- Missing filter feature in 'Contact Activity' lookup. Users can't filter contacts by 'changed/not changed' between date A and date B. They can only filter contacts by 'changed/not changed' SINCE DATE
Customer stated this feature was removed from Act 5-6 years ago and would like it to be reintroduced.
Act! main menu: 'Lookup' -> 'Contact Activity...' -> 'Contact Activity'
- Feature 'Contact Activity' not available in Act! main menu 'Lookup' in access via web.
Customer would like feature to be introduced. He states it's important control feature for managerial staff to use when out of office.
- Fields 'Post Code' or 'City' not available as fields in 'Customize Columns' options for Task List.
Customer would like at least one of these fields to be available for Task List customization. According to him ability to sort tasks geographically would be useful for sales team.
'Task List' -> 'Options' -> 'Customise Columns'
- Printed contact notes are not sorted by date.
Customer would like to be able to sort notes at least by date.
Act! main menu: 'Reports' -> 'Notes/History' -> 'Define Filters' -> select all notes for specific contact
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