Moved to appropriate discussion board for greater exposure
I have been a big fan of the relationships tab. It saves me a lot of time. However, I frequently need to search for which contact has a specific speciality since notes are a part of each relatinship. Right now I have to click through each relationship.
Please add the ability to search under a relationship tab. This morning I naturally right clicked expecting to see a dialogue box appear from which I could select "search". Nothing popped up.
The user should be given the option to search all relationships or just the one on the current contact.
In asking how to do this, it turns out there is not a way other than the work around provided by Kelley Dobson.
06-19-2015 02:30 PM - edited 06-19-2015 02:40 PM
The only way I see would be:
1. click the add-in tab in outlook while viewing the message.
2. click "attach to ACT! Contact"
3. type the name/contact from the list and attach.
This creates a history item including the email and attachment.
The only other way would be to drag the attachment out of outlook to the desktop and then, with the act document tab open for the contact, drag the file into act. It will not drag directly from outlook. This would work well with both programs open and the 2 windows not overlapping with the desktop showing.
Therefore, can consideration be given to direct attach a document to various places within ACT such as contact or company document tab, opportunity document tab, etc.
When a user is in Outlook and accepts an invitation, this meeting gets copies over to the ACT calendar. If the user accepts the invitation as "Tentative" though, it does not get copied over to ACT (and thus typically the user will never attend the meeting). It would seem reasonable that a tentatively accepted meeting should get copied to ACT (and in some fashion then marked as 'tentative'.
Update export to excel from APFW/APC so that exporting opportunities to excel also creates pivot tables by defaultStatus: Submitted for voting
When exporting opportunities to excel in the desktop version of the program, pivot charts/tables are created in the spreadsheet automatically. This is not the case when exporting to excel from web. Please can this time saving feature be added to the web version of Act as well.
I can't see any logical reason why ACT! system fields such as Last Edited, Last Meeting are shown with drop-down arrows.
They serve no purpose other than to confuse the user by implying that (a) the field is editable and (b) there's a drop-down menu, which is not the case.
Just got my first ever ACT! today and uploaded it, but discovered my mistake of not checking first it was compatible with Thunderbird email.
Is Thunderbird-ACT! integration planned and when or should I go look for another CRM?
It would be a really helpful feature if email blasts could be updated as a swiftpage group is updated. Especially since leads often times will come in at different times (not necessarily all at once).
If you can select 5 minutes increments on the Calls, Meetings and To do's why can't you schedule calls meeting and to-dos in that specific time slice?
The drop down only shows 30 minute slices.
Paul Onish 25 year Act user
Currently you can only define a sync set for Contacts when creating a remote database.
This means that a remote salesman can be set-up to receive only contacts relevant to their territory. However, all companies will be synchronised, even those outside their territory. It would be handy to be able to create a sync set that also allows criteria for Company, as well as Contact synchronisation criteria.
I appreciate that Company Access can be modified to limit which salesperson / team can view the data - but it would be helpful to have the additional capability in the sync set as well.
The zip file that is created during a manual backup is: Act!+databasename.zip
I suggest that the Act! version number be added to the backup file name, or using the same naming as Act! Scheduler does.
A customer of mine recently did a manual backup, installed Act! v19 and did a new backup, overwriting his old backup, got problem with the installation and installed his old version of Act! just to find that the backup contained the v19 database and not his old one.
Of course he did not have any old backups saved.
This has happened before and will happen again.
The ACT servcei host exe cfg needs to have a simple boolenan flag to enable or disable the indexing of attachments.
Hosting enviroments. We host the data and when customers have ten, if not hundreded of thousands of attachments it multiplies the amount of disk required to host these databases correctly. The attachments indexes are not used by most web clients. The mobile solution may list them but they can no be opend on most mobile phones.
Would love to see this in V 15 SP1
Most of my customers have a support ocntract that expires on an annual basis. It is easier and more effective to rack this on a company basis than an individual contact basis. That contact may leave, and there isn't always a single contact that is the interface for that event.
Supporting annual events in the Company view, ideally making it a linked field, would overcome this shortcoming.
When clients move their database to new server ACT can be backed up and restored - no problem. But if at the same time all the linked documents etc are also moved to a new location on the new server there is no way to redirect the linked documents (that I know of) to the new server / folder. There was a tool for doing this in ACT6 so could we have one for the SQL version of ACT?
We have recently upgraded to APFW 2013 from APFW 2007 (9.0). NOTE: Our remote sales reps have successfully sent email "blasts" to contacts in their territory via "mail merge to email", in the past (APFW 2007). And, our email account has always required SSL.
Since upgrading the data base to the recently installed APFW 2013 on a brand new server.... we cannot execute "mail merge to email". Sage says this issue in APFW 2013 has to do with SSL.
I am hoping this gets treated as a "regression" by Sage development, since it worked on our old APFW 2007.
My idea (request): Please fix APFW 2013 "mail merge to email" via SSL work. I thank you, and our sales reps will thank you!
I've had the problem with smtp port 25 that others have. In investigating this problem I learned that port 25 is "Open" and used extensively by spammers.
Act needs to open use of other ports. Most email services don't use port 25 any longer due to the spam situation. How hard would it be for act to enable more port selection? Not very I think.