It's too easy to overlook a modified filter bar, so it should noticably change appearance, perhaps with a red or dark background when it is set to anything less than "wide open."
Seems this user-considerate mod could fall under the category of "easy" low-hanging fruit and provide improvements that make ACT! easier and more fun to use.
Record Manager should be a field that can be linked between Comany and Contact Record.
If I create a new Company record I can allocate it to an Account Manager (=Record manager). If I then create a Contact from that Company I expect that the name of the Account Manager will copy through to the Contact - Record Manager Field.
What actually happens is the Record Manager is always the name of the User logged in and creating the record
When sending a Swiftpage campaign the History should NOT record as a generic 'E-mail Sent'; but rather as its own independent History Type (History Type name to be determined). This feature additional would allow the user to independently 'filter out' these Swiftpage Histories. Due to the frequency in sending Swiftpage campaigns,the result is to crowd or overload the History view. the end user would be improved with this feature addition.
Currently we can see the number of files that need to be synched, it would be very useful, especially for users that are needing to synch on a poor/slow connection, the total number of MegaBytes that will be transfered during a synch session.
It would be ideal if prior to synch a brief summary could be presented to the user of how large (in MBs) the overall synch would be so the User could choose to postpone synch to a time when they have a faster connection.
When you've been using a system for a while you just take some oddities for granted, however for new users irregularities in terminology all help to make the learning curve steeper.
What's the difference between "User" (as used in many list view filters) and "Record Manager" (as used in the drop-down list in the field of the same name)?
Answer: Nothing. They're the same. So let's use just one term, not two.
What's the difference between "Activities" (the things we schedule) and "Tasks"?
Answer: Nothing. They're the same. So let's just use one term not two. Why do we view Activities in the Activity Tab in our Contact records but also view the same thing in the Task List? Logically we either need to rename the Activities tab "tasks" or rename the Task List "Activity List".
Custom Permissions need to be expanded to include: Edit/Replace function.
This is a key item that needs to be added to the Custom Permissions feature (via the Tools>>Manage Users).
The ability to take away this feature from (untrained) users is key to data integrity and to prevent users from performing high-level functions that could alter important data in the database.
We need the ability to export to Excel from the History Tab and the Activity Tab list views.
We allow Export to Excel from all the basic List Views (Contacts, Activities, Opportunities; the capability to perform this function would allow easy reporting of Histories, for a Contact.
The Copy/.Move function is not available in the ACT! for Web 2013 or 2014 (alpha).
Copy/Move function needs to be added. There is no ability for a user to combined Contacts that are deemed duplicates. This is a real productivity hinderance.
This is also considered a 'gap' in the two applicatoins which leads to a bad end-user experience.
Connected services upon logging into ACT! goes out to search for any 'connected services' account on the server. This feature needs to be able to be disabled via (Actdiag???) as this searching slows down the startup time.
This slowness and dialog box popping up is a bad end-user experience.
In previous web versions (prior to Universal Search) there was a Search button on the big icon tool bar at the topof the web view that would search on the field that the insertion point was currently in. So if you clicked in the City field and then clicked the Search button, it would look up only City... similar to right-clicking the field in the desktop version.
Would love to be able to create custom buttons and screen functionality on the ACT Mobile platform. Is there a current SDK that will let us accomplish this with ACT Mobile?
Because people request to be able to create a lookup from keyword search and they can't since All is the default, change the default to Contacts and then the Create Lookup option is available.
I've always felt what makes ACT unsecure is that you can't turn off printing.
i mean really... why isn't this feature?
oh sure someone could do a screen print but that's the least of the problems.
Durkin has a FREE add-on and i dont' know when it came out: http://www.durkincomputing.com/FreeACTAddons.aspx
I feel this should be a feature in ACT and i hate having to ask for KUDOS but please Kudo this and maybe someone will care other than me...
This has been mentioned within another post, but as far as I can see doesn't have a post of its own.
I have had three clients say to me in the last two weeks, "We would be more inclined to use Opportunities if they were Auto-Numbered".
Now, I usually suggest one of the add-on products to do this, but these clients were using ACT! for Web so the existing add-ons don't work.
The time is now. We need an auto-numbering system for Opportunities and Quotations within ACT! itself so the facility is available through the web interface / mobile.
We need some flexibility, either for a central numbering system held on the server at application level, or for a central numbering system held on the server at database level, or for a User-based option.
ACT! is supposed to be a sales tool after all, and sales people need to produce numbered quotes.
When performing an import to overwrite existing contact records you currently have to match duplicates using up to 3 fields.
While that may be OK in some instances it doesn't function very well for those users who have duplicate records.
I have quite a few customers who purposely have duplicate records because they use ACT! in innovative ways. Because ACT! is limited in certain areas ie: Performing more complex calculations in fields or just replacing parts on a field value rather than the whole field, they have to export data to Excel to perform the calculation and then re-import it back into ACT!. That is when the problem arises namely that the data mixes up which record it belongs to when it imports.
A simple solution to this would be the ability to export the database Contact ID and then use it to match dupes on re-import.
The ability to save custom layouts when saving an empty copy of the database. Customer wants to give you a copy of the structure of their database without giving you contact information. Create an empty copy and currently custom layouts don't come over.
The idea is to provide sufficient kudos for Ben as a caring sharing competent ACC and as much press as we can so his boss has no other choice but send him to Perfecting ACT! so the rest of the ACT! world can share his wisdom. - PLEASE KUDOS this suggestion ![]()
Many sales folks have to create a month end forecast for the manager. In an ideal world ACT! would be updated as part of their day-to-day activities. In my 'real world' experience, this is not always the case. So, come close to month end there is a need to rapidly update Opportunities to get them up to date.
This situation would be made a lot easier if there was a Edit Mode for the List view in Opportunities.
Stage, Estimated Close Date and Stauts are the main ones that will need to quickly updated, but if Product (and hence Total) could be updated from the List View that would be really useful.
We want to hear your cool ideas for improving Sage ACT! products and services. So add your own ideas or kudo (vote) on the ideas of others here!
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