04-04-2008 12:56 PM
04-05-2008 08:03 AM
patgenn123 wrote:I was "clearing an activity" (whatever that means in ACT!) and noticed I can't drag and drop a file in the attachment section of the "clear activity"
Does ACT! have any drag and drop features? i haven't found any. But of course, this will be a pricey addon feature soon. You bet!
Also, why can't ACT! do something with the document tab? Why can"t I right click the file and "print, fax, e-mail" etc. Why can't there be folders there and why can't there be a tree view of folders/files, say, maybe specific to the contact?
04-05-2008 10:19 AM
04-05-2008 10:25 AM
04-05-2008 01:21 PM
04-05-2008 01:36 PM
patgenn123 wrote:With all due respect. I think that viewer is going to be nice, but what good is the documents in that tab when you can't do anything with it?
Kind of like the secondary contacts tab. If the secondary contact is already a contact in the database, why can't it pre-fill in the info. Some of these ideas are good, but if you have to do extra work, the concept is garbage.
While were at it, the merge process really needs work. If I wanted to send a letter to a lookup, it literally takes 7 steps to do it. Why can't Sage allow us to assign a hotkey to all these scenarios and get'er done without that mindless drivel?
Why can't ACT! autoname the template also when/before it pops up on the screen after the merge?
What about an ability to "auto print" without any of those steps. Just print it!!!
No one thought about these things and until there is some ease and functionality, then the waiting is hardest part
08-21-2008 09:46 AM
A prefill for the secondary contacts would be great, searching for a secondary contact prefill is actually what brought me here. My company has many, many, many contacts with agents assigned to most of them. We have the agents as contacts in our system as well as our customers. It would be wonderful if, when we were inputting the contact, or if someone was doing some housekeeping on the database, that when we wanted to put the agent in for secondary contact, the agents info would either autofill, or some sort of link we could click on to the agent's contact info would present itself.
08-21-2008 10:37 AM - edited 08-21-2008 10:38 AM
This sounds like it would be a good idea for a Feature Request
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.