We have repeatedly asked for the ability to add any contact fields to the task list and add-ons are available to do this but it should be a basic function.
The task list with this ability becomes a loading and scheduling tool for deliveries and field activity scheduling and would greatly enhance ACT.
Current version of Act! doesn't have the "Timer" feature when users access database via web (Cloud). Users often use "Timer" in desktop version not just to record calls, but also to record time invested into specific tasks linked to records in their database.
Currently you can select a custom date range when filtering Opps in the Opps LIst View. However, all you see is "Custom...". See attached graphic.
I'd like to be able to see the actual date range so that I know what I have selected.
We have customers in 89 different countries and all operate on different time zones.
when we launch an AMA drip campaign it would be great if we could launch at a specific date and time based on the contacts local time zone.
This would get us better open rates
it would need a local time zone field for the contact and if it could display the local time also it would be a bonus
It seems crazy to me that there isn't a way to create a Note/History Template with the most common types of Notes/Histories you are leaving. As an example, we have a list of specific questions that we need to ask during calls, it would be nice to have that be something that could populate via a template in the Note field. Right now, we are copying/pasting from Word but the formatting doesn't "stick" then you have to re-format in the Note - annoying and time consuming.
For offices that service clients, you would think they would be doing a lot of the same types of tasks daily - this feature would be a time saver and add value to your platform.
Issue: Unable to view automatic remote database synchronization times in a web environment, or through a different remote database.
For example, an administrator of a four-person Act! Premium Cloud subscription wants to ensure that all of their remote databases have synced successfully, but they are unable to view the sync log in a cloud environment. The administrator would also be unable to view the information through an offline client, as the sync log will not show other remote database synchronizations, only the currently accessed RDB file.
Current solution: Enabling email alerts for automatic synchronizations through the Act! Scheduler, which can be read about here:
How can I configure the Act! Scheduler to send me e-mail notifications upon completing tasks?
Suggested potential fixes: Enable remote databases to view sync history for all other RDBs associated with their database, or enable this information to be viewed within a web environment.
A customer would like the ability to set a permission for Allow history editing preference to be set per user
Rather than for the full database for all users
How many people routinely have the add-ins tab selected when using Outlook? Answer; no-one.
How much easier would it be to access the Act! integration features from a right-click on an email than from the add-ins tab which takes an additional click to get here plus an another click to return to the Home tab.
Third-party Outlook integration add-ons have demonstrated that this is, by far, the best way to access this functionality.
PLEASE add the option to include a column for the 'State' where the contact is located in the 'Task List' view.
We have multiple prospects throughout the US, with a number of tasks on our list to contact them, so we would like to separate/filter our task list based on the state where the contact is located. This way we can focus on NY prospects in the morning, and CA prospects in the afternoons.
I'm surprised no one has requested this before, nor is it a feature. This should be standard - as it should be so easy to filter your task list based on geographic location.
I'm sure many of us are looking forward to this upgrade!
Thanks in advance!
I want AMA to add new subscribers to a campaign without having to pause and restart every single campaign for every new client I add to my databaseStatus: Submitted for voting
- I have an email set up to send information to members of a group.
- AMA is not monitoring subscribers that are new to the group
- If a client is new to the group, then they are no longer automatically being placed in the campaign.
- The only way to force AMA to do this is to pause the campaign and then activate it.
I've been using AMA for months & only just found this out. Don't think the training video mentions it when happily adding new prospects to the craft beer newsletter list! I have many campaigns set for various points in the year, add many clients daily & can't even contemplate how long it's going to take me to pause and activate every single campaign, several times a day.
Date range should have all dates possible and not only this year and last year.
We are selling investment goods and most projects take more than 2 years from first contact (Sales opp) to a closed deal.
Would be great if you can add this.
Create Lookup button for List View in web access (Cloud) is limited to current page. For example, if user creates search in Opportunities that gives as result list of Opportunities which is several pages long, user then cant apply “Create Lookup from Opportunity” button, to create lookup of all Contacts which were added to those Opportunities.
This is possible in the desktop version of Act! .
There is no function to place fields in subject lines in AMA.
I'm trying to place users first name in the subject line - this would be very handy as this will increase open rates.
ie: Your Going to miss out <first Name>
I'm sure other fields would also be useful - please fix this guys
The Go Kart Guy
Direct Mail is still an effective medium for marketing!!
It would be great if you could trigger a direct mail action in AMA
lets say a prospect buys for the first time....rather than email it would be great if AMA could print off a DM letter your could post to the customer
customer buys you change the ID status from prospect to new customer this puts them in a new group triggers a print of a letter to send in the post then changes status to customer
thanks for listening
the go kart guy
It would be great if you could use landing pages in AMA to look up existing contacts and update data fields.
For example I want to create a landing page to subscribe to our printed newsletter, once someone has entered their data in a landing page it needs to query the database to see if their is an existing contact there already and update the newsletter field if they are if not create a new company and contact.
I understand this is currently not possible
As we spend time in our copy of ACT year after year, we tend to continue adding contacts - some are useful and some aren't so much.
Additionally, positions change when mergers take place and people who were influencers tend to lose that role.
I would like to have the ability to move someone to secondary assuming the history, if any, would be lost. Having the name, though would be useful.
Right now the secondary contact doesn't have a notes field, so it would be nice add one as well.
we are a global company operating in 98 different countries
because I have to create multiple campaigns to localise the content I create the base email content in templates then modify the content in each drip marketing campaign.
but I have found my template area getting very BUSY if I could arrange this in folders it would be much easier