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.
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 would like to see it possible to add more fields to the product table. currently we only have Description, Item#, Price and Cost, is would be great if we can add (as many) fields to this table as needed. So that i can use it, for example, as multi language product description (english, german, dutch) and make a template (currently with Excel Quote Invoicemaker) in multi languages, add manufacturer to the product, more pricing options.
I was merging two records this morning and it occurred to me that it is not infrequent when only a few fields have to be merged.
In fact, most of the fields were either blank or the same in both records.
So, my recommendation is to see if it is possible to eliminate from the merge process all fields that are the same in both records - either blank or the same data.
This would be particularly useful to us who have added a plethora of fields and same time as well.
1. When creating a company lookup and see the results in the Companies List View, wants an easy way to go back and Lookup All Companies like there is with Lookup All Contacts.
2. When viewing the list of companies in Companies List View, wants to see a count for the number of Companies that match the criteria. Again, like you can see in Contacts List View.
Perhaps it would be helpful if you flagged the 4GB limitation next to the "Migrate existing data" button in the welcome email. Might save a bit of heartache. ;-)
The export to Excel in History list view is a nice feature, but you can't scope that list view down to selected contacts.
It would seem an oversight that the export to Excel button should not also be found on the History Tab for contact and group detail.
I would like to suggest that the existing Knowledge Base be updated to reflect the status of ACT! today and become more relevant to the latest versions.
Over time the KB has has grown with the release of new versions of the product and the Answer IDs need to be targeted towards the Versions in use.
While I realise that there are still users of the product older than 10 years , and my own experience goes back to ACT! 4,
it is perhaps time to move these older Answers IDs to a separate KB dealing with Obsolete or Obsolescent versions which are cluttering the KB.
I would suggest ant version older than 5-6 years should fall within this category since it is unlikely that SwiftPage Administrators want to be reviewing problems that should have been addressed and resolved during the life cycle of the older products.
In Updating the KB to reflect the current versions it is important that the Answer ID reflect the latest status Update Date and removes any reference to the older KB articles that are no longer relevant to Operating Systems earlier than Windows 8 or perhaps Vista at a pinch.( to cater for those users that have not kept up their systems maintenance.) Many of the existing problems with ACT! relate to the effects of Windows 10 and associated SQL Versions.
We do not need the KB cluttered with Obsolete and irrelevant History
Business Partner requested an update to the report designer to make it more user friendly, and can pull through more information.
also wanting to be able to add on custom field types to the product list in tools > define fields > manage product list (so could have name, item number, custom field etc).
Also requesting more functionality from the Act Emarketing web form - their customers find the survey in AEM very limiting... would like a customer to be able to answer questions, and then update certain fields. Also, wanting the ability to pull through more fields into an AEM template (instead of just name, address etc).
They typical import option has said "recommended" for over 5 years now, however this is not something that any support technicians would ever recommend doing, they would always suggest the custom import as the risk of missing data during a typical import is very high. It is a misleading message and really should be changed.
On the subject of the typical import, if you choose that option it will give a message saying "All fields are compatible". Again this is a very misleading message as it does not tell you if any fields have failed to match. Essentially it means that all fields it has matched are compatible, but this is far from obvious. It should definitely tell you if any fields have failed to match so that you can then go through a custom import instead.
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
wanting to be able to report on relationships - at the moment only way is to go into each contacts relationships tab and to print the relationship for each contact (unable to do a lookup, and then get all the relationship's of each contact automatically).
Over the last 7 years I may have reset my own E-mail preferences 6-18 times a year.
I teach my clients to count to 10 before they shut down Windows or close the lid to give them the best chance of not losing their Act! Preferences.
By comparison; I never have to reset my Excel, Word or Outlook, QuickBooks, QuoteWerks, iTunes or browser du jour preferences.
Can we fix this?
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.
I have Act 2013 (so apologies if this is included in the latest version).
Many people may not be aware of this but ACT does not really work well if font sizes bigger are set higher than 100% (in Win 7 this changed under screen resolution --> Make text and other items larger or smaller). If you change from the default the ACT screen struggles to display some elements correctly. See below at the maximum 150%
In the past this was not really an issue. However I think more people will experience this limitation as PC's and Laptops attempt to complete with Apples Retina display and resolution sizes get larger, especially on smaller screens where using the default font size becomes impractical. I have a Window 8 Tablet which has a gorgeous 1080p display but unless the font size is at the maximum size onscreen text nearly unreadable.
I think this is going to become more of a problem especailly with laptops, ultrabooks and Win8 Tablets. I suggest that better support for larger fonts would be great.
This was suggested by a customer, but it would be useful to be able to bring up your alarms whenever you like. So at the moment, if you click on the X then your alarms are hidden for several minutes before they pop up again. Having the ability to see the alarms (so perhaps going to "Tools" > "Show alarms" for example) would be useful.
Currently to support email from mobile devices we need to configure the SMTP settings for each user on each database, so if a user has access to three databases then their SMTP mail server settings need to be configured three times, so fifteen users require the SMTP settings to be configured 45 times - a large administration overhead.
System administration and support should be simplified by only configuring the ACT! server with SMTP server settings to support all users, users "reply to" email addresses would be derived from each users ACT! account settings.
I've had a customer submit a feature request for the record managers of a Company be linked to the record manager of a Contact.
This may be an issue that some users would not like so therefore make it an option that could be toggled per database.