You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.
In the AEM editor, Horizontal Line Block, please add the capability to change the line color to something other than black. And add the capability to control the thickness. And how about the capability to shorten the line, and change the line styles. Essentially all the things you can do with a border, apply those to the Horizontal Line.
Current workaround is to insert a text block with a line of Underscores. You can color that, but can't control the line thickness.
The Custom Tables template editor allows many functionalities similar to Word. One feature that is useful for mail merge, but currently missing, is to have the possibility to add a date field that will just show as today's date in the finished mail merge document. Please allow for several date formats depending on the region of the user.
Whist speaking with a customer about the new V20.1 addins they informed me that they really miss a (We think) version 17 feature was that when you are sending an email from Outlook, you click on the addins tab and there was an 'Attach to Act! Contact' button.
This meant you could attach an email to a contact you're not sending it to or en masse attach to specific contacts whilst sending the email.
As a work around the client knows they will have to go into their sent items and add it to an Act! contact there post sending.
The opportunity area of ACT needs the following improvements in the competitive CRM world.
Need for mixed currency - as a minimum allow for currency to be set at Process level.
Allow opportunity reports to also have associated notes and activity. (It is near useless without these when the sales manager reviews pipelines.)
The ACT import wizard should allow the importing of opportunities.
Update the very tired looking Quotation template and allow editing of the Excel part without it breaking the template.
Allow for more that 1 Quotation type template so it can be used for invoicing as well or different quote types like product and service etc.
Allow for more columns in the export - import of products so it can match with more accounting and product management software.
Allow the option of not using products and directly entering the price in Totals. (This is all a number of users need.)
Please add your own comments and wishes below.
V20.1 PLUS introduces the concept of cascading drop-down lists (i.e. the contents of the list in field B depend on the selection made in field A) for fields created in custom tables.
This feature should be available as standard fields as well and would be a significant benefit to standard Premium users.
Recently, several of my Clients are reporting that their AEM newsletter recipients are being listed as having to Opt-Out, when they state that they did NOT click on the Opt-Out link at the bottom of the newsletter.
One of my clients, who have an SPF in place, had more than 1/2 of their own employees listed as Opting Out.
This client did significant testing working with their ISP provider. It turns out that their Anti-Virus flagged the single-click Opt-Out link as the culprit. If AEM would modify the Opt-Out to be a double-confirmation, I am thinking that all of us AEM Users would find that our clients, and our Clients' Clients, would experience less false Opt-Outs.
Also, if there was an Opt-In link on the Act! website that recipients could go to for Opt-In, it would be far easier than the current process.
Improve the existing Act! emarketing reporting on clicks, allowing users to see which specific hyperlinks were clicked by a recipient.
This information may help to to further prioritise or route leads within a sales team, depending on exactly how the recipient has interacted with an email.
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.
Users would like the ability on Web and cloud 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
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
Customizeable Surveys For Act! emarketing which data can be imported into Act! and update contact fields directlyStatus: Submitted for voting
Basically we are looking For at least the same functionality that we have for Swiftpage emarketing in the New Act! emarketing product. the ability to create surveys with custom questions and map the response back to specific fields in Act!, or have them mapped to a survey responses tab.
For a reference of Surveys and how they worked in Swiftpage emarketing please see the articles below.
I spoke with a client who asked me to raise an idea on his behalf.
With the new data protection coming in next year. A lot of companies are changing the way they handle documentation and are not storing locally on their machines.
When using the documents tab, you must first save the file on a computer, click add and then navigate to the locally or network stored file. Then add it to the documents tab via the attachments folder.
As they cannot save the file first, they wish for a way of performing a mail merge and then have it automatically attach to the documents tab.
This may already be coming in the new outlook integration but I thought it pertinent to raise this.
Right now Smart Tasks only seem to update Character fields. This feature has a lot of potential and it would be great if it could update many other types of fields. For my purposes, especially the Date field. This way when a direct mail campaign or something similar is done a Smart Task could be run to update multiple fields - instead of only a Character field which is very limited. This would be very useful for working with groups of contacts for mailings and other marketing and not have to use the "one off" type of solution of the Replace Field command.
Thanks for your consideration and please do this!
I posted this elsewhere, and it was suggested I post it here as it is "very valuable feedback". I did a quick search of this forum to see if I waas duplicating any posts, and it seems that my suggestions echo many on here as far back as at least 2015, and none of the issues have been addressed. Here's hoping v20.1 will be better
I'd like to see the add-in address the 4K resolution, as my add-in icons are miniscule,
Can we have right click functionality to add contacts to Act, or look up a contact directly from Outlook? (and be able to add the commands to the main ribbon)
Can we choose which fields we want to fill in when the Create Act! Contact dialogue box opens (e.g. I need ID/Status).
When the dialogue box opens, I want to copy and paste the details from the actual email - e.g. address - it only adds the name and email address automatically, then prevents me from accessing the original email. Thinking about it, it is actually not much use, I'm better off adding a new contact manually and then I can copy and paste all the required details in.
When I choose Attach to ACT contact, maybe the address book search facility could be universal, e.g. if I only know a first name or company name, it could show me all possible options, not just a surname search.
Drag and drop an email onto a contact history - a much easier way of attaching!
The Keystroke Act4Outlook add-in does most of these things well, so why can't Act! make some progress?
Thanks for listening
Swiftpage Emails should be an independent History Type for Filtering on the History Tab and in ReportingStatus: Available in Act! v17
When sending a Swiftpage campaign the History should NOT record as a generic 'E-mail Sent'; but rather as its own independent History Type (History Type name to be determined). This feature additional would allow the user to independently 'filter out' these Swiftpage Histories. Due to the frequency in sending Swiftpage campaigns,the result is to crowd or overload the History view. the end user would be improved with this feature addition.