This page details what is new with each service patch for Impact Suite.
New in v7.1 Release build Impact Suite (build 7.1.0.6) and above Impact reporting
FIXED: Impact Suite - When running reports the 'Impact Trial Mode' watermark would sometimes appear.
FIXED: Impact Report Designer- When running reports the 'Impact Trial Mode' watermark would sometimes appear.
Release build Impact Suite (build 7.1.0.4) and above Impact Tables for the web
Numerous updates to Impact Suite for APFW
Support for Act! v18.1
User desktop preferences are now carried to the web. You can on/off custom tables in the desktop these preferences also stick on the web.
Cascading Drop down
Cascading drop downs let you pick fields to narrow down entries from another table and insert those fields into the current table.
This works well for picking make and model for cars or an item that is sold by a company.
Added a Last File Used link to the import engine. (Allows users to quickly select the last file from the last Import run)
Dashboards
Pie charts now support exploded views
Added option to display value in legend
Added option to display percentage in legend
Added option to allow rotation
Added option to allow zooming and scroll functionality
External SQL commands now support the ACT ACTOLEDB2.1 reader
Client-side data shaping operations (grouping, sorting and aggregation) execute faster than previous versions of the Dashboard.
Geo-coding ( Radius Lookup)
SIMPLIFIED the installation of Geo-codes from the navigation bar.
Performance and Speed Increase
7.1 is 64 bit
Tighter coupling with the ACT SDK custom table architecture
Data Entry
Changed the refresh MATH button to REFRESH ALL on the data entry form
Added a SAVE button control. ( Previously you need to user the SAVE and CLOSE, this new button gives the users the ability to just SAVE without closing)
Impact Tables for the web
FIXED: Serial Numbers were being kicked back as not being registered when users unplugged laptops from the network.
FIXED Tab indicators was not saving its preferences. This was because the user was not an ADMIN or Manager and they had shared preferences ON. All Tab preferences are USER preferences and are NOT shared
FIXED When the option to track activities into a project ( ie custom table) was ON the 'Select Record" fowm was opening before the activity was displayed AND after the activity was closes. It ow only opens BEFORE the activity is displayed.
Fixed an issue when syncing the remote database.
FIXED an issue where the memo field on custom activity data entry forms was not saving true RTF values
FIXED an issue with the dashboard 'list view' where under certain conditions it was not holding the sort order.
FIXED the default values of custom fields using values from Contacts was not working. This has been fixed.
FIXED When the users click on the 'CONVERT TO PDF" button on the documents tab in the opportunity details view nothing would happen.
New in v7 Release build Impact Suite ( build 7.0.03) and above Support for Act! 2018, Office 365 and Windows 10
Support for Act! v18 , Office 365 and Windows 10
Internet Explorer and Microsoft Edge
Subscription Pricing
Month by Month
Yearly subscription discount
License plus yearly
Impact Tables for the web
ie compatibility setting
More components and controls
Calendar
Added a second calendar for side-by-side calendars
Display month and week views at the same time
Custom Tables
Added dynamic filtering by current lookup
Dynamic fletering support : contact, company, group
and oppportunity lookups.
Smart Notes
Smart notes based on conditions
One time sticky notes per record
Support for multiple monitors
Tab Indicator
Place icons on each tab on the details views
Show record totals on each tab
supports all type of tabs including custom tables
Interface Enhancements
History Buttons to quickly record specific types
Run all math functions button
QuickBooks
Post invoices directly into QuickBooks
Supports all Windows based QuickBooks applications
Automate repetitive QuickBooks accounting tasks
New in v6.1 Service Patch 1 build Impact Suite ( build 6.1.010) and above Support for Act! 17
Support for the new look and feel in Act! v17 (New icons!)
Faster loading time on startup
Preview panels on all custom tabs
New in v6 Service Patch 1 build Impact Suite ( build 6.0.010) and above Support for Act! 17
Support for the new look and feel in Act! v17 (New icons!)
Faster loading time on startup
Preview panels on all custom tabs
Act’s native details view
Added container controls such as Tab pages and panels
Added a “Goto” button to look up and record in any custom table
Timeline enhancements ( v17 only)
List views
In-line editing on ALL list views
Unified select statement – 8x faster refreshes
Simplified toolbar with ‘Options’ dropdown on the far right side
Opportunity – Convert to project (custom table)
Activities – Custom field calculations ( Used for QB posting)
Security
New ‘Lockdown mode’. In lock-down mode users cannot change preferences but still add, modify and delete records.
Activate and Deactivate Allows users to move and/or re register licenses
Navigation Bar
Radius filtering by distance and conditions such as “ID/Status = “Lead”
Radius range can be adjusted. Was 0 to 100 now can be 1 to 500.
Right-click now removes multiple previous and favorites.
Importing
Ability to create a new field in the importer. / denormalization / attach to multiple entities
New options when the parent record is not found such as Contact, Company, Group or Opportunity
Data entry designer
Added widgets to simplify adding controls
Controls support themes such as Metro and Windows 10 look and feel
New in v5 Service Patch 1 build Impact Suite ( build 5.1.0.25) and above
Support for Act! 16.1
Added support for the new add-on manager
Added the new e-Marketing shortcut
Added the new Marketplace shortcut.
Project Tracking
Automatically adds the required tables when turning on "Project Tracking" Read more
Totals custom fields such as 'travel time' or ' billable hours'
Ability to display projects on the timeline view. Read more
Option to hide the projects on the standard schedule form while still displaying on the timeline. Read more
Group by any character field in the project table such as record manager or category. Read more
Select a customized data entry form for the project record. Read more
New indicators when the project range exceeds the visual timeline. Read more
Math Functions
Added the ability to run formulas when opening and closing the form Read more
Added the ability to run formulas when changing act! records
Added the ability to run from the Windows Scheduler
Enhanced performance when using multiple math formulas.
Added option to calculate activity totals when the activity list is added to a custom table.
Added a button to lookup contact, companies, groups and opportunities. Read more
Added 'Spell as you type' checking to the memo control Read more
Group boxes and panels controls option to show a button to clear the controls on it
Look up controls for contact, company, group and opportunity on the custom tables.
Customizable Toolbar on child custom tables
Re-organized the toolbox buttons on the top toolbar
New child table options when adding new records: Attach Current Contact, Attact Parent Contacts, Attach No Contact, Pick from Contacts Attached, Pick from All Contacts
List Views
Added the ability to open multiple records at the same time.
Added the option to highlight columns from the parent tables
Added the ability to customize column captions without altering the field names in the database
Task List only - Added ability to reschedule tasks with keyboard shortcuts
Added a 'virtual mode' switch for faster refresh with very large lists.
The A-Z navigation is now part of the "Touch Scroll (Windows 8)" preferences
Added a right-click menu option to assign the record managers and other values
Added a "Lookup All" button to the find panel.
Added the ability to only display active uses ( hides inactive users)
Added the ability to display the unique record ID such as; ContactID, CompanyID, GroupID and OpportunityID
Act! Data entry
New memo control for contact, company, group and opportunity detail views Read more
Redesigned act! entity picker now remembers last filter and current look up criteria
Document Engine
Added the ability to run a report from the 'Create Document' form.
Document engine now supports templates created with the Impact Report Designer (*.repx)
Opportunities
Auto add contacts when creating a custom table record from opportunities
Add picture fields to the invoice templates
Added the 'Process' on the custom filters panels at the bottom of the list view
Import improvements
Import_date stamped automatically
Connect to all found setting
Report
Redesigned "Run Report" window.
Added option to Run Report inside act! or external process. Note - External processes are sometimes required due to network privilege setting.
Three run-time criteria modes; editable, default and append.
New 'Expression Editor' on the query builder expression column.
New 'Sub Query' builder/editor
Outlook support in the auto run feature
Run reports from act! views. Added an option to display the report in each act! view such as contact, companies and opportunities. (See Document Engine above)
Option to show/hide the details band
New feature to import Crystal Reports
Enhanced "Run Report' options allowing designers to limit the criteria options at run time.
Start up query
Added the ability to filter the contact list at start up based a query named "Startup.QRY" Read more
Syncing
Syncing between master and remote databases is now automatic
Custom Tables
New! Duplicate a custom table; structure or structure and data.
Support for multi-Monitors when editing custom table records
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