A simple example:  We use act to track many communications with clients.  Similarly, we send many packages, etc. to those same clients.

 

The Idea is this:

1. Allow an administrator to create a table that has some number of user-defined fields to be used to track the user-defined records

 

2. Act could automatically create additional linking fields that would allow the user-defined record to be linked to a Contact, a company, an opportunity, or an Issue (see my other idea for this one)

 

3. Allow that table to be placed on a  tab

 

4. Allow users to create additional records in this tab, which are automatically linked to the current Contact; to his/her Company; and with a drop-down to allow the user to link the record to an Opportunity and/or an Issue

 

5. In the tab have a drop down that allows the user to view all the user-defined records filtered by company, contact, issue or opportunity.

 

I can think of a couple of alternative ways of implementing this - including adding user-defined fields to activities, and allowing additional tabs to display filtered views of activities (ie. One tab would display only the "shipment" activities", etc.)

 

 

RATIONALE:

 - An implementation of this idea would allow small/medium businesses to use increasingly use ACT as the main tracking system for an increasing number of  communications and interactions with clients.

 

Right now, the Act history can be used to determine "What did we SAY to this client" generally.

The ability to add user-defined tables/records could allows us to use Act! to track other interactions like "what package did we send them"?


LuisR