I would like to be able to edit the Add/Remove List(or tree view) for Companies/Company List/Group/Group List/Opportunities when the form opens relating to the "Associate With" action.
In other words, when I open the Notes/History or Schedule Activity Form, the "Associate With" part of the form opens up with choices of what/who to associate the contact with. It would be nice if we could Add additional Companies, Divisions, Groups, Subgroups and Opportunities right there instead of having to go to the layout then creating the Group, Subgroup, Company, Division or Opportunity and then have to go back to creating the Note, History or Activity. All I am looking to do is add the information to the list in the Add/Remove form. it doesn't have to open up another mini-form(although that would be nice) with more fields relating to other layouts Sometimes I come up with things on the fly and it would be nice to just create the name of the group, subgroup, company, division or opportunity right there in the add/remove form.
There should be a better way to link tasks with contacts/groups. In the task list, the "Associate With" column should have the company/group linked to the company or group. Clicking the link should be able to get you to what the user wants to see.
ACT support the grouping of users into teams, but you cannot choose a team when configuring reports or a dashboard.
It seems a logical step to add this functionality and make configuring dashboard views and reports a whole lot easer for manageres managing sales teams, service teams sales regions etc.
I must admit that there are many things that confuse me about ACT! because things can be simplified much more.
Case in point: I want to schedule an activity to go to a website and register on it. I already have the weblink in the history tab, but this means I have to leave the Schedule Activity Form, go to the history tab, copy the link, open the schedule activity form again and paste it into the details tab.
There are a total of 9 clicks to open the Schedule Activity form, close it, go to the history tab, open the specific history line(or click, and paste from the preview tab), open the schedule activity form again, click the details tab and then paste it and then close the form.
I propose adding a history tab and notes tab to the tabs in the schedule activity Form and have the compilation of all the histories and notes that are associated with the Associated Companies and groups right there. Have a checkbox next to each list entry so one could add the specific history/note from the sublist of the history/note and have it appear in the details tab appending all the information if more than one checkbox is clicked.
How many clicks will this save? Tons. And lots of confusion navigating the layouts for the info.
I have a lot of divisions in the company layouts that have the same address as the "Company" itself. How about a way of filling "downward" the information from the top Company by linking them and then updating them?
Also, if Sage ever does the same for groups and contacts, it should also keep in mind the filling "downward" of field information.
I oftentimes have tasks that have smaller mini - tasks associated with the main task. It would be neat if the task could be kept under one task. I realize there is an activity series, but sometimes it would be better if there was a tree-like/accordian like structure for multiple mini tasks.
For example, Send Fax to X company
a) - make sure the proposal has the right figure of $10,000
b) - make sure Joe Smith is faxed on the proposal also.
This make sound like a "detail", but to me it's a task/subtask
A detail would be; Construction cost of the project is $6000. See Ron about the risk of cost overruns.
My two cents,
First, there should be linking between contacts and Groups like there is for contacts and Companies. Makes no sense why one is done and the other is not. Sage should make the linking more bi-directional with a well thought out process of how it can be done.
For example, the contact should be able to "push" it's info field-by-field if possible. Maybe a right-click context menu to do it? Maybe a form that opens up and asks the user what to do. Plenty of ideas to get it done. It would be nice if it could be on a field-by-field option.
I find it daunting at times to search for an activity in the task layout. Why not a quick search text box that could do a quick search of a task based on a word in the task or detail? It would be a keyword search only on tasks.
Hey, why not the same for histories or notes in the bar specfic to notes or histories right where the task bar is near the tab?
I am aware that there is one available in the lookup option at the top menu, but this could make it easier if all you needed was a keyword and it's already focused on what one is looking for.
I am all into saving keystrokes and I really dislike the total amount of clicks it takes to do things in ACT! Things can be so much more simplified.
For example, the alarm alerts could have a button or buttons that:
1) You can email someone with a button on the alarm form. Once it's done, it autocompletes the entry without additional clicks provided.
2) You can print a template or a report from the alarm form and autocomplete the activity.
3) You can do a lookup of ALL the entries in the alarm listbox.
Instead, you have to close the alarm or complete the task, then go to another layout or to a button above to do things that you can do on the alarm form itself!
Saves time for me! Simplify simplify simplify!
Keep it all in ACT!
How about a context menu with REPLY/FORWARD in the Preview Box and give us the ability to reply/forward an email right from ACT!? In other words, if i highlighted an email from the history list and the preview Box shows the body of the email, a context menu there could allow me the opportunity to reply/forward or even create a new email right from the preview box. Of course, Sage needs to make the box editable, but how hard is that?
At the same time, don't forget to add a context menu to the highlighted email history entry so it can be right clicked there also!
I don't think it would be too hard to add some registry entries to the Internet/Firefox Context Menus to save a whole bunch of time for all of us. HKEY_CURRENT_USER\Software\Microsoft\Internet Explorer\MenuExt\<Menu Text> is the registry key.
It would be nice if we could create Contacts/Companies/Opportunities/Groups from the choices in the context menu. A small form with some fields would be fine.
Instead we have ALT+TAB to go back and forth and copying and pasting. How exasperating! What a waste of time. If the form is opened, make the window status "always on top" and information can be copied and pasted into the ACT! form fields.
I would like to see if the webpage could be attached to not only contacts, but groups and companies too. Yes, sometimes there are web pages that do not belong to a contact. For example, I do use ACT! for my own personal use. If I wanted to save a webpage to the company I am dealing with, then I want it in the company history tab, not my personal history tab.
My baseball team has it's own group and it's own website. I would like to save the webpage to the group, not my own history. It clogs up my history tab. I don't want it there!
This is to expand on my topic regarding highlighting a contact in a tab view.
1)If a single contact is clicked, why does the entire list populate itself in the email? I highlighted only one.
2) Why is there no hyperlink if the email address is a visible column?
3) There should be an "email" context menu option to right click.
4) When the user right-clicks the context menu, the highlight is reduced to "one contact" if there were mutiple selections.
Why can't we focus on one contact in the list when trying to email a single or double or anything less than the total list? Here ACT! focuses on the entire list?
We should have more right-click options in the tabs. It looks like it's very limited because the user cannot mutiselect. Weird way this acts. We should have more options at our fingertips to get information out there as fast as possible.
There is way too much moving back and forth in these layouts. Get the info out there!
Is there any way that if I wanted to have a totally blank layout form(including not having any tabs or group/company tree views) that it would be possible in a future version?
It would be nice if there was also a way of making the tab height independent from each other from layout to layout. At this moment, there is no way to make the tab height independent from layout to layout(for example from one contact layout to another contact layout). If I move the height on one, it ends up being the same on another.
Lastly, if the tab size is maximized, I don't know why there is that goofy looking space at the top. Couldn't someone plan that better?
I propose that the document tab be linked to the folder directory from the user's drive. If the folder does not exist, then the user can create a folder and have the folder anywhere on the drive. Once the folder is clicked, the files that are in the folder can be viewed. I like the way you can email multiple files from the document tab and that idea should stay, but one should be able to either link an existing folder or create a folder that can be linked in the directory somewhere.
I always had a problem with the way the Activity Series was set up. Here's why:
1) It should be set up that once the field trigger opens the Activity Series form, we should be able to choose the times for each activity in the "Schedule Activity Form" that pops up. It should not default as timeless and then have to go searching around in the task list to modify it.
2) The same goes for the "Associate with" field. Each activity should have an "Associate with" option attached to it. Why? Because if, for example, my second activity in the series involves some other company compared to the first activity, then it should be arranged right there before it goes to the task list. Also, if more people are involved in the second activity than in the first activity, the form should have the ability for the user to plan it out a little better by adding people in the Activity Series form.
3) The Schedule Activity form should have the recurrence Options there also. For example, every year my company has a function I have to plan for. Every year I have to do the same things in the same order.at the same time of the year. What good is the Activity Series functions if I have to remember to trigger it every year?
4) Finally, the biggest pet peeve. If I have a dropdown list, the choice I choose in the dropdown list should be specific to the activity series chosen. Even though the activity series can be triggered by a field, it does not trigger to a specific activity for the action chosen in the dropdown list. It's a generic choice trigger. it should be one-to-one. If I choose one activity from the dropdown list, the activity series form should be for that action chosen.