My company has been using ACT! since version 2.0; and we have since upgraded through the years. We just updated to version 21 and implement remote access to the database through ACT companion. 

 

After using ACT companion for a few weeks, we have the following suggestions: 

 

- show the company name in the contact view. Currently it only shows the name and phone number, but if you have a contact record without a contact name, it only shows the phone number. 

 

- allow users to create alarms when they are scheduling activities through the app. Current functionality does not allow this at all.

 

- allow users to sort opportunities by open or closed.

 

- Currently there is a glitch so that when an alarm goes off, a user gets three notifications on their phone. This is annoying at the very least. 

 

- allow users to customize which types of notifications they receive on their phone. I don't need to know when someone in my organization adds a contact.

 

I'm sure that my users will think of more suggestions. 

 

Swiftpage staff, please let me know how you handle user suggestions. I would really like to see these suggestions implemented.

 

Regards, 

George Johnston

Balfrey & Johnston Inc.

I have a customer ( Managing Director)  that is only now employing several sales staff and he has to keep Histories and Activities private - as he has been using Act for several years he has 1000's of histories and activities he needs to make private. Act should have the option to make Administrator Users details invisible to other Users - and the Option should be in User Set up Preferences.      

There is the ability to create a separate activity for multiple contacts in Act! for WEb, but there is no option to clear multiple histories in Act! for Web.

 

This feature is available in the Windows version of the software and should be available for web users also.

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.

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.

Use companion when I'm on the go and need access to what really needs my attention. Seeing OPEN opportunities would be a big help.

Adding this as field in a table would be useful to see historically where how long it takes to get out of a stage. This would make a nice Insight chart so customers can do what they can to reduce the sales cycle time.

Users would like the ability on Web and cloud Computing to attach multiple documents to a contact or company.

In desktop you can attach multiple files at once but on the web version you are restricted to one file at a time

Customer has 4 Custom tables linked to the opportunity section

There is no way to change the order of the tabs for the custom fields

 

I'd like to see Act! have the ability to move the products\services up and down on the Product\Services tab.

In Act! for web you can only run letter templates if you're in Internet Explorer. A majority of users are in Chrome and it'd be great to have these features available there as well.

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.

We purchase Act several years ago now for something like $9,000 and now i am being told that i will not be able to use it come Jan 1st? To me that is just not right. I understand that you don’t offer support for older products but this isn’t regular support, this is a big screw up on Act parts not the end users. Now that said if you are forcing people to upgrade, you should offer some serious discounts as this is a major issue you guys have created. And how do we know this wont happen again and again as away for Swift page to make money. I am being quoted a crap ton of money now to upgrade and i shouldn’t be forced to upgrade. This seems like a law suite waiting to happen.

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.

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  

 

 

 

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.

 

 

 

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.

 

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.

It'd be great to have all the handy right-click functions while in the cloud version too!