Post made based on customer feedback:
Can an option be added to make the Global toolbar smaller, or hidden? Most of the options on it can be done with a keyboard Shortcut, from the Menus at the top of Act! or using tabs on a Customer Contact record in Detail View.
Users have asked if it would be possible to select and address block from an email signature and have the information auto populated into ACT. The user would just drag it into ACT and the Name, Street, City, State, and Zip code would populated into their respective fields. This would work in a similar manner to dragging the information into the address field in Outlook.
l would like some mechanism to generate email notifications to a Record Manager OR any other email address in response to a specific change in the database. For example, the MD might be interested is being notified when an opportunity stage changes for a few key contacts, or when their record is updated at all, for example, when a meeting is scheduled. or when a History is added.
Critically, the email must contain the name of the Contact/Opportunity/Group that changed and a brief description of what changed.
e.g. "The Contact Andy Harrison has been updated by Chris Huffman. Meeting scheduled 08 November 2017."
I like seeing all of my Opportunities, regardless of where I view them, by newest to oldest Open Date, but ACT! defaults to displaying them from least to greatest Total value when I open the Opportunities Tab or Opportunities List. Seeing the opportunities with the smallest total dollar value displayed at the top of the list serves no purpose for me, and I have to re-sort them by Open Date whenever I view them. I would like to be able to set the display order once and always be able to come back to the Opportunities displayed in that order, regardless of whether I maneuver away from that area or shut down and restart ACT!. Please consider the possibility of adding this feature to ACT!. Many thanks.
In v20 the Contact toolbar being Navy blue with black text can be quite difficult to read, especially with smaller higher DPI screens.
Adding options to change the colour inside of Colours & Fonts or changing to a lighter colour for the text may help.
Post on behalf of customer feedback:
An option in Act! to disable Rich Text Formatting as would not like hyper links for URLs and Email addresses as it makes them very difficult to copy from a Note to paste elsewhere.
This was not a feature in "older" versions of Act!.
This came from a question - How to add a new item to an existing drop-down list?
It would be sensible to allow an option where ACT administrators can change the drop down list without having to go to Tools - Define Fields which means it throws everyone of the database or has to be done out of hours.
Simply allow an ACT administrator access to the dropdown list even when do not allow editing is ticked in the Define Fields area without having to go to define fields.
The Favorites check box is a convenient way to create a lookup of the Contacts you are working with at the moment.
However, my favourites are not the same as my colleagues favorites.
This is one setting that should be user specific.
The opportunity area of ACT needs the following improvements in the competitive CRM world.
Need for mixed currency - as a minimum allow for currency to be set at Process level.
Allow opportunity reports to also have associated notes and activity. (It is near useless without these when the sales manager reviews pipelines.)
The ACT import wizard should allow the importing of opportunities.
Update the very tired looking Quotation template and allow editing of the Excel part without it breaking the template.
Allow for more that 1 Quotation type template so it can be used for invoicing as well or different quote types like product and service etc.
Allow for more columns in the export - import of products so it can match with more accounting and product management software.
Allow the option of not using products and directly entering the price in Totals. (This is all a number of users need.)
Please add your own comments and wishes below.
The Import Wizard should have the default set at Custom by the Act! developers - it best to do this always to 'eyeball' the field selection.
Never use the 'Typical'!!
As a database administrator it would be useful for the inactivity timeout preference to be stored on a database level, and configurable through the Preferences pane when logged in via Web. This allows for a database administrator to customise the setting without needing to edit the web.config file or contact Act! Premium Cloud support.
Simply put web info Increase / decrease tab Size functionality (like in web info tab) to the rest of a layout, so that i can have more real estate on the bottom where my main data is (the data mostly worked on). The top or contact info is generally only used when i input the new client.
Add Primary Fields column to Define Fields List for faster recognition of which fields are Primary FieldsStatus: Submitted for voting
Currently there are two ways to tell which fields are Primary Fields:
Option A: Go to Tools > Define Fields, then individually open the field and check to see if "Primary Field" is checked
Option B: Run a Field Detail report in Act! Diagnostics and swim through thousands of lines of text that, looking for the correct table and the correct field, and that line of text that says "Primary: True"
Both options are rather time consuming, and while Field Reports are useful for those who are a little more technically savvy, Option B is not very end-user friendly. I believe that this could be made more efficient and user friendly if a Primary Field column could be added in the Define Fields list, much like there's already a column that explains what Company Field a particular field is linked to, if any. For example:
The column could go next to the "Linked to Company Field" column and it would make it much faster to discern whether or not a field is a Primary field.
We receive as many e-mails as we send, and we receive them frequently, so why is this not an Activity option?
This is important now that the aAdd to Act Contact functionality in Outlook no longer works, with apparently no fix on the horizon - if at all.
Currently a parity issue between APFW and Desktop - see screen shots below.
Adding to request feedback on this feature request.
Heard he was coming on board in some capacity. Hope they listen to him. Good product needs work.
Need support people that can speak english more clearly. Very frustrating talking with people in India that have thick accents and english is 2nd language. Simply obvious.
I would like to suggests that when using the opportunity list view expanding the size of the contacts column would allow all contacts linked to the company to be displayed in the list view. as currently it will still just display the contact that is alphabetically first with an ellipsis. this is not helpful when using this feature to track the opportunities associated with both dealer salesmen and end users.