Sage Software introduced ACT! by Sage Premium for Real Estate 9.0 in May 2006.Ī Tailor-Made ACT! Solution For Financial Services Professionals “ACT! for Financial Professionals provides these tools, along with the mobile capabilities many advisors are seeking to help manage their book of business wherever they are.”ĪCT! for Financial Professionals is the second ACT! industry solution.

“Financial advisors require tools that help them work more efficiently, so they can prioritize time for converting prospects to clients, up-selling existing clients, and keeping their business in step with industry standards,” explained David van Toor, ACT! senior vice president and general manager.

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If you have a support issue, go to our knowledgebase: kb.actforadvisors. Citrix is supported using Presentation Server 3.0 and 4.0.ĪCT! by Sage customized for Registered Reps Users must be machine administrators in order to activate.ġ1 In ACT! Premium for Web, administrative functions must be performed on the Web server.ġ3 Citrix and Terminal Services require specific configurations. Silent Activation on machines requires Internet access. Software to distribute MSI package is not included. Features such as ACT! Scheduler (Premium product only), sharing database with other users, and changes to handheld sync settings must be performed by a Windows administrator.ġ0 Delivered as an MSI package.

You must purchase one license of ACT per user.ĩ Must be a member of the Microsoft Windows Administrator’s group to perform the following: install, register, and activate ACT. Published minimum system requirements found at:Īre based on single user environments.

If upgrading from ACT! 6.0, ACT! 2009 offers over 300 new features!ġ Not all fields can be linked and linked field types must be compatible.Ģ This feature is not available in ACT! Premium forWeb.ģ Requires Microsoft Excel and Word 2002, 2003, and 2007.Ĥ In ACT! Premium for Web, this operation must be performed on the Web server.ĥ ACT! must be added as an Outlook address book to use this feature.Ħ In order to utilize Company Security, you must add the Company Access control to your layout.ħ Limited access Group and Company names will be viewable from the tree view, but all associated information will remain inaccessible.Ĩ Scalability will vary based on hardware and size and usage of your database.

Act by sage 2007 system requirements