In my business, we schedule multiple field technicians in a 4 county area 24 hours in advance. We use status's to determine where we are in getting appointments confirmed to aid in route planning. To assist our schedulers, it would be helpful to be able to disply the results of a query in a dashboard window. In simple terms, Not scheduled, Waiting on Confrimation or Confirmed. To be able to see each of these status's in a dashboard window. updating in real time would be incredibly helpful. For anyone whose business is process oriented, I would think this woudl be helpful. Thank you.
Recently I have been using the share with feature in either activities or opportunities. I've noticed that the interaciton with the lookup feature is not consistent with other lookup features. For example, in other lookups, once the target is identified, one can hit the CR and it will move the selected item to the right side of the box.
When using lookup with the Share With option, the type ahead feature just highlights either the first in the series or the actual one, but then when the CR is hit, the box closes without moving over the item.
The splash screen border style is set to 'none' which is what I expect on a splash screen but since it is being displayed on the AppApplication form it always seems to blend/disappear into the background . How about creating a panel dockstyle=filled and border style = fixedSingle or frame the splash.jpg with a sudo border.
-- Jim Durkin
If a company had a fan page on Facebook, It would be great to be able to post to Facebook or Tweet updates direct from the ACT database to all, or by groups, etc. Linkedin would be another social/business network that could be included.
Adding contacts to groups has become increasingly difficult because the queries now search Companies as well as Groups. It would be a great improvement if Companies were only queried when adding a contact to a company.
I would like ACT to implement a feature to change the default export value from All Records to either Current Lookup or Current Record. We've had a number of users accidentally export an entire database by accident. This was the default in older versions of ACT. Thanks!
Our office is transitioning from outlook to thunderbird. We currently use !Act 2008 and were thinking of upgrading but because of the lack of support for anything other than microsoft ,we decided to look elsewhere for a CRM. Having written code in a previous life, there isn't a whole lot of talent required to invoke a mail client and populate the address, subject, and body fields. It's a shame that the project manager can't see the benefits of such a integration.
Maybe if you guys came out with an !Act lite, (there aren't too many people that actually use all the bells and whistles of the standard version) you could regain some sales instead of loosing longtime customers.
Moved to product forum for greater exposure
Task List has not been improved in 10 years!
We would love to have other fields we can add to the Task List including:
Original Schedule Date and Time
Add the Activity Type as text so that when we export to Excel, we can sort in Excel. It is currently exported as a BMP.
We would also like to be able to erase activities en-masse but currently recurrnig activities don't allow this. Make deletion of more than one recurring activity allow for a prompt for all activities being erased. Otherwise, ACT! simply reschedules the activity.
Last, in ACT! 6.0, we were able to cut and paste activites and the activities would be rer-written into the database and assigned to the user who was logged in doing the cut and paste.
For example, if we have an employee who is no longer with us, we used to be able to login as a new user, filter the ex-users activities, cut and paste and all of the activities would be recreated but now assigned to the user who was currently logged in. This was a great (non-published) feature. BRING IT BACK!
Allied Financial Software, Inc.
I'm not sure if this has been suggested before but it would be a real time saver for me.
When I put an appointment or any other activity in my diary I obviously put in the details and associate the contacts and companies etc and of course then we come to the location field. 99% of the time my meeting will be at one of three places;
- My office
- The contacts home
- The contacts office
Please could we have a drop down that just pulls those addresses from our sage act records for quick and easy selection?
I had a client on the support line today that thought of copying contact histories to company histories in the event that the contact were to leave the company. You can open a history and then add another contact to move the history to another contact. However I cannot find a way to do it in Act! vanilla.
A copy to company history would be excellent!
UK Customer Success Team.
As a keyboarder over mouse whenever possible, I just realized that I can do a lookup of a specific contact or company from any other view, including Opportunities. However, I can not do a lookup of a specific opportunity from the contacts view.
Please give consideration to adding opportunities to the topline menu dropdown of Lookup.
It would be neat if you could select a bunch of contacts in the same company then demote them to secondary contacts.
On clicking the "Demote" button you would be asked which is the main contact, then the others would be demoted. All Notes, History, Opps etc would be saved in the main contact record.
Alot of us using CRM programs are alos using Smart Phones. WE need a scaled down program that carries some of the fields from our platform into the smartphone. Knowledge is power, and when I stand at thee door of a prospective buiness or current customer I need more information about him than just contact information.
PLUS - to be able to stand infront of a client with his contact info on my screen and be able to make an appointment with him in the same window without having to move to another program and type in the name of the contact for the calender should have been a process eons ago.
Keep it all in ACT!
How about a context menu with REPLY/FORWARD in the Preview Box and give us the ability to reply/forward an email right from ACT!? In other words, if i highlighted an email from the history list and the preview Box shows the body of the email, a context menu there could allow me the opportunity to reply/forward or even create a new email right from the preview box. Of course, Sage needs to make the box editable, but how hard is that?
At the same time, don't forget to add a context menu to the highlighted email history entry so it can be right clicked there also!
Moved to Sage ACT! Add-on Solutions discussion board
Please give an option to color fill full day calendar banners. Currently you may only change the text color within the banner. As the banner itself is the same color as the background it is difficult to see. Also, at a glance on the month view you may color code your banners. Red - all day meeting. Blue - day off work etc. Nice to see how your schedule is shaping up. This was available in version 6 and I miss it in the current version.