I looked everywhere, but could not find the limit of how far ahead you can set an Alarm interval in ACT! 2010 (V. 12).
i.e. you schedule an Activity, go to set the Ring Alarm, the dropdown shows a list:
I would like to set my alarm for
more than 30 days (say for instance, I have a very important count-down to a task 6 months away [about 180 days], that I want an Alarm to Prompt me for, which I may Snooze for between the predefined -- and to my knowledge, unchangeable in this version -- "5 minutes" to "1 week").
Does anyone know: is there a limitation to 30 days Only, or
is my request to set for 30+ days possible v. 12?
I understand there is Annual Events (you can add in Defined fields for Contacts), but I want something to show in my Calendar,
not in a Field.
I deal a lot with physician offices, hospitals and healthcare delivery systems in general. As a professional courtesy, on all my merged correspondence, I prefer to address certain levels of contacts; i.e.: CEOs, CFOs, Drs, etc) with salutations using prefix and last name, whereas most of their subordinates with contact prefixes of Mr. or Ms., I use a first name only salutation.
Having an option, especially when importing large numbers of new contacts, in which I can choose which salutation format I'd like to use based upon their contact prefix would be a huge time saver. Needless to say, post import editing and testing would/could be completely eliminated, knowing that the correct salutation is assigned to the contacts upfront.
Can ACT make it possible that you can have different folders in which to store documents in and then on the documents tab all you need to do it create a shortcut to the folder and you can then go to the documents you need. I would also like those folders that one created to Sync with the server so everyone can share the folders.
I would like to be able to update the Record Manager field of Company Records using an Update Field smart-task.
If Company [County] =(A or B or C etc) Update Field [Record Manager] to Fred Fenderline
Please implement the option to combine the values of new and old data into a multi-valued field. This would come in handy both during importing of data from excel (merge only copies values into empty fields), and also simply on field operators (in addtion to copy, replace and swap, the options available now)
Problem: Although you can see which Contact records are linked to a Company record by virtue of the blue underlined hyperlink in the Company field there's no way to sort and lookup Contact records that either are or are not linked in the list view.
Solution: Any linked Contact gets a "Is Linked to Company" flag similar to the "Is User" flag in list view. These can now be sorted and selected.
While we're at it, lets also have a "Is Linked to Group", "Is Linked to Opportunity" and "Has open tasks" as well.
Moved to Sage ACT! discussion board for greater exposure
I think we should be able to sync secondary contacts from Act! to Outlook. Some databases make a lot of use of secondary contacts, and having them in Outlook may let it sync to other systems and devices.
Situation: a user is going to access the same APFW database from different machines. I would propose that the user preferences be tied to the user and not to the machine used to connect to the database.
This would make it easier to:
* set up preferences for the user before they connect
* insure that Limited Access rules are enforced correctly in situations requiring it.
Could we PLEASE have sticky filter settings in the Opportunity section so that they don't keep resetting to the defaults?
To include: All the standard filters, PLUS the Opportunity Lookup filed in the Nav Bar.
I have Act 2013 (so apologies if this is included in the latest version).
Many people may not be aware of this but ACT does not really work well if font sizes bigger are set higher than 100% (in Win 7 this changed under screen resolution --> Make text and other items larger or smaller). If you change from the default the ACT screen struggles to display some elements correctly. See below at the maximum 150%
In the past this was not really an issue. However I think more people will experience this limitation as PC's and Laptops attempt to complete with Apples Retina display and resolution sizes get larger, especially on smaller screens where using the default font size becomes impractical. I have a Window 8 Tablet which has a gorgeous 1080p display but unless the font size is at the maximum size onscreen text nearly unreadable.
I think this is going to become more of a problem especailly with laptops, ultrabooks and Win8 Tablets. I suggest that better support for larger fonts would be great.
Moved to product forum for greater exposure
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Currently ACT links with Outlook with respect to Email field, creating a history. However when you add another email field, it does not link with Outlook with respect to creating a history. Many clients today have more than 1 email. There is a home email, business email and sometimes even a second business email. Also it would be nice to have ability to add other family member emails.
History list in Act! for web would be more useful if we had the option to display text from Details as well as Regarding. At the moment it just displays an "i" icon if there's anything at all in the details tab.
Since the text in Details could be quite long I would want a filter to restrict the amount of text that displays and prints from the list.. So 1Line, or 3 Lines, or 5 lines etc.