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: Performance of Act! Premium Mobile is driven by the upload/download speeds of your Act! database server and of your mobile device. With Act! Premium Mobile, you use the internet browser on your mobile device to work “live” in the Act! database that is on your server. It’s important to note that this is not an app. 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. For a comparison chart of these tools, click here. Let’s take a high-level look at the most common tools we use and recommend to our clients. 
As always, please reach out to us if you have any questions or need any clarification. There is no short answer accessing your Act! data via your mobile device, but we hope the information below helps you make an informed decision so you can choose the access method that best meets your needs.
What Act! CRM data do you want to have on your mobile device and what you want to do with that data? Are your needs met by just viewing your information or do you need to add, update, delete information and have it update your Act! database?. Do you want to use the native capabilities of Act! and your mobile devices, or are you open to purchasing a third-party app that extends your capabilities?. Act! Premium? If using Act! Premium, are you on an active subscription? 
What version of Act! you use? Some solutions became available in with Act! v19 and were updated in Act! v20 and v20.1. The right solution for you depends upon a number of factors, including: We first wrote about this in April, 2017, but with the improvements in technology, we wanted to provide an updated set of options.Īll of our clients ask us “How do I access my Act! CRM on my mobile device?” There are many answers to this question. Today there are many great options that allow access to your Act! on a mobile device. How Do I Access Act! On my Mobile Device - Update Act! CRM Access on Mobile Device OptionsĪs mobile devices become more powerful, it’s inevitable that we want to do more work on these devices.
0 kommentar(er)
