The Lookup, Advanced, Contacts by Access, is 90% of the way there and I use it often. Specifically, the ability to lookup contacts or opportunities that are accessible to certain users or teams is great,
BUT, in troubleshooting why certain users can't see certain contacts, it would be really helpful if we could do the reverse of that - lookup contacts that are NOT accessible to certain users or teams.
If you choose to use First Name as the salutation, then a contact name like Mr Andrew Kent correctly comes up with Andrew
Equally choosing other variants correctly gives Mr Kent etc
However if the contact is Mr A Kent, and you have chosen first name by default across the database then the salutation becomes simply A
So letters and emails go out to Dear A
So perhaps we could have a refinement to the salutation with conditional statement that says if first name selected for salutation but first name is only 1 character then default to another combination (eg Mr Kent in this case)
This would save manually going through and updating records where we don't yet know the first name
Andy Kent (A!)
For almost 20 years I have requested a simple user preference.
How difficult would it be to have an option to lock contact editing?
Whether it is inadvertent keystrokes, hotkeys, or my voice recognition program typing in the record field(s) because I forgot to turn the microphone off, I don't like my records being edited inadvertently. I believe the default should be that the contact records cannot be edited unless that is the user's selected preference.
It would be nice that instead of seeing a "blob" of tasks in the task list that it could be broken down (or at least we have the choice to) into "morning, afternoon, evening, and a 4th category "unassigned" for tasks that don't have a time assigned. It would be nice if there was a tree structure that expands/collapses the tasks and another option to "expand all".
Also, if the task list and the tab list could only be editable like the contact list. Can I dream?
I want to have a blank DAILY/WEELY calendar I can print along with my daily calendar so that when I schedule an appointment with someone, I can fill in a blank calendar rather than clutter my current calendar. Why is there no option for a blank calendar?
I keep on looking at other software online(most of it free) and see how nice they have their layouts. I have to admit I find it hard to use ACT! because it's so BORING. It looks like ACT! decided to be stuck in the 80s regarding jazzing up it's software.
http://www.ilient.com/demoOnline.htm (click on "Knowledgebase" link to see a sample)is an example of how Sage can add some beauty to it's company/group tree nodes. See how nice the green folders are next to the expand node?
Sage, can you make your software a little more exciting to use? Something that would make the user a little more excited to use it? Jazz it up. Life is short. ACT! is so blah.
Thread moved to ACT! product discussion board for greater exposure
Copy/Paste is a real simple thing.
I was wondering if someone could explain to me why I cannot copy a file or files and be able to paste them into the document tab? Can someone explain this omission?
If I am in a file folder and I right click a file or files and I go to ACT's document tab, there is no paste feature! I know you could drag/drop the files onto the minimized ACT! program and drag it there, but come on Sage. What if I don't have the document tab focused? That means I have to release my dragged files, click the document folder and then drag the files again to the document tab. You must be joking right?
Uggh. I am at a loss for words at how many things are missing in this software.
Here's my suggestion Sage. Give us 50-70 REAL EASY minor things that can be fixed painlessly for the next release(like the one I just suggested). Then keep on adding about 30+ TOP suggestions from these boards every release.
You know it would take Sage 50 years to even come close to filling out all these suggestions.. Start now Sage. You have plenty of people to try to win back from 2-3 years of anger and frustration.
Every Monday I generate an activity report for the previous week to submit to my boss. It's getting incredibly long because the history notes, which are valuable, keep getting longer. There has to be a way to limit the history field to, say, 2" of most recent activity. BUT there's a problem--either the history loaded would have to be the BOTTOM 2" of data, since typically one types at the end of a detail field, OR we'd have to position the cursor and bump the previous note/detail down, and enter in 'reverse' order. That wastes time. Can Act! fill in the bottom portion of a details field, and if so, how do we edit the ContactActivities subreport? I haven't found it yet.
Thread moved to ACT! product discussion board
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.
We have been asked several times if ACT can maintain a Web Hosted membership list.
In order to do this there would need to be a 'Restricted Member Users' who could log on but only see their own record in order to update information. The information they see in a record would also need to be restricted.
The charge by SAGE for each restricted license would need to be small or a blanket charge for this feature or a separate release of ACT at a premium with this feature in it.
It would open up a whole new market place to ACT!.
What do you think?
Thread moved to ACT! discussion board
When importing companies and contacts, it should be possible to have them link automatically! We are giving ACT a thirty day trial run and we are dismayed that it appears we will need to manually link hundreds of contacts and companies ... even though the company fields are identically populated in both the company and contact views. This might be the make or break reason for our company to stay with our current CRM (which does nicely handle links between companies and contacts).
For a first-timer looking at your program, I like it ... improve upon your cumbersome linking issues and I think you'll be even stronger.
Thread moved to ACT! Premium discussion board