Improve the existing Act! emarketing reporting on clicks, allowing users to see which specific hyperlinks were clicked by a recipient.
This information may help to to further prioritise or route leads within a sales team, depending on exactly how the recipient has interacted with an email.
Customizeable Surveys For Act! emarketing which data can be imported into Act! and update contact fields directlyStatus: Submitted for voting
Basically we are looking For at least the same functionality that we have for Swiftpage emarketing in the New Act! emarketing product. the ability to create surveys with custom questions and map the response back to specific fields in Act!, or have them mapped to a survey responses tab.
For a reference of Surveys and how they worked in Swiftpage emarketing please see the articles below.
Having reports accessible to all security access levels, especially restricted, is a huge problem since any user can steal your database with a simple phone list report. While the simplicity of security roles seems nice, there should be restrictions on reporting. The ability to export a customer list via email, printing, and saving to a jump drive all make customer data theft a breeze since all users are able to do so. Adding even a check yes box, removing permission to use reports in security roles, would be great.
wanting to be able to report on relationships - at the moment only way is to go into each contacts relationships tab and to print the relationship for each contact (unable to do a lookup, and then get all the relationship's of each contact automatically).
In the detail view of each opportunity Act automatically calculates the number of contacts on that opportunity - see bottom left of screenshot 1 with arrow. However in the list view of opportunities the number of contacts doesn't show, instead under contact it lists the names of the contacts rather than just the number on the opportunity. I want to be able to see at a glance how many contacts we have on each opportunity.
We have added an additional field 'number of students' on to opportunities which we can pull through to the list view (screenshots 1 and 2) but the new field has to be updated manually which makes it prone to error. Does anyone know if there is a way to get Act to show you automatically the number of contacts on an opportunity in list view? If not can Act look at developing this feature as it's being calculated somewhere in the system - just not in a very helpful place at the moment.
When using the installed version of Act! you can create a lookup of any Contacts within an Opportunity record by right clicking on the list of Contacts and choosing the option to Create Lookup.
When using the Cloud version, you cannot do this, and there is no other way of looking up those Contacts either. A menu option or something similar to lookup the Contact records would be useful.
Customer uses opportunities and has a create date field with a date in it. They have a custom date field called "Job Completed" and would like to be able to create a calculated field for the days between the two. At present this isn't possible as you can only have a calculated date field be time since or time until.
This was suggested by a customer, but it would be useful to be able to bring up your alarms whenever you like. So at the moment, if you click on the X then your alarms are hidden for several minutes before they pop up again. Having the ability to see the alarms (so perhaps going to "Tools" > "Show alarms" for example) would be useful.
In APFW/Cloud, users do no have the ability to modify their own color/font defaults. You can modify these preferences on the server/host but these do no filter down to the web users. Where the web version picks up its defaults from is currently a mystery as in one example a contact record had 3 notes, each of which had been created by a different web user and all 3 had different font sizes and styles.
Adding the ability to control these preferences in APFW/Cloud would rectify this problem.
Now we have Launched Act Cloud, there are some minor changes that would be best to look at, that generate un-necessary calls.
Most prominent at the moment is when a customer adds fields to their layout through the Cloud or Web portal, they are auto sized to Text size "9" where the default fields are set at "9.75". Although a small difference, it is noticeable and any customer wanting their layout to appear more professional, has to call to get us to change the Test size of the fields on the server end, to "9.75".
If possible, new fields should either be created as text size "9.75" or the default fields should be "9".
If the dev team could consider adding a better web-form for users asking to be re-added to a mailing list it would be greatly helpful!
Our firm markets to several thousand people at once, sometimes clients unsubscribe themselves, only a month later to email our marketing team to be re-added to our mailing list. Since they themselves used the unsubscribe link at the bottom of the eMarketing email and conceivably have deleted the email, they can no longer open the email, access the unsubscribe link, and opt back in. There's two issues here:
1. They've likely deleted the email and the link that they used to unsubscribe, or
2. It's confusing to tell users we can't add them back, but instead they need to find the email, click the link, and re-add themselves.
If there were a general form, hosted on the Act eMarketing website that could be freely dispensed to end-users for opting back-in, it would be a lot more clear for our clients and allow us to better market to our account-base.
Conceivably, other Act eMarketing users have this same problem.....
We need to be able to restrict other users from altering other users records, either by accident or on purpose.
We need the ability to also grey out or make the user record invisible especially when you have a lot of users and a large database. By default, user records should not display in contact list view.
It's far too common that (for a variety of regular causes) the integration link between Act! and Outlook is lost.
It's probably impossible for Act! to detect and repair lost integration if Outlook is opened ahead of it, but the user's preferences could be retained in an external file and when needed, re-instituted faster and more seamlessly than returning to prefs setup (or the drop down on the email button) to re-establish all the various prefs.
Consider this LOW HANGING FRUIT and another great reason to upgrade to the next version!
I know this has been discussed over many years but it would be extremely beneficial to have this field info displayed on the contact record (possibly on the record access tab?). If it was available, it would have saved me MANY hours during a recent corrupted database rebuild.
There are several Act competitors - One Page CRM and Close.ie - that can capture prospect details directly from LinkedIn, Website etc and directly import them into their CRM system.
This makes building list from scratch really fast and easy and ideal for Start up or new salespeople joining companies.
Is there an Add-on for Act or is this something Act/Swiftpage are working on ?
I would love to be able to set my own defaults when working in Layout designer.
Font / size / colour
Would save loads of time, especially on complex layouts
In all versions that Act! has the calculated field feature, The system is NOT programmed to update the Age field until after the date of the birthday has completed. Age field on day of birth show the displays Age incorrectly.
Provide an option to remove the 'Powered by Act! emarketing' image from the footer of Act! emarketing emails.
This could be provided as a user option within Emarketing Settings, or could be removed on request from Customer Services (as with removing the 'Powered by Swiftpage' logo from the footer of a Swiftpage emarketing email).
Unless I missed some option, or setting, I always get frustrated by not being able to view details of cleared calendar items. The only way I've found to see the details is to "unclear" the item, view the details, then "reclear" the item. Very frustrating. Why not have the option to view details even on cleared items?