What's new in ACT! by Sage 2008?
Your critical information, all in one place.
The all-new interactive ACT! Dashboard gives you a comprehensive glance at your key information in a visual easy-to-use format. Roll-up key activity and opportunity information all in the single Dashboard view with the information you need to tackle your day and be more productive.
Click here for more Details (Dashboard on pg. 12)
What's new in 4Advisors 3.5?
Improved Preferred Mailing.
The Preferred Mailing Address feature automatically inserts the desired address into labels, envelopes, and letters. We have added new labels, envelope, and letter templates to reflect what is populated in the Preferred Mailing Address fields. The New Lock Address feature allows you to lock the Mail Name. See example below.
Lock Address Feature:
Enter in all the addresses then choose the desired preferred mailing address.
I chose “Home” in this example.
The MailName field is automatically populated with the Contact name for example “Sample Client”.
I wanted my labels, envelopes, and letters to show “Mr. and Mrs. Sample Client“ oppose to “Sample Client” so I made my change.
I then selected Lock Address. When performing the “Update Preferred Mailing Address”, all selected “Lock Address” will not be affected. |
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