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.
Thanks, Scott Abboud Allied Financial Software, Inc.
Just as you can do a quick lookup on contacts, groups, companies, it would be nice if you could do a lookup on notes by date range. Currently, this is only done in reports which is okay but it would be much more useful if it was a simple lookup. Then you could click on the contact asscociated with the note if you needed more detail to take action.
I like the way that an email is visible to the right of the screen whenever you click on a 'email sent' history item. I also like to save emails that have attachments so I've checked that option in the email set up.
The problem is that, at least in my experience, whenever you click on a 'email sent' history item that has been saved attachments and all, the text of the email no longer appears to the right, just the subject line appears. It would be nice if there was a way to save all the attachments but ALSO have the body of the email appear to the right of the histories.
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