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on ‎03-21-2012 10:06 AM

It's usually users who come from 6.0 (or earlier) that want this... Remember, now they are seperate tables.


When I see users who want this, I create a custom activity type "Note" ... that is usually enough


Mike Lazarus
ACT! Evangelist
GL Computing, Australia

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on ‎03-21-2012 10:28 AM

I disagree. The menus and icons are directed to create a note in the Notes tab. It needs to change. My experience is that it is not only ACT! 6.0 and prior users but also those who have had no experience of earlier versions without seperate Notes tab. 

by Gold Contributor
on ‎04-11-2012 04:23 AM

Every client I work with is confused about whether to use Notes or History for recording stuff.


As with all things ACT! putting the data in isn't the problem, it's remembering where you put it when you want to find it again.


Probably 25% of the people I work with ask me to remove as many tabs as possible to simplify usage and data entry, and often that includes the Notes Tab.


Notes, Web Info, Relationships, System Info, User Fields, Secondary Contacts, and Marketing Results, all typically get removed as "not required"

on ‎04-11-2012 10:45 AM

Sage ACT! have generally done a good job over the years to both preserve the underlying ease of navigation and add simple, useful features without upsetting the  'it does what I expect it to' experience. However the Notes/History split is one of those annoying things that they don't address.


I note that the new breed of web based CRM products are concious of the KISS (keep it simple, stupid) principle with features such as not exposing fields that are not populated with data. One edge that ACT! as a desktop application, retains over the SaaS competitors is the layout design flexibility. In an html environment layout designers are a very expensive development task however html5 is changing that.      



by Bronze Super Contributor
on ‎04-11-2012 06:53 PM

Personally, I've seen clients that want notes and use them to great advantage, and other clients that don't and want them gone.


This is in my opinion, where an ACT! Certified Consultant adds value to the process for the clients. If the ACC listens to the client they can determine what works best:

  • Use Notes and History
  • Use History (but not Notes)
  • Use History with a custom activity type "Notes"

I'm sure others have other solutions/workflows that could apply here as well.

on ‎07-25-2012 11:25 AM