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ACT! by Sage Products and Solutions
ACT! for Palm OS |
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Related Literature
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ACT! for Palm OS enables access to contact and customer information from a Palm OS handheld device. Because ACT! for Palm OS is a robust ACT! application native to the handheld device, it delivers many of the benefits of contact and customer management such as a linked calendar and task list, the ability to go directly to a contact record from an scheduled appointment, and the ability to view interactions with a contact or a customer from the contact record. Users can access and update pre-defined fields as well as custom fields, notes and history, activities and calendar information, sales opportunities, and more. Now you can bring the power and convenience of ACT! to your handheld device.
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ACT! for Palm OS allows you to:
- Experience true contact management from the device
- Synchronize more data to your handheld device so you have complete information
- View Group and Company information on the device
- Utilize Opportunity features to better manage your sales from the road
- Customize your view so you can access information quickly
- View information in color so you can quickly recognize high priority items
- Track time spent on activities you have defined as crucial to your business
- Save time entering data on the device
- Manage secondary contacts from the device
System Requirements:
Palm OS® Minimum Device Requirements:
- Palm OS 3.5-5.4
- Minimum 33 MHz or higher processor
- Minimum 8 MB or higher memory
- Minimum 500K free memory plus 1K for each contact
- HotSync® Manager 3.5 and 4.1.0
- Palm Desktop 4.1
ACT! for Palm OS 2.0 is designed to operate with ACT! by Sage 2006 (8.0.2) and 2007 (9.0) and ACT! by Sage Premium for Workgroups 2006 (8.0.2) and 2007 (9.0). In order to use ACT! for Palm OS with ACT!, ACT! must be installed on a qualified computer. See ACT! system requirements for more information.
Always have the most recent changes regardless of where you entered them.
- ACT! for Palm OS performs field level synchronization with your desktop component so your desktop and device are always in sync
- Use the built-in reports to quickly summarize sales information.
- Create mail-merged documents to any contact or group of contacts with a single click.
- Access consistent information. Custom drop-down lists for sales opportunities and activities sync down to the device.
- Groups and subgroups created on the desktop will be on the Palm for easy management of account-based activities.
- Import contacts, activities, and tasks directly from Palm Desktop into desktop component, then sync these items to your device.
Currently using ACT! for Palm OS?
ACT! 2006 and ACT! 2007 delivers a host of new features and functionality. We have updated ACT! for Palm OS 2.0 to support several new features in ACT! 2006 and 2007, as well as added a few new features specific to the handheld device. ACT! for Palm OS delivers all the great features of your existing Palm product, as well as the following:
- Color support so you can view items by priority.
- A Custom Field view
for quick access to critical information.
- The ability to view, edit and add opportunities from the device.
- Opportunity List view for viewing your opportunities in a consolidated list.
- The ability to add multiple products
to an opportunity.
- Group and Company membership
viewable on the device for each contact.
- Custom Activity Types
for better tracking of time spent.
- Multi-contact notes and history to save you time when entering data.
- The ability to manage secondary contacts from the device.
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| 1. |
Certain field data types may not map to ACT! for Palm OS including memo and picture fields. All fields in the custom field view are read only. |
| 2. |
Products may not be added, updated or deleted on the device. New products must be added in the Windows product. |
| 3. |
ACT! for Palm OS users may not add, update or delete custom activity types from the device. Custom activity types must be added in the Windows product. |
| 4. |
ACT! for Palm OS users may not add, update or delete custom activity types from the device. Custom activity types must be added in the Windows product. |
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Important Note: ACT! for Palm OS is compatible with ACT! by Sage 2006 (8.0.2) and 2007 (9.0) and ACT! by Sage Premium for Workgroups 2006 (8.0.2) and 2007 (9.0). ACT! for Palm OS 2.0 is not an upgrade from ACT! for Palm OS 2006. Regarding Certain Preferences and Permissions for ACT! 2006 (8.0.2) Customers: ACT! for Palm OS does not enforce certain preferences and permissions defined in ACT!, including the “allow history editing” preference, the “allow notes editing” preference, the “delete records” user permission, and the “allow editing” field definition. As a result, ACT! for Palm OS users may edit contact history, edit contact notes, delete records, and edit read-only fields, and these changes will be reflected in ACT! after the next two-way synchronization.
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