Act! does not have an archiving solution as such and urgently requires one.
With the advent of GDPR it is becoming increasingly important to be able to move certain records from a MAIN database to an ARCHIVE database, this may be as a result of DECEASED individuals.
There are two possible current options:
A. Using the option of exporting selected CONTACT records from Database A to Database B, Opportunity records are NOT included in the export.
B. As an alternative, creating a REMOTE database of a Subset of data, ALL Opportunity records and ALL attachments are included.
Neither of the above are satisfactory or in reality fit for purpose and needs urgent investigation and resolution.
If an external tool could be developed that address the requirement this would great.
Right now it is causing us embarrassment with clients
One of the great features added to ACT a long time ago is the ability to reassign a history entry to another person, group, company, or opportunity.
I think I've mentioned this many times before, but when I'm assigning a history item in a contact's history to an opportunity and finally get to entering the opportunity name, the cursor highlights the entire name of the first one it finds from the typeahead feature instead of allowing more characters to be entered. By being fully highlighted, the user assumes that is the opportunity when in fact it isn't. They then give up on this feature and assume ACT can't find the right opportunity.
In the above example, the user wanted "Citrix XenDesk" Once "Ci" was entered, the first one was completely highlighted. The user stopped looking further since it could not be found.
I know this seems like a simple matter, but not all users are technical. The one highlighted is not what they want, so in this case, the reassignment is abandoned.
We want to pick and choose which documents, that have been sent to us by email, that we wish to add to the 'documents' tab in the contact record.
At the moment, we have to save the document to our drive, go to the documents tab in the contact record, select 'add' then 'file' then find the document on our drive and save it.
Would be great if there was a manual function to simply add a document received in an email directly to the contact record.
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.
When ACT is installed, the demo file is located in the public folder
>> Users >> Public >> Documents >> ACT >> ACT Data >> Databases
However, when ACT is uninstalled the public location is not deleted and the PAD file remains unchanged.
If the computer name was changed between uninstalling and reinstalling, the PAD file in the standard location points to the PAD in the public location which then points to a computer name that doesn't exist.
When ACT is uninstalled, delete the Demo PAD in the public location.
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.
A customer on a support call requested to create a dashboard or Act! Insight to produce results on Group membership.
Group names on the Y axis
Group numbers on the X axis
or vise versa.
I think it would make an excellent addition to Act!
Act! Customer Support Analyst 2
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.
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.
In the current Cloud Premium we don't have feature, which is present in local client, that would allow to create Report output in a specific file format. Could we add this feature to Cloud Premium, it's useful if you need to modify report formatting?
Local client feature is found in "Reports" -> "Other Contact Reports" ->select report -> "Send the report output to"
Options there are Preview, RTF, HTML, PDF, TXT, Printer, E-mail.
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....
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
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.