Add option that would allow users to create report showing changes done within working hours globally for a specific date-based on user time zoneStatus: Submitted for voting
Add option in reports, that would allow users to show changes done to DB in their local working hours, based on their time zone setting in Act! access via web.
Customer server is based in the UK (GMT time zone). Users are spread around the world in different time zones. When customer runs daily report it shows changes done to DB between 0:00 AM-12:00 PM GMT. Changes done to DB by user based in Melbourne Australia before 10:00 AM Australian Eastern Time (0:00 AM GMT) are shown in reports as being done on a previous day.
AEST (Australian Eastern Time) is GMT (UK standard time) +10 hours.
Problem is that DB changes are recorded chronologically with Universal Time date stamp, regardless of user local time zone settings (access via web).
If we could add an additional DB field, which would record time based on local time zone selected by user in access via web settings, then this field could give customers option to create reports that show changes done within working hours globally for a specific date (regardless of the Universal Time date stamp for these DB changes).
I've had a customer submit a feature request for the record managers of a Company be linked to the record manager of a Contact.
This may be an issue that some users would not like so therefore make it an option that could be toggled per database.
We no longer just call or meet with contacts. We send emails, IMs from LinkedIM, Facebook or Twitter. I added them to Other activity options, which works. However, it now makes reports obsolete because it just labels them as other. I suggest you add email, and IM to your list of schedule options.
Act! Emarketing template editor:
Add option to upload video files and add them to AE templates, similar to the way we can already upload pictures to template editor.
- 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
Request from a user to be able to see the number of contacts in the current look-up while on list view.
Currently they have to go to detail view to see this number
This is for ACT! Premium Cloud
ACT only allows you to backup to the local computer.
If you lose your hard drive, not only do you lose the program and that information, you lose the backups too.
ACT should let you backup to another location such as a portable hard drive or a network server.
Update export to excel from APFW/APC so that exporting opportunities to excel also creates pivot tables by defaultStatus: Submitted for voting
When exporting opportunities to excel in the desktop version of the program, pivot charts/tables are created in the spreadsheet automatically. This is not the case when exporting to excel from web. Please can this time saving feature be added to the web version of Act as well.
1. When creating a company lookup and see the results in the Companies List View, wants an easy way to go back and Lookup All Companies like there is with Lookup All Contacts.
2. When viewing the list of companies in Companies List View, wants to see a count for the number of Companies that match the criteria. Again, like you can see in Contacts List View.
Currently to support email from mobile devices we need to configure the SMTP settings for each user on each database, so if a user has access to three databases then their SMTP mail server settings need to be configured three times, so fifteen users require the SMTP settings to be configured 45 times - a large administration overhead.
System administration and support should be simplified by only configuring the ACT! server with SMTP server settings to support all users, users "reply to" email addresses would be derived from each users ACT! account settings.
Allow box size to be expanded so you can read all of Regarding info in an Activity Series. The window cannot be enlarged and the Regarding information is not always entirely visible. . Pro v18, Office 2010, Networked database
One of the useful additions to Act! was the automatic "Last Reach", "Last Attempt", "Last Letter" etc System generated fields.
What would be really useful would be the ability to define new fields like these based on User Defined Activities.
So, for example, a customer wants to differentiate between a standard Meeting and a user defined "Maintenance Visit", they could schedule a "Maintenance Visit" for their engineer in the Calendar and, when Cleared, the system would automatically generate a date in the "Last Maintenance Visit" field. This field could then be available to Lookups or, indeed, Smart Tasks to better manage customer service.
I've had the problem with smtp port 25 that others have. In investigating this problem I learned that port 25 is "Open" and used extensively by spammers.
Act needs to open use of other ports. Most email services don't use port 25 any longer due to the spam situation. How hard would it be for act to enable more port selection? Not very I think.
Would like an option on the history tab to attach a shortcut to a file, like there is on the documents tab.
And also include it as a type option in the dropdown list of items to display/not display.