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Nos webinaires sur Act!
LA DIFFÉRENCE ENTRE
les bases de données Windows, Web et distantes
Comprenez les différences entre les fonctions de chaque méthode d’accès
Les différences entre Web et Windows diminuent chaque année avec chaque nouvelle version. Le tableau ci-dessous présente les différences actuelles entre l’accès à la base de données principale, une base de données "web" et une base de données distante. Nous espérons que ces distinctions vous aideront à déterminer la stratégie de déploiement qui convient le mieux à votre équipe.
Cette table de comparaison reflète les fonctions incluses dans les nouvelles versions. Certaines fonctionnalités peuvent ne pas être disponibles dans les anciennes versions de Act!
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Fonctions
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Local Master Database
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Web Database
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Remote (sync) Database
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Full Contact, Company & Group Management
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Create & Manage Contacts, Companys, and Groups
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Duplicate Checking settings, scan for duplicate records
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Create and Manage Secondary Contacts
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E-Mail Document option on Document tab
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Email from template
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Write, Email, and Merge Mail
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Add document attachments as shortcuts
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Replace, copy, or swap field data for multiple contacts
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Create & Manage Companys
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Copy or move contact data
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Act! Dialer
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Fax integration
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Social Updates
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Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
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Edit phone number format defaults
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History recorded when printing a document (Mail merge directly to printer does create history).
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No option to "Open each view in its own window" in Preferences
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Quick Print
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Create or Edit Layouts (see list of web limits below)
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Layout Designer Limitations in Web: Change fonts, text alignment or colours, or width of layout
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Full Calendar Management
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Create and manage scheduling
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Create and manage custom activity types, resouces, & priorities
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Create or Manage Activity Series
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Schedule resources within activities
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Create or Manage Smart Tasks
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Timer
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Use of Act! Resources when scheduling
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Edit List Values for the Regarding field when creating an Activity
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Full Opportunity Management
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Create and manage Opportunities
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Create and manage products
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Create and manage processes
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Create and manage sales stages
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Freeze Columns in List View
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Administration Features
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Add, edit or delete database fields
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Add, delete, enable, or disable users
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Define a password policy
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Use of Act! Diagnostics utility (ACTDIAG)
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Setup and use field triggers
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Database maintenance (check, repair, reindex, delete)
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Use of Act! Scheduler
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Manage Addons Feature
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Preferences: Colours & Fonts
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Preferences: Communication Tab
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Backup and restore databases
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Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
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Full Marketing Features
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Act! Marketing Automation
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Act! emarketing
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MailManager4act
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Full Report Management
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Create new or edit existing report templates
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Insights (v20 or higher)
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3rd Party reporting tools
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Create new or edit existing Dashboards
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Searching & Lookups
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Lookup Menu from Pull-down menu
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Left Side Navbar Lookup field
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Advanced, Universal & Keyword Search
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Show "Look For" Option in List View
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Lookup > Contact Activity
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Lookup by Example
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Synchronization Management
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Create and re-create remote databases
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Initiate or schedule synchronization
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Install remote databases
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Synchronize Act! data with a handheld device
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Unpack and restore remote databases
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Remote database synchronization panel (edit, delete remote databases, and sync sets)
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MS Office Integration
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Only available in Web with Internet Explorer
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Importing
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CSV files
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Excel files
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Dbase
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Act! database
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Outlook
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Exporting
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CSV files
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Excel files (using Export to Excel function)
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Act! database
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Txt files
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Custom Tables (Premium Plus)
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Manage Custom Tables Menu
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Edit custom table data
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Import into custom tables
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Manage Templates
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Sequential Field Settings
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Activity Fields
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Editing Field Security settings
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Right click functionality
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Presents browser options in Web
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Customize menus and toolbars
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= Included
= Not Included
= Partially Included
Définitions :
- La base de données principale locale (Local Master) se trouve sur votre serveur ou votre poste de travail et ne peut être consultée directement que par le personnel autorisé de Keystroke
- La base de données "Web" est le moyen efficace d’accéder à la base de données hôte avec un navigateur, une tablette ou un smartphone.
- Une base de données distante est créée à partir de la base de données hôte et est déployée localement sur les ordinateurs des clients pour une utilisation avec le logiciel Act! sur windows. Ces bases de données se synchronisent avec la base de données hôte.
* Certaines des fonctions Web énumérées ci-dessus peuvent nécessiter la dernière version du logiciel Act!
