Submitted by Sage ACT! Support on behalf of a customer:
When a merge document is printed, please include the option to attach it the Documents tab and/or the History tab.
In the Contact List View, users can add the 'Is User' column which shows a key-like icon for user records. It would be helpful if you displayed a Red X through the user icon for those users who are inactive.
Moved to Sage ACT! Connect discussion board for greater exposure
Actualy when on the tasklist, you clear a activity, the cursor return to the first on the top.
I want it to reapear on the next activity under the one I just closed. Anoying.
I see a bunch of issues here in the forums (latest being: http://community.act.com/t5/Sage-ACT-Premium/Creat
Is is possible to display an altered tooltip on those grayed out options, say "This option is disabled due to your User Access Control settings. See KB xxxxx at <insert url>."
That may well make for quicker resolutions of this issue.
Moved to Sage ACT! board for greater exposure
I only recently discovered that if you are in Group Detail view and you right-click on one of the group names, then Create Lookup, you can't then do a second lookup to Add contacts to the contact list you just created; the only options are Replace or Narrow.
This came about as I have a client who needs to send emails to groups of 30 people on a fairly regular basis. The core group is always the same and cannot be modified, but they needed to be able to add or remove three or four names each time the email-shot is run.
By doing the Create Lookup from the group we could create a contact list from which we could select and omit individuals from the send, but I can see no way of adding individuals to the list since the Lookup option of Add to Lookup is missing in this scenario.
How do you keep your old Look Up tagged after you look up all? I want to have a lookup highlighted, then have all my contacts viewed and keep the old lookup highlighted. This was done easily in the older version of ACT but not so easy in ACT 11.0.
Can anyone help with this?
I would like to have the opportunity to associate an activity "Easily" to an opportunity. I know we can use the three dots to go into a dialogue box to find the association.
For me, the most important record keeping is to associate an activity to an opportunity.
What I would like to see is something in the activty box that would be a button that would list all the open opportunities that this contact is associated. Then check the opportuity(ies) that this activity is associated.
I think this will help me be more effective, especially when I look at opportunity history.
We use opportunities extensively and syncronize with our accounting software, but act limits the length to 64 characters, and we can't keep the original names from our vendor. It woud be nice also if the edit window was much wider to be able to see the full names, cost and list. Also it would be good if the items list allowed for a default or modified price from the sale price, so we don't have to change it all the time, and other sales people would have the sales point pre set by the sales manager this way. The default quote template is not good enough!.
Appointment: to be able to have a place to add: things to bring. Ex: projector etc...
In the Contact List you have a count on the toolbar so you can easily see how many contacts are included in the lookup.
I find this really useful but am starting a New Database and will be working with Companies as the main view - it would be really useful if a similar count feature could be included in the Company List view.
Recently I have been using the share with feature in either activities or opportunities. I've noticed that the interaciton with the lookup feature is not consistent with other lookup features. For example, in other lookups, once the target is identified, one can hit the CR and it will move the selected item to the right side of the box.
When using lookup with the Share With option, the type ahead feature just highlights either the first in the series or the actual one, but then when the CR is hit, the box closes without moving over the item.
There is so much great data in an opportunity, how is it possible that I cannot run a report that captures all of the information to disseminate to colleagues? Seriously, this is a MJOR oversight on behalf of the ACT! 10 developers. Please correct this immediately.
The point of preventing the editing of Notes and History is usually to prevent deliberate attempts to rewrite either at a later date. Fair enough. However, once saved for the first time it also prevents people correcting typos or rephasing what they've written.
It would be more user friendly if the user had a short period of grace, perhaps 15 mins after saving a Note or History, in which they could re-open and amend what they had written.
I love the fact you have incorporated syncing with outlook into Act 2011. I have a suggestion that would help my situation and possibly other users. I previously used Double Look and with their system the lasted edit to either data base was updated in the other. I travel and am out of the office quite a bit and update on my phone, I in turn sync blackberry to outlook the to Act, as well as in Act when in office. With your new operation the sync only allows to select to keep Act data of Outlook data not whatever is latest. I discovered this when I had been working with Stanley Moras in your customer service. We discovered several duplicates in Outlook I in turn deleted those items from outlook performed a sync and they were not deleted fro Act as the setting was to keep act contact. My suggestion would be not to keep either Act or Outlook rather keep the most recently modified.
I may be reached for further comment at firstname.lastname@example.org or 425-418-5018.