New Idea

Isn't it about time that ACT! supported field calculations?


In contacts, Companies, Groups and  Sales Opportunities

Many people assume that ACT! does this already and are somewhat perplexed to find that it doesn't. We also need to be able to automatically create companies when importing contact data. Probably the best way to handle this would be to have some additional options in Preferences.


Option 1 - Do not automatically create Companies from Contacts.

Option 2 - Always create a new company if it doesn't exist when adding a new contact and automatically add to a company if it already exists.

Option 3 - Always create and link a new company if it doesn't exist when adding a new contact and automatically link to the company if it already exists.



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.

Status: Available in Act! v18

 This feature was introduced with Act! v18. Thanks for the suggestion.

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.



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.

Status: Available in Act! v18

This feature was made available late in 2016, and can be accessed from the online Reports area of Act! emarketing.


After selecting a sent campaign, you are able to view the 'Clicks by Link' graph. This shows up to five bars representing the total clicks on links contained in the email. Clicking individual bars provides a report on which recipients have clicked the link, and exactly when.


You can also click the eye icon appearing at the top right corner of the graph for further details around total clicks by link. This is useful if the email contains more than five links. Both reports can be exported for further analysis if required,


Although this improvement was made outside of a specific Act! release, I have marked the status as 'Available in Act! v18' as this was the current version at that time.




Right now when you create a new history it defaults the history type Appointment or whatever is top of the list alphabetically, under the preferences there should be a setting where you can change the default type for new histories, say from appointment to meeting.

Share your Ideas

We want to hear your cool ideas for improving Act! products and services. So add your own ideas or kudo (vote) on the ideas of others here!

I have an idea! How do I get started?

  1. Read our submission guidelines.

  2. Search for your idea. If you don't see it, submit a new one!

  3. Provide feedback on the ideas of others by voting with kudos and adding comments.

  4. Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the ideas for speedy browsing!