

Smart Tasks allow you to schedule a series of common and connected steps. You can create your own

templates or use pre-setup Smart Task templates provided by Sage E-marketing for ACT!*. You have the

option to run the Smart Tasks manually or schedule them to run automatically.

*Requires additional subscription.


Outlook Contacts and Calendar Integration

Outlook Integration allows you to synchronise your activities and contacts between ACT! Premium and

Outlook. Setup automated synchronisation as well as determine what information is synchronised.


Quick Database Creations for New Users

After installation or when you open ACT! for the first time, you will have the option to create a New database

or open an Existing database.


Redesigned Welcome Page

The redesigned page has links to Help Topics, Tasks as well as Featured Videos assisting the user to get up

and running quickly.

Back and Forward Buttons

Back and Forward buttons have now been added to the Global Toolbar which enables you to easily navigate

through views. The Back button contains a drop-down list of your recently accessed views

Search and Email Access to Global Toolbar

The Search button contains access to Lookups and search Keywords. The Email button lets you view Email,

Write Email and Setup your Email Preferences

Increased Security for Attachments and Notes/History Editing

New security features were added to increased security control for backing up and saving attachments as

well as notes/history editing.


Backing up Attachments

Only an Administrator can backup attachments with the database

The Manager user will no longer have the “include attachments” option available. This

means a Manager user will be able to backup database but it will not contain any

Attachments

New Admin Tab

A new Admin tab has been added to the Preferences window where Administrator user/s can set

the following available options:

Restrict email from being read by other users who may be viewing a particular user record

Define a preference for all users in a shared database that restricts email from being

attached to the database

Define a preference for all users in a shared database that restricts attaching documents to

the database

Define a preference for all users in a shared database that prevents remote users from

seeing attachments that do not belong to the contacts in their sync set


Sage E-marketing for ACT!*

Sage E-marketing for ACT! is replacing the name for the connected E-marketing service, formally

ACT! E-marketing. There is new icon for the contact toolbar as well.

Sage E-marketing for ACT! is integrated “out of the box” with ACT! Premium 2011 Smart Tasks (3

Smart Task templates require a subscription to Sage E-Marketing for ACT!)

Email templates can now be launched as landing pages (pages hosted by Swiftpage)

The service now has an Advance Template Editor that can be used to edit imported templates

Swiftpage has added support for Microsoft PowerPoint, Microsoft Excel and text files as documents

that can be linked form an email template.

Documents and images can be managed in a library format instead of uploaded individually for each

template. The document library can store up to 100 documents and the image library can store up

to 500 images.

* Requires additional subscription.

Import Data Changes

Data import into your database has been improved in the following ways:

Easily import data from Excel, Text separated by tabs (.TXT) and text separated by commas (.CSV)

files. Mentioned option/s has been added to the list

Newly added panel was added to the Import Wizard which enables you to do a “Typical” or

“Express” type import or select “Custom” to the full Wizard for mapping fields and selecting other

options

Another new panel was added to let you create database fields on the fly for Excel, text separated

by tabs (.TXT) and text separated by commas (.CSV) files, more fields are mapped by default

Installation

A new option is available for installation that will allow users to install ACT! without installing Microsoft SQL

Server. If a user chooses this option they will not be able to create or upgrade a database

Drilldown to Filter by History Types

You can filter histories by type (emails and correspondence, completed activities, system changes or

attached files) on the history tab.

New categories with associated history types let you drill-down to see the histories you need. Select of clear

the entire history category.


Keyword search: New “All” option

An “All” option has been added to the Keyword Search

This added option is set by default as well as the All Look in areas.


Additional Information

Detailed System Requirements

All minimum system requirements are based on single user environment (one computer accessing a local

database)

Recommended server system requirements are for environments with more than one user accessing the

same database

Your system and setup must meet the minimum requirements in order to receive technical support

ACT! by Pastel 2011 Minimum System Requirements

System Requirements

- 2 GB available hard disk space - DVD drive - SVGA (800x600) or higher resolution monitor, recommended resolution is 1024x768 -Windows Installer Service 4.5 .NET 3.5 Service Pack 1 Processor speed for Windows® XP - 1.0 GHz Pentium® IV processor (or equivalent) - 1 GB system memory Processor speed for Windows Vista® - 1.8 GHz Pentium IV processor (or equivalent) - 1 GB system memory Processor speed for Windows 7 - 1.8 GHz or faster

Works With -Microsoft Office 2003, 2007, and 2010 (32-bit version only) (SP3 recommended for Office 2003 and SP2 recommended for Office 2007) - Microsoft Outlook Express 6.0 SP21 - Lotus Notes® 6.5, 7.0.2, and 8.0 - Eudora® 5.2 - Internet Mail SMTP/POP3 - Microsoft Internet Explorer® 7.02 and 8.0 - Adobe® Reader® 6.0 and 7.0 - VMware® Workstation 5.x and 6.x; VMware Fusion, VMware Server 1.x, 2.x - Citrix® software using Citrix Presentation Server™ 3.0, 4.0, or 4.5 - Parallels Desktop for Macintosh® 4.0; and Parallels Workstation 2.2 for Windows - Sun Virtual Box 2.x

ACT! by Pastel 2010 Operating System Compatibility Matrix

Client -Windows® XP SP33 (32-bit only)

- Windows Server® 2003 SP2 (32-bit and 64-bit)

- Windows Vista®4 SP1 (32-bit and 64-bit)

- Windows Server 20085 SP2 (32-bit and 64-bit)

- Windows 7 (32-bit and 64-bit)

Database Server: Microsoft SQL Server® 2008 Express (32-bit)

-Windows XP SP3 - Windows Server 2003 SP2 - Windows Vista SP1 - Windows Server 2008 SP2

Database Server: Microsoft SQL Server 2008 Express (64-bit)

-Windows Server 2003 SP2 (64-bit only)

- Requires manual set up of the Sage ACT! database instance

- Windows Vista SP1 (64-bit only) - Requires manual set up of the Sage ACT! database instance

- Windows Server 2008 SP2 (64- - Requires manual set up of the


bit only) Sage ACT! database instance

Database Server: Microsoft SQL Server 2008 Standard (32-bit)

- Windows Server 2003 SP2 - Standard - Data Center - Enterprise - Requires manual set up of the Sage ACT! database instance

Windows Server 2008 SP2 - Standard - Standard without Hyper –V - Data Center - Data Center without Hyper-V - Enterprise - Enterprise without Hyper-V - Requires manual set up of the Sage ACT! database instance

Database Server: Microsoft SQL Server 2008 Standard (64-bit)

- Windows Server 2003 SP2 (64-bit only)

- Small Business Sever R2 Standard - Small Business Server R2 Premium - Standard - Data Center - 64-bit Standard - 64-bit Data Center - 64-bit Enterprise

- Windows Server 2008 SP2 (64-bit only)

- Standard (with and without Hyper-V) - Web - Data Center - Data Center without Hyper-V - Enterprise - Enterprise without Hyper-V - X64 Standard - X64 Standard without Hyper-V - X64 Data Center - X64 Data Center without Hyper-V - X64 Enterprise - X64 Enterprise without Hyper-V - Small Business Server

Internet Sync Service Requirements

- Windows XP SP3 (32-bit only) - Professional - IIS 5.1 - ASP.NET

- Windows Server 2003 SP2 - Web Edition - Standard Edition - Enterprise Edition - Small Business Server - IIS 6.06 - ASP.NET7

- Windows Vista SP1 - Business - Enterprise - Ultimate - IIS 7.08 - ASP.NET

- Windows Server 2008 SP2 - Web Edition - Standard Edition - Enterprise Edition - IIS 7.09


- ASP.NET - Small Business Server

ACT! by Pastel 2010 Scalability Recommendations10

Users Processor Memory ACT! Version SQL Server

1-10 1.8 GHz Pentium IV (or equivalent)

1 GB ACT! by Pastel 2011 Express Edition

11-30 2.8 GHz Pentium IV 1 GB ACT! by Pastel 2011 Express Edition

31 – 50 3.2 GHz Pentium IV

3 GB ACT! by Pastel 2011 Standard Edition

1. Outlook Express is available on Windows XP and Windows Server 2003. 2. On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended. 3. Windows XP Professional limits the number of concurrent network connections to 10 (Home Edition limits concurrent connections to 5).

4. Windows Vista limits the number of concurrent network connections to 10 (Home Basic and Home Premium Editions limit concurrent connections to 5).

5. "Core Server Installation" of Windows Server 2008 is not supported.

6. 64-bit Windows must have IIS configured for 32-bit emulation.

7. 64-bit Windows Server 2003 must have ASP.NET configured to 32-bit mode.



10. Recommendations are based on in-house performance and scalability tests wherein, using simulated user loads, product performance was within 20% or 2 seconds

(whichever was longer) of single-user product performance. Databases used in the tests averaged 1000 contacts per user. Individual customer performance may vary

based on actual database size, hardware variations, network traffic, and product usage.

11. On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended.


Upgrading to ACT! by Pastel Version 13

Important Notice

For ACT! 2005 (V7), 2006 (V8), 2007 (V9), 2008 (V10), 2009 (V11) and 2010 (V12) users

It is critical that you create a backups of your email and all your contact databases before you upgrade to the

latest version. The latest version of ACT! uses a different Microsoft SQL Server version than used in ACT!

2005 (version 7) and ACT! 2006 (version 8)

Once you have installed and updated the database/s you CANNOT roll back to a previous version, unless

you have proper ACT! backups

You current database/s will be overwritten as soon as you update the them to the latest version.

For ACT! 2004 (v6) or earlier users

If you are using ACT! 2005 (v7), 2006 (v8), 2007 (v9) or 2008 (10) but still have ACT! 2004 (v6) or earlier with

Internet Mail setup, installed on the same machine, then this Internet Mail will be converted during the

installations of the new version of ACT!

It is strongly recommended that you rename your Email folder to ACT6_Email

The default location – C:\Documents and Setting\<user name>\My Documents\ACT\

For Multi – Users

If you are sharing a database with other users, all users must upgrade to the latest version of ACT! in order to

continue sharing the same database.

Prior to upgrading it is recommended that all users log out of the database. Users will be unable to log into

the newly updated database until their version of ACT! has been updated.

For Synchronisation Users

If you have been setup as a synchronisation user, your remote database will also have to be updated for you

to continue synchronising with the master database.

Best practice would be to have all sync user synchronise their databases with the master database prior to

upgrading to the latest version.

On Network / Internet Sync service

These sync services will need to be uninstalled and reinstalled from the new version install disc in order to

continue monitoring incoming syncs.

Special not for Handheld Link Users: Link for Palm OS & Pocket PC

Please note: There is no synchronisation with Hand Held devices on ACT! Premium 2011 (V13)

Preparing your computer for the Upgrade Process

The following will help ensure a successful install

Prepare to install

1. Ensure computer/s meets the minimum recommended system requirements for your purchased

product and supported operating systems. Also verify you meet the concurrent user limits and

licenses.

IMPORTANT: Microsoft SQL Server 2008 R2 Express is installed along with the previous version of Microsoft

Desktop Edition (MSDE) or SQL Server Express 2005. You must have available space to install SQL Server

2008 R2 Express.


2. Ensure all computers are up to date with Microsoft critical and recommended updates.

3. Sign on to all computers as a Microsoft Windows Administrator. If you do not installation may fail

4. If you use a software based firewall, you need to temporarily disable it to install ACT!

5. During installation, you can select Custom to install ACT! and/or Mircrosoft SQL Server Express to a

non-default location. To do this, ensure the following:

For ACT!: You have created a non-default location (directory) and enabled folder sharing

rights for it. The default location is \Program Files\ACT\.

For SQL Server Express: Installation folders are unique to this instance of the SQL Server.

None of the directories should be shared with directories for the other instances of SQL

Server. The default location is \Program Files\Microsoft SQL Server. For more information

refer to Microsoft documentation

IMPORTANT: Installing the software to a non-default location may break the integration with 3rd

party programs. You may have to reinstall these programs.

6. For users upgrading from ACT! Premium 2006 -2010 (V8 – V11) who synchronised database it is

essential to sync all remote database to the master database hosted on the server. Best practice

then would be to create new remote databases after the upgrade.

7. Perform database maintenance (Tools...Database Maintenance) on your database before the

installation removes the previous version

Upgrading your database

Once you have installed ACT! you will have to upgrade your database/s. Each database will upgrade

automatically upon opening. Upgrade process takes approximately 3 – 5 min

Outlook Users

Outlook Cache Mode:

If you are using ACT! e-mail with Outlook 2003 and Outlook is set to cache mode, several issues

can occur, including, but not limited to the following:

When closing/exiting ACT! e-mail, an error occurs

When deleting messages from the Drafts folder, the wrong e-mail is deleted

When deleting messages in the messages list, the focus jumps to the top message (rather than

the previous or next)

When you delete the top message in the messages list, the preview remains

Sent messages remain in the Outlook until you perform a Send/Receive from Outlook

The Find Messages feature in ACT! email finds only one message, but duplicates that message

in the list of found messages

It is not recommended that you use this mode. Please refer to Outlook 2003 documentation for

information on disabling cache mode

Address Book:

If you use Outlook Integration, you will have to reselect the ACT! Address Book after upgrading your

database

Pastel ACT! - Court Campus Pastel Brochures/ACT-Whats-New.pdf · ACT! E-marketing. There is new...

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