Our company often generates long a detailed support and sales email threads and multiple people may reply with comments made in RED, blue, green etc where each new contributor will select a new colour within the context of the customers orginal message...I think this is very common these days.
These messages can become very complex but easy to review as each persons comments can be quickly identified by colour. However when attached to Act! they are copied in plain text and the formating is lost. This means it is not easy to use ACT to review a clients history and I normally have to go back to Outlook and do a search.
I would like to see HMTL formating within this preview panel to
(1) support the orginal text formating
(2) to display pictures within the message, as a software company our customers often include screen captures in the messages they send to us - which are also lost within act.
(3) We often prepare simple price quotes in tables within outlook which are also lost
I suspect a simple change from plain text to HTML (as supported in Outloook) would solve all of these issues and further suggest that without this feature ACT is only useful for reviewing the most simple messages. I think most people would expect ACT to save emails with so they can be displayed like the orginal??
I have set up ACT with sixteen order history lines. I want to check that the expiration date is on or before a particular date in the next month. Your customer service representative indicated we cannot use a varialbe date As it is, the line reads "If Exiration Date is on or before 9/15/2011 - I would like to have a list of Virable Fields that I can use in a lookup, including a date lookup... Another solution would be a variable placed as a field in the contact record. Now, if you create a "Last Lookup Date" and do a global change to the date you want, you cannot use the field in the date lookup.
As it is, I will need to change every line (16) of the inquiry changing the date.
I would like to be able to control the screen layout dependent on User, Team, and Field Value.
So, if you are in the marketing team you automatically get the "Marketing" layout but crucially, you can't select the "Accounts" layout.
Also, you might want the layout to change for individual contacts. For example I know companies who need a whole bunch of information on the screen when a contact is a prospect, then different information when they are a customer, so presenting a different screen layout depending on the ID/Status value would be ideal in these circumstances.
I want to find all the contacts in my database in the Sheffield area by postcode.
Sheffield postcodes go from S1 ### to S81 ###
Frustratingly, there's no sensible way to do postcode lookups in ACT!
Lookup > Postcode . Starts with "S", returns spurious results, e.g. SW1 is in London.
I can try Lookup > Postcode . Starts with "S_ _", using the underscore as a character placeholder, but that just finds S1 to S9 and misses out S10 and above.
What we need is the ability to use number and letter placeholders in lookups and queries.
For example if "#" is a number and "%" is a letter, I could use..
Lookup > Postcode . Starts with "S#" to find what I want.
In more general terms I also want to be able to do things like lookup records where the third character in a field is a number. Is that too much to ask?
You can do this sort of stuff in Universal search, but you can't do lookups from universal search, so it's not much use.
The world uses postcodes and zip codes. It has done for decades. It's nearly 2012. ACT! should be able to handle these effectively if it is to remain a relevant sales and marketing tool.
Act needs to support text sizes above "small" to accomodate older users. Unfortunately, at present, unless the Windows 7 display setting is set to small text, text is truncated in text boxes throughout forms. This is particularly annoying in the Notes preview. One should not have to activate a note to see what it says; besides, the view pane is greyed out and diffficult to read for that reason.
Also, please remember that going forward, more and more users will want to view Act! data in hand-held devices, and small text will be invisible to them.
Moved to Sage ACT! discussion board for greater exposure
One request I've posted before. Can we get a change to the options for snooze times. It would be convenient to have something between 4 hours and 1 day, or 1 day and 5 days. Could this be more flexible on the users end?
I´m a external sales professional.
I think if we have a possibility to insert our expenses in activities, and control wich one we sent to our company to refund, will be great.
Like Mileage, phone calls, tolls, meals, hotels, etc.
But for each activity we can have more than one expense.
But I think we need control which expense was refunded.
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We have an issue that has come up with our ACT installation. We have ALL of our vendors saved in our ACT database so that everyone has access to the contact information for these vendors. This includes our benefits company, our financial planners (handling our 401K accounts and such), our payroll contacts, and our bank contacts. We have our ACT Premium v17 installation set to attach subject and message to the history of contacts. Therefore, whenever anyone in the company sends a message to our financial planner containing sensitive personal information, or our accounts payable/payroll person sends emails to the payroll company, all of those messages are attached to the contact. For now, our only recourse has been to delete those contacts out of the database. However, new hires need to get all this information - it would be nice to have it in our database. Also, if any contact info is updated for any of those contacts, then we have to circulate it to the whole company as opposed to just updating it in ACT. Another issue is emails that do not belong in the ACT database. For example, we have a company-wide football pool during football season that some of our customers play in as well. We send soooo many non-business emails within the company among employees as well as to customers that contain football information, and all of these emails are saved in the ACT database. This is junk data which does not need to take up space in our database.
I suggest the following two features: (1) Add a feature to the Outlook Add-in that creates a new button next to the "Send" button in Outlook. This new button could be called "Send and Attach". If you type an email and hit the "Send" button, then the email sends without attaching any history. However, if you type an email and hit the "Send and Attach" button, then it will send the email and attach that email to that contact's history. (2) In each contact record, under the "Contact Access" tab, create a checkbox or radio button that allows or disallows email histories to be attached to that contact. This would be a universal rule. If the box is checked, then even if someone hits the "Send and Attach" button in Outlook, the history would not be recorded. You can make this checkbox only accessible to admins of the ACT database.
I just need some direction. I have ACT Pro 2011 and it has been a great sales tool and contact management. I have been successfully linking my ACT calendar with Outlook 2010 calendar. This past week, my sync has failed. I have reviewed fixes on the community page, but I have been unsuccessful at implementing them. Is there something I am missing?
In addition, he there a newer version of ACT I should migrate to? Obviously, I would like to fix my problem before considering upgrade.
Could we have an integrated, one-button solution for looking up 'no-opens' contacts from AEM campaign results.
This would enable follow-up AEM campaigns to be created and sent.
If I had a contact that I wanted to convert to an Opporutnity, I would have to retype it again in the Opportunity Layout. If I had a group(with or without it's contacts) that has now become an Opportunity, I would have to retype it. If I had a company with or without its contacts, I would have to retype it again. This is beyond silly. I am thinking that these types of field data transfers can be made similar to the way we can "Create Company from Contact".
Also, someone mentioned that it is impossible to make a letter that employs multiple fields from different contacts and/or different fields from the Company/Group/Contact list.. All these fields should be more integrated in order to transfer information and/or create letters/templates that have different information from different layouts.
More field integration is needed whether it's data transfer between layouts or it's field integration in a letter or report.
In the Opportunity Detail View, when you click on the Groups/Companies tab, Add Remove Groups should go to Group List by Default, NOT Groups.
Same thing for Companies, should go to the Companies List, NOT Companies.
Most people who use either of these features need to do a "Find" command and they have to pull down the arrow and select Group List or Companies List. This is wasted time.
95% of the call I make to my clients result in "Left Message" or "Attemped" BTW (What is the Difference?)
Anyway, why not let the user edit the sequence of, or default from "Call Completed" to "Attempted" or "Left Message" or even; let the user add different lines like, Sent Email instead... or ... what ever they want.
Paul Onish 25 Year Act Vet.
Currently only one company at time can be delete.
Due to import errors - ie not merging properly - i have muliple duplicate companies
my hand is getting sore - click delete - click delete
Being able to delete multiple companies would be great
It would be great to have a program that reports if all configurations has been set up correctly at the server
- test if port forwarding has been configured correctly
- share database has been set
- Internet Sync Service or Network Sync Service installed and correctly configured
. syncConfigFile.xml configured
- syncronization enabled
- name of the sync server machine
- Internet Server Address
- number of sync sets
- sync server criteria for each sync set
I like the add-in to attach e-mail to contacts but every time I need to research an e-mail, I find that using Outlook is better. Is there a way to place complete information about the e-mail in to the database? For instance, I would really like to see a "Received From" field and column. It would be excellent to have the complete e-mail attached in a form that you could highlight and forward from ACT in the original format. I look forward to others thoughts regarding this.