Sage ACT! - Share Your Ideas - Sage ACT! Community

Showing ideas with label attachments.

Ability to Search Attached Documents

Status:

by on

THIS IS SOOOO NEEDED!!!!! If you have 100's of contacts and you have gathered either documents or they have sent you information in a file and you can't remember who it was but you remember the content of the document, how would you find this info? You should be able to do a boolean search on documents. Some companies you may have up to 30 contacts w/ attachments form them so it would so much more productive to be able to do a search w/ some key words and boom, there is your list and be able to read it on right hand side or something as you scroll through.

Hope others can use this feature!

More than one attachment per activity (to do/meetings....)

Status:

by on

I'm a new user of ACT 2010! I like the idea of tying all the contact and company information with each opportunity. This is something you don't get with Outlook and GTD. But it has many shortcomings that Outlook does provide. One important issue in my case is attaching files. When I see a customer, I have several ppt and pdf files that I want to show him. Having the meeting activity hold all these helps prevent me from missing a file. I know of several work arounds now (making a zip) but I want this to be easy. So why not have unlimited attachments in your database. If that isn't an easy DB change for unlimited links, how about giving us HTML in the details tab, and provide internal links to the files.

Show both the e-mail body text AND save all it's attachements. Can we do this?

Status:

by on

I like the way that an email is visible to the right of the screen whenever you click on a 'email sent' history item. I also like to save emails that have attachments so I've checked that option in the email set up.

The problem is that, at least in my experience, whenever you click on a 'email sent' history item that has been saved attachments and all, the text of the email no longer appears to the right, just the subject line appears. It would be nice if there was a way to save all the attachments but ALSO have the body of the email appear to the right of the histories.

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