Thanks for the heads up on Hotfix 3. I wasn't even aware of it but I'll do a search here. I'm new to ACT! and still struggling with it somewhat. It'd probably help if I'd read the manual. I think it'll be a great tool once we get familiar with it and tweak to fit our business.
I am planning to do the 9.01 update when I get some other fires put out.
I wish Sage would provide a support model like they do with MAS90. We pay an annual fee (percentage of purchase price) that entitles us to updates, including version updates. It's hard to swallow paying close to full retail price every time they release a new version.
She should update to 9.0.1, yes! But not HF3. An update is like a service pack and always should be applied. Hotfix fixes somes specific bugs! If she does not encounter these bug, it is not necessary to apply it!
Especially the Hotfix 3!! People who updated from 9.0 to 9.0.1 then applied the HF3 had too much problems with outlook integration or scheduler...