Since we upgrade ACT! every time the programming team creates a new version, which often requires uninstalling the old version and installing the new one, it would be nice to have a file stored outside of the ACT! folders (so it doesn't get deleted) that could regenerate our Customized Column settings for the multitude of views that change back to their default settings in the new version.  I spend a great amount of time setting up my columns in the Contact List, Group Opportunities List, Companies Opportunity List, Contact Opportunities tab, and so on, and I also have to go through and redefine which views I prefer to have grid lines in, since they all default to being turned off.  The default settings for the columns are very basic and inadequate for our purposes, so everyone in the company has to spend time changing them back to the way they like to see them, that is, if they can find the time to do it.  If there was a SAVE function for the columns, which could save those settings outside of the usual ACT! folders, then we could recall those settings when we uninstall the old version and install a new version.  Right now, the only way anyone can guarantee that they're setting up the next installed version like their previous version, would be to either keep screen shots of every customized view, or create some kind of document outlining the customized columns for every section.  And since none of us have the time to go through and document the column headers, we have to guess, to the best of our ability, what our previous version was set up like.  It's a frustrating and time consuming process that seems like it could be avoided with some sort of Save feature.

I like seeing all of my Opportunities, regardless of where I view them, by newest to oldest Open Date, but ACT! defaults to displaying them from least to greatest Total value when I open the Opportunities Tab or Opportunities List.  Seeing the opportunities with the smallest total dollar value displayed at the top of the list serves no purpose for me, and I have to re-sort them by Open Date whenever I view them.  I would like to be able to set the display order once and always be able to come back to the Opportunities displayed in that order, regardless of whether I maneuver away from that area or shut down and restart ACT!.  Please consider the possibility of adding this feature to ACT!.  Many thanks.

For Outlook Quick Actions, please include the ability to add email(s) to an Opportunity instead of a contact. Our business is Opportunity centric and all project communications need to be added to the Oppy and not the contact.

Thanks!

Why doesn't the Opportunity Days in Stage field automatically record the number of days to History at each stage transition?

You would then know how many days in each stage for every opportunity.

You could then easily analyse historical data regarding how long Opps were in each Stage and calculate the stats for your sales pipeline

On the main screen after log in you can see the left menu. There is a filed for searching named Contains.

I proposal to increase the field letter size and move the cursor a little bit to right, because is very connected on the left.

When typing letter like j, i, l  is very hard to see it.

I recommend include this easy new feature to the next patch.

Thank you.

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Hi Community,

Whilst speaking and troubleshooting an issue with a client relating to Calendar Sync between Act! and Outlook. A client offered an idea of having an 'automatic refresh' of the calendar. 

I know that this has been looked into before in Act! but we ran into problems as an auto refresh may happen before you have saved data, therefore the potential for data loss.

Rather than having an auto refresh, perhaps then something that could indicate that new items have been synchronised into the calendar and it is now time for the Act! user to refresh their calendar to see the imports appearing.

Regards,

Cam
Act! Support

With the introduction of the ACT API several years ago and the implementation of great new functionality in ACT V20.1 release (Insights/ACT Tables), it would nice to have an ACT Administrator Console to turn off older features in not use.

Also, the ACT Admin should be able to turn off features by ACT User as well. And when a feature is turned off, the shortcuts on menus/toolbar should also disappear (not just be grayed out)

Examples of features no longer in use:

ACT Accounting Integration (Tools Menu)

ACT Handheld Integration (prompts when user rights are changed)

ACT Fax Coversheet (Write menu)

Examples of features to "turn off" when not in use (ACT Admin controlled), especially features that do not work with ACT Cloud accounts

ACT Dialer (requires POTS modem and land line)

ACT Activity Series
ACT Dashboard (replaced by Insight in v20.1)

ACT Timeline

ACT Smart Tasks

ACT Webforms

ACT Scratchpad

In an effort to make ACT a modern and fresh looking product, cleaning up the user view/interface is a start...for the benefit of New Users, ACT Administrators, ACCs, and ACT Support Team!

In the AEM editor, Horizontal Line Block, please add the capability to change the line color to something other than black.  And add the capability to control the thickness.  And how about the capability to shorten the line, and change the line styles.  Essentially all the things you can do with a border, apply those to the Horizontal Line.

Current workaround is to insert a text block with a line of Underscores.  You can color that, but can't control the line thickness.

V20.1 PLUS introduces the concept of cascading drop-down lists (i.e. the contents of the list in field B depend on the selection made in field A) for fields created in custom tables.

This feature should be available as standard fields as well and would be a significant benefit to standard Premium users.

By adding the ID/Status field to the history list it would be possible to analyse calls to prospects, calls to customers, meetings with suppliers etc adding value to the information sales managers can gain from the system.

Recently, several of my Clients are reporting that their AEM newsletter recipients are being listed as having to Opt-Out, when they state that they did NOT click on the Opt-Out link at the bottom of the newsletter.

One of my clients, who have an SPF in place, had more than 1/2 of their own employees listed as Opting Out. 

This client did significant testing working with their ISP provider.  It turns out that their Anti-Virus flagged the single-click Opt-Out link as the culprit.  If AEM would modify the Opt-Out to be a double-confirmation, I am thinking that all of us AEM Users would find that our clients, and our Clients' Clients, would experience less false Opt-Outs. 

Also, if there was an Opt-In link on the Act! website that recipients could go to for Opt-In, it would be far easier than the current process.

I've been asking for over 12 years to put more Microsoft Word features in the tool bar.

1. I'd like to see: a, b.c, d, etc. and 1, 2, 3 for bullet pointing and other basic features
2. When printing out the NOTES in the software, to be able to print out the date of the notes where the printer icon is automatically
3. Be able to change the spacing when typing in notes in any of the screen.
4. Scratch Pad use to have the time stamp features (extremely important to me) SUBJECT line, and more Microsoft Word basic features line mentioned about in ACT, but were taken out. Please put basic Word features back in. Scratch Pad is "useless" to me in the format that it is now.

Thank you.

When you work with Advanced Queries and select from the "Field Name" drop down, if the field name is wider than the 2" drop down you cannot tell what field you are dealing with. See attached jpg for an example. I'd like to see this drop down show the entire field.

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Are there plans to make Act multi currency?

Several CRM systems like Sage CRM offer this facility. There are several companies in Ireland north and South that trade in Euro and Sterling and it would help sell Act into larger companies.

Hi all,

It would be a brilliant idea to be able to add a ctrl+c function just like the desktop application of ACT! to copy the most sought-after information.

To get around the browser restrictions could we have a button that brings up a window with all of the information on to become easily copied.

The most flexible way of doing this would to be able to select what fields and order we would like this information to be displayed using field names as hooks.

________________________

EXAMPLE:

[First Name]

[Surname]

[TradingTitle]

[Address1]

[Address2]

[Address3]

[City]

[Postcode]

________________________

If we were able to create this ourselves, we would be really flexible with what information we would like to be displayed. If it was a check box it could be displayed as: 

FIELDNAME: True

Thanks for taking the time to read over my idea.

Suggest adding an Editable pull down for the LOCATION option in the SCHEDULE ACTIVITY box

While Act! generally asks the user for confirmation when deleting a lookup, there have been many instances where users said yes when they meant no, and with devastating results.

What would be EXTREMELY HELPFUL if Act! asked for a second confirmation when there are over 10 records in the current lookup.

I posted this elsewhere, and it was suggested I post it here as it is "very valuable feedback". I did a quick search of this forum to see if I waas duplicating any posts, and it seems that my suggestions echo many on here as far back as at least 2015, and none of the issues have been addressed. Here's hoping v20.1 will be better

I'd like to see the add-in address the 4K resolution, as my add-in icons are miniscule,

Can we have right click functionality to add contacts to Act, or look up a contact directly from Outlook? (and be able to add the commands to the main ribbon)

Can we choose which fields we want to fill in when the Create Act! Contact dialogue box opens (e.g. I need ID/Status).

When the dialogue box opens, I want to copy and paste the details from the actual email - e.g. address - it only adds the name and email address automatically, then prevents me from accessing the original email. Thinking about it, it is actually not much use, I'm better off adding a new contact manually and then I can copy and paste all the required details in.

When I choose Attach to ACT contact, maybe the address book search facility could be universal, e.g. if I only know a first name or company name, it could show me all possible options, not just a surname search.

Drag and drop an email onto a contact history  - a much easier way of attaching!

The Keystroke Act4Outlook add-in does most of these things well, so why can't Act! make some progress?

Thanks for listening

Currently the only workaround I know of is to duplicate the contact, and do a copy/merge.  It would be nice to be able to manually uncheck these boxes without SQL Mgmt Studio, in the event you receive an updated &  valid email for the contact.