08-30-2012 03:50 PM
I'm going to be starting my own independent advisory business this coming January. I was hopnig to get some advice/feedback on which version of Sage Act! I should be using. Here are my requirements:
- Access my Act! database via my iPhone, iPad
- Access my Act! database on both my work computer and my home laptop
- Allow access for 2 users (myself and my assistant)
- Integration with MS Office and MS Outlook
A couple of expanded details. I've seen Handheld Contact in action. My only complaint is that it doesn't use the built-in calendar apps or emails of the iPhone. So, when a client or even my family/friends send me an email meeting request and I receive it on my iPhone, i have to manually input them into Handheld where as if it used the built-in calendar, I would simply click on the meeting request and voila!
I also need to be able to access the database simultaneously with my assistant in real time. She would be using her own computer at the office.
I'm finding the differences between the Pro and Premium versions very confusing. I understand the Premium version allows for web access but not sure I'm crazy about the idea of client contact data being available in the cloud either, and I'm also not sure how much better it would be than say using HHC.
Lastly, is there any benefit to waiting for 2013 to be released or do I take advantage of the lower price I will be able to get the 2012 version at once the 2013 product is released?
08-30-2012 06:10 PM
I would wait a few days for 2013 and use Handheld contact with sync setup with your assistant. I would most likely only use premium if you need security, need to seek from out of the office (extra setup here) or needed your database hosted.
Handheld contact is still the best solution for near bullet proof access on your phone and tablet. There is a feature in HHC to export the HHC database to your native address book so your caller ID work.
If you don't feel like setting it up or if you need real time access from anywhere, consider a hosting provider. We can put your database in the cloud with MS Office, accessable from any device.
08-30-2012 06:44 PM
08-30-2012 08:45 PM
In the office, you can just share the database. To work from home, you could 1) use go to my PC or similar to remote into your work computer, 2) configure your work network so you can sync off the internet or over a vpn, 3) set up ACT for Web from the office. or 4) have the database hosted by a hosting provider. If you don't want to sync, some soft of remote access or hosted solution is best.
It's really a beauty in the eye of the beholder. No solution is right for everyone.
Mobile devices. Similary choices 1) HHC app on the device wth the info syncing wirelessly or 2), ACT Premium Mobile real time web access (requires web server and static IP address, 3) Companionlink or ACT Connect, sync the devices to the native address book.
Give me a call if you want, we set this stuff up all the time, happy to talk.
08-31-2012 06:01 AM
I may take you up on your offer to speak with you personally over the phone. Just getting ready to head out for the long weekend, so thought I'd just post another quick question.
If I purchased the PRO version, wouuld I be able to install it on two computers (my office computer and assistant's computer). Those two machines would then use a shared database by being on the same network. Then I can remote in from my home PC to access my work PC and still have live access to all my data in the Act! database.
Then for mobile devices such as the iPhone and iPad, simply use HHC? I'm thinking this might be the best setup for me. Thoughts? What would be any disadvantages you could see from this setup?
Also, how many computers are we allowed to install 1 Sage Act! Pro license on? I believe it says up to 10 computers?
08-31-2012 08:16 AM
08-31-2012 08:39 AM
ACT is licensed by the person, not the computer. So you can use it on your laptop and your desktop. Accessing the database or syncing from out of the office is more difficult with pro, but can be done using application synchronization.
08-31-2012 10:23 AM
09-03-2012 12:36 PM
09-04-2012 06:36 AM