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.
My customers find themselves using the Quick Attach feature in ACT! but I get complaints that customers have no easy way to determine if an email has already been attached from within Outlook. They have to open the Attach to Contacts Progress program and then scroll to find if an email was attached. This is cumbersome and problematic.
I have a feature request that would allow any attached email to be moved to a user designated folder such as the a folder named ACT! Attached (nice continual branding also in Outlook).
Once the email is attached, the program would move the email. Of course this would have to be an option or the customer could get an optional prompt. It could also move the email to the Deleted Items folder.
This would be a GREAT feature addition.
Also, please consider a fourth option for attaching emails including 'Subject, Body AND Attach' the email. I have already asked for this in the past and I use an addon that addresses this. However, I dont want my customers to have to purchase an addon just for this one feature.
The reason for this request is that some want the body of an email is in the history so that it can be searched on using the keyword search. They also want the email attached to keep the integrity of the actual email which can be resent or forwarded.
Allied Financial Software, Inc.
We have all been moaning (for years) about the way the ACT! Address Book in Outlook displays the full ACT! contact name instead of Last Name, First Name MI.
If a user enters the contact as Mr. John T. Smith, it makes it very difficult to find this contact in the ACT! Address Book (inside of Outlook) since the sort order is alphabetical and the user may not know how they entered the name of the respective contact.
It is my understanding that Outlook allows the address book to have only 2 fields thus the only two that will currently work are Contact and Company.
PLEASE consider adding a system field in ACT! that is specfic to the ACT! Address Book. The field would automatically update and contain the Last Name, First Name MI., i.e 'Smith, John T.' This would be the field in the ACT! Address Book from within Outlook.
By displaying last name first and then first name, we give the end user a much easier way to find the contact they want to email.
How hard could this be to add to v13 or v13.1?
Allied Financial Software, Inc.
Have a button in Outlook so when somebody sends you an email you can go straight to their contact page in ACT! with one click. This would save having to manually look a contact up everytime someone sends you an email.
Ability to customise the 'Create New Contact' form layout that you get when creating a contact from OutlookStatus: Submitted for voting
It would be nice to add fields such as 'referred by' and 'ID/Status' but really, you shuld be able to add any field that is available on the contact screen in ACT!.
I find this function as it stands at the moment to not be that usable, as you create the contact, and then you have to go and look up the contact in order to finish completing the required fields.
I would like for ACT! software to be able to synchronize contacts and calendars with Microsoft Outlook contact and calendar folder of our choosing. it apepars that right now, we can only sync with the default Outlook contact and calendar folders. This is a BIG issue for me as my company does NOT use MS Exchange on the backend and I do not have offline PST folders. If Sage Support can provide a workaround to create Offline folders that ACT! can sync with, I would be OK with that too.