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]
It would be very useful to be able to use group membership as a criteria for an advanced search or dynamic group membership in addition to being able to use contact and opportunity criteria.
For example, we use groups membership to show attendees for events we run. Each group shows a different list of attendees. If we want to create a list of everyone who has attended an event in the past year, there is no way of combining this information without doing multiple lookups and exporting. You should effectively be able to create a dynamic group using membership of other groups as a criteria.
Similarly, you should also be able to use group membership as a criteria in advanced search. That way you could, for example, search for contacts who were from a particular type of organisation that belonged to specific groups.
It would be extremely useful to have an option to be able to delete all corresponding SubGroups when deleting a Group (quasi Parent-Child relationships). Anyone who has ever deleted a Parent Group (e.g. when an employee leaves the organization) knows what a pain it is to delete all the SubGroups that the user might have created. This would be such an easy change, simply add another option "Remove Group Structure" or words to that effect.
My company uses Groups/SubGroups extensively ... it is a wonderful option in Act until you need to remove an entire Group Structure.