It would be a neat idea if Sage could provide us the opportunity to password protect certain layouts from other people being able to see it. In addition, if there any notes or histories associated with that layout that it would be able to be seen only in that layout.
I have hundreds of tasks and trying to find a task from that list can be real tough. A lot of times I remember a word reminding me of the task, but it's not the first word so it takes a long while to look for it. Most of the time it can take a mighty long time. If there was a search textbox at the top and I could type in that word, a highlighted text could really make the search so much shorter.
I know there is a keyword search, but a search text box would be more convenient specifically for tasks.
In Outlook the ACT! Address Book Slow Loading & Has Limited Lookup
I have been a user of ACT! for over 15 years & have been using ACT! Email and not Outlook for two main reasons which I will mention below. Now, since my ACT! Email database is getting too large I hade no choice to move over to Outlook.
I was told by someone at ACT! that if enough people on this forum make enough “noise” then they would rectify this matter in a patch versus waiting a year for a new version (or never doing anything about it if they see this is not a big enough issue). I know that I am not the only so please, let’s all get together and show the importance of this matter.
I cannot run my business the way things are!
ACT! By Sage promotes the beauty of Outlook integration but I beg to differ:
1. ACT! by Sage Premium 2010 Version 12.0.409.0, Hotfix 1 and 4 gigs of RAM, Windows Vista and 2.0 GHZ dual core process. I also have Outlook 2003. I have 20 thousand+ contacts.
2. My Outlook is now integrated with ACT! (the ACT! address book is linked to Outlook).
3. When I open a blank email from Outlook to compose, I click the “TO” button to choose the one ore more emails (contacts) I want to send the email to. When I do this, it takes 1-2 minutes to open the address book. How can people work like this, especially if they send over 50 emails per day?
4. When the “AC! Address book” finally opens up, it is in an Outlook Lookup window. The ONLY option you have to do a look up is by “First name”. This is ridiculous! I don’t remember everyone’s first name. Plus, you can’t look up by company.
5. Another issue is that if I were to use Outlook within the ACT! email editor, it works the way I want it but the problem is that I have multiple email accounts. (I send “from” different email addresses). This option allows me to only have one account. Where just using ACT! email I was able to have multiple emails to email from.
6. SOLUTION I DESIRE:
a. Just like I can in ACT! email, where I can easily look up by company or last name from the “TO” field when composing an email, I wish I can do the same thing within Outlook.
b. When opening Address book within Outlook, I want it to open quickly and not have to wait 1 to 2 minutes for the address book to pop up. (for each email I want to send!)
· Others will tell me that I need to reduce the size of my database. My response is I can’t because I need these contact. Plus, another person in this forum has the same issue and he only has 8 thousand contacts. The ACT! email “TO” (when composing an email) database loads fast so why can’t ACT! do the same for Outlook?
· If you are in Outlook, you can click on the “Attach To ACT! Contacts” button to manually attach an incoming email. The window that pops up opens quickly and it is from the ACT! database, within ACT!. If the ACT! Programmers can do that then I am sure they can quickly do this similar thing and address my request above.
· Is my request unreasonable?
· Will ACT! get its programmers to do a patch within the next week to resolve this issue?
· Will enough people “make some noise” to get this thing noticed?
This is a question - looking for an answer rather than a new idea. I am new to the community so help me if there if there is a better place to post the question.
I have ACT on my deskop computer. I sync when home. While traveling, I have been told by my ACT advisor to update only my PDA, then sync when I return.
However, when we are gone for 3-7 days, I have contacts which I need to enter into act. On my laptop, I have a remote connection so I can simply work on my desktop computer, enter my contacts information and keep from getting behind on entry into ACT. I also need to use my PDA for appointments and alerts while traveling.
My question is - when I get home and sync, which information has priority? Does ACT select the latest information from each computer ( ACT on my desktop and my PDA) to update each? Once I know the system, I realize I will need to conform, but maybe someone else has found the same situation and can lend some insight.
It would also be great to create opportunities from existing opportunities especially when it's only the date that is going to change
It would be a nice feature if ACT! could add some sort of Master Email list where one could "Reply/Create etc.. I would like to see the emails all together in one place no matter who it was sent from so I could act/respond from that main list/page.
The prior company I worked for had 100-200 emails per day I had to do something with. I realize that Outlook could handle the job, but why not with ACT! where you could have the option of responding with Outlook, creating an activity within ACT! for the email message etc. all in one place rather than going back and forth with ACT! and Outlook?
Unless I look at Outlook, I would never know where these emails are coming from. ACT! should be software that minimizes clicks whereever it can.
Say for example I want to send an email to a friend or a client and I go to Outlook to send it. The history entry is created recording the email. Then I have to go to the task list to complete the task.
What I would like to see is the email merged to that completed task. It would be nice if both history entries could be merged where the email could be included in the details section.
This can be done in numerous ways. 1) Multi-select the history entries and right click a context menu option to do this 2) The task list could have an email icon to choose this that opens the Outlook email and when the email is sent, it automatically creates the email in the details section.
There are other ways, but just a thought. Wouldn't mind keeping the ideas in one place.
I wouldn't mind dragging /dropping a file OR internet address in the details section of the task WHEN VIEWING THE TASK in the task list or when creating the task.
Also, it's REALLY SAD that if you put a shortcut/file in the activity form you can't see it when the alarm pops up for it. You could only see it if it's in the details section, but you can't see it in the alarm area if it's in the attachment section of the DETAILS FORM. Silly silly...
I propose that there should be a Security Tab in Preferences where an administrator can access and configure all the various default security / permissions in the program.
An addition I would like to see a "Paranoia" option which would restrict access to reports, all exports, dashboards and printing, and also disable remote databases on the next sync. Let's give the people the opportunity to lock it down if they want to.
Act can be used as a HR Program. I have developed it to Keep track of all information pertaining to HR (Minus Weekly Time Cards) . Here are just a few things I track:
Vacation, Certification, Tardys, Benefits, Notes, Evaluations, Training, Salary, New Hire Check Sheet, Documents, Emergency Contact information, Drug Test Dates, Updated Contact information, Sick and Vacation Count and many more. Although physical count has to be entered it does ok. I would like to see the ability to have numbers added and or subtracted automatically. Other than that I use this everyday. (it works)
I've recorded this feedback as an idea and moved the posting to the ACT! Premium board so any feedback about doing this in ACT! v11 can be received there.
In Report Designer, when modifing an envelope, the only options are adjusting the margins. All other options are grayed out.
It would be very useful if all these options were enabled.
For example, the Paper Size is fixed, at Com-10 in my case. I cannot select a #10 envelope, which seems odd to put it mildly. The only option is to adjust the margins to locate the print output to match the envelope.
I send documents as attachments and it is important to know when I look at my email history what documents were sent. Currently email histories that only included documents are shown in the history as blank emails! The current option to include attachments shows the particular email solely as something that needs to be opened to see the content. This is no good for creating reports.
It would be nice if Sage could add a button and context menu options to the history tab to be able to complete an email within ACT!. The buttons and context menu would have Reply/Reply to All and Forward options when the email history entry is highlighted.
Of course, it would open up an Outlook email form(if the user uses Outlook) with the necessary fields filled in, but this would be a giant step in keeping some things in ACT! that be very practical.
I look at my history tab and see so many entries without associations and it is very frustrating that one has modify the entry to add the association. The main culprit is emails and the ATTACH Web page to ACT! contact button on the toolbar of internet explorer(to mention the main ones).
This creates a really incomplete picture of everything.
I keep on looking at all my history entries and get pretty disappointed that these types of entries do not have an association. Without ACT! prompting me who or what I want this email or attaching webpage to contact be associated with, it just adds to the aggravation of having to go into ACT! and remembering that this needs to be done.
Plug this hole ACT! If the small things can be taken care of, the big things become so much easier to complete.
I was just creating an activity and then I thought I need to create another activity before this one or another activity after this one. However, I know that this "string" of activities will never be repeated again. In other words, I have no use for the Activity Series.
It would be nice if the Schedule Activity form could either generate another Schedule Activity Form or pop open a subform of some kind that could create an activity that would precede or proceed that activity.
To create an activity and then have to create another activity by opening up another Schedule Activity Form is long and winding.
As I mentioned before, it would be nice to also have all activity series somehow embedded in that form also.
All-purpose schedule activity form. I like it.