- ACT! by Sage Forum
- :
- Ideas Forum
- :
- SHARE YOUR IDEAS
- :
- Mail merge - final step - better warning
Announcements
Mail merge - final step - better warning
We use ACT to send "mail merged" emails, among other things.
When I train new users how to do mail merges, I always pause when we reach the last step of the mail merge wizard - step 5 of 5, entitled "Completing the ACT! Mail Merge Wizard."
And I say, with as much drama as I can muster:
"This is the #1 stupid thing in ACT!. This window does not make it obvious that when you click Finish, you actually send the emails out. So do NOT click Finish if you are not SURE that everything is good and ready to go. WHEN YOU CLICK FINISH YOU ACTUALLY SEND THE EMAILS."
And I repeat that twice.
I do that because we had several (!) folks send out mail merges to LOTS of people unintentionally.
Please make it more obvious that clicking Finish actually sends the message!
Thanks
We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!
I have an idea! How do I get started?
OneRead our submission guidelines.
Two
Search for your idea. If you don't see it, submit a new one!
Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.
Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".
Be sure to check back from time to time to see new ideas and status updates!
Here is a quick list of the recent ideas for speedy browsing!
- (4)
- 2010 (1)
- Access (1)
- access list (1)
- ACT! e-marketing (1)
- Activities (4)
- activity (1)
- activity types (1)
- add contact to lookup. (1)
- add contact website urls (1)
- Add File to Documents Tab (1)
- addons (1)
- address (1)
- Alarms (1)
- Append Date Fields (1)
- Apple (1)
- Apply (1)
- association (1)
- associations (1)
- attachments (3)
- autodate (1)
- autofill location (1)
- avery (1)
- Back (1)
- browser (1)
- Bulk Editing (1)
- Buttons (1)
- Calculations (1)
- Calendar (2)
- Chrome (1)
- clear activity from Phone Contact (1)
- Clipboard (1)
- Colour coding users (1)
- column (1)
- combining records (1)
- Commands (1)
- companies (3)
- Companies - Delete (1)
- Company (1)
- Company Detail View (2)
- Company level needs (1)
- conditional (1)
- Contact (1)
- contact call (1)
- contact phone. (1)
- contacts (1)
- Copy (1)
- Copy Calendar (1)
- Create fields with dropdown menus (1)
- Create new Company or Contact. (1)
- current contacts list (1)
- cursor (1)
- Custom Dates (1)
- Dashboards (1)
- Days Open in Activities (1)
- DDI Phone number (1)
- de-duping (1)
- Define Fields (1)
- Delete (1)
- Demote to Secondary (1)
- departments (1)
- Descriptions (1)
- details (1)
- Documents (3)
- DPI display fonts (1)
- drag and drop (1)
- drip marketing (1)
- drop-down (1)
- duplicate records (1)
- Duration (1)
- dynamic access list (1)
- E-mail (1)
- E-marketing (1)
- Edit Mode (1)
- eliminating duplicate records (1)
- email (5)
- email notes (1)
- email to secundary contact (1)
- enter new contact (1)
- envelope (1)
- Excel import data (1)
- exchange (1)
- Expenses (1)
- Export to Excel (1)
- Field (2)
- field population (1)
- Filters (1)
- Firefox (1)
- Folders (1)
- Functional layouts (1)
- Global Tool Bar (1)
- gmail (1)
- Go to Contact (1)
- groups (2)
- History (4)
- History count (1)
- Icon (1)
- icontact (1)
- Info Pane (1)
- Instant Messaging (1)
- iPhone (1)
- keywords (2)
- labels (1)
- Layout Control (1)
- Layouts for Tables (1)
- Limited Access (3)
- Linking (1)
- Linux (1)
- list_views (1)
- look for (1)
- lookup (2)
- Lookup Any Phone Field (1)
- Lookup Date Range (2)
- Lookup in Contact AND Company (1)
- lookup special letters (1)
- Mac (2)
- Macros (2)
- Mail Merge (1)
- Make Private (1)
- menu (1)
- Mileage (1)
- Mobile (1)
- multilingual (1)
- multiple attachments (1)
- multiple databases (1)
- NavBar (1)
- Navigation (1)
- new contact (1)
- newsletter (1)
- Notes (2)
- Notes opportunities adding (1)
- Oppertunity Follow Up Activity (1)
- Opportunities (9)
- opportunity (3)
- Opportunity Filters (1)
- Outlook (1)
- page setup (1)
- PAST (1)
- Paste (1)
- PDA (1)
- Phone Call (1)
- Phone Contact (1)
- phone number (1)
- plain text (1)
- previous (1)
- Priduct List (1)
- printing (1)
- Product List (1)
- Products and Services Order (1)
- Profit margin (1)
- Queries (1)
- quotes (1)
- Recurring Events (1)
- remote database (1)
- Remove User (1)
- Report Designer (2)
- Reports (2)
- Resources (1)
- restrict access (1)
- rich text (1)
- Sales Conversion Rates (1)
- Scheduled Activity (1)
- Scheduling (1)
- search (2)
- Secondary Contacts (1)
- Secundary Contact (1)
- Secundary contact birthdate (1)
- Security (3)
- see both (1)
- sendoutcards.com (1)
- Shortcut to a folder (1)
- Skype (1)
- special characters (1)
- special letters (1)
- Summary (1)
- sycn (1)
- sync (1)
- synchronization (1)
- System Fields (1)
- Task Detail View (1)
- Task List (1)
- Task Location (1)
- TASKS (1)
- template (1)
- temporary contact list (1)
- Thunderbird (1)
- TODAY (1)
- todays calls (1)
- Toolbar (1)
- Totals (1)
- uninstall (1)
- update access list (1)
- upgrade (1)
- user-defined fields (1)
- View (2)
- Windows (1)
- wizard (1)





