New Idea

!Act for thunderbird

by WilliamB on ‎06-28-2011 06:29 AM

Our office is transitioning from outlook to thunderbird. We currently use !Act 2008 and were thinking of upgrading but because of the lack of support for anything other than microsoft ,we decided to look elsewhere for a CRM. Having written code in a previous life, there isn't a whole lot of talent required to invoke a mail client and populate the address, subject, and body fields. It's a shame that the project manager can't see the benefits of such a integration.


Maybe if you guys came out with an !Act lite, (there aren't too many people that actually use all the bells and whistles of the standard version) you could regain some sales instead of loosing longtime customers.    

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Record Creation Options for Country Orientation

Status: Available in Sage ACT! 2013
by ‎03-15-2012 11:55 AM - edited ‎03-15-2012 11:58 AM

A significant number of larger ACT! sites have users in other countries, remote from the home country database, synchronizing or web accessed. A useful feature in ACT! would be the ability to set default entries in fields on record creation. The obvious requirement is to set the Country field correctly. Right now any default entry for Country is global, as a user I can't choose my own preference. Head office is USA, I'm in Canada dealing with local customers, inevitably I have to edit the Country field each time I create  a new record.



In ACT! Preferences for Record Creation Options, add the facility to specify the default Country data to your ACT! user profile. Likewise if you are a sales organization having Territory, or for that matter any particular custom field, user definable for default entry on record creation.    

Status: Available in Sage ACT! 2013
This can be done with field updates in Smart Tasks.

No response from SAGE on all the Smart Task suggestions, so I thought I'd stir the pot again...


  1. be able to modify Contact fields, including Record manager
  2. be able to create Contact Notes and Histories
  3. be able to add/remove Contacts from Groups
  4. be able to close Opportunities, and to create new Opportunities
  5. be able to launch ACT Mail Merges.
  6. run as a Service, like the ACT Scheduler
  7. Be able to Schedule For Record Manager, so you could run centralized on the server (instead of on every workstation) and one Smart Task could create actions for all Users.
  8. and many other great Smart Task ideas in this forum..

Can we make lucky 2013 the year to make Smart Tasks (and Dashboard) really powerful/useful tools?

Status: Available in Sage ACT! 2013
Many of these are covered.
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I'd like ACTDiag to be able to show me who is currently logged into an ACT! database.


The scenario is this:

At head office the client has the PUBLISHER database, we can fire up ACT! | Tools | Define fields

If there are users logged in, it gives us a list and the ability to lock them out after 3min with a custom message displayed.

At the remote office, which uses a SUBSCRIBER database (remote database that sync's back to the publisher) we can't do that as you can't define fields on a remote (subscriber).

Hence, if in ACTDiag I could simply list the ACT! Databases, right click the db in question, and select list logged in users that would be useful.


If you want to to take that further, being able to log those users out after a set time with a custom message would be even more useful.

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