On the desk top version of Act it's possible to put spaces between phone numbers to make them easy to read, e.g. 020 7123 4917, rather than a string of numbers, 02071234917.
Please can this be incorporated into Cloud Act?
My company has been using ACT! since version 2.0; and we have since upgraded through the years. We just updated to version 21 and implement remote access to the database through ACT companion.
After using ACT companion for a few weeks, we have the following suggestions:
- show the company name in the contact view. Currently it only shows the name and phone number, but if you have a contact record without a contact name, it only shows the phone number.
- allow users to create alarms when they are scheduling activities through the app. Current functionality does not allow this at all.
- allow users to sort opportunities by open or closed.
- Currently there is a glitch so that when an alarm goes off, a user gets three notifications on their phone. This is annoying at the very least.
- allow users to customize which types of notifications they receive on their phone. I don't need to know when someone in my organization adds a contact.
I'm sure that my users will think of more suggestions.
Swiftpage staff, please let me know how you handle user suggestions. I would really like to see these suggestions implemented.
Balfrey & Johnston Inc.
There is the ability to create a separate activity for multiple contacts in Act! for WEb, but there is no option to clear multiple histories in Act! for Web.
This feature is available in the Windows version of the software and should be available for web users also.
By adding the ID/Status field to the history list it would be possible to analyse calls to prospects, calls to customers, meetings with suppliers etc adding value to the information sales managers can gain from the system.
Add an option in the Outlook/Gmail Integrations preferences > Schedule Automatic Integration... to hide the "Act! Integration Progress" window that pops up and sometimes interferes with the clients' environment, especially for clients who often synchronise.
Since we upgrade ACT! every time the programming team creates a new version, which often requires uninstalling the old version and installing the new one, it would be nice to have a file stored outside of the ACT! folders (so it doesn't get deleted) that could regenerate our Customized Column settings for the multitude of views that change back to their default settings in the new version. I spend a great amount of time setting up my columns in the Contact List, Group Opportunities List, Companies Opportunity List, Contact Opportunities tab, and so on, and I also have to go through and redefine which views I prefer to have grid lines in, since they all default to being turned off. The default settings for the columns are very basic and inadequate for our purposes, so everyone in the company has to spend time changing them back to the way they like to see them, that is, if they can find the time to do it. If there was a SAVE function for the columns, which could save those settings outside of the usual ACT! folders, then we could recall those settings when we uninstall the old version and install a new version. Right now, the only way anyone can guarantee that they're setting up the next installed version like their previous version, would be to either keep screen shots of every customized view, or create some kind of document outlining the customized columns for every section. And since none of us have the time to go through and document the column headers, we have to guess, to the best of our ability, what our previous version was set up like. It's a frustrating and time consuming process that seems like it could be avoided with some sort of Save feature.
When uploading a backup of an existing Act! database to an Act! Premium Cloud account the user interface could be improved.
After you initiate the upload the only message you see is "waiting for response from upload.eu.hosted.act.com etc" which makes me think that the upload has yet to be initiated, since it has apparently not yet had any response from the server.
The large "daisy" icon on the screen isn't animated so that looks like that is also not doing anything (I suspect it's just a static graphic).
The next interaction you get is when the upload has completed when a "Thankyou" screen appears after some considerable time has elapsed (could be hours) leaving you all that time wondering if anything is happening at all and if you should just cancel the upload and try again.
Could we not have some sort of "Uploading Now" message or even better a progress bar to indicate how far the process has gone? Give the users a nice warm cozy feeling that all is well. This could be their first experience with Act! and it's important that it's a good one.
Users would like the ability on Web and cloud Computing to attach multiple documents to a contact or company.
In desktop you can attach multiple files at once but on the web version you are restricted to one file at a time
Create the Ability to Mail Megere at the very least any Database field of Character type into an Act! emarketing template From the contact Table in the database.
Fix Act! emarketing campaign results to Update original History record from when it was sent Include Unopened, Bounced, Duplicate, InvalidStatus: Submitted for voting
Swiftpage emarketing used to give us the ability to look at the history of the campaign without creating a new history record every time we download the campaign history. It would go back to the original History result and update it with the score and status of what happened. This results was then searchable through a marketing results tab so you could look up unopeneds, Bounces, Opt outs, Invalid and Duplicates.
The new product should have these same Capabilities as the Power of emarketing really comes from being able to effectively manage your lists with the data you receive from the campaign. If we cannot effectively use this data directly back in their database we lose the advantage of being different than the competition. We own the product we should be able to do this better than anyone out there.
In desktop installed Act! after performing a lookup in the company view, I can highlight some or all of the companies in the results and then click the 'Create lookup' icon and I'm taken to the contact list view displaying all the contacts of the companies I selected.
Sadly, this can't be done in APFW / APC. Is it likely to be added a as a feature in the near future?
At present this only works to lookup the contacts of single company and if you highlight more than one company the create lookup option gets greyed out.
It would be great if deleted contacts just was put in a trash bin for a time before they disapear totaly. This would make it possible to re-activate a contact that was deleted by misstake. The time a deleted contact stays in the trash bin should be customizable.
Zoft 80 AB
One of the useful additions to Act! was the automatic "Last Reach", "Last Attempt", "Last Letter" etc System generated fields.
What would be really useful would be the ability to define new fields like these based on User Defined Activities.
So, for example, a customer wants to differentiate between a standard Meeting and a user defined "Maintenance Visit", they could schedule a "Maintenance Visit" for their engineer in the Calendar and, when Cleared, the system would automatically generate a date in the "Last Maintenance Visit" field. This field could then be available to Lookups or, indeed, Smart Tasks to better manage customer service.
When attempting to import data via Zapier there are at least two types of data that Act does not allow you to import.
The standard fields relating to 'Home'
Any field in date format.
Please please get rid of these out dated restrictions.
Adam Purser Act user since 1999.