Most customers use the Contact List view extensively and as a result, Sage should consider substantial improvements.
Over the years, several customers have ask me why ACT! will not automatically display the fields of the lookup criteria on the contact list view. I have also considered this a limitation.
If you do an Advanced Query, the fields queried are shown in the Preview of the query.
Customers want these queried fields added to the existing customization of the Contact List view.
For example, if I have customized my contact list view to show Contact, Company, Address and I then do a lookup for ID/Status, we would like to see the ID/Status field automatically added to the existing Contact List View. This field on the contact list view would be temporary until the next query or lookup. The user could then have an option of saving the contact list view so the field is permanent. Better yet, each contact list customization could be able to be saved and loaded at anytime. For example, we could save one contact list view that shows name and several important date fields but another one that shows name, address and other fields. The user could save each of these customizations and simply change the list view to the desired one. This would be equivanent to a Contact List view 'layout'.
In addition, the Contacts tab in a Dynamic Group should autotmatically show the fields that are queried in that grroup. This means that each dymanic group could be customized but the fields queried would automatically show in the Group's Contacts tab.
For example, if a dynamic group is created that queries Birthday within next 14 days, the birthday field should be automatically shown in the Contact's tab for that group. Alternately, if this group is selected as a lookup, the Birthday field would show up in the Contact List View also.
If you change the Group to the Customer group (which queries ID/Status = Customer), the ID/Status would then populate the list views.
Last, consider that ACT! 6.0 was much easier to customize these list views. The drag and drop of fields was a big time saver. We would love to see drag and drop in list views brought back to ACT! SQL.
Thanks, Scott Abboud Allied Financial Software, Inc.