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ACT Client versus Web differences

We get this question so often I thought I'd post a blog article showing the main differences.  ACT for Windows has more options because it runs on the Windows platform.  The web version, being accessed via a browser will have limitations because of the browser interface.  Quite a bit of functionality is in the Web version - it's amazing how much it looks and reacts just like the Windows version.  However, when you understand that you are on a browser it makes sense that functions that are driven by Windows operations (think right mouse clicks) won't work on the web.

Following are the feature differences:

Features Unavailable in Sage ACT! Premium (access via web) via Web Browser:

  • Add additional user licenses to the database
  • Add or modify database fields or layouts
  • Menu and Toolbar customization
  • Edit Smart Tasks
  • Right click functionality (presents browser options)
  • Create Activity Series
  • Setup and use field triggers
  • Import or export data (you can use the Export to Excel function from the list view)
  • Create new report templates
  • Sage E-marketing for ACT!* functionality
  • Add document attachments as shortcuts
  • Manage Opportunity Product and Process Lists
  • Synchronize Sage ACT! data with a handheld device
  • Integrate Sage ACT! with a supported accounting program
  • E-Mail Document option on Document tab
  • No Sage ACT! Email client installed locally for viewing or managing email (can integrate with locally installed Microsoft® Outlook® or send through an Internet mail account)
  • Email Message (from template)
  • Backup and restore databases
  • Replace, copy, or swap field data for multiple contacts
  • Duplicate Checking settings, scan for duplicate records
  • Edit Contact Access (Make Public, Make Private, Create Access List, Add or Remove Users/Teams) for multiple contacts
  • Copy or move contact data (merge)
  • Database maintenance (check, repair, reindex, delete)
  • Use of Sage ACT! Diagnostics utility
  • Remote database synchronization panel (create, edit, delete remote databases and sync sets)
  • Sage ACT! Dialer
  • Fax integration
  • Timer
  • Sage ACT! Scheduler
  • History recorded when printing a document (Mail merge directly to printer does create history).
  • No option to "Open each view in its own window" in Preferences
  • Social Updates

New functions Added to the Web Interface in Sage ACT! Premium (access via web) (2012 and later versions):

  • Manage Users
  • Manage Teams
  • Password Policy
  • Database Maintenance - Lock/Unlock Database
  • Synchronize Calendar and Contacts with Google®
  • Gmail™ integration

Features Only Available in the Web Interface in Sage ACT! Premium (access via web) (2012 and later versions):

  • Expanded Startup View options
  • Alternating background colors for rows in List views
  • Specify date and time format and time zone

That's the list.  Hopefully this will come up in searches and people will find it helpful.

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827