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NEW! ACT! by Sage 2008

Use Promo Code:
UPG07149

Act4Advisors Basic Bundles
This package includes:
  • 4Advisors v3.5
  • Scan and Organize v3
  • ACT! by Sage 2008
    Basic Bundles Starting at $389
    Call to Order 800.831.7636
  • Save Up to 60% on Upgrades
    Current users of Act4Advisors may qualify for a
    60% discount 4Advisors v3.5.
    Act4Advisors Upgrade Starting at $389
    Call to Order 800.831.7636


    **SPECIAL OFFER!
    Scan and Organize v3 is included with the purchase
    of 4Advisors 3.5.

    4Advisors 3.5 Starting at $199
    Buy Now


    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.

    New Reports .

    We have improved the Birthday reports for Contact, Spouse, and Family. We have added the Insurance, Contact Directory, Census, Phone List, and Status.

    ACT! is a registered trademark of Sage Software, Inc. Copyright 1999-2007 Allied Financial Software, Inc.