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| ACT! by Sage Forum Ideas Forum SHARE YOUR IDEAS | ||||||||||||||||||||||||||
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Welcome to the Ideas Forum
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Re: Make the Opportunity windows editable
- (11-20-2009 06:55 AM)
Location: SHARE YOUR IDEAS In 2010 you do have some flexibility. You can Edit the names and even add fields from Tools > Define Fields > Products. You then decide what is displayed and in what order for the Add/Edit |
0 | 28 |
 Jeff_Gran… |
11-20-2009 06:55 AM by Jeff_Gran… |
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Re: Make the Opportunity windows editable
- (11-20-2009 06:41 AM)
Location: SHARE YOUR IDEAS I agree with Jeff, that you should be able to: Change the column headers in the Opportunities - Products and Services Tab, either to add or remove columns or just to make the headers more meaningful |
0 | 31 | adollahan |
11-20-2009 06:55 AM by Jeff_Gran… |
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Re: Import / Update Data from Excel
- (11-20-2009 01:17 AM)
Location: SHARE YOUR IDEAS Love the ideas above. |
0 | 19 | Trevor Le… |
11-20-2009 01:17 AM by Trevor Le… |
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Re: Import / Update Data from Excel
- (11-20-2009 12:32 AM)
Location: SHARE YOUR IDEAS "have the import create that field in ACT! before importing" ...if only.... It's probably a new post, but this would save sooooo much time. I had to create 30 Yes/No Fields in a |
0 | 24 |
Jeff_Gran… |
11-20-2009 01:17 AM by Trevor Le… |
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Re: Import / Update Data from Excel
- (11-19-2009 03:46 PM)
Location: SHARE YOUR IDEAS I'd also love the field mapping to allow me to map one of the Excel columns to a field I define right there and have the import create that field in ACT! before |
0 | 35 |
 alduet  |
11-20-2009 01:17 AM by Trevor Le… |
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Re: Days of the Week
- (11-19-2009 08:44 AM)
Location: SHARE YOUR IDEAS Ah... that'sa point. Have now just been having a play. Folks, if you go to: Control Panel -> Regional & Languag Formats -> Customise this format ->Date Then adust the Long |
0 | 57 | Trevor Le… |
11-19-2009 08:44 AM by Trevor Le… |
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Re: Automatic Web Site entry
- (11-19-2009 08:23 AM)
Location: SHARE YOUR IDEAS Nice one! Often it's the little things that make a big difference to the user experience. |
0 | 17 |
Jeff_Gran… |
11-19-2009 08:23 AM by Jeff_Gran… |
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Import / Update Data from Excel
- (11-19-2009 08:11 AM)
Location: SHARE YOUR IDEAS Is it not about time someone made the import of data from Excel into ACT! work in the way most users would expect it to work? 1. Import data directly from Excel files, any tab, without having to |
3 | 158 |
Jeff_Gran… |
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11-20-2009 01:17 AM by Trevor Le… |
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Re: Days of the Week
- (11-19-2009 07:55 AM)
Location: SHARE YOUR IDEAS Trevor, The ACT! calendar views already show the day of the week for each day (except the Monthly calendar, which shows day columns). If you are not seeing them, then this may be a setting in your |
0 | 62 |
ghollister |
11-19-2009 08:44 AM by Trevor Le… |
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Add Custom Commands to Layouts
- (11-18-2009 09:26 AM)
Location: SHARE YOUR IDEAS I would like to be able to add commands to the Contact layout. This idea is to create "button" that could be used to trigger a custome command / query / email or document merge. |
0 | 217 | Trevor Le… |
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11-18-2009 09:26 AM by Trevor Le… |
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Folder Metaphor instead of Tag Metaphor in Groups
- (11-18-2009 09:19 AM)
![[ATTACHMENT]](/i/skins/default/subject_has_attachment.gif "This message contains an attachment"){kind=small}
Location: SHARE YOUR IDEAS It would be VERY useful if ACT Groups used a FOLDER metaphor instead of a TAG metaphor... For example, in the attached screenshot, if ACT used the FOLDER metaphor, I could click on "Information |
0 | 159 | vogelap |
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11-18-2009 09:19 AM by vogelap |
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Re: Faster Duplicate Checking
- (11-18-2009 06:27 AM)
Location: SHARE YOUR IDEAS Good ideas... as always. |
0 | 19 | Trevor Le… |
11-18-2009 06:27 AM by Trevor Le… |
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Re: Days of the Week
- (11-18-2009 05:06 AM)
Location: SHARE YOUR IDEAS I commend the comments of the previous speaker to the |
0 | 76 |
Jeff_Gran… |
11-19-2009 08:44 AM by Trevor Le… |
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Re: Outlook History Options - Include/Not Include Attachments
- (11-18-2009 05:02 AM)
Location: SHARE YOUR IDEAS Also, how about an option to save the email (subject + body) to ACT! history AND save attachments to the Documents tab. I would also like to be able to lookup / filter all emails with |
0 | 18 |
Jeff_Gran… |
11-18-2009 05:02 AM by Jeff_Gran… |
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Days of the Week
- (11-18-2009 04:52 AM)
Location: SHARE YOUR IDEAS Any chance we can have added the name of the day (Mon, Tue, Wed etc) to the Daily, Weekly and Work Week Calendar? Currently they only appear in the Monthly Calandar. |
3 | 343 | Trevor Le… |
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11-19-2009 08:44 AM by Trevor Le… |
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Automatic Web Site entry
- (11-18-2009 02:44 AM)
![[URL]](/i/skins/default/subject_has_url.gif "This message contains a hyperlink"){kind=small}
Location: SHARE YOUR IDEAS Just a simple time (type-) saving idea... When entering an email address into a contact record have an option (in User -> Preferences) to automatically update the website address. So if |
1 | 177 | Trevor Le… |
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11-19-2009 08:23 AM by Jeff_Gran… |
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"To" and "CC" posted in History Tab
- (11-17-2009 01:17 PM)
Location: SHARE YOUR IDEAS I am an ACT11 user and would like to see the which email address and who was "CC" autmoatically posted as part of this history when emails are auto attached from Outlook. |
0 | 228 | KSchwartz |
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11-17-2009 01:17 PM by KSchwartz |
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Outlook History Options - Include/Not Include Attachments
- (11-17-2009 10:42 AM)
Location: SHARE YOUR IDEAS Can we please add an option to recording history to be able to attach the full email, but not to include the attachment (if any). This would be an option for both the Record History option for |
1 | 360 |
 klock |
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11-18-2009 05:02 AM by Jeff_Gran… |
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Start Up Views
- (11-16-2009 08:51 AM)
Location: SHARE YOUR IDEAS Why was the Calendar View left off the choices in Preferences. While you are answering that question add Task List, Opportunity List, and Company List. This should be a very easy fix. In 9 years |
0 | 421 |
JimFry |
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11-16-2009 08:51 AM by JimFry |
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Faster Duplicate Checking
- (11-16-2009 02:03 AM)
Location: SHARE YOUR IDEAS A couple of suggestions. Firstly, am I the only one who thinks that the default duplicate checking on three fields (Company, Contact and Phone) is unlikely to detect duplicates in the real |
1 | 426 |
Jeff_Gran… |
1
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11-18-2009 06:27 AM by Trevor Le… |
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Multiple Documents Attachments for Activities, Notes and History
- (11-15-2009 06:05 PM)
Location: SHARE YOUR IDEAS We should be able to add multiple attachments to the attachments line in activities, notes and history!!! Pat |
0 | 46 | patgenn123 |
11-15-2009 06:05 PM by patgenn123 |
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Re: Additional web browser support in ACT 2010 for Web
- (11-15-2009 03:32 PM)
Location: SHARE YOUR IDEAS I'd like to see 'webkit' support, or Firefox support, or increased Safari support. Anything actually, as long as it's allows users using MACs to work easier/better/consistently. i.e. this thread |
0 | 36 |
benhamilt… |
11-15-2009 03:32 PM by benhamilt… |
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Re: New Idea Voting
- (11-15-2009 08:30 AM)
Location: SHARE YOUR IDEAS OK... so New User and I now understand Kudo's!! GREAT idea! KC |
0 | 23 | KCaudell |
11-15-2009 08:30 AM by KCaudell |
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New Idea Voting
- (11-15-2009 08:26 AM)
Location: SHARE YOUR IDEAS Why not let us as users vote for the new ideas that are presented? This would give you the ability to gauge the user base as to what new ideas are important to us versus what you think |
1 | 71 | KCaudell |
11-15-2009 08:30 AM by KCaudell |
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Re: Calculations in fields and reports
- (11-15-2009 08:16 AM)
Location: SHARE YOUR IDEAS Both great ideas. These would get my |
0 | 44 | KCaudell |
11-15-2009 08:16 AM by KCaudell |
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Oulook vs. ACT for SmartPhones
- (11-15-2009 08:08 AM)
![[IMG]](/i/skins/default/subject_has_image.gif "This message contains an image"){kind=small}
Location: SHARE YOUR IDEAS I posted this in a thread elsewhere, but feel very strongly and wanted to post my thoughts here too. First off, TBanghart hit the nail on the head. Outlook is simply a |
0 | 63 | KCaudell |
11-15-2009 08:08 AM by KCaudell |
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Re: Document Tab Ideas
- (11-15-2009 07:35 AM)
Location: SHARE YOUR IDEAS I would also like to see on the right click menu in the documents tab the ability to rename the file also. Come on Sage. The document tab is so 80's. Get with the program! Pat |
0 | 17 | patgenn123 |
11-15-2009 07:35 AM by patgenn123 |
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Re: Could we have a new entity of "Project" ?
- (11-13-2009 07:28 AM)
Location: SHARE YOUR IDEAS Fantastic idea! Jeff |
0 | 54 |
Jeff_Gran… |
11-13-2009 07:28 AM by Jeff_Gran… |
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Clear MRU lists
- (11-13-2009 07:18 AM)
Location: SHARE YOUR IDEAS Could we have a quick way to clear the dropdowns of previous lookups that appear when doing a lookup? You type in a name incorrectly once and it keeps coming back to haunt you and you can't select the |
0 | 79 |
Jeff_Gran… |
11-13-2009 07:18 AM by Jeff_Gran… |
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Can the "Lookup By Example" Window remember resizing.
- (11-12-2009 02:49 PM)
Location: SHARE YOUR IDEAS Can the "Lookup by Example" window remember if a user has resized it. For those with large screen layouts it is very frustrating having to resize this window each time it is opened. |
0 | 100 | Trevor Le… |
11-12-2009 02:49 PM by Trevor Le… |
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Could we have a new entity of "Project" ?
- (11-12-2009 02:26 PM)
Location: SHARE YOUR IDEAS Many of my clients use ACT to track "projects" within their database. A "project" is a piece of work that they do for a client. At the moment you can use Groups and, to some |
1 | 770 | Trevor Le… |
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11-13-2009 07:28 AM by Jeff_Gran… |
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Can we have automatically populated "Next" fields?
- (11-12-2009 01:24 PM)
Location: SHARE YOUR IDEAS ACT has fields that are automatically updated when activities are cleared, such as "Last Letter", "Last Meeting", "Last Reached" and so on. I would like to see an |
0 | 738 | Trevor Le… |
1
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11-12-2009 01:24 PM by Trevor Le… |
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Document Tab Ideas
- (11-12-2009 09:55 AM)
Location: SHARE YOUR IDEAS After fully observing how the Document tab works, I propose a few ideas to improve the Document Tab and ACT! overall. #1) Adding and Removing a substantial amount of files from the Document tab |
1 | 747 | patgenn123 |
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11-15-2009 07:35 AM by patgenn123 |
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Number in Company System Field
- (11-12-2009 07:04 AM)
Location: SHARE YOUR IDEAS For those not using Company level records it would be nice if there was a number next to the Contact level Company field to indicate how many contact records had the same Company name as the one you |
0 | 111 |
Jeff_Gran… |
11-12-2009 07:04 AM by Jeff_Gran… |
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Re: Schedule FOR More than one ACT! User
- (11-11-2009 04:33 AM)
Location: SHARE YOUR IDEAS Gets my vote too. Comes up quite frequently when two or three people in the office all go to a meeting with a |
0 | 83 |
Jeff_Gran… |
11-11-2009 04:33 AM by Jeff_Gran… |
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Re: Schedule FOR More than one ACT! User
- (11-11-2009 04:18 AM)
Location: SHARE YOUR IDEAS 100% agreed... And if I want to schedule something for myselft to do for one of my staff, I don't want it to appear in their calendar (as it does now) and that they have to clear, creating an |
0 | 89 | GLComputi… |
11-11-2009 04:33 AM by Jeff_Gran… |
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Schedule FOR More than one ACT! User
- (11-10-2009 03:05 PM)
Location: SHARE YOUR IDEAS ACT! is built for multiple users. Why is it that those users cannot easily share activities? We are constantly bombarded by customers who want to schedule activities FOR multiple users. The |
2 | 1072 |
scotta |
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11-11-2009 04:33 AM by Jeff_Gran… |
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Re: Email Subject line option in template
- (11-10-2009 11:14 AM)
Location: SHARE YOUR IDEAS Wow, tried my email template for the first time today to 20 contacts and discovered this "subject line" issue. It's like buying the car without the wheels. Come on ACT! people--don't you |
0 | 155 | djlitvino… |
11-10-2009 11:14 AM by djlitvino… |
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Re: Email using Mail Merge - Set up preferences
- (11-10-2009 10:50 AM)
Location: SHARE YOUR IDEAS It makes sense... also for single emails to current contact like a thank you email template after a call or an order. We built a Profiles function that does this into MergeMaster! for ACT! 5/6 |
0 | 97 | GLComputi… |
11-10-2009 10:50 AM by GLComputi… |
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Re: Schedule an email activity
- (11-10-2009 10:28 AM)
Location: SHARE YOUR IDEAS Same for writting a letter (or merge) and Call if using ACT!'s dialer (itDial add-on does this linking for calls) As an extra... create an activity to send an email from a template and ACT! sends |
0 | 48 | GLComputi… |
11-10-2009 10:28 AM by GLComputi… |
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Schedule an email activity
- (11-10-2009 09:58 AM)
Location: SHARE YOUR IDEAS Add functionality for an activity type "email" - where from the activity record you generate the eamil and when you clear it, the history record is the email. Right now the only way I know |
1 | 1042 | bretts |
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11-10-2009 10:28 AM by GLComputi… |
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Storing Emails in their Native format
- (11-10-2009 08:48 AM)
Location: SHARE YOUR IDEAS Any chance that you can store emails in their native format. Meaning, when I log an email, if I was to click on that record in history, the original email would pop up, which I could forward, reply |
0 | 117 | bretts |
11-10-2009 08:48 AM by bretts |
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Meaningful filtering functionality for the history tab
- (11-10-2009 06:39 AM)
Location: SHARE YOUR IDEAS The current functionality to filter history I cant figure out who would get value from that. At the least, without putting to much effort into it, you should provide a dropdown for filtering |
0 | 498 | bretts |
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11-10-2009 06:39 AM by bretts |
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Re: Document Tab is Horrible!!!!!!!!
- (11-10-2009 05:04 AM)
Location: SHARE YOUR IDEAS There should be a drag-and-drop feature with the document tab also. Let's say I am in the Group Layout and I either want to copy a document to another group or cut/paste the document to another |
0 | 34 | patgenn123 |
11-10-2009 05:04 AM by patgenn123 |
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Make automatic roll-over of activities automatic
- (11-10-2009 01:49 AM)
Location: SHARE YOUR IDEAS If I set automatic roll-over of activities, uncompleted on the scheduled day to the next, I don't expect a pop-up asking me "Would you like to roll over activities?" when I open ACT! the |
0 | 131 |
Jeff_Gran… |
11-10-2009 01:49 AM by Jeff_Gran… |
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Re: Document Tab is Horrible!!!!!!!!
- (11-09-2009 12:34 PM)
Location: SHARE YOUR IDEAS Just for giggles, I tried to move 100 files into a single document tab and it took 10 minutes and it froze my computer. Thinking this was just a single instance, I tried it again with a different |
0 | 48 | patgenn123 |
11-10-2009 05:04 AM by patgenn123 |
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ACT E-mail
- (11-09-2009 07:57 AM)
Location: SHARE YOUR IDEAS ACT 2009 v11.0 Inside of ACT When creating a new E-mail message. using the “select recipients” screen. Select from: “all contacts”. There is a “Name” and “Company” list/Column. There needs to be a |
0 | 149 | CSI |
11-09-2009 07:57 AM by CSI |
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Document Tab is Horrible!!!!!!!!
- (11-09-2009 07:20 AM)
Location: SHARE YOUR IDEAS When I have a Windows folder with my files open and I multi-select the files in order to drag them into the documents tab, it takes almost an entire lifetime(I am not exaggerating) for the files to |
2 | 168 | patgenn123 |
11-10-2009 05:04 AM by patgenn123 |
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I have another idea!
- (11-08-2009 03:50 PM)
Location: SHARE YOUR IDEAS By way of analogy, if I was in the market for a new car, and one car manufacturer was still putting in cassette players with their AM/FM radio, and they still did not offer CD player, or XM/Sirius |
0 | 153 |
chieff |
11-08-2009 03:50 PM by chieff |
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Re: More Communication/Integration between Layout Fields
- (11-08-2009 01:47 PM)
Location: SHARE YOUR IDEAS You're obviously using Opportunities differently from anyone I've seen... you don't convert a contact to an opportunity, you create one and link to the contact you already have. But I do think it |
0 | 39 | GLComputi… |
11-08-2009 01:47 PM by GLComputi… |
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