Act! v20.1 Update 7

August 8, 2018 | Josh Noonan

Act! 20.1 Update 7 has been released by Swiftpage with some improvements and minor bug fixes. Alongside this update is new on-boarding process for Act! Premium Cloud customers.

Act! v20.1 Update 7

Act! 20.1 Update 7 has been released by Swiftpage with some improvements and minor bug fixes.

In conjuction with this update will be a new on-boarding process for Act! Premium Cloud customers. This will empower users to upload their Act! database or import a CSV file through a new streamlined web driven process. Customer data will be stored locally which provides very fast performance in comparison to the US version.

Some highlights include:

  • Added Quick Attach email function for Act! Premium Web Outlook integration
  • Sort Record manager drop down alphabetically
  • Improved performance in Act! Insights
  • Custom Tables now available in Act! Insights

This release also resolved:

  • Licencing issue for Act! Premium 
  • Recurring activity synchronisation corrected
  • New Check Box for “Do not record” email history for Act! users in Email Preferences
  • Some backend improvements in preparation for Act! v21 due late 2018.

For a full list of improvements see act.com/updates

Download Act! v20.1 Update 7

See KnowledgeBase Article How do I download and apply the latest update for my Act! software? or call 1300 362 046 to speak to a consultant.

Important notes: This update only applies to version 20.1 and includes all previous updates for v20.1. In a shared environment, the update needs to be installed on the server and all local installations. Act! Notifications can be activated so that you are notified as soon as there is an update. We recommend that Act! Notifications is only active for the Act! Admin so they can coordinate and manage any updates or upgrades.  Act Today provides this software and documentation as a courtesy and accepts no responsibility for self installations.. We recommend that you speak with one of our team prior to applying any software updates especially if you have custom plugins or AddOns.

A final word from Act Today

If this page made you pause and think about how you manage your client relationships, that’s a good start.

Most businesses don’t struggle because they lack effort. They struggle because their systems don’t quite support the way they actually work. That’s where the right CRM setup can make a real difference.

Everything we share about Act! Advantage comes from working with businesses across Australia and New Zealand who want to retain clients, improve communication, and make better decisions from their data.

If you’d like more practical insights about CRM, client retention, and running a smarter client database, you’re welcome to explore the Act Today resources and articles.

And if you’d like to see how Act! Advantage could work in your business, we’d be glad to walk you through it.

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The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
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The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
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