In addition to the built-in Act! & Outlook/Google Sync, there is a third-party app that we support called CompanionLink that accomplishes something very similar. This app does require purchasing a license for each user. Additionally, by utilizing the native mobile device apps, you’ll have Act! integrated with other native features on your mobile device such as push notifications, inbound caller ID, and maps integration. Once this is done, the Act! contacts (basic contact info only) and calendar will flow seamlessly into the native contacts and calendar apps on your mobile device, providing you with quick, offline access to those records. Built-in to Act! is a native ability to synchronize your Act! contacts and calendar with your Outlook or Google accounts. Many of us have our mobile devices configured to synchronize contacts and calendars with our Outlook or Google accounts. From records in Act! Premium Mobile, you can place calls, send emails, insert notes, schedule activities, record history, attach photos and edit the records.There are also calendar and task list views to allow you to manage your schedule and follow-ups.Act! contact, company, opportunity and group records (including custom fields) along with related items like notes, histories, and activities.Act! Premium Mobile provides detailed access to: With Act! Premium Mobile, you use the internet browser on your mobile device to work “live” in the Act! database on your server. Additional setup may be necessary if you’re not already using Act! Premium Web on the server that has your Act! database on it.
With Act! Premium, mobile users have the ability to access a mobile-optimized web site for their Act! database, and there is no additional software cost. Please also see further below for a comparison chart of these tools. Let’s take a high-level look at the most common tools we use and recommend to our clients. Each has their own unique feature set that, depending on your specific needs, could make it a good fit for you and your team.
Others are third-party applications that you would purchase and install separately. Some are free and included with your Act! software. There are a variety of methods that can be used to access Act! data from a mobile device. As always, please reach out to us if you have any questions or need any clarification. But one of the key questions we get from our clients is “How do I access Act! on my mobile device?” There’s no short answer to that question but we hope this information helps you make an informed decision and allows you to choose the access method that works best for you. Lucky for us, we’ve got great choices for smartphones and tablets to keep us connected while we’re on the move.
Begin taking advantages of CompanionLink coupon codes.For a more current blog on how to access Act! on my mobile device click here
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