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.
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.
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
Latest version of Outlook has the ability to set a start time (and timezone) and end time (and potentially different timezone) when you are adding an event.
How about something like this in the next version of Act!
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.
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.
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.
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.
Would like to see an enable Limited Access feature to boost performance for those that don't need itStatus: Submitted for voting
If your Act! database does not use the limited access security feature in Act!, then it would be nice to remove the limited access checking from the stored procedures in the backend SQL database. The larger your database gets, the slower it will be. Removing the limited access checking speeds things up quite a bit based on our testing.
If a company decides they need to use limited access, check a box in tools>>preferences>>admin which would then write the code to turn the feature on.
I have a client who use Act! E-Marketing and a lot of their images are very similar in look. The problem they are experiencing is that there is no easy way for them to tell which image is which (Imagine having a catalog of very similar looking cars. However there are subtle differences. Model numbers etc)
The client complain (And rightly) that when you hover the mouse over the image there is no preview telling you which file you are hovering over.
As an alternative I suggested creating subfolders for each model they have images for. The client has explained that this would not be a viable work around for their company as they have hundreds of models in their catalog, and hundreds of sub folders.
Is there a change we could put a mouse over preview of the file name or find another alternative for the customer?
I have created an activity called "RSC" which stands for regularly scheduled calls.
If I have missed making a call for several of the time periods and I finally do clear that call, I used today's date in the date field.
However, the rollover feature then schedules a call for what would be the next scheduled call. For example:
Scheduled call 1/week
Scheduled call is 1/1/17
Make the call on 2/15/17
Next scheduled call comes up for 1/8/17
I would rather see the next schedule recurring call come up on 2/18
(Just used arbitrary dates)
The export to Excel in History list view is a nice feature, but you can't scope that list view down to selected contacts.
It would seem an oversight that the export to Excel button should not also be found on the History Tab for contact and group detail.
They typical import option has said "recommended" for over 5 years now, however this is not something that any support technicians would ever recommend doing, they would always suggest the custom import as the risk of missing data during a typical import is very high. It is a misleading message and really should be changed.
On the subject of the typical import, if you choose that option it will give a message saying "All fields are compatible". Again this is a very misleading message as it does not tell you if any fields have failed to match. Essentially it means that all fields it has matched are compatible, but this is far from obvious. It should definitely tell you if any fields have failed to match so that you can then go through a custom import instead.