I spoke with a client who asked me to raise an idea on his behalf.
With the new data protection coming in next year. A lot of companies are changing the way they handle documentation and are not storing locally on their machines.
When using the documents tab, you must first save the file on a computer, click add and then navigate to the locally or network stored file. Then add it to the documents tab via the attachments folder.
As they cannot save the file first, they wish for a way of performing a mail merge and then have it automatically attach to the documents tab.
This may already be coming in the new outlook integration but I thought it pertinent to raise this.
Some companies use telesales or external resources to follow up on email marketing campaigns.
It would be convenient if, in addition to the fields Contact, Company, Email Address and Number of Opens, the Phone number was included. Makes it simple to email the report to whoever you want and they then have the phone number for follow-up.
This came from a question - How to add a new item to an existing drop-down list?
It would be sensible to allow an option where ACT administrators can change the drop down list without having to go to Tools - Define Fields which means it throws everyone of the database or has to be done out of hours.
Simply allow an ACT administrator access to the dropdown list even when do not allow editing is ticked in the Define Fields area without having to go to define fields.
Users have asked if it would be possible to select and address block from an email signature and have the information auto populated into ACT. The user would just drag it into ACT and the Name, Street, City, State, and Zip code would populated into their respective fields. This would work in a similar manner to dragging the information into the address field in Outlook.
Post made based on customer feedback:
Can an option be added to make the Global toolbar smaller, or hidden? Most of the options on it can be done with a keyboard Shortcut, from the Menus at the top of Act! or using tabs on a Customer Contact record in Detail View.
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.
In v20 the Contact toolbar being Navy blue with black text can be quite difficult to read, especially with smaller higher DPI screens.
Adding options to change the colour inside of Colours & Fonts or changing to a lighter colour for the text may help.
The opportunity area of ACT needs the following improvements in the competitive CRM world.
Need for mixed currency - as a minimum allow for currency to be set at Process level.
Allow opportunity reports to also have associated notes and activity. (It is near useless without these when the sales manager reviews pipelines.)
The ACT import wizard should allow the importing of opportunities.
Update the very tired looking Quotation template and allow editing of the Excel part without it breaking the template.
Allow for more that 1 Quotation type template so it can be used for invoicing as well or different quote types like product and service etc.
Allow for more columns in the export - import of products so it can match with more accounting and product management software.
Allow the option of not using products and directly entering the price in Totals. (This is all a number of users need.)
Please add your own comments and wishes below.
The Favorites check box is a convenient way to create a lookup of the Contacts you are working with at the moment.
However, my favourites are not the same as my colleagues favorites.
This is one setting that should be user specific.
l would like some mechanism to generate email notifications to a Record Manager OR any other email address in response to a specific change in the database. For example, the MD might be interested is being notified when an opportunity stage changes for a few key contacts, or when their record is updated at all, for example, when a meeting is scheduled. or when a History is added.
Critically, the email must contain the name of the Contact/Opportunity/Group that changed and a brief description of what changed.
e.g. "The Contact Andy Harrison has been updated by Chris Huffman. Meeting scheduled 08 November 2017."
Post on behalf of customer feedback:
An option in Act! to disable Rich Text Formatting as would not like hyper links for URLs and Email addresses as it makes them very difficult to copy from a Note to paste elsewhere.
This was not a feature in "older" versions of Act!.
The Import Wizard should have the default set at Custom by the Act! developers - it best to do this always to 'eyeball' the field selection.
Never use the 'Typical'!!
As a database administrator it would be useful for the inactivity timeout preference to be stored on a database level, and configurable through the Preferences pane when logged in via Web. This allows for a database administrator to customise the setting without needing to edit the web.config file or contact Act! Premium Cloud support.
Business Health chart is most useful for me in the ACT! Insight section. Any chance the team could add the YTD totals for Actual & Potential? Seeing the monthly number is great. A "box" with the YTD totals saves the step of running the Opportunities query for YTD actual sales & Potential numbers.
Fritz (ACT! user since V2)
Act! Premium Version 188.8.131.52, Update 3
Add Primary Fields column to Define Fields List for faster recognition of which fields are Primary FieldsStatus: Submitted for voting
Currently there are two ways to tell which fields are Primary Fields:
Option A: Go to Tools > Define Fields, then individually open the field and check to see if "Primary Field" is checked
Option B: Run a Field Detail report in Act! Diagnostics and swim through thousands of lines of text that, looking for the correct table and the correct field, and that line of text that says "Primary: True"
Both options are rather time consuming, and while Field Reports are useful for those who are a little more technically savvy, Option B is not very end-user friendly. I believe that this could be made more efficient and user friendly if a Primary Field column could be added in the Define Fields list, much like there's already a column that explains what Company Field a particular field is linked to, if any. For example:
The column could go next to the "Linked to Company Field" column and it would make it much faster to discern whether or not a field is a Primary field.
Simply put web info Increase / decrease tab Size functionality (like in web info tab) to the rest of a layout, so that i can have more real estate on the bottom where my main data is (the data mostly worked on). The top or contact info is generally only used when i input the new client.