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
When you create a new Opportunity it automatically creates today's for the Estimated close date ( how many opportunities close on the day they are created? and when you change date - the year starts at 1918. It would make sense to start the Estimated date in 2018 and not years gone bye....
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.
With the introduction of the ACT API several years ago and the implementation of great new functionality in ACT V20.1 release (Insights/ACT Tables), it would nice to have an ACT Administrator Console to turn off older features in not use.
Also, the ACT Admin should be able to turn off features by ACT User as well. And when a feature is turned off, the shortcuts on menus/toolbar should also disappear (not just be grayed out)
Examples of features no longer in use:
ACT Accounting Integration (Tools Menu)
ACT Handheld Integration (prompts when user rights are changed)
ACT Fax Coversheet (Write menu)
Examples of features to "turn off" when not in use (ACT Admin controlled), especially features that do not work with ACT Cloud accounts
ACT Dialer (requires POTS modem and land line)
ACT Activity Series
ACT Dashboard (replaced by Insight in v20.1)
ACT Smart Tasks
In an effort to make ACT a modern and fresh looking product, cleaning up the user view/interface is a start...for the benefit of New Users, ACT Administrators, ACCs, and ACT Support Team!
It would be a brilliant idea to be able to add a ctrl+c function just like the desktop application of ACT! to copy the most sought-after information.
To get around the browser restrictions could we have a button that brings up a window with all of the information on to become easily copied.
The most flexible way of doing this would to be able to select what fields and order we would like this information to be displayed using field names as hooks.
If we were able to create this ourselves, we would be really flexible with what information we would like to be displayed. If it was a check box it could be displayed as:
Thanks for taking the time to read over my idea.
While Act! generally asks the user for confirmation when deleting a lookup, there have been many instances where users said yes when they meant no, and with devastating results.
What would be EXTREMELY HELPFUL if Act! asked for a second confirmation when there are over 10 records in the current lookup.
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.
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.
Ability to manually uncheck 'AEM OPTOUT' or 'AEM BOUNCE' fields if you've manually edited a contact's email address to a new & valid email.Status: Submitted for voting
Currently the only workaround I know of is to duplicate the contact, and do a copy/merge. It would be nice to be able to manually uncheck these boxes without SQL Mgmt Studio, in the event you receive an updated & valid email for the contact.
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.
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.
A customer on a support call requested to create a dashboard or Act! Insight to produce results on Group membership.
Group names on the Y axis
Group numbers on the X axis
or vise versa.
I think it would make an excellent addition to Act!
Act! Customer Support Analyst 2
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.
In the current Cloud Premium we don't have feature, which is present in local client, that would allow to create Report output in a specific file format. Could we add this feature to Cloud Premium, it's useful if you need to modify report formatting?
Local client feature is found in "Reports" -> "Other Contact Reports" ->select report -> "Send the report output to"
Options there are Preview, RTF, HTML, PDF, TXT, Printer, E-mail.
For Outlook Quick Actions, please include the ability to add email(s) to an Opportunity instead of a contact. Our business is Opportunity centric and all project communications need to be added to the Oppy and not the contact.
Why doesn't the Opportunity Days in Stage field automatically record the number of days to History at each stage transition?
You would then know how many days in each stage for every opportunity.
You could then easily analyse historical data regarding how long Opps were in each Stage and calculate the stats for your sales pipeline
If you use AEM to do email marketing ad have more than one Act! database it's next to impossible to know, when looking at the campaign results, which database was used to generate the campaign.
I would therefore like to see
(a) the name of the Act Database embedded in the campaign results somewhere.
(b) the ability to save the campaign with a meaningful name that's NOT the subject line of the mailer.
Both features will make the use and the tracking of email marketing easier.