How many people routinely have the add-ins tab selected when using Outlook? Answer; no-one.
How much easier would it be to access the Act! integration features from a right-click on an email than from the add-ins tab which takes an additional click to get here plus an another click to return to the Home tab.
Third-party Outlook integration add-ons have demonstrated that this is, by far, the best way to access this functionality.
We have customers in 89 different countries and all operate on different time zones.
when we launch an AMA drip campaign it would be great if we could launch at a specific date and time based on the contacts local time zone.
This would get us better open rates
it would need a local time zone field for the contact and if it could display the local time also it would be a bonus
Please consider creating a new product forum: Act Marketing Automation (AMA).
In searching a problem recently, I found it difficult to find anything on the problem I was having.
The standard fields copied when selecting copy in the contact detail view:
- Contact Name
- City, State, Zip
Could consideration be given to allowing the user to select the field that are included in the copy command. For those of us who are keyboarders, that would be a great time saver.
For example, for the phone and FAX, it would be nice to have the title included for each.
Another nice feature would be to have additional fields. For example, in our db we have the field "Mobile Phone".
Based on other users of ACT and their industry, I imagine other fields would be important for this quick copy command.
If a field selected is empty, it would be skipped without a blank line.
Currently you can select a custom date range when filtering Opps in the Opps LIst View. However, all you see is "Custom...". See attached graphic.
I'd like to be able to see the actual date range so that I know what I have selected.
Current version of Act! doesn't have the "Timer" feature when users access database via web (Cloud). Users often use "Timer" in desktop version not just to record calls, but also to record time invested into specific tasks linked to records in their database.
A customer would like the ability to set a permission for Allow history editing preference to be set per user
Rather than for the full database for all users
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
Date range should have all dates possible and not only this year and last year.
We are selling investment goods and most projects take more than 2 years from first contact (Sales opp) to a closed deal.
Would be great if you can add this.
I have just made a blunder when copying a campaign and believe it could be one that others have made and new users will make.
After clicking on copy campaign, I entered the name of the group, which is my test group; however, I failed to remove the inclusion group(s) or exclusion group(s).
Our process is simple, all new campaigns MUST be sent to a TEST group. Once the user is satisfied with the results of the test, we then add the target group as an inclusion group and add the test group as an exclusion group.
Because I failed to remove the test group that was an exclusion (thereby eliminating any tests to go out) and failed to remove the inclusion group that was part of the original campaign, group from the prior campaign received all 4 eMails since the time for all was "Instant Release" and none were sent to the test group.
Could consideration be given to prompting the user if they want to keep any inclusion or exclusion list before the new copy is created. Just a reminder when the create button is clicked to tell the user there are inclusion and/or exclusion lists. Do you want to continue?
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.
When scheduling an internal office meeting for all 10 of us, Act creates 10 separate activities, one for each user. We should either be able to add all of us in the 'schedule with' field OR be able to select multiple users in the "schedule for" drop down. Otherwise we have to clear 10 activities for one meeting!
It would be helpful if a campaign could be paused so that the properties of the campaign or a template could be changed.
We learn by our mistakes and frequently we see that the name of the 1st template doesn't make any sense to the name of the 2nd template.