Showing posts with label ACT2013. Show all posts
Showing posts with label ACT2013. Show all posts

New Security options for Handheld Contact

handheld_contact_logo_2As mobile demands grow, so do security concerns, and organizations using Handheld Contact have been asking for more control over their ACT! CRM data.

Limiting features and data access is an excellent, proactive approach for organizations to protect their data. And today — thanks to popular feedback from clients — we are excited to introduce two new security features that enable Handheld Contact administrators to do just that: One-Way Sync and Export Contacts Control.

 

One-Way Sync

With One-Way Sync, a Handheld Contact administrator can disable data modifying and adding on a per-user basis. The end-user still gets to take advantage of Handheld Contact's powerful interface to access the data they need, and the organization can improve the security and integrity of their ACT! database by limiting functionality.

 

Export Contacts Control

Export Contacts Control allows a Handheld Contact administrator to disable the Export Contact feature on a per-user basis. Once disabled, ACT! data on the end-user's mobile device cannot be exported from the Handheld Contact mobile app to the device's built-in contacts app. The device's built-in contacts app is accessible by other services and third-party apps, so by disabling the Export Contacts feature, you eliminate the risk of ACT! contacts falling into the wrong hands.

 

Using One-Way Sync and Export Contacts Control

These new security features are available for you to use today and are conveniently accessible from the Handheld Contact computer application. Simply upgrade the ACT! server with the latest Handheld Contact computer application and all the associated Handheld Contact mobile devices with the latest mobile app and you're ready to go.

 

Office 2013 integration in #ACTCRM 2013 SP1–Updated

13th July 2013: I have updated the information on the issues and options for the Click-To-Run version of Office
Also added links to new/updated articles re IMessage errors

I was watching this video by Will Ingleby of BluebirdCRM on the integration of ACT! and Office 2013 and, as I’ve fielded quite a few questions on this, I thought it worth reposting as well as adding a couple of comments below.

Sage ACT! 2013 and MS Outlook 2013 Compatibility Overview by BluebirdCRM
Some points to note:

Office 2013 isn’t formally supported, but I’ve found it works well with the following provisos.

Other than these points, it should work the same as for previous versions of Office … please let me know in the comments if you find anything else worth noting

 

Looking ahead with #SageACT! 2013

2013Welcome to the new year, I hope you all had a wonderful time over the festive season are are looking forward to making the most of your contacts in the new year.

I am feeling more positive for the direction of Sage ACT! at this time than I have been for a few years. Those of you who have seen some of my posts in the LinkedIN ACT! Fanatics Group will know that I have had some issues over the past 5 years with the way that Sage management has been developing the product and especially with their head-in-the-sand approach in avoiding any communication with the users.

ACT! is still one of the best and most loved products in its class. Its millions of users worldwide depend on its operation and ease-of-use to run and grow their businesses by maintaining and tracking the relationships we have with our contacts.

Well, last year, there was a change at the top and Dan Wilzoch took over as General Manager for the product. My conversations with him have so far been quite positive. The best sign that this is a positive change, is that, while there has been a loss of a number of staff who really knew the product and the needs of it’s users … this time they have promoted one of the ACT! stars, Benjamin Lederer, to the position of Product Manager.

For those who don’t know Ben, he’s been with Sage since 2005 (and Symantec before that) in a variety of technical, development and product management roles. I have spoken to him many times and I can tell you he knows the product. He talks to those that deal with the users and he understands how to make the technology work. I have had situations where I had explained a bug to a number of Sage staff and nothing was done. A 10 minute call from Ben for me to explain the cause I had identified and he had it fixed quickly in a patch.

His first responsibility as Product Manager will be ACT! 2013 Service Pack 1 – due January 8th.

The best thing about the management change, so far, has been that Ben has already been communicating the intended road map publicly …

For Service Pack 1, Ben has stated the following:

  • Microsoft Windows 8 and IE10 certification.
    Note: IE10 works in 2 modes, Regular and Metro.In Metro (the full-screen app), Microsoft has not included ActiveX controls, so ACT! won’t have word processing or reports in that mode
  • Microsoft Windows Small Business Server 2011 and Windows Server Server 2012
    This includes improving the APFW installer to work in SBS environments. This will have a positive effect on any deployment that has existing 64 bit web services (SharePoint, Exchange) and reduce the setup problems after ACT! is installed
  • Microsoft Office version 15 (2013)
    Note: This will be unofficial support at first. They have removed the code that would prevent you from using this product. It will still require Office to be installed in 32bit as Microsoft still hasn’t added the ActiveX controls to the 64bit version. But, this really doesn’t make a difference unless needing spreadsheets larger than 3GB and Microsoft recommends the 32bit install as I posted in a comment to this blog article
    Microsoft has added a new feature in Outlook that will create some problems. Now you can reply to emails within the preview pane. Actions performed in the preview pane do not trigger any add-ons. The Microsoft third party developer groups are looking for ways around this, but as of now no workarounds are available. If you use Outlook the way you always have, we suspect there will be no problems. If you use the preview pane to reply to messages history will not be recorded.
  • Other Enhancements
    • All record type checkboxes are now checked by default in the Copy/Move Data wizard
    • Database Startup view preference can now be any relevant view
  • Significant changes to the social media integration – see the Screencast demo Ben posted here
  • Over 25 customer reported bug fixes

This is a big improvement on the previous management who didn’t add Office 2010 support till the next paid upgrade rather than patching it in the current build.

There are still a number of issues with international data (phone numbers, dates and currency) both in the core product and in Premium Web. I have suggested to Ben that he calls me so I can properly explain these. Hopefully he’ll take me up on the offer as soon as he has time.

I will be posting some articles soon on mobility and social media for ACT! users as well as data security and a look at how hosted or SaaS. I think these are areas that are becoming more important to all of us.

Please add a comment to this article if there’s any topic you’d like me to address in a future article or if there are specific areas you think Sage needs to improve in the product. But remember that not all feature requests can be added as I explain in the article: How Are Product Management Decisions Made?

Well, that’s all for now … I hope you all have a successful 2013 and that Sage ACT! continues to help grow your business.

 

The History of ACT! – updated July 2013

A couple of users asked me about the history of ACT!, so I thought I'd post what I could remember:
  • 1986 Conductor Software (Mike Muhney and Pat Sullivan) developed QuotePro in Lotus Symphony. When this failed to be successful, they came up with another idea...
  • 1987 ACT! for DOS 1.0 (April 1st) - previously codenamed “YES!” – a recursive acronym for "Yes, Everybody Sells!". ACT! was also originally an acronym - first for "Activity Control Technology" and later "Automated Contact Tracking", before becoming just "ACT!"
  • 1988 Conductor Software renamed to Contact Software International on the advice of marketing gurus and authors, Jack Trout and Al Ries. They were also helped, in the early days by PR “Top Guns”, Regis McKenna - where Steve Jobs turned to for help for his fledgling company called Apple
  • 1990 ACT! for DOS 2.0 (August) - first version with network support
  • 1991 ACT! for Windows 1.0 - CodeBase IV engine compatible with dBase
  • 1992 ACT! for Windows 2.0 - Added network support for the Windows product
  • 1992 ACT! for HP95LX - the first mobile version for PDAs
  • 1992 ACT!PAK! - first add-on for ACT! developed by Oakhurst Systems
  • 1992 1st ACT! - cut down version for OEMs and single users.
  • 1993 Symantec purchased Contact Software International
  • 1993 First On-line support forums on CompuServe
  • 1993 ACT! for MAC - compatible database with 2.0 for Windows
  • 1995 ACT! for Newton
  • 1995 ACT! Mobile Link - two way sync for remote users
  • 1996 ACT! for Lotus Notes - later sold to original developers, ErgoTech
  • 1996 ACT! 3.0 (November) - Win95 product with added back-wards compatibility to run on Win 3.1
  • 1997 Symantec adds support for ACT! in WinFax Pro
  • 1997 ACT! PalmPilot Link (later ACT! Palm Link)
  • 1997 ACT! for Windows CE (July)
  • 1998 ACT! 4.0 - Added support for Windows 98 and Office 98
  • 1998 ACT! for Psion by Advansys 
  • 1998 WiredContact makes ACT! available via web browser and hosting
  • 1999 Symantec sold ACT! to SalesLogix (later Interact Commerce Corporation) - headed by Pat Sullivan, original co-founder of ACT!
  • 2000 ACT! 2000 (5.0) - Windows XP support added
  • 2002 QuickBooks Link for ACT! - the first accounting link FOR ACT!. Developed by Terry McKiernan of PinPointTools
  • 2002 Interact Commerce Purchased by Sage Group Plc (Best Software in North America)
  • 2002 ACT! 6.0 (later ACT! 2004) – Office 2003 support added
  • 2002 ACT! for Palm OS
  • 2003 Handheld Contact adds support for ACT! on Blackberry
  • 2003 ACT! for Web 1.0 for ACT! 6.0 - originally by dbDynamics
  • 2004 ACT! by Sage 2005 (7.0) - Complete re-write with .Net 1.x and MS SQL 2000
  • 2005 ACT! by Sage 2006 (8.0)
  • 2006 ACT! by Sage 2007 (9.0) - Changed to .Net 2.0 and MS SQL 2005
  • 2007 ACT! by Sage 2008 (10.0) - MS Vista and Office 2007 support. 10.02 added ability to add custom sub-tables via the SDK.
  • 2008 Launch of Community.act.com site (January) – Much improved communication between senior management and users
  • 2008 ACT! by Sage 2009 (11.0) – New Dashboard. Significantly improved Outlook integration and major improvements in stability, reliability, ease of install and speed. Added Vista x64 support and Safari for MAC users. Also free plug-in to provide links to Social Media such as LinkedIN
  • 2009 ACT! by Sage 2009 (11.1) – Added Relationship Tab. Expected in March?
  • 2009 Handheld Contact adds support for iOS – iPhone (iPad later)
  • 2009 ACT! by Sage 2010 (12.0) – eMarketing plus ability to set database currency
  • 2010 Sage ACT! 2011 (13.0) – Rename of product, Smart Tasks, sync of contacts and activities with Outlook
  • 2011 Sage ACT! 2012 (14.0) – Google contacts, activity sync and History, Scratchpad, Universal Search
  • 2012 Handheld Contact adds support for Android phones and tablets
  • 2012 Sage ACT! 2013 (15.0) – Social Updates and Smart Tasks improvements
  • 2013 Sage ACT! 2013 (15.1) – Adds support for later operating systems, Office and browser versions
  • 2013 Handheld Contact adds support for Blackberry V10 phones
  • 2013 Sage sells ACT! and SalesLogix to Swiftpage
  • 2013 Act! 2014 (post soon to this blog) – Re-branding, many productivity and administration enhancements to desktop, user/layout administration via Premium Web, Mobile web improvements

I don't know how useful this is to anyone, but was kind of nostalgic digging up my memories.