Sage Act Pro 2013 User Manual
Sage Act Pro 2013 User Manual Rating: 5,9/10 2385 votes
Sep 18, 2012 This video will show you how to download the software, extract installation files, run the installer, register, activate, and begin using Sage ACT! For more in-depth training, please visit http. Pro 2011 Product Downloads. Date: Title: File Name: File Size: Description: Hot Fixes:: Sage ACT! 2011 SP1 Hot Fix 6: ACT2011SP1HF6.exe. How to Install Sage ACT! Pro 2011 SP1: 1-13-2010: Sage ACT! Pro 2011 Update - SP1 Plus HF1 (CA) ACTPro2011SP1CAUpdate HF1.exe: 89794 KB: How to Install Sage ACT! Pro 2011 SP1.
ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and it offers time-saving tools, such as a list of keyboard shortcuts, to make your work life more productive — and isn’t that what your work life is supposed to be?
Keyboard Shortcuts for ACT! by Sage
If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard shortcuts you can use to make your time even more productive. The following table lists common activities and the keys you press to access them:
Sage Act Pro 2013 Support
| Activity | Press This |
|---|---|
| Add a sales opportunity | Ctrl+F11 |
| Attach a file | Ctrl+I |
| Clear an activity | Ctrl+D |
| Close a menu or dialog box | Esc |
| Copy the selected text | Ctrl+C |
| Cut the selected text | Ctrl+X |
| Delete a contact, group, company, or lookup | Ctrl+Delete |
| Display the Timer | Shift+F4 |
| Exit ACT! | Alt+F4 |
| Insert note | F9 |
| New contact, group, or company | Insert |
| Paste the last cut or copied text | Ctrl+V |
| Print address books, calendars, reports, labels, or envelopes | Ctrl+P |
| Record history | Ctrl+H |
| Refresh | Ctrl+F5 |
| Schedule call | Ctrl+L |
| Schedule meeting | Ctrl+M |
| Schedule to-do | Ctrl+T |
| Toggle Edit Mode, contact, group, or company list | Ctrl+E |
| Undo | Ctrl+Z |
| Help | F1 |
| View Company List | Alt+F10 |
| View Contact List | F8 |
| View Contact Detail window | F11 |
| View Group List | F10 |
| View Monthly Calendar | F5 |
| View Task List | F7 |
| View Work Week User Roles | Shift+F3 |
User Roles in ACT!
- ACT 2013 Upgrade is not compatible with ACT 2010 and lower so you have to purchase all new software. Another way for Sage to make more money along with additional fees to use any of the extended functions.
- Discover Act Pro (formerly Sage Act Pro). Act contact management functionality is available to individuals and small teams, catering for up to 5 users. It's ideal for small businesses looking to introduce CRM. Learn more about Act Client Management Software by visiting our website or start an Act.
ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the following table shows the functions available to the various user levels:
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Sage Act Pro 2013 User Manual 2016
| Function | Administrator | Manager | Standard | Restricted | Browse |
|---|---|---|---|---|---|
| Activities | |||||
| Create/edit/delete own activities | X | X | X | X | |
| Edit/delete other users’ activities | X | X | |||
| Create/edit events | X | X | |||
| Synchronize Outlook activities | X | X | X | X | |
| Customize activity types | X | X | |||
| Manage Priorities List | X | X | |||
| ActivitySeries | |||||
| Create, edit, and delete my own activity series templates | X | X | X | ||
| Delete or edit activity series of others | X | X | |||
| Schedule activity series | X | X | X | X | |
| Communications | |||||
| Create/edit templates | X | X | X | ||
| X | X | X | X | X | |
| Enable a merge | X | X | X | X | |
| Contact, Companies, and Groups | |||||
| Create/edit contacts | X | X | X | X | |
| Create/edit groups and companies | X | X | X | ||
| Delete my contacts/companies/groups | X | X | X | ||
| Delete other users’ contacts/companies/groups | X | X | |||
| Change Record Manager for contacts/companies/groups | X | X | |||
| Customization | |||||
| Add fields | X | X | |||
| Access Layout Designer | X | X | |||
| Modify word processing and report templates | X | X | X | ||
| Customize menus/toolbars | X | X | X | ||
| Data Exchange | |||||
| Export to Excel from list views | X | X | X | ||
| Export data from File menu | X | X | |||
| Import data | X | X | |||
| Database Management | |||||
| Add user | X | ||||
| Back up database | X | X | |||
| Define fields and protected drop-down lists | X | X | |||
| Delete database | X | ||||
| Lock database | X | X | |||
| Change database preferences | X | X | |||
| Perform maintenance | X | ||||
| Restore database | X | ||||
| Run ACT! update | X | X | X | X | X |
| Opportunities | |||||
| Create/edit | X | X | X | X | |
| Delete my opportunities | X | X | X | ||
| Delete other users’ opportunities | X | X | |||
| Change Record Manager for opportunities | X | X | |||
| Manage opportunity processes | X | X | |||
| Manage opportunity products | X | X | |||
| Reporting | |||||
| Create/edit | X | X | X | ||
| Run reports | X | X | X | X | X |
| Synchronization | |||||
| Enable synchronization | X | X | |||
| Synchronize to another database or PDA | X | X | X | ||
| Manage Subscription List | X | X | X | ||
| Manage synchronization set-up | X | X | |||
| Premium Features | |||||
| Manage teams | X | X | |||
| Manage resources | X | X |