The ACT! Schedule Activity entity should have the capacity to add a custom button to assist with any workflow process that naturally flows from scheduling or complating an activity. For instance often a business will either schedule a chargeable activity such as a professsional consulting activity or a even accept casual phone consultation, unscheduled. Logically the first is a scheduled Activity and the latter is possibly best treated as a History recording process.
There is no ready workflow process currently from that Activity or History leading to the recording of a sale. However the ACT! Opportunity entity does accept a list of items and associated pricing. If from either an ACT! Activity or a History, the Opportunity functionality could be accessed, that would provide a rudimentary but useful process of recording a sale which could be progressed to an invoice through an accounting link product, either now or later.
One of our German clients suggested to add the "Company" fields to the field-merge options in the AEM template editor.
His request has got a valid point since he would like to personalise his campaign to the extent of greeting his client with Dear Ms Smith = (Sehr geehrte Frau Smith) of the company (Name der Firma
There was a add-on software call Oak-zip is had a icon for Act and you would type in the zip code and it would have a City and State. You accept and it would auto fill. It was fast. It was used for act 2.8 v
Situation: Sales reps that left a long time ago or ones that did not understand the reasoning/benefit of clearing activities. So there are 100's or 1,000's of activities dating back 10 years.
We need the ability to select all of the activities 1) my first choice would be to clear them using the Record Manager's name, for the date they were scheduled (currently, you could clear them, but if multiple activities are selected, they are cleared for today and not all are cleared) or 2) my second choice would be to erase them. Currently you can erase quite a few of them, but activities that are internal invitations have to be cleared one-by-one and cannot be dealt with en masse.
Since uncleared activities are a known performance drag, this ability would be a great help.
should take you to the contact, but not reset the contact list you happen to be using at the time.
Currently when you click on a contact name in the opportunity list to bring up their info, then go back to the contact list - only that contact is in the list and you have to click 'lookup all" again which is just silly.
This is especially frustrating when you've filtered out a large portion of a database (eg: to show only contacts assigned to you, of a specific type, in a specific area).
The contact list in use at the time should remain static.
- Data base should reside in memory to increase speed and anything else to increase speed.
- Too slow in general
- Roll over of tasks on version 6 takes a few seconds and 160 seconds on new version
- After doing a search in groups, it is not possible to look up create look up and then step through the groups and view notes and fields.
- It takes too long to open, should be just a few seconds
- Lookup contact activity should allow date range as it does in act v 6. this allows a person to review daily activity on Saturday and not just from day to today.
- A nice new feature would be to allow note search to search for a word within a certain date range. i.e. all occurrences of the word “SPOKE regarding widget.”
I would like to be able to make old Contact records "Inactive".
Sometimes contacts become inactive. You could delete them from your database, but you might wish to keep them for future reference, or they may become Active again at some future date.
It would be neat if we could have a one-click "Make Inactive" button which effectively removed them from view, from all users. However, Administrators could "Show Inactive Records" if desired.
If Inactive Contact Records were linked to Companies, Opportunities or Groups, they would be greyed out and marked "Inactive" in those areas.
It would save a lot of time if you could set up in a company if they use a standard email format for contacts. So in company ABC Limited you would have a field that was <first name>.<last name> @ abc.com or a way of selecting first letter from <first name><last name>@abc.com.
Would save a lot of copying and pasting.
So I am long-time customer and user of Act and we just recently upgraded to the 2012 to take advantage of the 64 bit environment. Unfortunately, I just got off the phone with Act Tech Support and they informed me that there is no fix for my problem.
MY PROBLEM IS...that the "Select your home/load screen" feature in the Start-Up Preference tab does not work when you have the "Open each view in a separate window" selected. Even though we have the Contact screen selected as our preference, the system forces the Connections screen to load first, when each view opens in a separate window.
Tech support says that there is no know fix except for upgrading to 2013.
You can imagine how disappointed I am to discover this, given the fact that we just upgraded to 2012!
I would like to propose that SAGE Act consider the thousands of dollars customers have already paid not just in licensing but also in implementation costs and offer a hot fix for 2012 that also resolves this problem, so the customer does not have to incur more expense for a silly oversight such as this.
Or...offer 2012 customers a free upgrade option to 2013, if Act maintains that this will be the only way to fix.
At the end of the day, the Connections screen feels like you are trying to force advertisements at us. It's already old, and two or three years from now, it will be all the more frustrating and unacceptable.
Please help fix this!
It would be VERY helpful if it were possible to edit the history entry made by sending SwiftPage emails. The history becomes very messy, it would be a big help if we could edit OR if only the email subject was recorded.
User submitted this request.
BE able to organise the task list via the mobile mobile site on Ipad, etc.
Currently it puts the youngest activity at the top and the next activity 'to do' at the bottom.
If Contact is linked to company, lock linked fields. I have a situation where we are using Company linking to share Company address/phone details with related contacts, the issue is that a user may update information in Contacts only to have the updated information overwriten when the linked company details are updated.
An alternative could be to have the update linked information work both ways, (update contact fields to linked company).
Moved to product forum for greater exposure
I'm using Group membership for syncing and for exporting for email purposes. I'm afraid that I may have some contacts who were missed and not put into a Group.
Does anyone know how to print out Contacts who are not in a Group ??? They're omitted in any type of group report.