The Favorites check box is a convenient way to create a lookup of the Contacts you are working with at the moment.
However, my favourites are not the same as my colleagues favorites.
This is one setting that should be user specific.
As a database administrator it would be useful for the inactivity timeout preference to be stored on a database level, and configurable through the Preferences pane when logged in via Web. This allows for a database administrator to customise the setting without needing to edit the web.config file or contact Act! Premium Cloud support.
Add Primary Fields column to Define Fields List for faster recognition of which fields are Primary FieldsStatus: Submitted for voting
Currently there are two ways to tell which fields are Primary Fields:
Option A: Go to Tools > Define Fields, then individually open the field and check to see if "Primary Field" is checked
Option B: Run a Field Detail report in Act! Diagnostics and swim through thousands of lines of text that, looking for the correct table and the correct field, and that line of text that says "Primary: True"
Both options are rather time consuming, and while Field Reports are useful for those who are a little more technically savvy, Option B is not very end-user friendly. I believe that this could be made more efficient and user friendly if a Primary Field column could be added in the Define Fields list, much like there's already a column that explains what Company Field a particular field is linked to, if any. For example:
The column could go next to the "Linked to Company Field" column and it would make it much faster to discern whether or not a field is a Primary field.
l would like some mechanism to generate email notifications to a Record Manager OR any other email address in response to a specific change in the database. For example, the MD might be interested is being notified when an opportunity stage changes for a few key contacts, or when their record is updated at all, for example, when a meeting is scheduled. or when a History is added.
Critically, the email must contain the name of the Contact/Opportunity/Group that changed and a brief description of what changed.
e.g. "The Contact Andy Harrison has been updated by Chris Huffman. Meeting scheduled 08 November 2017."
Post on behalf of customer feedback:
An option in Act! to disable Rich Text Formatting as would not like hyper links for URLs and Email addresses as it makes them very difficult to copy from a Note to paste elsewhere.
This was not a feature in "older" versions of Act!.
Simply put web info Increase / decrease tab Size functionality (like in web info tab) to the rest of a layout, so that i can have more real estate on the bottom where my main data is (the data mostly worked on). The top or contact info is generally only used when i input the new client.
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.
Please allow users to select multiple Companies or Divisions in the Company list, right-click and Move. If all of the selected Companies are Divisions, allow them to promote them all. If they are all Companies, Divisions or a combination of, allow them to be moved under a new Company.
Business Health chart is most useful for me in the ACT! Insight section. Any chance the team could add the YTD totals for Actual & Potential? Seeing the monthly number is great. A "box" with the YTD totals saves the step of running the Opportunities query for YTD actual sales & Potential numbers.
Fritz (ACT! user since V2)
Act! Premium Version 126.96.36.199, Update 3
We receive as many e-mails as we send, and we receive them frequently, so why is this not an Activity option?
This is important now that the aAdd to Act Contact functionality in Outlook no longer works, with apparently no fix on the horizon - if at all.
Currently a parity issue between APFW and Desktop - see screen shots below.
Adding to request feedback on this feature request.
Heard he was coming on board in some capacity. Hope they listen to him. Good product needs work.
Need support people that can speak english more clearly. Very frustrating talking with people in India that have thick accents and english is 2nd language. Simply obvious.
I would like to suggests that when using the opportunity list view expanding the size of the contacts column would allow all contacts linked to the company to be displayed in the list view. as currently it will still just display the contact that is alphabetically first with an ellipsis. this is not helpful when using this feature to track the opportunities associated with both dealer salesmen and end users.
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.
It would be appreciated and more proactive if the Act! installer did a check and alert wherever the 64bit version of Office is installed. This way, the Act! installation could be halted until the Office 32bit reinstalled instead, rather than needing to start all over again after Act! is installed, learning this when at the final Outlook configuration stage.
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.
Can the dev team consider adding a feature to allow Act eMarketing users to cancel scheduled sends, without having to call in and wait for a support person to assist with the request. It would seem to give users great functionality and to free-up time on your support team, so that they may assist users with other "technical" issues.
You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.