Question for ACT Users

[Air Jer]

I have looked at a lot of CRM systems and for what I do and want to do going forward, ACT seems to be the best fit. I am strongly considering purchasing ACT 2011 but before I do this I'd like your thoughts. (although ACT 2010 is tempting because it can be had for a much cheaper price)

A few months back, I downloaded the 30 day trial of ACT 2010 and my Outlook did not look favorably upon having ACT as a neighbor on my hard drive. I could not receive nor send emails. When I removed all of ACT from my hard drive - PRESTO - Outlook worked fine again.

Back when I did this my agency still had me on Outlook 2002. Since then I have upgraded to Outlook 2007. My current operating system is XP.

Have others had a similar experience or am I the unlucky unique one? Would the upgrade to Outlook 2007 I've done conceivably make a difference?

Thanx for any replies!

 

[TXINSURANCE]

Outlook mail is very unstable. I would go several versions of act back. Check eBay. Dirt cheap.

You are in a losing battle with any Microsoft email program.

 

[CR in STL]

I use ACT 2010 for financial advisers. When I first installed it I had the same problem. We figured out that ACT would not work with office 2010. I have since downgraded outlook to 2007 and can send emails just fine. I still use word and excel but 2010 but they do not work with ACT.

I did find out the new version of ACT 2011 will work with offfice 2010 and a new version for advisers will be out spring of next year.

 

[Newby]

I use Act 2010 and office 2007 has worked fine.
I don't purposely use Outlook at all but some e-mail links default to it and it works fine.
ACT 2010 is hugely improved over 2009 or previous. I haven't tried 2011.

 

[Full Throttle]

I use to use I-Relay, went back to Act! The main feature I like, can customize however you want with no restrictions. The downside, have to back it up daily and no online access.

I use an older version (2008?), does what I need it to do. Think about it this way, I need something to tell me when to call someone or to complete a task and to keep notes organized. It doesn't take much to do this, no need to pay for the new version.

 

[Newby]

I use to use I-Relay, went back to Act! The main feature I like, can customize however you want with no restrictions. The downside, have to back it up daily and no online access.

I use an older version (2008?), does what I need it to do. Think about it this way, I need something to tell me when to call someone or to complete a task and to keep notes organized. It doesn't take much to do this, no need to pay for the new version.

I also went from ACT to I-Relay and back to ACT 6-months later. I liked a lot about i-relay. But when I couldn't modify the layout and add the fields I track where they need to be I had to give up on it.

I think you will find ACT 2010 to be much faster and less buggy than 2008. Hopefully 2011 will be even better yet.

 

[Air Jer]

Thanx Newby. Sounds as if ACT 2010 should work with my office 2007.

 

[wilkin]

I use Act 2010 and office 2007 has worked fine.
I don't purposely use Outlook at all but some e-mail links default to it and it works fine.
ACT 2010 is hugely improved over 2009 or previous. I haven't tried 2011.

If not Outlook, what are you using for email? Do you send email from within a contact record?

 

[Newby]

If not Outlook, what are you using for email? Do you send email from within a contact record?

I have just never understood Outlook at all. I've always used Yahoo mail. It's around $35 a year and has always done everything I need.