I love the fact you have incorporated syncing with outlook into Act 2011. I have a suggestion that would help my situation and possibly other users. I previously used Double Look and with their system the lasted edit to either data base was updated in the other. I travel and am out of the office quite a bit and update on my phone, I in turn sync blackberry to outlook the to Act, as well as in Act when in office. With your new operation the sync only allows to select to keep Act data of Outlook data not whatever is latest. I discovered this when I had been working with Stanley Moras in your customer service. We discovered several duplicates in Outlook I in turn deleted those items from outlook performed a sync and they were not deleted fro Act as the setting was to keep act contact. My suggestion would be not to keep either Act or Outlook rather keep the most recently modified.
I may be reached for further comment at firstname.lastname@example.org or 425-418-5018.
In having a number of groups defined, I would like to see somewhere on the screen a number of how many entries are included in the group. Right now, once I click on a group I have to then create a lookup to see how many are involved.
Secundary contact Birth date
Lote of time we have the assistent of a contact in the secundary contact, and we make a friendship relation along the time, we will like to register ger birthdate, and in the anual event can show it for sending some present.
Jose Ignacio Mujica Barreda
ACT - ACC - Peru
I suggest that when a phone number is searched should everything outside 0-9 be filtered out of the both the entered phone number and the phone numbers stored in the database.
I.e. if I search for 090-713 550 it would be searched as 090713550
Great improvement in Act! 2010 with the addition of the "location" field to the task list.
Great function in being able to Send Activity e-mail to Contacts (check box) from within
the Schedule Activity dialogue box. Especially in confirming a Meeting.
However, the e-mail does not include the LOCATION which is an important
element in confirming an appointment.
Any developer plans to allow us to edit this e-mail from a template or include
LOCATION in the default system-generated e-mail?
I would like to suggest a Forum within the Community to place common problems that are arising specific to an ACT! Version which can quickly highlight issues which are affecting Users and their ability to manage their database content.
At present there are a few Known Problems with various versions - some with Workarounds and others, while perhaps not critical show stoppers, are causing problems for ACT! Consultants and Users with no clear guidance from the KB. Looking up the KB for the Error Message does not find the message let alone the answer. Sometimes the KB is focused on a key word and produces a result covering almost the entire KB ID list.
The current KnowledgeBase is not User Friendly! It does not focus on ACT! User Requirements and seems to get cluttered with answers relating to other Sage Products (such as Peachtree) which have no relevance to the ACT! Issues being researched; or, is padded out because the fuzzy search result picks up ACT! or History etc from the phrase and offers options covering some 60 or more pages to search through. Certainly not as friendly as the old KB.
Some are issues are integral problems to ACT! - others appear to be generated by Microsoft Updates and/or issues with integration of WIn 7 or Office 2010 - but are nevertheless worthy of note.
- There is the Problem associated with the Calendar / Date Time Setting in some parts of the world that has not yet been addressed in a Patch nor included in the KB - but has now been remedied through a workaround to change the Time Option from a.m./p.m. to AM/PM. - there were several threads the Community Forum addressing the same issue but not necessarily linked to a common thread.
- Another recent Bug to appear is the missing History Tab options when an ACT! 2011 database is created from a copy ( Empty or Otherwise) - This is the " InvalidArgument= Value of '-1' is not valid for 'index" - Parameter name "Index" issue".
My Current Workaround
I have found that creating a new database on the same workstation will generate a database with all features in place. Only problem then is to use the client view template and recreate the fields in the database before importing a CSV Version of the database or in some cases an import will work.
Problem- It does not address the issue of how to fix the active database missing history types. Replacing Preferences doesn't work! The problem can be triggered on a perfectly good database where the is a syncronisation in place and the synchronising RDB triggers the failure in the Master Database.
I believe we need a single reference point for Bugs to be reported and commented on by the Sage Moderators/Experts rather than hunting through the many posts to find the issues and "what" action is under way by Sage Support expertise for guidance or a Quick Fix to help the Users.
Sending the anonymous error reports from within ACT! when they popup is fine - but how do we know how many people are affected and possible causes?
What do you think?
Every Monday I generate an activity report for the previous week to submit to my boss. It's getting incredibly long because the history notes, which are valuable, keep getting longer. There has to be a way to limit the history field to, say, 2" of most recent activity. BUT there's a problem--either the history loaded would have to be the BOTTOM 2" of data, since typically one types at the end of a detail field, OR we'd have to position the cursor and bump the previous note/detail down, and enter in 'reverse' order. That wastes time. Can Act! fill in the bottom portion of a details field, and if so, how do we edit the ContactActivities subreport? I haven't found it yet.
Act notes needs to have an opition to save all text as EITHER rich text or as plain text. Version Act 2000 and earlier were clean to run in regards to NOTES. Saving information from: the web, information from emails and information from other sources with the 2010 Version is an administrative fiasco scrubbing the note information with Notepad. Direct Cut and Past throws all the hypertext, paragraph & font info into the notes section. It is an extremely poor design to not have a selection to click on, to save the note as plain text! I receive updates from home office on product changes, meetingss to attend, Seminars to attend, SEC issues, FINRA changes, emails from clients, seminars with dates to attend and directions, and I can no longer just simply cut and paste it into my Act notes! Hey, guys. Nice try there with Act Notes. But I think you may have over-engineered this part of the product by changing it to rtf.
Copy/Paste is a real simple thing.
I was wondering if someone could explain to me why I cannot copy a file or files and be able to paste them into the document tab? Can someone explain this omission?
If I am in a file folder and I right click a file or files and I go to ACT's document tab, there is no paste feature! I know you could drag/drop the files onto the minimized ACT! program and drag it there, but come on Sage. What if I don't have the document tab focused? That means I have to release my dragged files, click the document folder and then drag the files again to the document tab. You must be joking right?
Uggh. I am at a loss for words at how many things are missing in this software.
Here's my suggestion Sage. Give us 50-70 REAL EASY minor things that can be fixed painlessly for the next release(like the one I just suggested). Then keep on adding about 30+ TOP suggestions from these boards every release.
You know it would take Sage 50 years to even come close to filling out all these suggestions.. Start now Sage. You have plenty of people to try to win back from 2-3 years of anger and frustration.
This might have been mentioned before but I would like to see as one of the choices for a startup view (prefences, startup tab, startup view) to have the Calendar. When you first start you day It's nice to see whats on your calendar.
When you open a contact screen the search default is always "contact". As a long time user my data base is set up for contacts but I do all my searches by company.
I understand that it is not possible to permanently change the default. However, it would be very helpful if there was an option for doing so.
Moved to Sage ACT! discussion board for greater exposure
On the old version of ACT I was able to Sync different databases on the same computer.
This option is gone now that I updated to the 2011.
I used it to make a copy to sync with my Black Berry because I found that using the companion link sync many times erased/changed contacts from both platforms.
This feature is must. I was told I can only sync a database sitting on a different computer
What difference does it make where the database is located?
thanks for listening
If this was done it would be much easier to refer to these to entities. I am so tired of saying "in the MIDDLE box" or "in the FAR RIGHT box". Just makes sense. Doesn't it?