I looked everywhere, but could not find the limit of how far ahead you can set an Alarm interval in ACT! 2010 (V. 12).

 

i.e. you schedule an Activity, go to set the Ring Alarm, the dropdown shows a list:

 

no alarm
5 minutes
10 minutes
30 minutes
1 hour
1 day
5 days
30 days

I would like to set my alarm for
more than 30 days (say for instance, I have a very important count-down to a task 6 months away [about 180 days], that I want an Alarm to Prompt me for, which I may Snooze for between the predefined -- and to my knowledge, unchangeable in this version -- "5 minutes" to "1 week").

Does anyone know: is there a limitation to 30 days Only, or
is my request to set for 30+ days possible v. 12?

 

I understand there is Annual Events (you can add in Defined fields for Contacts), but I want something to show in my Calendar,

not in a Field.

I would like to be able to set up a dynamic group based on a History query.

 

Makes it easy to keep tabs on contacts that have completed certain key activities

I deal a lot with physician offices, hospitals and healthcare delivery systems in general. As a professional courtesy, on all my merged correspondence, I prefer to address certain levels of contacts; i.e.: CEOs, CFOs, Drs, etc) with salutations using prefix and last name, whereas most of their subordinates with contact prefixes of Mr. or Ms., I use a first name only salutation.

 

Having an option, especially when importing large numbers of new contacts, in which I can choose which salutation format I'd like to use based upon their contact prefix would be a huge time saver. Needless to say, post import editing and testing would/could be completely eliminated, knowing that the correct salutation is assigned to the contacts upfront.

 

Thanks,

Karl

Can ACT make it possible that you can have different folders in which to store documents in and then on the documents tab all you need to do it create a shortcut to the folder and you can then go to the documents you need. I would also like those folders that one created to Sync with the server so everyone can share the folders.

There used to be a export function in an older version of ACT that allowed the user to move a single customer file to another act database. In Act 2010 I can not find the function. Most ACT users like to set up a second database to store old customer files that no longer are needed. Instead of deleting the file and it no longer exists the Act user has the option to go back and revive an old customer file and move it back into the current database. If this is not longer an ACT2010 function then it needs to be added. - Side note: nice forum layout!

I would like to be able to update the Record Manager field of Company Records using an Update Field smart-task.

 

If Company [County] =(A or B or C etc) Update Field [Record Manager] to Fred Fenderline

Problem: Although you can see which Contact  records are linked to a Company record by virtue of the blue underlined hyperlink in the Company field there's no way to sort and lookup Contact records that either are or are not linked in the list view.

 

Solution: Any linked Contact gets a "Is Linked to Company" flag similar to the "Is User" flag in list view. These can now be sorted and selected.

 

While we're at it, lets also have a "Is Linked to Group", "Is Linked to Opportunity" and "Has open tasks" as well.

 

 

I would like to be able to search for group membership using the advanced querying capabilities. Some of my queries depend on group memership and there is currently no way to do this. If the advanced query allowed me to search contacts  with a "member of" query type where the value could be set to a group or subgroup name this would be very helpful and improve the flexibility of the query capabilities. I have had to convert several of my groups into fields that I can then use for dynamic membership but this takes a lot of effort and requires adminstrative access to the data bases and makes me involve IT. I would like to be able to write a query to select contacts from multiple groups without having to involve my IT department.

I think we should be able to sync secondary contacts from Act! to Outlook.  Some databases make a lot of use of secondary contacts, and having them in Outlook may let it sync to other systems and devices.

Situation: a user is going to access the same APFW database from different machines. I would propose that the user preferences be tied to the user and not to the machine used to connect to the database.

 

This would make it easier to:

 

* set up preferences for the user before they connect

* insure that Limited Access rules are enforced correctly in situations requiring it.

I have Act 2013 (so apologies if this is included in the latest version).

 

Many people may not be aware of this but ACT does not really work well if font sizes bigger are set higher than 100% (in Win 7 this changed under screen resolution --> Make text and other items larger or smaller).  If you change from the default the ACT screen struggles to display some elements correctly.  See below at the maximum 150%

 

 

In the past this was not really an issue.  However I think more people will experience this limitation as PC's and Laptops attempt to complete with Apples Retina display and resolution sizes get larger, especially on smaller screens where using the default font size becomes impractical.  I have a Window 8 Tablet which has a gorgeous 1080p display but unless the font size is at the maximum size onscreen text nearly unreadable.

 

I think this is going to become more of a problem especailly with laptops, ultrabooks and Win8 Tablets.  I suggest that better support for larger fonts would be great.

 

Regards

 

Jim

 

 

 

 

Group look up of contact.  I need the ability to search for a key word in a group (we have that feature), then select all the contracts associated with those groups.  This is useful for instance in finding all the buyers who own property in a particular zip code.  It would have many other uses for people who have group type for each buyer.   Currently I have 4,361 contacts (buyers)  and 3,020 groups(properties)  and for instance 53 groups with a specific zip code.  

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How about adding a way of adding custom titles to reports on the fly.  We'll print many different reports that are all a little different and we don't want to edit and save a new report for each one as we may only use it one time. It would be nice to be able to add a custom title to a printed report as a "one off"

Currently ACT links with Outlook with respect to Email field, creating a history. However when you add another email field, it does not link with Outlook with respect to creating a history. Many clients today have more than 1 email. There is a home email, business email and sometimes even a second business email. Also it would be nice to have ability to add other family member emails.