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Act! Premium Cloud - Process and Stage - Edit list Values...

Nickel Super Contributor
Posts: 346
Country: USA

Act! Premium Cloud - Process and Stage - Edit list Values...

Is it  possible to edit the list of stages in Act! Premium Cloud?

 

Is a remote database the alternative?

 

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Juan Carlos Otero
juancarlostero@icloud.com
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act! Premium Cloud - Process and Stage - Edit list Values...

Hi Juan Carlos,

 

This is a feature that has been added in the upcoming Act! Premium for Web v19. Act! Premium Cloud will gain this feature when the platform is upgraded after v19 is launched.

 

Current Act! Premium Cloud customers can currently use a remote client to edit the Process/Stage lists, or request a change to the list by opening a support ticket.

Nickel Super Contributor
Posts: 346
Country: USA

Re: Act! Premium Cloud - Process and Stage - Edit list Values...

Thanks, and could you add this feature too?

 

...  feature..?  It should be normal for a user to edit or add their sales processes, stages and products..!!

 

My users have MAC ... I can not install a remote database...  Thank you anyway

 

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Juan Carlos Otero
juancarlostero@icloud.com
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act! Premium Cloud - Process and Stage - Edit list Values...

Hi Juan Carlos,

 

Adding new products though the web interface is also feature in v19.

 

For users who are unable to install the offline client, then we can make these changes on their behalf though a support ticket.