Most customers use the Contact List view extensively and as a result, Sage should consider substantial improvements.
Over the years, several customers have ask me why ACT! will not automatically display the fields of the lookup criteria on the contact list view. I have also considered this a limitation.
If you do an Advanced Query, the fields queried are shown in the Preview of the query.
Customers want these queried fields added to the existing customization of the Contact List view.
For example, if I have customized my contact list view to show Contact, Company, Address and I then do a lookup for ID/Status, we would like to see
the ID/Status field automatically added to the existing Contact List View. This field on the contact list view would be temporary until the next query
or lookup. The user could then have an option of saving the contact list view so the field is permanent. Better yet, each contact list customization could be able to be saved and loaded at anytime. For example, we could save one contact list view that shows name and several important date fields but
another one that shows name, address and other fields. The user could save each of these customizations and simply change the list view to the desired
one. This would be equivanent to a Contact List view 'layout'.
In addition, the Contacts tab in a Dynamic Group should autotmatically show the fields that are queried in that grroup. This means that each dymanic
group could be customized but the fields queried would automatically show in the Group's Contacts tab.
For example, if a dynamic group is created that queries Birthday within next 14 days, the birthday field should be automatically shown in the Contact's
tab for that group. Alternately, if this group is selected as a lookup, the Birthday field would show up in the Contact List View also.
If you change the Group to the Customer group (which queries ID/Status = Customer), the ID/Status would then populate the list views.
Last, consider that ACT! 6.0 was much easier to customize these list views. The drag and drop of fields was a big time saver. We would love to see drag and drop in list views brought back to ACT! SQL.
Allied Financial Software, Inc.
I set up Outlook to allow me access to the Contacts in Act, but each
contact is listed individually. There is no way I can set it up to import
them by group to make mailings easier. I find if I click the E-mail
button while I have a group selected, an empty e-mail opens with no
contacts, however; it contains contacts with the smallest subgroup. I simply
need to be able to open Outlook, Click To: and select a group for that
particular mailing subscription. Forwarding is a very simple concept and yet ACT! is not effectively compatible with Microsoft Outlook to this extent.
As it stands, I have to keep a constantly changing contact list in several different groups up to date. At the same time, I also have to keep every contact list group in Outlook up to date. This is time-consuming and incredibly inefficient. I find ACT! to be the best software choice available in every other aspect. Please make this possible to greatly increase the value of ACT! software.
P.S. It also might by worth including compatiblity with Thunderbird and Gmail since many companies are beginning to transfer to those e-mail clients for better compatibility and security.
[Edit: clarified subject line]