We have an issue that has come up with our ACT installation. We have ALL of our vendors saved in our ACT database so that everyone has access to the contact information for these vendors. This includes our benefits company, our financial planners (handling our 401K accounts and such), our payroll contacts, and our bank contacts. We have our ACT Premium v17 installation set to attach subject and message to the history of contacts. Therefore, whenever anyone in the company sends a message to our financial planner containing sensitive personal information, or our accounts payable/payroll person sends emails to the payroll company, all of those messages are attached to the contact. For now, our only recourse has been to delete those contacts out of the database. However, new hires need to get all this information - it would be nice to have it in our database. Also, if any contact info is updated for any of those contacts, then we have to circulate it to the whole company as opposed to just updating it in ACT. Another issue is emails that do not belong in the ACT database. For example, we have a company-wide football pool during football season that some of our customers play in as well. We send soooo many non-business emails within the company among employees as well as to customers that contain football information, and all of these emails are saved in the ACT database. This is junk data which does not need to take up space in our database.
I suggest the following two features: (1) Add a feature to the Outlook Add-in that creates a new button next to the "Send" button in Outlook. This new button could be called "Send and Attach". If you type an email and hit the "Send" button, then the email sends without attaching any history. However, if you type an email and hit the "Send and Attach" button, then it will send the email and attach that email to that contact's history. (2) In each contact record, under the "Contact Access" tab, create a checkbox or radio button that allows or disallows email histories to be attached to that contact. This would be a universal rule. If the box is checked, then even if someone hits the "Send and Attach" button in Outlook, the history would not be recorded. You can make this checkbox only accessible to admins of the ACT database.
A big issue is that after setting up your ACT! e-mail to automatically create history you find that confidential e-mails sent to people in your own company automatically appear in that person's record in ACT!
We need a way to disable this behavior.
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]