If you use AEM to do email marketing ad have more than one Act! database it's next to impossible to know, when looking at the campaign results, which database was used to generate the campaign.
I would therefore like to see
(a) the name of the Act Database embedded in the campaign results somewhere.
(b) the ability to save the campaign with a meaningful name that's NOT the subject line of the mailer.
Both features will make the use and the tracking of email marketing easier.
KB 14410 explains a method to make a global phone format change to multiple records. It works fine on Desktop and Server clients. However, it is not supported in APFW. This would be a good feature to implement in APFW. I'm not sure if this has been mentioned, but I couldn't find a conversation on it
The default Act! activity type in preferences is Appointment. Since Appointment is a special activity type predominantly there to accommodate calendar sharing with Outlook, the default Act! activity should be, well, anything but Appointment really. I suggest Call | Call Completed as a good alternative.
When running Act! Update through the application (Help > Act! Notifications) the user is given this window:
The KB (KB 36573 - What issues have been fixed in Act! updates?) lists all updates, and there's no indication to the user about which of these updates they'll be getting.
This is an issue if the user is on v20.0 and needs the defect fixed from update 7, however because they're a remote database the can't go up to v20.1 yet; the user has no way of knowing that they'll only get update 7 and are safe to update without needing to go through the manual process.
Suggestion here is to add information about the update that's being served so that the user can make an informed decision about whether or not to upgrade. A nicety would be to also include the current version, so the user can clearly see they're going from x to y and see all the intermediate changes.
When you create a new Opportunity it automatically creates today's for the Estimated close date ( how many opportunities close on the day they are created? and when you change date - the year starts at 1918. It would make sense to start the Estimated date in 2018 and not years gone bye....
When attempting to import data via Zapier there are at least two types of data that Act does not allow you to import.
The standard fields relating to 'Home'
Any field in date format.
Please please get rid of these out dated restrictions.
Adam Purser Act user since 1999.
Had a feature request from a client to create photo fields in their database and make them function with drag and drop. It would speed the process up a little and it would work similarly to the way the documents tab works with drag and drop.
Act! support team.
We hear this so often from our customers but haven't found this suggestion posted yet.
Another Act! Preference should take care of it. Just an option to automatically clear the contents of the Keyword search at the top of the History and Notes tab in contact detail when they navigate out of that record. Users frequently need to find a keyword within a contact but when they leave the record that keyword search remains, hiding all the next contacts' details.
Sometimes it's the simple things so hopefully this can be adopted into v.21.
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.
The Custom Tables template editor allows many functionalities similar to Word. One feature that is useful for mail merge, but currently missing, is to have the possibility to add a date field that will just show as today's date in the finished mail merge document. Please allow for several date formats depending on the region of the user.
Whist speaking with a customer about the new V20.1 addins they informed me that they really miss a (We think) version 17 feature was that when you are sending an email from Outlook, you click on the addins tab and there was an 'Attach to Act! Contact' button.
This meant you could attach an email to a contact you're not sending it to or en masse attach to specific contacts whilst sending the email.
As a work around the client knows they will have to go into their sent items and add it to an Act! contact there post sending.
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.
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 Smart Tasks
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!
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.
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