SHARE YOUR IDEAS

recording History

gloribee99 — Sun, 21 Mar 2010 15:13:07 GMT

Can we go back to the old way of recording with jus one line?

Field Changed Mobile phone XXXXXXXXX

vs:

Field Cahnged Field Changed

Field Change from "Mobile phone xxxxxxxxxx" to "yyyyyyyyyyy"

it is very difficult to read when you have many in a row. or at least take away the top field changed. It's redundant.

If there is a way to do that now let me know!

Location included in Activity (Meeting) e-mail

011928 — Sun, 21 Mar 2010 01:21:06 GMT

Great improvement in Act! 2010 with the addition of the "location" field to the task list.

Great function in being able to Send Activity e-mail to Contacts (check box) from within
the Schedule Activity dialogue box. Especially in confirming a Meeting.

However, the e-mail does not include the LOCATION which is an important

element in confirming an appointment.

Any developer plans to allow us to edit this e-mail from a template or include

LOCATION in the default system-generated e-mail?

Thank you,

Craig Morrison

Quick Attach Error flag

tadurina — Sat, 20 Mar 2010 03:07:14 GMT

I would like to see a flag when I hit the quick attach button if it does not attach to the contact due to having a different email address. It is time consuming to go to the envelope icon and into the not attached message then back to the email received to change the email address in ACT or using the other option of manually attaching each email. YUK!

Sales Funnel

Macorp — Fri, 19 Mar 2010 21:00:18 GMT

Is it possible to include the sales funnel display in the Dashboard tab where it can be viewed along with the other dashboard items.Also it would be useful if it can be included as one of the display item when creating a new dashboard. Currently only dial guages, pie charts and bar charts are available.

Dash Board Dials

Macorp — Fri, 19 Mar 2010 20:38:32 GMT

Is it possible to configure your dashboard to use a dial guage that shows you in percentage format instead of figures, how far or near you are to achieving your set sales target

Opportunity Series

Jeff_Granger — Fri, 19 Mar 2010 11:27:24 GMT

The current Opportunities functionality works well for "one-off" sales, but for many companies business is not like that. I have a number of clients who sell products or services on a call-off or monthly service basis. For these people there is one sale but the revenue income needs to be divided over a number of weeks or months.

I would like the ability to create an automated "Opportunity Series" where I can easily turn a single opportunity into a series of monthly opportunities spread over a period of time.

So, for example, I get an order to supply 12 Widgets (that's one order) for £12,000 which are shipped and invoiced at a rate of one a month over a 12 month period. I therefore turn the opportunity into an Opportunity Series of 12 Opportunities, scheduled each month for the next 12 months, each with a Total value of £1,000.

I want to be able to enter the product information, the contract start date and the number of months the contract will run for, and have ACT! calculate the monthly revenue and create as many opportunities as required. All from one screen.

...and, as part of the process I would like a reminder scheduled two months from the end of the contract to get in touch with the client to renew the contract.

Jeff

Security - Disabling "Remember Password"

spoikail — Thu, 18 Mar 2010 18:26:12 GMT

Please consider adding

"Disable 'Remember Password'" to the Password Policy Dialog

Regards,

Sam

Make Act! E-mail Windows Open At Last Size Used

bluejay — Thu, 18 Mar 2010 00:09:20 GMT

Act! E-mail Windows in newest version of Act open in tiny windows that are not useable. They are too small to type in, read in, etc., and even though the windows are resized, as soon as they are closed and re-opened, they open at the same, useless, tiny size, again. Earlier versions of Act! E-mail did not do this. Please allow the windows to open at a size preferred by the user rather than the same tiny size everytime. It is very time consuming to resize every e-mail window opened.

ability to email notes to co-workers for a contact

kbrooks — Wed, 17 Mar 2010 13:47:34 GMT

we need to be able to email our notes to co-workers after calls/meetings so everyone is in the loop. I'm surprised this is not availalbe.

Add additional website urls to contact

mkolar — Sun, 14 Mar 2010 14:56:21 GMT

I just purchased ACT 2010. I am new but am surprised to see that as part of the contact record there is only 1 field for "web Site". I need to add additional urls (web Sites) to each contact record. When I use the Web info tab, I notice this gets added to ALL contacts. How can I add a field (or more) through drop downs or additional fields on top of the contact record that I hopefully can label for other purposes? If this is not possible, how can I add the urls to another tab or area so when I open the contact record, these website urls are easily accessible and labled and do not appear on the other contact records (just the one to whom I apply the url). Surely in a program such as ACT, this can be done. Please advise.

Thanks.

Mark Kolar

What about automatically (or daily) sorting this list by the number of kudos?

Master — Sat, 13 Mar 2010 04:33:21 GMT

At the top, we would clearly find the ideas most people want. How simple is that?

This would make it very easy for the product manager to figure out what truly matters to users, and the suggestions at the top would just scream to programmers " do me first !! "

Here is a successful example from another forum I participate in. Notice the nice layout as well. And because of technical limitations in their traditional user forum, they started a new forum, likely using a different technology.

Also, to get a representative number of votes, they advertised this new forum heavily with emails, news bulletin, banner in main forum, etc. That is important because having many votes minimizes the chances a small group will skew the results in their favor. And each user can only vote in an idea once, to keep it honest. Here is a blog post of its introduction:

Great news for all CS-Cart license owners: a new forum has been started specially to organize your suggestions for improving CS-Cart. It is now possible to post your ideas regarding the new features which you would like to have and vote for things you would like to see in future versions (so that CS-Cart could be developed basing on your opinion, not just ours!)

If you would like to share your thoughts about how CS-Cart can be improved, please post them using the “Ideas” link (while logged in on the CS-Cart forum). This will greatly help our architects get an idea of what is important to you.

It does not matter how simple or complex the suggested feature is, just let us know about your needs so that we could pick your favorites and put them on our roadmap for the upcoming months.

Please note that while the ideas forum is open to everyone for reading, only registered license owners can vote and post new features, as well as active forum users who registered more than 30 days ago and have posted at least 10 messages during the last 30 days.

Phone Contact - automatic clear up activity

JIMB — Wed, 10 Mar 2010 19:23:50 GMT

Why not can phone call a contact using the activity scheduled? ... and not have to wait for hang out, when you make the Contact Call, from an activity the clck with the clear dialog must appear, and you can take notes when you are talking, also you can make a Follow up of the call (or any activity)

When you hang out, yo can make a Follow up or an OK for the history.

Jose Igancio Mujica

ACT - ACC - Peru

Secundary Contact Birthdate

JIMB — Wed, 10 Mar 2010 19:06:42 GMT

Secundary contact Birth date

Lote of time we have the assistent of a contact in the secundary contact, and we make a friendship relation along the time, we will like to register ger birthdate, and in the anual event can show it for sending some present.

Jose Ignacio Mujica Barreda

ACT - ACC - Peru

Drug and Drop from Task List

JIMB — Wed, 10 Mar 2010 18:45:42 GMT

Drug and Drop from Task List:

When you are in the Task List with th F4 - Mini Calendar, you can make a drug and drop to any activity and change the date for it.

This is very ussefull for reschedule an activity.

It is the same as if you do it from the calendar.

Dates Custom

JIMB — Wed, 10 Mar 2010 18:38:36 GMT

In all the dialogs for custom dates it must have Current Year

In ACT 6.0 it have it and was very usefull, lote of times you want to see your data of the current year.

Jose Ignacio Mujica

ACT - ACC - Peru

Secundary Contact

JIMB — Wed, 10 Mar 2010 18:30:43 GMT

When you create a Secundary Contact the primary fields of the contact must be copy to the secundary contact, that way you don´t have to write them another time.

Jose Ignacio Mujica

ACT - ACC - Peru

Automating activity entry

CSylvester — Wed, 10 Mar 2010 16:50:02 GMT

For most of my Act! work, I enter an activity, usually a to-do, then clear it and add a follow-up. There is so much repetition that macros would be a great help--we use Act! 2009, v. 11. Also, a macro would help when entering a new contact 'cause the cursor always goes to the address field, and I typically like to start at Contact--small detail, but that's the way things are arranged & a macro correcting cursor placement would help (unless there's an easier way). Thanks!

Limiting field length in activity report

CSylvester — Wed, 10 Mar 2010 16:46:04 GMT

Each of our reps e-mails his/her activity report for the previous week to our supervisor. Each new activity is entered as a follow-up when clearing the previous activity so there'll be an easily-readable history. BUT this makes for quite a long list of activities and the reports are getting cumbersome. Is there a way to limit the number of characters in the Contact Activity sub-report? This would be enormously helpful, thanks.

Better way of managing contacts that leave the company

dflood — Wed, 10 Mar 2010 00:35:56 GMT

What happens when a contact leaves the company? You don't want to delete them as they have a lot of history, but at the same time when you look up a company it gets confusing when there are a lot of ex-staff that are listed there.

There has to be a better way. Perhaps have a field that makes the contact in-active and when they show up in the contact list they are greyed out and their contact record is read only.

This topic is also being discussed in the ACT! Fanatics Linked IN Group

http://www.linkedin.com/groupAnswers?viewQuestionAndAnswers&discussionID=15188794&gid=49896&commentID=12934201&trk=view_disc

Sort Calendar View By Priority

Actmonts — Tue, 09 Mar 2010 04:26:51 GMT

The monthly calendar view should have the ability to sort by priority. Then the high priority items will appear and not be obscured by lower priority items. (Act 6 had this capability).