You can create new Company and Division records to get a more complete picture of the entire relationship with any company, including all notes, histories and opportunities. You can link contacts to companies—when core company information changes, the changes will occur in the contacts as well. You can easily convert Groups into Companies, and you can create Companies from Contacts (or vice versa).

A new customizable Opportunity List view lets you quickly access all opportunities. You can update and filter opportunities by User, Estimated Close Date, Status, Sale Stage, Amount, or Probability of Close. You can also quickly access the contact record or perform Lookups from any opportunity in the Opportunity List. You can generate a quote from any opportunity and even customize the quote template with your logo and business information. (Requires Microsoft Word 2000, 2002, or 2003 and Excel 2000, 2002, or 2003)

Secure background synchronization is easier than ever to set up using a wizard interface and reusable queries. Even templates and attachments synchronize to other users. A synchronization scheduler ensures that everyone has the latest data. For the utmost consistency, security is enforced through a main-to-remote database relationship, and conflict resolution is automated.

All calendar views have been updated and ACT! Premium for Web Server calendars now include a Today view, a customizable work week view, and a multiple month Mini-calendar that can be expanded to show the entire year. The new Quick Print feature lets you quickly print a calendar view without specifying the template. You can share your calendar with other ACT! Premium for Web Server users and update it with the company Outlook calendar. (Requires Microsoft Outlook 2000, 2002, or 2003)

ACT! Premium for Web Server users can create activity types to better track activities that are specific to their business. For example, you can define "Billable Hours" as an activity type instead of just using "Meeting," "Call," or "To-Do". You can add and customize up to five levels of priorities according to your preferences. ACT! Premium for Web client users can schedule a custom activity type once it is created in ACT! Premium for Web Server.

Separate Notes and History tabs help you better track your relationship details and associate them with Groups or Companies for better management of data. You can include unlimited date- and time-stamped notes and histories for each contact to keep track of important conversations, commitments, and meeting notes. You can format these by changing the font sizes and styles, adding colors and so on, so you can easily see the important details.

When you send and receive e-mail messages with the ACT! Premium for Web Server E-mail client, you can create history for them. You can also attach e-mail messages to the contact record, and you can use your ACT! Premium for Web Server database as an address book when you send e-mails from Outlook. E-mail speed is greatly increased. (Requires Microsoft Outlook 2000, 2002, or 2003)

ACT! Premium for Web client users can send e-mail messages from a web-based e-mail client to ACT! contacts and entered e-mail addresses. ACT! Premium for Web client users can use a template, mail merge, and attach files to e-mail messages.

You can export your Contact, Group, and Opportunity List views to a Microsoft Excel spreadsheet with just one click. All column customizations are maintained, and pivot tables are automatically created. (Requires Microsoft Word 2000, 2002, or 2003 and Excel 2000, 2002, or 2003)

You can organize your contacts into groups and up to 15 levels of subgroups. Group records let you view cumulative information from all contacts that belong to that group for a more complete picture. You can also save any lookup as a Group definition to create Groups instantly.

Your ACT! Premium for Web Server Calendar can stay up to date with your company's Outlook calendar. You can set up your ACT! and Outlook activities to synchronize in the background so you can spend more time building relationships. (Requires Microsoft Outlook 2000, 2002, or 2003)

You can use lookups on all customer data using Lookups, Advanced Lookup, and Keyword Search features. You can search on Create or Edit Date, and you can perform numeric lookups by ranges, such as greater than or less than queries—this is ideal when searching in date and numeric fields. ACT! will remember your last five lookup terms on any field.

Using ACT! Server, you can eliminate duplicate records by moving contact fields and other data such as notes, histories, activities. and opportunities from one contact record to another to create a single, more complete record.

You can add virtually unlimited secondary contacts to any contact, allowing you to quickly locate assistants, family members, and other related contacts. You can perform lookups on secondary contact fields, including e-mail address, business address, up to two phone numbers, ID/Status, and more. And at any time, you can promote a secondary contacts to a full contact.

Using ACT! Premium for Web Server, the new Activity Series feature helps you define a series of activities to occur based on an anchor date. You can schedule the activities in the series for yourself or for other users. The activities are linked—when one activity moves, you are prompted to move the others. ACT! Premium for Web client users can view and edit an activity series.

ACT! Premium for Web Server comes with 40 standard Reports for Phone Lists, Activity Report, Relationship Histories, Sales Summaries and more. You can customize the reports to meet your needs. Most reports can be exported to HTML, PDF, e-mail, and other formats.

ACT! Premium for Web client users have access to the ACT! Premium for Web Server reports. These reports can be printed in HTML format only.