When I open a contact record, I have to click on all the tabs to see if I have data entered in the various categories (Activities, Opportunities, History, etc.).
If the tabs were shaded or a different color when there was data entered in that category, it would be a great timesaver!!
Or even better, would be a single view that showed all of the data that has been entered for a contact record (like Yahoo Contacts).
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]
Here is our issue
We have several remote saleman. We have set up the sync set to only display their specific customers which works fine. However, the entire database of companies and opportunities shows up on every salesmans laptop. We would only like each salesman to see their accounts. I have been told to update the limited access for each company, we have 13,000 companies which would be a huge undertaking. Then what happens when we add a salesperson, do we need to update again? I would think that in the sync set window we would have an option to develop a sync set for contact, companies, and opportunities. Currently only contacts are listed.
Does anyone have a work around for this? Is there a way to update limited access via mass?