Software

Gather all of your information in Office OneNote 2007. View larger.

Gather and Organize Everything in One Place
With so much information coming your way--and in so many different forms--you need one place to keep it all and a tool that's flexible enough to capture it. Otherwise, information that could have been used to help make better decisions or make you more efficient is lost or difficult to find. Unlike paper-based systems, word processing programs, e-mail systems, or other productivity programs, OneNote 2007 delivers the flexibility to gather and organize text, pictures, digital handwriting, audio and video recordings, and more--all in one digital notebook on your computer. This software can help you become more productive by keeping the information you need at your fingertips and reducing time spent searching for information across e-mail messages, paper notebooks, file folders, and printouts.

Save Time By Consolidating Information
Taking notes on paper and transcribing them later can be time-consuming and difficult, and you run the risk of losing important pages. In addition, it's difficult to share data kept in a conventional paper notebook, and they're only good for capturing one kind of information: handwritten notes. When it's time to gather information from other sources and in different ways, other difficulties can arise. For instance, because most people don't have a way of digitally capturing unstructured information, they often print out Web research, and store information in file folders or on desks, which is difficult to find later and inaccessible when you're away. And sharing information with others can be challenging--even when using e-mail, it can be hard to hard to figure out what the plan is without reading through long e-mail threads that may or may not contain the information you need. OneNote 2007, however, gives you a solution with a flexible software program that enables you to gather virtually any type of information in one place. With your information readily available, you can be more prepared and informed.

Quickly Find What You Need
With OneNote 2007, finding information is easy and fast because it eliminates the guesswork of figuring out where you stored critical information. No more clicking through file folders and sorting through pages of paper notebooks to find the information you're looking for. Powerful search features give you the ability to locate information quickly, while allowing you to search across new types of content, like text in scanned documents or images, and spoken words in audio and video recordings. With easier access to the facts, you and your teammates can make better decisions.

With Office OneNote 2007, your team can work together more effectively. View larger.

Protect Your Intellectual Property
OneNote 2007 helps you consolidate various types of information--including freeform notes, images, documents, files from other Microsoft Office system programs, and rich media--and organize it in the way that works best for you. And because it keeps everything in one place, you don't have to worry about frequently saving or creating backups of your information--OneNote 2007 does this for you.

Ideal For Businesses
If you're attending an important meeting and don't want to rely on your memory, simply take meeting notes in OneNote 2007 to create a living repository of group decisions and brainstorming sessions that adds continuity and context to subsequent meetings. You can also catch all the details of customer calls and meetings by synchronizing typed or handwritten notes with Office OneNote 2007 audio and video recordings. If you're working outside of the office, gather information on your Microsoft Windows Mobile powered devices (including notes, audio recordings, and pictures) and transfer it to OneNote 2007.

And when it's time to share data with your colleagues, take advantage of OneNote 2007's export application programming interface to easily transfer information gathered in OneNote 2007 to your company's business systems, and in so doing reduce errors and wasted time spent rekeying the same information in different systems. Need to copy, paste, or print information from and into other 2007 Microsoft Office system programs? It's no problem with OneNote; this software lets you access and exchange information in Word, Excel, Outlook, and PowerPoint. You can even use OneNote 2007's drawing tools and tables to annotate and easily organize and manage information.

Find what you're looking for quickly using Office OneNote 2007. View larger.

Search and Link Options
OneNote 2007 lets you search and find keywords quickly within text, in images, and in audio recordings made within the application. You can also view hyperlinked search results in a summary task pane; a single click takes you to relevant results. For added convenience, view all open notebooks at once, use drag-and-drop functionality to easily arrange and rearrange your notes, and add hyperlinks to other pages in your notebook to quickly find relevant content. Manage tasks easily with two-way synchronization between OneNote 2007 and the 2003 and 2007 versions of Outlook, or link notes and other information to specific Outlook 2007 or Outlook 2003 contacts to help you better prepare for meetings and recall information easily. If you want to underscore a particularly important point, date, or other piece of information, mark notes with note tags, visually rich icons that make it easier to return to reminders, to-dos, and other action items.

Work Together More Effectively
With team members working from different locations and on multiple projects, communication, coordination, and information sharing can challenge group effectiveness and productivity. Teams often rely on e-mail messages to share information, causing confusion and bloated e-mail inboxes. Tasks, action items, agendas, and issues stored within static documents or document management systems are difficult to update, track, and access, and they prevent multiple people from working with the same information at the same time. OneNote 2007 helps people work together better by eliminating roadblocks that arise when information is isolated in paper notes or file folders, or on one person's computer. Groups can share information easily, work more productively, and keep track of projects, issues, and goals more effectively. Individuals can work together from the same notebook--whether online or offline--using shared notebooks. OneNote2007 manages changes made to the same notebook, eliminating the need to track versions or upload changes.

You can also create a team knowledge base so that everyone has access to the same information, helping to get new team members up to speed quickly, and minimizing duplicate efforts. Share notes even with non-OneNote 2007 users by sending your notes as HTML so that anyone with an e-mail client or Web browser can view them, and stay in control of your information by choosing which notebooks to share with your teammates and which to keep private, and help ensure privacy with password protection. You can even use OneNote 2007 as a shared digital whiteboard, enabling virtual teams to work together in real time, viewing and editing the same set of notes.

• Improves productivity by helping you and your team organize contact information, manage daily responsibilities, and communicate more effectively
• Usability enhancements to common features for improved efficiency
• Improvements to Group and Company management for easier tracking

Seize the day. Get a quick view of all calls, meetings, and to-dos for the day, including activity type and time. Customize your "Schedule-at-a-Glance by filtering which Activity Types" and which Priorities are displayed so you see precisely the information that is important to you. Drill down into any activity for more detail or to take further action.

Allocate your time wisely. "My Activities" is a complete, graphical view of all activities, including all calls, meetings, to-dos, and custom activities for a given date range you specify. Customize by filtering by Activity Type and Priority, and by private, cleared, timeless, and even Microsoft Outlook tasks.

Make the most of your opportunities. The "Opportunities Pipeline by Stage" pie or bar chart shows you where each of your opportunities stands, and is usable whether you're using the ACT! Sales Process or one customized to suit your business. Includes the total associated with each stage for the date range and status you specify.

Know who your best customers are. "My Opportunities" is a graphical representation of all your sales opportunities... by total and weighted total. Customize to see opportunities by date ranges including 30 days, 60 days, or 90 days, or view by opportunities open, "closed and won," "closed and lost," and inactive to for a deeper analysis.

Know who your best customers are. "Top 10 Opportunities" is a quick view of who they are, by total and weighted total. Customize to view by date range, status, or sort most columns in the list by name, total, company, and more. Drill down and take further action: add more detail to any opportunity, move it through the sales process, or schedule a follow-up. Even create, edit, and delete an opportunity directly from this view.

Gauge your success. This graphic representation of all "Closed Sales to Date" includes the total and weighted total for all closed sales opportunities. It gives you a better sense of how you're tracking towards your opportunity goals Ð and you can specify targets to easily see your progress. Customize by date range or status for deeper analysis.

MAKE THE MOST OF YOUR TIME. MAKE THE MOST OF YOUR OPPORTUNITIES

Multiple Contacts per Opportunity
Associate multiple contacts to a single opportunity to ensure you are aware of every contact within an organization that could impact the closing of a deal, whether they are an influencer, decision maker, or play another role. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

INTRODUCING THE ALL-NEW, INTERACTIVE DASHBOARD

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.

ACT! FUNCTIONS YOU USE EVERY DAY ARE STREAMLINED FOR GREATER EFFICIENCY.

Save Space in your Database by Adding Document Shortcuts to Activity and History Items
You can now add document shortcuts to Activity and History items without having to attach the full document. You save space and allow other non-ACT! users to edit the same document--ensuring you have the most updated document in the database.

Keep your Database Clean and Accurate With an Automatic Check for Duplicates by First and Last Name
You can automatically check for duplicate First and Last names contained within ACT! when entering a new Contact Record. When a duplicate record is found, a prompt will inform you that you are creating a duplicate Contact and will provide you with the option to continue or cancel the entry. You also have the option to set and define checking criteria for up to three fields so you only get the duplicate prompt when it matters to you.

Works With Other Software
ACT! 2008 works with multiple operating systems (including Microsoft Windows XP and the new Windows Vistaª operating system), and is compatible with the most popular releases of Office and Internet Explorer, including Office 2007 and Internet Explorer 7.0.

FASTER ACCESS TO MORE COMPREHENSIVE OPPORTUNITY INFORMATION.

Know All the Decision Makers By Tracking Multiple Contacts in One Opportunity
Make sure you're aware of all contacts within an organization that could impact the closing of your deal, whether they are influencers, decision makers, or in other positions. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

View the Complete Details of an Opportunity from a List View with Opportunity List Details
View all contacts or products associated with an opportunity from the Opportunity list view without having to open the opportunity. Save time by simply mousing over the opportunity in the List view to quickly identify additional information for that opportunity in seconds.

EASIER WAYS TO SEARCH AND ORGANIZE GROUPS AND COMPAINES.

Automatically Check for Duplicate Group and Company Records to Ensure Your Database Remains Clean and Accurate When a duplicate record is found, a prompt will inform you that you are creating a duplicate Group or Company and will provide you with the option to continue or cancel the entry. You also have the option to set and define duplicate record checking criteria for up to three fields so you are only prompted when required by your pre-determined conditions.

Maintain More Consistent Groups and Companies Record Structures By Using the Label Subgroups and Divisions
For example, many companies in your database may have divisions or departments with the same names, like "Sales" or "Marketing." With ACT! 2008, you can utilize "Sales" and "Marketing" as division names for as many company records as you wish. This improvement lets you maintain more consistent Group and Company Record structures for improved organization and data accuracy.

Enhance Your Search and Reporting Needs by Performing Advanced Queries for Groups and Companies
This will allow you to find Group and Company information more easily. Create new queries identifying all Groups and Companies listed as prospects or located in the same territory. You can save the Advanced Query for later searching and easily re-define the search criteria, reducing time spent on future searches. This enables you to better leverage your customer information based on the query results.

Easily Determine Group and Company Hierarchy--Including Subgroups and Divisions--by Viewing in Dialog Boxes
This not only allows for easier navigation, it also allows you to more clearly see relationships. With this hierarchy you can easily decipher which Subgroup and Division is associated with parent Group and Company records.

ACT! BY SAGE 2008 (10.0) FEATURES AND BENEFITS

Organize Contacts and Leads

• Track contact details, notes and history, appointments and to-do items, documents, and opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft Word and Excel, you can attach documents and spreadsheets to ACT! contacts so it's easy to quickly locate presentations, proposals, quotes, and more.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use Groups with 15 levels of hierarchy (14 Subgroups) to easily organize, communicate, and schedule related contacts.

Manage Daily Responsibilities

• Schedule calls, meetings, and to-dos quickly and easily, and filter each by priority, date range, or user. Access each with 5 Calendar views including Daily, Weekly, and Monthly, or from the Task List.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view.
• Use Activity Alarms to stay on top of deliverables. Incomplete activities roll over to the next day.
• Schedule an activity series for activities with multiple tasks. Activities are linked to one another so a date change in one will realign other activities if appropriate.
• Synchronize your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.
• Utilize ACT! Dashboard components Schedule At-a-Glance and My Activities to get a fast, accurate snapshot of key calls, meetings, and to-dos.

Track Sales Opportunities

• Use the built-in ACT! sales process or customize the sales process to suit your specific needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price. And, generate instant quotes1 for any opportunity without having to re-key information.
• View the graphical Sales Pipeline and drill down to see opportunity details.
• Choose from 20+ pre-formatted Sales Reports or export to Excel2 with one click for further analysis using built-in, customizable pivot tables.
• Utilize ACT! Dashboard components Opportunity Pipeline by Stage, My Opportunities, Top 10 Opportunities, and Closed Sales to Date for a graphical snapshot of how you're tracking toward metrics.

Communicate More Effectively

• Create, send, and track e-mail to/from contacts using ACT! E-mail Client integrated with Outlook Express or Lotus Notes, or integrate ACT! directly with Outlook.3
• Track customer correspondence for a history of all communications with a contact and its organization.
• Quickly identify your last communication with a contact using the Last Communication fields, including Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Word or the ACT! built-in Word Processor, which supports tables, graphics, HTML, and spell checking. And, use pre-formatted templates for e-mails, letters, and memos, and easily customize the HTML graphical templates to e-mail customers.
• Select a contact or a group of contacts and perform a Mail Merge to a letter or e-mail.

Gain Business Insight

• Perform a look-up on most fields or use Keyword Search and ACT! will highlight the keyword in a particular note, history, activity, or opportunity. Or, perform numeric look-ups such as greater than or less than queries.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries. Or, use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mail.
• Get a pulse on your business in a single view with comprehensive, graphical representations of key information with the ACT! Dashboard.
• Tailor ACT! to suit your business by customizing Priority, Activity, and History types, allowing for better tracking and analysis.
• Customize layouts, including changing colors, adding logos, and moving relevant field displays for greater visibility.

Access While Mobile or Remote

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS, Pocket PC, Windows Mobile 5.04, or BlackBerry4 devices.
• Print over 20 templates designed for popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
• Access critical contact and customer details through Citrix or Terminal Services5 when out of the office.

ACT! 2008 bundled with High Impact eMail and OfficeReady
The #1 selling contact and customer manager for 20 years, ACT! by Sage 2008 (10.0) improves productivity by helping you organize contact information, manage daily responsibilities, and communicate more effectively. With all your contact details at your fingertips, you can focus on what's important to your business--building stronger customer relationships. ACT! is easy to learn and use, and can be used out-of-the-box or customized to suit your needs. It also integrates with everyday tools like Microsoft Outlook, Excel, and Word. With more than 2.7 million individual users, ACT! continues to lead the industry in helping customers like you connect and succeed.

Special Promotion:
When you purchase ACT! 2008, you are also entitled to a free download of High Impact eMail and OfficeReady (a $199 value!).

High Impact eMail Professional lets you create dynamic e-mail marketing campaign in minutes. It is an easy and smart way to communicate with your clients, customers, and colleagues. Plus it works directly with ACT! Contact lists.

• Customize and personalize your e-mails with eMail Merge.
• Use the 1,100+ pre-designed HTML templates and color themes for a professional look.
• Save time and money using ACT! Contact lists.

OfficeReady Platinum comes packed with 600+ templates to help you easily design professional marketing and business documents. Create polished newsletters, brochures, product sheets, proposals, and more!

• Save money and hours of work using templates designed for Microsoft Office.
• Gain flexibility by creating PDFs or converting PDFs back into Word documents using PDF RoundTrip technology.
• Personalize documents and marketing collateral using ACT! data.

• The #1 selling contact and customer manager worldwide; keeps track of all your contact and customer information in a single location
• Ideal for traveling; links to a Palm OS or Pocket PC device to synchronize your ACT! Calendar, Contacts, To-Do information, Notes, and History items
• Improved search functionality and greater integration with Outlook over previous versions

Enter virtually unlimited date- and time-stamped Notes and History to track every relationship detail. View larger.

Organize all of your contact data in one place for quick and easy access. View larger.

Stay on top of your schedule and prioritize tasks so you are productive. View larger.

Forecast and track sales opportunities for an improved bottom line. View larger.

Access and report on information quickly and easily. View larger.

Organize Your Contacts
ACT! is a single, central repository for critical contact and customer information captured across your business. It enables you to access detailed contact and customer information, manage calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.

With ACT! you can track complete customer data, including all contact details, your personal notes and customer history, appointments and vital to-do items, documents, and more. Offering over 60 pre-defined fields for each contact, you can easily sort and track your customers by any number of characteristics. The software even lets you attach documents directly into your customer's account information. If you are in Microsoft Word and Excel, you can easily attach documents and spreadsheets to ACT! contacts so it's easy to quickly locate vital information such as presentations, proposals, and quotes. Advanced customization features let you design your own layouts, and you can move relevant field displays to suit the unique needs of your business.

Stay in Touch and Connected
ACT!'s Contact Record lets you track all of your critical contact and customer communications for quick and easy referencing. With the software's e-mail client integrated with Lotus Notes or Microsoft Outlook Express, or integrated directly with Outlook, you can send outbound e-mails to contacts and create contact history on the Contact Record. ACT!'s Mail Merge feature even allows you to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically tracks a history on each Contact record.

A built-in word processor that supports tables, graphics, HTML and spell checking makes it easy to write letters directly from ACT! You can select a group of contacts and perform a mail merge to a letter or e-mail. Best of all, a history is automatically generated on each contact record every time you send correspondence. With ACT! you'll never lose track of your past correspondence again.

Prioritize Your Work
ACT! can help you stay on top of your deliverables by offering multiple calendar views, including daily and customizable work week views. Calls, meetings, and to-do items can be filtered by priority, date range, or user, and you can display totals for each type of activity. Built-in activity alarms will help you stay on top of all your time-sensitive deliverables, so you'll always be ahead of the game with your contacts. If you rely on communicating with colleagues who are not using ACT!, you can also synchronize your ACT! calendar with their Microsoft Outlook calendar to facilitate appointment scheduling and tasks.

Track Sales Opportunities
ACT! enables you to track sales opportunities from the initial inquiry through the closing to utilize the standard sales process, or you can create a customized process to suit your business. When working an opportunity, simply click follow-up and a new activity will be created automatically with details, thereby ensuring the prospect is managed as it moves through the process. The product list lets you easily enter repeated products or services, and can automatically fill in information such as name, item number, cost, and price. ACT! also gives you the options of choosing from over 20 pre-formatted Sales Reports, or exporting to Microsoft Excel with a single click for further analysis using built-in, customizable pivot tables.

Information on the Go
If you are on the road with your business, you can take your critical contact and customer information with you no matter where you go. With ACT!, you can link to a Palm OS or Pocket PC device to synchronize your ACT! Calendar, Contacts, To-Do information, Notes, and History items. Are you still using a paper organizer when you're out of the office? Don't fret! ACT! features over 20 printable templates designed for popular paper organizers so you always have your schedule with you.

• Student version intended for student and educational use only
• An integrated part of the 2007 Microsoft Office system
• Creates a living repository of class notes and brainstorming sessions that adds continuity and context to study sessions or group projects

Gather all of your information in Office OneNote 2007. View larger.

Licensing Restrictions
Please note these Microsoft Home and Student Edition licensing restrictions: This version of OneNote 2007 is for non-commercial, non-commercial location, educational use only, and is intended for use by qualified educational users only. (Example: In a household, only the students are eligible to use the software, however parents can use the software when assisting students.) You can install this edition on one PC in your home. This product does not qualify for future upgrade pricing or installations). You may not transfer your usage rights to another individual or allow them to install the program at another location. You are only eligible to use this product while you are a qualified educational user. Microsoft provides only installation support for this product.

Gather and Organize Everything in One Place
With so much information coming your way--and in so many different forms--you need one place to keep it all and a tool that's flexible enough to capture it. Otherwise, information that could have been used to help make better decisions or make you more efficient is lost or difficult to find.Unlike paper-based systems, word processing programs, e-mail systems, or other productivity programs, OneNote 2007 delivers the flexibility to gather and organize text, pictures, digital handwriting, audio and video recordings, and more--all in one digital notebook on your computer. This software can help you become more productive by keeping the information you need at your fingertips and reducing time spent searching for information across e-mail messages, paper notebooks, file folders, and printouts.

Save Time By Consolidating Information
Taking notes on paper and transcribing them later can be time-consuming and difficult, and you run the risk of losing important pages. In addition, it's difficult to share data kept in conventional paper notebooks and they're only good for capturing one kind of information: handwritten notes. When it's time to gather information from other sources and in different ways, other difficulties can arise. For instance, because most people don't have a way of digitally capturing unstructured information, they often print out Web research, and store information in file folders or on desks, which is difficult to find later and inaccessible when you're away. And sharing information with others can be challenging--even when using e-mail, it can be hard to hard to figure out what the plan is without reading through long e-mail threads that may or may not contain the information you need. OneNote 2007, however, gives you a solution with a flexible software program that enables you to gather virtually any type of information in one place. With your information readily available, you can be more prepared and informed, especially when it comes to homework and exams.

Quickly Find What You Need
With OneNote 2007, finding information is easy and fast because it eliminates the guesswork of figuring out where you stored critical information. No more clicking through file folders and sorting through pages of paper notebooks to find the information you're looking for. Powerful search features give you the ability to locate information quickly, while allowing you to search across new types of content, like text in scanned documents or images, and spoken words in audio and video recordings. With easier access to the facts, you can focus on completing your schoolwork in a timely, organized fashion.

With Office OneNote 2007, your team can work together more effectively. View larger.

Protect Your Intellectual Property
OneNote 2007 helps you consolidate various types of information--including freeform notes, images, documents, files from other Microsoft Office system programs, and rich media--and organize it in the way that works best for you. And because it keeps everything in one place, you don't have to worry about frequently saving or creating backups of your information--OneNote 2007 does this for you.

Ideal For Students
If you're attending classes where you need to take detailed notes, writing papers, or doing research, OneNote makes sure you can save and store large amounts of different kinds of information in one place. When it's time to prepare for an exam, or draft a research paper, everything you need will be at your fingertips. You can also catch all the details of different lectures by synchronizing typed or handwritten notes with Office OneNote 2007 audio and video recordings. If you wish to work from different locations, gather information on your Microsoft Windows Mobile powered devices (including notes, audio recordings, and pictures) and transfer it to OneNote 2007.

And when it's time to share data with teachers or other students, take advantage of OneNote 2007's export application programming interface to easily transfer information gathered in OneNote 2007 to your school's systems, and in so doing reduce errors and wasted time spent rekeying the same information in different systems. Need to copy, paste, or print information from and into other 2007 Microsoft Office system programs? It's no problem with OneNote; this software lets you access and exchange information in Word, Excel, Outlook, and PowerPoint. You can even use OneNote 2007's drawing tools and tables to annotate and easily organize and manage information.

Find what you're looking for quickly using Office OneNote 2007. View larger.

Search and Link Options
OneNote 2007 lets you search and find keywords quickly within text, in images, and in audio recordings made within the application. You can also view hyperlinked search results in a summary task pane; a single click takes you to relevant results. For added convenience, view all open notebooks at once, use drag-and-drop functionality to easily arrange and rearrange your notes, and add hyperlinks to other pages in your notebook to quickly find relevant content. Manage tasks easily with two-way synchronization between OneNote 2007 and the 2003 and 2007 versions of Microsoft Office Outlook, or link notes and other information to specific Outlook 2007 or Outlook 2003 contacts to help you better prepare for meetings and recall information easily. If you want to underscore a particularly important point, date, or other piece of information, mark notes with note tags, visually rich icons that make it easier to return to reminders, to-dos, and other high-priority items.

Work Together More Effectively
Group projects or study groups with other students working from different locations and on multiple projects can often be challenging. Too much reliance on e-mail to coordinate meeting times or share information can cause confusion and bloated e-mail inboxes. Key topics, assignment requirements, and other issues stored within static documents or document management systems are difficult to update, track, and access, and they prevent multiple people from working with the same information at the same time. OneNote 2007 helps people work together better by eliminating roadblocks that arise when information is isolated in paper notes or file folders, or on one person's computer. Groups can share information easily, work more productively, and keep track of projects, issues, and goals more effectively. For added convenience, individuals can work together from the same notebook--whether online or offline--using shared notebooks. OneNote2007 manages changes made to the same notebook, eliminating the need to track versions or upload changes.

If you're organizing a study group, you can also create a group knowledge base so that everyone has access to the same information, helping to get new members up to speed quickly. Share notes even with non-Office OneNote 2007 users by sending your notes as HTML so that anyone with an e-mail client or Web browser can view them, and stay in control of your information by choosing which notebooks to share with your teammates and which to keep private, and help ensure privacy with password protection. You can even use OneNote 2007 as a shared digital whiteboard, an option that is particularly helpful when studying for a test, enabling a virtual group to work together in real time, viewing and editing the same set of notes.

• Organize what you need to know about any customer, all on one screen
• Communicate with customers efficiently; send personalized e-mails or letters and create new mailing labels
• Simple to learn and use; set-up wizards get you up and running in 30 minutes

Consolidate all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place. View larger. View product demo (requires Flash).

Summarize all the key customer information you need in one place. View larger.

Share appointments with Microsoft Outlook Calendar. View larger.

Link files, e-mails, pictures or almost anything that relates to a customer or project. View larger.

Easily send personalized communications to a few or a few hundred customers. View larger.

Consolidate Key Customer Information
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it's you're in complete control.

To view a particular customer's QuickBooks financials, you can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it's an invoice, payment record, purchase order or check. You can also link directly to your customer's QuickBooks QuickReport. If you use Outlook to manage your calendar, simple click "New Appointment" and Customer Manager will launch Outlook and open an appointment window. You can then create an appointment that will appear in both Outlook and Customer Manager. (If you don't use Outlook, you can use the calendar built-in to Customer Manager to keep track of your appointments. It's easy-to-use and looks similar to a spiral-bound calendar you may keep on your desk.) And finally, the Name Record screen is the nerve center of Customer Manager and summarizes all the key customer information you need in one place. You can see details such as phone numbers, files, projects, appointments, and financial transactions -- all at one quick glance. You can access them in one click.

Among the many panes and action buttons that Customer Manager offers are customer profile, which includes the customer address, phone numbers, contacts, e-mail address, web site and more; recent history, which shows a chronological history of communications, appointments, QuickBooks financial transactions, and related notes and documents; and notes, which allows you to enter details of phone calls and general notes, such as directions to the customer's office, while you're talking with the customer on the phone, and much more.

You can even link files, e-mails, pictures --just about anything that relates to a customer or project -- into one place, regardless of which application it came from. So you can quickly view appointments and e-mails with attachments intact, as well as letters, faxes, logos, artwork, PDF files, spreadsheets, and more. It's easy to drag multiple e-mails at one time, and enter to-do reminders and notes from a phone call or project, and schedule events right in Customer Manager.

Thousands of Details, One Screen
An advanced Project Record feature lets you stay on top of everything related to a project on a single screen. You can use this feature to track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans, as well as set pop-up alerts to remind you of important tasks and appointments, ensuring that nothing slips through the cracks.

But even with all these consolidation features, Customer Manager still lets you keep in close, personal touch with your customers. With it you can easily send personalized messages to a few, or a few hundred, customers. With merge features that let you create Microsoft Word letter templates, you can use your customer information to create letters and labels for quick, cost-effective mailings to any number of your customers.

Easy to Set-up and Use
If you're familiar with QuickBooks financial software, learning how to use Customer Manager will be a breeze because it looks and works just like your financial software. The desktop looks like a browser, and you navigate with one click on the icons, toolbars and links. In fact, even if you are not familiar with QuickBooks, if you're like most people, you can install the software and run through the easy-to-navigate setup and be up and running in about 30 minutes. It's the best steps you'll take to keep your customers and their valuable information in close track.

• Personal organizer with day planner and 100s of printable calendars
• Track business and personal expenses; generate expense reports
• Synchronization with handheld device; downloadable add-ins

• Very easy to use!
• Ideal for mailing your holiday cards
• Free technical support from All-Pro Software

• Easy-to-use contact and customer-manager software
• Stay on top of schedule 24/7; share customer info securely
• Forecast, track, and report on sales opportunities

• Improves productivity by helping you and your team organize contact information, manage daily responsibilities, and communicate more effectively
• Usability enhancements to common features for improved efficiency
• Improvements to Group and Company management for easier tracking

Seize the day. Get a quick view of all calls, meetings, and to-dos for the day, including activity type and time. Customize your "Schedule-at-a-Glance by filtering which Activity Types" and which Priorities are displayed so you see precisely the information that is important to you. Drill down into any activity for more detail or to take further action.

Allocate your time wisely. "My Activities" is a complete, graphical view of all activities, including all calls, meetings, to-dos, and custom activities for a given date range you specify. Customize by filtering by Activity Type and Priority, and by private, cleared, timeless, and even Microsoft Outlook tasks.

Make the most of your opportunities. The "Opportunities Pipeline by Stage" pie or bar chart shows you where each of your opportunities stands, and is usable whether you're using the ACT! Sales Process or one customized to suit your business. Includes the total associated with each stage for the date range and status you specify.

Know who your best customers are. "My Opportunities" is a graphical representation of all your sales opportunities... by total and weighted total. Customize to see opportunities by date ranges including 30 days, 60 days, or 90 days, or view by opportunities open, "closed and won," "closed and lost," and inactive to for a deeper analysis.

Know who your best customers are. "Top 10 Opportunities" is a quick view of who they are, by total and weighted total. Customize to view by date range, status, or sort most columns in the list by name, total, company, and more. Drill down and take further action: add more detail to any opportunity, move it through the sales process, or schedule a follow-up. Even create, edit, and delete an opportunity directly from this view.

Gauge your success. This graphic representation of all "Closed Sales to Date" includes the total and weighted total for all closed sales opportunities. It gives you a better sense of how you're tracking towards your opportunity goals Ð and you can specify targets to easily see your progress. Customize by date range or status for deeper analysis.

MAKE THE MOST OF YOUR TIME. MAKE THE MOST OF YOUR OPPORTUNITIES

Multiple Contacts per Opportunity
Associate multiple contacts to a single opportunity to ensure you are aware of every contact within an organization that could impact the closing of a deal, whether they are an influencer, decision maker, or play another role. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

INTRODUCING THE ALL-NEW, INTERACTIVE DASHBOARD

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.

ACT! FUNCTIONS YOU USE EVERY DAY ARE STREAMLINED FOR GREATER EFFICIENCY.

Save Space in your Database by Adding Document Shortcuts to Activity and History Items
You can now add document shortcuts to Activity and History items without having to attach the full document. You save space and allow other non-ACT! users to edit the same document--ensuring you have the most updated document in the database.

Keep your Database Clean and Accurate With an Automatic Check for Duplicates by First and Last Name
You can automatically check for duplicate First and Last names contained within ACT! when entering a new Contact Record. When a duplicate record is found, a prompt will inform you that you are creating a duplicate Contact and will provide you with the option to continue or cancel the entry. You also have the option to set and define checking criteria for up to three fields so you only get the duplicate prompt when it matters to you.

Works With Other Software
ACT! 2008 works with multiple operating systems (including Microsoft Windows XP and the new Windows Vistaª operating system), and is compatible with the most popular releases of Office and Internet Explorer, including Office 2007 and Internet Explorer 7.0.

FASTER ACCESS TO MORE COMPREHENSIVE OPPORTUNITY INFORMATION.

Know All the Decision Makers By Tracking Multiple Contacts in One Opportunity
Make sure you're aware of all contacts within an organization that could impact the closing of your deal, whether they are influencers, decision makers, or in other positions. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

View the Complete Details of an Opportunity from a List View with Opportunity List Details
View all contacts or products associated with an opportunity from the Opportunity list view without having to open the opportunity. Save time by simply mousing over the opportunity in the List view to quickly identify additional information for that opportunity in seconds.

EASIER WAYS TO SEARCH AND ORGANIZE GROUPS AND COMPAINES.

Automatically Check for Duplicate Group and Company Records to Ensure Your Database Remains Clean and Accurate When a duplicate record is found, a prompt will inform you that you are creating a duplicate Group or Company and will provide you with the option to continue or cancel the entry. You also have the option to set and define duplicate record checking criteria for up to three fields so you are only prompted when required by your pre-determined conditions.

Maintain More Consistent Groups and Companies Record Structures By Using the Label Subgroups and Divisions
For example, many companies in your database may have divisions or departments with the same names, like "Sales" or "Marketing." With ACT! 2008, you can utilize "Sales" and "Marketing" as division names for as many company records as you wish. This improvement lets you maintain more consistent Group and Company Record structures for improved organization and data accuracy.

Enhance Your Search and Reporting Needs by Performing Advanced Queries for Groups and Companies
This will allow you to find Group and Company information more easily. Create new queries identifying all Groups and Companies listed as prospects or located in the same territory. You can save the Advanced Query for later searching and easily re-define the search criteria, reducing time spent on future searches. This enables you to better leverage your customer information based on the query results.

Easily Determine Group and Company Hierarchy--Including Subgroups and Divisions--by Viewing in Dialog Boxes
This not only allows for easier navigation, it also allows you to more clearly see relationships. With this hierarchy you can easily decipher which Subgroup and Division is associated with parent Group and Company records.

ACT! BY SAGE 2008 (10.0) FEATURES AND BENEFITS

Organize Contacts and Leads

• Track contact details, notes and history, appointments and to-do items, documents, and opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft Word and Excel, you can attach documents and spreadsheets to ACT! contacts so it's easy to quickly locate presentations, proposals, quotes, and more.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use Groups with 15 levels of hierarchy (14 Subgroups) to easily organize, communicate, and schedule related contacts.

Manage Daily Responsibilities

• Schedule calls, meetings, and to-dos quickly and easily, and filter each by priority, date range, or user. Access each with 5 Calendar views including Daily, Weekly, and Monthly, or from the Task List.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view.
• Use Activity Alarms to stay on top of deliverables. Incomplete activities roll over to the next day.
• Schedule an activity series for activities with multiple tasks. Activities are linked to one another so a date change in one will realign other activities if appropriate.
• Synchronize your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.
• Utilize ACT! Dashboard components Schedule At-a-Glance and My Activities to get a fast, accurate snapshot of key calls, meetings, and to-dos.

Track Sales Opportunities

• Use the built-in ACT! sales process or customize the sales process to suit your specific needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price. And, generate instant quotes1 for any opportunity without having to re-key information.
• View the graphical Sales Pipeline and drill down to see opportunity details.
• Choose from 20+ pre-formatted Sales Reports or export to Excel2 with one click for further analysis using built-in, customizable pivot tables.
• Utilize ACT! Dashboard components Opportunity Pipeline by Stage, My Opportunities, Top 10 Opportunities, and Closed Sales to Date for a graphical snapshot of how you're tracking toward metrics.

Communicate More Effectively

• Create, send, and track e-mail to/from contacts using ACT! E-mail Client integrated with Outlook Express or Lotus Notes, or integrate ACT! directly with Outlook.3
• Track customer correspondence for a history of all communications with a contact and its organization.
• Quickly identify your last communication with a contact using the Last Communication fields, including Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Word or the ACT! built-in Word Processor, which supports tables, graphics, HTML, and spell checking. And, use pre-formatted templates for e-mails, letters, and memos, and easily customize the HTML graphical templates to e-mail customers.
• Select a contact or a group of contacts and perform a Mail Merge to a letter or e-mail.

Gain Business Insight

• Perform a look-up on most fields or use Keyword Search and ACT! will highlight the keyword in a particular note, history, activity, or opportunity. Or, perform numeric look-ups such as greater than or less than queries.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries. Or, use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mail.
• Get a pulse on your business in a single view with comprehensive, graphical representations of key information with the ACT! Dashboard.
• Tailor ACT! to suit your business by customizing Priority, Activity, and History types, allowing for better tracking and analysis.
• Customize layouts, including changing colors, adding logos, and moving relevant field displays for greater visibility.

Access While Mobile or Remote

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS, Pocket PC, Windows Mobile 5.04, or BlackBerry4 devices.
• Print over 20 templates designed for popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
• Access critical contact and customer details through Citrix or Terminal Services5 when out of the office.