In Act! Premium Web, move the histories/notes' date/time/edit button/delete button to the top of the histories/notesStatus: Submitted for voting
In Act! Premium Web, move the date/time/edit button/delete button to the top of the entries to prevent having to scroll down to see them when the historie/note is long.
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.
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.
Act! E-Marketing: Send to any/all/multiple email address fields for a single contact, rather than just the default Email field.Status: Submitted for voting
Some customers have an Email 2 & Email 3 field for each contact, with multiple email addresses. AEM should have an optional radio button or selector for changing which email address field it uses during the send. It would be okay to send a blast multiple times to a different field each time if needed.
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
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.
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:
Thanks for taking the time to read over my idea.
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.
Could we add a text box to the extended lead capture web form that could be used to allow respondents to rear a few words to describe what it is they are interested in?
This would link to a memo field in Act!
Ability to manually uncheck 'AEM OPTOUT' or 'AEM BOUNCE' fields if you've manually edited a contact's email address to a new & valid email.Status: Submitted for voting
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.
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.
My client recently had a need to enter a lengthy local URL address:
file://C:\Users\johnn\Documents\ACT\ACT Data\Databases\ACT Demo files\Attachments
Unfortunately, it apparently exceeds the length of the URL field when creating a new User Link.
Could consideration be given to increasing the field length to 128 as is the standard for any ACT URL field.
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.
Having been a user of the Opportunities feature, the handling of contact is somewhat limited.
We can add / remove contacts without any reason why that contact has been added.
If the same logic that follows the relationship tab in the Act contact detail was added then we can add the reason that the person has been added.
Best regards t o all,
When you are logging into Act! Companion on your phone and you have to change the Server Address URL it is rather hard to get to the end of the URL and then back space over it so you can enter a new one. Is it possible for SP to add an "X" on this line somewhere, which when clicked would delete the current entry? Screen shot attached.
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.