Moved to ACT! discussion board.
I would like to be able to put a group of Contacts in an automatic plan, such as "January Tradeshow" (any name I choose). Then I would define the Sales Funnel or Pipeline steps I want these Contacts to go thru. Such as Step one may be send a greeting email and then program in to call them in 3 (or any number of days I choose) and then in, say 7 days I follow up with a phone call and then say another email and so on until I have brought them thru the steps I want.
The Contacts would be added to this plan. When I open it the first time, they are all at Step 1 and they will all get a personalized email (or letter). They are then moved to Step 2 automatically. When I open the plan again and it is after the number of alloted days from Step 1 those contacts come up. As I make the phone calls (Step 2 in this example), those Contacts are moved automatically to Step 3. If I have 25 contacts in the plan and only call 7 that day, those 7 are taken out until Step 3 (the days alloted have passed). When I open the plan the next day only the 18 names are there, as they are the ones that still need a call. This continues until that Step is completed and continues on in this manner until all Contacts have moved thru all of the steps.
This would be a great marketing system and Automatic plan. The idea is that I could create as many different plan as I choose as long as they have a Different name. I then enter the plan name in maybe the ID/Status field and Sort the Contacts into the plan i want them in.
Moved to Community Feedback discussion board.
Moved to ACT! discussion board.
Wouldn't it be a good idea if we could have the Department field in Companies or have I overlooked it. As all my contacts have Company name and then Departments I would like the same in Companies so Act! Could link them easily.
also is Act 2010 a good investment if I have version 11. 2009 already?
It would be nice that if Sage wants to keep the Document Tab the same(Who know why) that they could improve upon it a bit.
For example, it would be nice if they could give us the ability to add a column that could give us the ability to add a note to the document. And yes, it would be nice if it could be editable on the line referencing the document instead of opening up some other form to add the note. It could be cross-referenced to the notes tab where in the Notes Tab it has a link to the document tab and vice versa.
Moved to existing discussion 30540 on ACT! discussion board
Make import of csv ile independend of regional settings
im in the netherlands and i have to change the regional settings to US in order to be able to import a csv file
without changing regional settings it doesnt work!
I have searched for this and did not see it, so I apologize in advance if this has already been submitted or discussed.
For those of us that sit at a computer interacting with customers 8 to 10 hours per day, it would save a lot of mouse time and clicks if we could program keystrokes to instantly open specific fields.
In Photoshop, for instance, I have programmed CTL ALT = to instantly open theBrightness/Contrast tool, CTL ALT f3 instantly rotates the image 90° CCW.
In my case, 99% of the time when I get a call from a customer, I need to lookup their last name, so I have to mouse up to and click on Lookup. then mouse down to click on Last Name to pull up my customers' info.
When I take a call from a customer, it is awkward to ask them to wait while I mouse and click numerous times to pull up their record.
It would save significant time if we could, say, reprogram F1 from the Help Menu to Lookup, Last Name, or whatever. (I don't use the Help tool very often - maybe I should!)
I propose having the activity form modified by adding a checkbox for mutiple activities so it could keep the activities form open to add multiple activties to it. Once the activity is added a SAVE BUTTON automatically clears it to create another one. That way I don't have to reopen that activities form again and again. The checkbox holds the form open and another button is added to submit the activity and clear it for a new one.
Along these lines, there should also be a calendar in which multiple days can be clicked so if I have an irregular occurence of the same activity, it could be completed in one fell swoop rather than opening the activity form 3 times. A calendar would be so much better than the recurrence tab for this because you still have to open/save/close and reopen the form three times to coordinate the 3 different time slots(start times and end times).
For example, I have continuing education for my license and these days are Monday, Tuesday and Thursday at 8:00AM to 2PM on Monday, 12:30PM to 6PM on Tuesday and 11AM to 4PM on Thursday. So if I multi-select these days on the calendar (in the activities form), then I could easily create new times for all three days by clicking each day on the calendar and a different time range can be chosen based on the day chosen on the calendar.
When I have a Windows folder with my files open and I multi-select the files in order to drag them into the documents tab, it takes almost an entire lifetime(I am not exaggerating) for the files to process and display in the dcouments tab. When I delete them, it takes two lifetimes. The total amount of files in this instance was 20.
Can Sage every get it's ACT together? Come on....
If I had a contact that I wanted to convert to an Opporutnity, I would have to retype it again in the Opportunity Layout. If I had a group(with or without it's contacts) that has now become an Opportunity, I would have to retype it. If I had a company with or without its contacts, I would have to retype it again. This is beyond silly. I am thinking that these types of field data transfers can be made similar to the way we can "Create Company from Contact".
Also, someone mentioned that it is impossible to make a letter that employs multiple fields from different contacts and/or different fields from the Company/Group/Contact list.. All these fields should be more integrated in order to transfer information and/or create letters/templates that have different information from different layouts.
More field integration is needed whether it's data transfer between layouts or it's field integration in a letter or report.