The ability to save custom layouts when saving an empty copy of the database. Customer wants to give you a copy of the structure of their database without giving you contact information. Create an empty copy and currently custom layouts don't come over.
Due to company policy I need to print out my calendar monthly. I have tried to increase the font size for my activites on the calendar but have been informed that it can't be done. I would like to see this option on your next version.
Hey Act! why not consider partnering up with a Activator to create a first rate automation option in Act! instead of the yet to be developed rudimentary, ill conceived Smart Tasks (I know I am being harsh critic of SM but it's only because I think it has a lot of unrealized potential). You did it for email marketing, tied the knot with Swiftpage. By the looks of it I would start talking to the folks at Activator cause I think that automation for the small business is the wave of the future for CRM software.
When I am deleting unwanted entries in the contact histories, after I select delete, the page resets to the Top of Page. This is somewhat annoying, especially when I then have to Page down to find where I left off. Why doesn't the page just stay where the user was working last? And, if it is felt necessary to return to the top, why not "add" a "BACK TO TOP" link that can be selected from anywhere in the contact tabbed lists?
Thanks for considering or correcting this BUG.
The current Database Collation is not the best one for us living in a country using another language then english. The last 3 characters in the swedish alphabet is ÅÄÖ but in ACT! they are treated like A and O.
The default collation in MySQL, latin1_swedish_ci, works fine for English because English contains no special characters such as accents.
Either switch from Latin1_General_CI_AS to Latin1_Swedish_CI or make it possible to change when installing ACT!
It would be great to have telephone fields support international telephone number formats. Even better, the country code could be auto filled corresponding to the entry in the Country field. Let me know if I'm missing something, but I'm surprised this wasn't done a long time ago.
Would love to see more keystrokes integrated into the contact page. I spend all day on ACT! and it can be frustrating to use the keyboard keystrokes for some things, then divert to use the mouse to move other fields or entry tasks.
Moved to Sage ACT! discussion board for greater exposure
Post removed per moderation. Duplicate of following post:
Can the dev team consider adding a feature to allow Act eMarketing users to cancel scheduled sends, without having to call in and wait for a support person to assist with the request. It would seem to give users great functionality and to free-up time on your support team, so that they may assist users with other "technical" issues.
Moved to Sage ACT! discussion board for greater exposure
A simple example: We use act to track many communications with clients. Similarly, we send many packages, etc. to those same clients.
The Idea is this:
1. Allow an administrator to create a table that has some number of user-defined fields to be used to track the user-defined records
2. Act could automatically create additional linking fields that would allow the user-defined record to be linked to a Contact, a company, an opportunity, or an Issue (see my other idea for this one)
3. Allow that table to be placed on a tab
4. Allow users to create additional records in this tab, which are automatically linked to the current Contact; to his/her Company; and with a drop-down to allow the user to link the record to an Opportunity and/or an Issue
5. In the tab have a drop down that allows the user to view all the user-defined records filtered by company, contact, issue or opportunity.
I can think of a couple of alternative ways of implementing this - including adding user-defined fields to activities, and allowing additional tabs to display filtered views of activities (ie. One tab would display only the "shipment" activities", etc.)
- An implementation of this idea would allow small/medium businesses to use increasingly use ACT as the main tracking system for an increasing number of communications and interactions with clients.
Right now, the Act history can be used to determine "What did we SAY to this client" generally.
The ability to add user-defined tables/records could allows us to use Act! to track other interactions like "what package did we send them"?
Currently any deletion of a contact record will post a history to the user's History tab often allowing users to see who deleted which contacts. This is somewhat helpful but could be greatly improved. First, recording to History with the end-user as the Record Manager of the history entry opens the door for that end-user to delete the history items if history editing is enabled (which it is by default and we find most users leave this on). So technically and end-user could "cover up" the deletions they've made.
Another big problem is that this only tracks deletions of contact records - not Groups, Companies, Opportunities or any sub-item of a contact (Notes, History, Activities, Documents, etc). Contacts are obviously a huge piece but many other items are significant as well.
What I propose we need is a log that can be accessed by administrators that tracks at a minimum all deletions. I would also suggest it include all Edit-Replace/Swap/Copy and Contact Merge operations. The sync log must track these things already, what would it take to expose that in a usable form?
It would be awesome if ACT! had the ability for users to enter notes/history AND also be looking at details on the card (flicking through the different tabs). As soon as we start the note/history, the rest of the program freezes.
There is information on their card that may need to be entered in the history notes, but once we start typing, there's no way to look it up without exiting the task.
We would like to see ACT! have the ability for users to opt in to attaching emails to their cards if the default settings are set to 'don't attach to user cards'.
It would appear that there are currently only 2 options for users - attach all emails, or attach nothing. If we choose to attach nothing, we are unable to attach specific emails to our cards! And if we choose to attach the emails, every single email sent in our office is attached.
We would prefer to only attach necessary emails, and not ALL emails, to user cards. If we could have the default setting set to 'don't attach to user cards', and have the ability to 'Attach to ACT! Contacts' and attach to our cards, that would be great.