Your current email template requires the hiring of an ACT certified consultant to edit. That's, well, I'll just say not good. I just want to customize my invitation template once, instead of each and every time I send out an invitation via outlook, but you have no simple method for doing that. I really think this is a huge oversight on your part, and I hope you will fix it soon.
Specifically, I'm talking about the template that comes up when I create an event (meeting, for instance) and click the option to send an email to invitees. The event then opens an outlook email invite, with the body populated by ACT with data from the ACT event. There is no way to simply add my signature, or make any other modifications to the template used. I am forced to manually modify the email each and every time I use it. Please fix this.
Greg,
I think the link above is incorrectly attached to this topic. Has no relationship to tsbgeorge's request.
There have been two other postings in this forum covering same topic in recent years.
There probably needs to be some capability in the system to identify and link such posts together. Then you will see a true picture emerge on specific requirements.
I agree with the post. We have some very old formats ( not good PR for ACT! ) still floating around in ACT! that should have been addressed and updated with each release.
It is an area that should form part of the developers's brief and Product Development Specification for each release - i.e. Examine and Update any template, view, layout, field structure, import /export or other process which is used in Contact Management for relevance and compatibility with current formats and requirements.
Typically in need of this review for ACT! 2013 (V15) Review would be:
Ask ACCs and Users what they would like to have available in each release and work with most popular choices
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