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!
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.
There is no default option to show past tasks and those due "today" unless you customize and then update every day to include "today". There is "Today and future" but no "Today and past" V18 Pro, Windows 2010, Networked Environment
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?
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.
Export to Excel, either via File > Export or from the Export to Excel icon in list views and attempts to Export to Excel should create a permanent history record in the Users' contact record.
No security is perfect, but this would add another layer.
Can the dev team consider adding a feature to allow Act eMarketing users to cancel scheduled sends, without having to call in and wait for a support person to assist with the request. It would seem to give users great functionality and to free-up time on your support team, so that they may assist users with other "technical" issues.
It would be appreciated and more proactive if the Act! installer did a check and alert wherever the 64bit version of Office is installed. This way, the Act! installation could be halted until the Office 32bit reinstalled instead, rather than needing to start all over again after Act! is installed, learning this when at the final Outlook configuration stage.
You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.
Create the Ability to Mail Megere at the very least any Database field of Character type into an Act! emarketing template From the contact Table in the database.
Our customer works a lot with opportunities, They have created many activity series and when launching them, they don't allow the activities to be associated with an opportunity.
They can attach individual activities to an opportunity, but would save a lot of time to be able to associate an activity series with an opportunity.
Fix Act! emarketing campaign results to Update original History record from when it was sent Include Unopened, Bounced, Duplicate, InvalidStatus: Submitted for voting
Swiftpage emarketing used to give us the ability to look at the history of the campaign without creating a new history record every time we download the campaign history. It would go back to the original History result and update it with the score and status of what happened. This results was then searchable through a marketing results tab so you could look up unopeneds, Bounces, Opt outs, Invalid and Duplicates.
The new product should have these same Capabilities as the Power of emarketing really comes from being able to effectively manage your lists with the data you receive from the campaign. If we cannot effectively use this data directly back in their database we lose the advantage of being different than the competition. We own the product we should be able to do this better than anyone out there.
Business Partner requested an update to the report designer to make it more user friendly, and can pull through more information.
also wanting to be able to add on custom field types to the product list in tools > define fields > manage product list (so could have name, item number, custom field etc).
Also requesting more functionality from the Act Emarketing web form - their customers find the survey in AEM very limiting... would like a customer to be able to answer questions, and then update certain fields. Also, wanting the ability to pull through more fields into an AEM template (instead of just name, address etc).
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)
If I create a Company record from a Contact record the linked fields (Company Name , Address etc.) copy across from the contact record to the Company record when it is Created.
I would like the option to do the same when creating an Opportunity. By copying selected Contact data into the opportunity it would make the subsequent analysis and reporting of Opportunities much easier.
For example, I could show City / State / or phone number in the Opportunity list and on exports to Excel.
Over the last 7 years I may have reset my own E-mail preferences 6-18 times a year.
I teach my clients to count to 10 before they shut down Windows or close the lid to give them the best chance of not losing their Act! Preferences.
By comparison; I never have to reset my Excel, Word or Outlook, QuickBooks, QuoteWerks, iTunes or browser du jour preferences.
Can we fix this?
I've had a feature request from one of our clients.
They would like a feature that they may change/set the default value within the quick search in the stacked toolbar of Act! Local preferences would make the most sense. If the client always searches with Emails then they can set the default to say email.
I think it's an excellent idea.
UK Software Support.