I've just added an "Order Notes" field to the Opportunities Layout on my own database. On the one hand, it's great that ACT! gives me the ability to customise the layout as I want it, on the other hand I'm kicking myself for making what I believe is a retrograde step in adding a field when I have a perfectly good Notes section already there.
The reason I found myself doing this is that when I open an opportunity I want to be able to see immediately any notes associated with that order. By default I have the Products/Services Tab selected, which means that I wouldn't see any notes in the Notes Tab unless I clicked on it to have a look. And here lies the problem. I have ten tabs on my Opportunity screen layout. Am I going to check all ten tabs for updates every time I open an Opportunity? No. (The same issue also applies to the tabs in any view, not just Opportunities).
The problem is that without clicking to open a tab I don't know:
a) is there any data in there at all.
b) has it been changed recently.
What we need is some way of being able to see these things without actually having to open the tab.
Enter "Tab Lights". The tabs change colour depending on if or when they were last edited, so...
No colour = there's no data in that Tab
Green Tab = the Tab contains data but has not been edited in the last 12 months.
Amber Tab = the Tab contains data but has not been edited in the last 3 months.
Red Tab = the Tab contains data which has been edited in the last 3 months.
Naturally, the colours and conditions could be edited globally by an administrator.
All helps to make ACT! the most user friendly contact management system available.