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ACT! Premium 20.1 U3 - Email Body in History

Copper Contributor
Posts: 21
Country: USA

ACT! Premium 20.1 U3 - Email Body in History

Our company just updated ACT! Premium to version 20.1.120.0, Update 3, and we immediately noticed that the emails we attach to contacts are now being attached with the Body of the email included in the Details field.  I've been using ACT! for over 13 years, and here are just a few issues I have with this new change.

1.  In the E-mail Setup Wizard, we have always set the 'Email - Record History' (Page 5 of 8) and the 'E-mail - Attach to ACT! Contacts' (Page 6 of 8) to 'E-mail subject, message and all attachments', so we could simply click on the Blue Paperclip in the Attachments column to open the original email for viewing.  This was a very clean and compact way for us to see all of the emails associated with a contact, and it allowed each History to be contained on a single line.  Now, with the body of the email being forced into the Details view, every email we attach, with the aforementioned settings, requires the space of 5 of our old Histories to display it.  Additionally, each email looks terrible in the Details view because the field can't duplicate a true copy of the email without adding a bunch of double-spaces to it.  And, unfortunately, there is no longer an option in the E-mail Setup Wizard to show our Histories the way they used to be displayed (as single lines with the paperclip), so we're forced to see these large Regarding & Details fields in all of our email Histories going forward.

2. I've always added quote and order information to the Details field of attached emails containing that information, so the information was easily viewable in the History and those important items stuck out like a sore thumb over the other single line Histories.  Now, with every History being 5 lines tall of miscellaneous text, these priority emails will not be as easily seen in the Contact History.

3. I can see how having the email body present in each History Detail field might improve on the Search function of ACT!, but if that was the reasoning behind the change, then I would suggest that you work on improving the Search feature.  The display format for the results is confusing and poorly organized, and many times, the results are flooded with numerous occurrences of the same email or opportunity.  Now, with the body of every email being included in the Contact History, the Search results, in their current format, will begin to get so far out of control that it'll become that much more difficult to find what you're looking for.

Thank you for your time and consideration.  As of right now, I kind of wish we had stayed in the previous version.

 

ACT Histories after v20_1 update 3.JPG

Copper Contributor
Posts: 21
Country: USA

Re: ACT! Premium 20.1 U3 - Email Body in History

Here's another problem:
I just added my first quote details to the Details field of an attached History, just like I've always done, but because the body of the email is now forced into the Details field, ACT! doesn't show my comment on a separate line below the Subject line like it used to.  Instead, it placed my comment immediately following the last character of the Subject line, on the very same line, and it looks terrible.

 

ACT Community Post - ACT Details running into Subject line.jpg

Copper Contributor
Posts: 21
Country: USA

Re: ACT! Premium 20.1 U3 - Email Body in History

Regarding the previous post, I've discovered that if I key in a 'Return' prior to adding my notes to the Details, then they will appear on the next line down from the Subject line, so I guess I'm always going to have to do this, and I'm going to have to teach all of my coworkers to do this as well, so our notes don't end up contaminating the Regarding field/Subject Line.

Administrator
Posts: 4,032
Country: United_Kingdom

Re: ACT! Premium 20.1 U3 - Email Body in History

Hi mgagnon,

Thank you for the detail in this report, and for explaining how it's affecting your workflow.
I've passed this thead on to our Product team who who will record the info in a Story (used for tracking product improvement requests) and process it for future enhancement..