I would like to see the same "linking" that companies have to contacts to the groups section also.
For example, I have a "group" of fellow employees who play in the summer baseball league and of course, they are not part of the company layout. I would not put these people in the company layout. Yet, there is some very important information that would be nice if it is "linked" to the contact.
I don't understand why Sage has the linking for contacts and not for groups?
ACT! needs to ask itself "What little things can we tidy to lessen the amount of clicks that a user needs to perform?"
It would be nice if Sage provided a few more mouse overs balloons to detail items in the task list.
1) Either a "+" to expand the task items (Including how long the activity is recurring" AND/OR
2) Mouse over balloons - for the recurring activity icon - to alert the user to how long the task is recurring WITHOUT Having to click/open the form.
3) Mouse over balloons - for the activity itself because most of the time the full activity is not shown and to click/open the form to see the activity is wasting time
4) Mouse over balloons- for the details icon to show the details in a balloon.
Only allow the balloon to pop up after a 1-2 second delay so that it doesn't look sloppy with all the balloons popping up.
As far as ACT! 6 there used to be a warning message displayed if you attempted to close the ACT! window. This disappeared in V7.
Can we have it back, please; it's too easy to accidentally close the program.
My organization uses ACT differently than most (I think) so I am not sure how much utility this would have for most folks.
We track contacts with customers on a very granular level. When we send out a wave of marketing, we track every company that the marketing wave touches, via creation of a new opportunity for each company that was contacted.
To make that work, we had an addin customized, so we could very quickly generate multiple opportunities based on a model opportunity and the lookup that the mail merge was based upon (the addin copies the model but fills in details from the lookup)
Could Sage build in that option?
Also we bought another plugin that allows us to update multiple opportunities at once (useful for us, since we generate tons of opportunities). That also would be useful to have built in.
my dialer does not work
sometime in the past i came across an article which sadi to del the pad file open act and it will rebuild the file
but i cant remember how to reopen act from the remote machine without the pad file
act 2007 v 9 windows xp pro
Could we have "Layouts" for the tables in ACT!?
Many useful "reports" can be obtained by exporting data from the Contact List, Task List or Opportunity List tables to Excel (or by simply printing the list). To avoid having to constantly manually change the viewed columns it would be convenient to save a chosen selection of columns, the column order the sort order and any applied filters to a file for future use. By doing this you could have a whole bunch of predefined table layouts available for future use.