A customer on a support call requested to create a dashboard or Act! Insight to produce results on Group membership.
Group names on the Y axis
Group numbers on the X axis
or vise versa.
I think it would make an excellent addition to Act!
Act! Customer Support Analyst 2
This came from a question - How to add a new item to an existing drop-down list?
It would be sensible to allow an option where ACT administrators can change the drop down list without having to go to Tools - Define Fields which means it throws everyone of the database or has to be done out of hours.
Simply allow an ACT administrator access to the dropdown list even when do not allow editing is ticked in the Define Fields area without having to go to define fields.
In the current Cloud Premium we don't have feature, which is present in local client, that would allow to create Report output in a specific file format. Could we add this feature to Cloud Premium, it's useful if you need to modify report formatting?
Local client feature is found in "Reports" -> "Other Contact Reports" ->select report -> "Send the report output to"
Options there are Preview, RTF, HTML, PDF, TXT, Printer, E-mail.
With the introduction of the ACT API several years ago and the implementation of great new functionality in ACT V20.1 release (Insights/ACT Tables), it would nice to have an ACT Administrator Console to turn off older features in not use.
Also, the ACT Admin should be able to turn off features by ACT User as well. And when a feature is turned off, the shortcuts on menus/toolbar should also disappear (not just be grayed out)
Examples of features no longer in use:
ACT Accounting Integration (Tools Menu)
ACT Handheld Integration (prompts when user rights are changed)
ACT Fax Coversheet (Write menu)
Examples of features to "turn off" when not in use (ACT Admin controlled), especially features that do not work with ACT Cloud accounts
ACT Dialer (requires POTS modem and land line)
ACT Activity Series
ACT Dashboard (replaced by Insight in v20.1)
ACT Smart Tasks
In an effort to make ACT a modern and fresh looking product, cleaning up the user view/interface is a start...for the benefit of New Users, ACT Administrators, ACCs, and ACT Support Team!
If you use AEM to do email marketing ad have more than one Act! database it's next to impossible to know, when looking at the campaign results, which database was used to generate the campaign.
I would therefore like to see
(a) the name of the Act Database embedded in the campaign results somewhere.
(b) the ability to save the campaign with a meaningful name that's NOT the subject line of the mailer.
Both features will make the use and the tracking of email marketing easier.
One of the great features added to ACT a long time ago is the ability to reassign a history entry to another person, group, company, or opportunity.
I think I've mentioned this many times before, but when I'm assigning a history item in a contact's history to an opportunity and finally get to entering the opportunity name, the cursor highlights the entire name of the first one it finds from the typeahead feature instead of allowing more characters to be entered. By being fully highlighted, the user assumes that is the opportunity when in fact it isn't. They then give up on this feature and assume ACT can't find the right opportunity.
In the above example, the user wanted "Citrix XenDesk" Once "Ci" was entered, the first one was completely highlighted. The user stopped looking further since it could not be found.
I know this seems like a simple matter, but not all users are technical. The one highlighted is not what they want, so in this case, the reassignment is abandoned.
KB 14410 explains a method to make a global phone format change to multiple records. It works fine on Desktop and Server clients. However, it is not supported in APFW. This would be a good feature to implement in APFW. I'm not sure if this has been mentioned, but I couldn't find a conversation on it
We want to pick and choose which documents, that have been sent to us by email, that we wish to add to the 'documents' tab in the contact record.
At the moment, we have to save the document to our drive, go to the documents tab in the contact record, select 'add' then 'file' then find the document on our drive and save it.
Would be great if there was a manual function to simply add a document received in an email directly to the contact record.
It would be a brilliant idea to be able to add a ctrl+c function just like the desktop application of ACT! to copy the most sought-after information.
To get around the browser restrictions could we have a button that brings up a window with all of the information on to become easily copied.
The most flexible way of doing this would to be able to select what fields and order we would like this information to be displayed using field names as hooks.
If we were able to create this ourselves, we would be really flexible with what information we would like to be displayed. If it was a check box it could be displayed as:
Thanks for taking the time to read over my idea.
While Act! generally asks the user for confirmation when deleting a lookup, there have been many instances where users said yes when they meant no, and with devastating results.
What would be EXTREMELY HELPFUL if Act! asked for a second confirmation when there are over 10 records in the current lookup.
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 running Act! Update through the application (Help > Act! Notifications) the user is given this window:
The KB (KB 36573 - What issues have been fixed in Act! updates?) lists all updates, and there's no indication to the user about which of these updates they'll be getting.
This is an issue if the user is on v20.0 and needs the defect fixed from update 7, however because they're a remote database the can't go up to v20.1 yet; the user has no way of knowing that they'll only get update 7 and are safe to update without needing to go through the manual process.
Suggestion here is to add information about the update that's being served so that the user can make an informed decision about whether or not to upgrade. A nicety would be to also include the current version, so the user can clearly see they're going from x to y and see all the intermediate changes.
Had a feature request from a client to create photo fields in their database and make them function with drag and drop. It would speed the process up a little and it would work similarly to the way the documents tab works with drag and drop.
Act! support team.
For Outlook Quick Actions, please include the ability to add email(s) to an Opportunity instead of a contact. Our business is Opportunity centric and all project communications need to be added to the Oppy and not the contact.
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.
Ability to manually uncheck 'AEM OPTOUT' or 'AEM BOUNCE' fields if you've manually edited a contact's email address to a new & valid email.Status: Submitted for voting
Currently the only workaround I know of is to duplicate the contact, and do a copy/merge. It would be nice to be able to manually uncheck these boxes without SQL Mgmt Studio, in the event you receive an updated & valid email for the contact.
Why doesn't the Opportunity Days in Stage field automatically record the number of days to History at each stage transition?
You would then know how many days in each stage for every opportunity.
You could then easily analyse historical data regarding how long Opps were in each Stage and calculate the stats for your sales pipeline
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.