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.
This came from a question - How to add a new item to an existing drop-down list?
It would be sensible to allow an option where ACT administrators can change the drop down list without having to go to Tools - Define Fields which means it throws everyone of the database or has to be done out of hours.
Simply allow an ACT administrator access to the dropdown list even when do not allow editing is ticked in the Define Fields area without having to go to define fields.
You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.
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.
Act! does not have an archiving solution as such and urgently requires one.
With the advent of GDPR it is becoming increasingly important to be able to move certain records from a MAIN database to an ARCHIVE database, this may be as a result of DECEASED individuals.
There are two possible current options:
A. Using the option of exporting selected CONTACT records from Database A to Database B, Opportunity records are NOT included in the export.
B. As an alternative, creating a REMOTE database of a Subset of data, ALL Opportunity records and ALL attachments are included.
Neither of the above are satisfactory or in reality fit for purpose and needs urgent investigation and resolution.
If an external tool could be developed that address the requirement this would great.
Right now it is causing us embarrassment with clients
When you work with Advanced Queries and select from the "Field Name" drop down, if the field name is wider than the 2" drop down you cannot tell what field you are dealing with. See attached jpg for an example. I'd like to see this drop down show the entire field.
The default Act! activity type in preferences is Appointment. Since Appointment is a special activity type predominantly there to accommodate calendar sharing with Outlook, the default Act! activity should be, well, anything but Appointment really. I suggest Call | Call Completed as a good alternative.
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.
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.
I am trying to create a drip campaign in AMA and have inserted a decision action after sending an email to determine if the email was opened or not. If it was opened I want to send the next email in 7 days if not I want to delay the next email for 20 days. Currently you can only assign a time delay for making the decision (ie before the decision point) you are unable to change times on the yes or no paths.
A work around for this is to add a blank action on the no tree then add a time delay but this is a bit clunky
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.
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.
When ACT is installed, the demo file is located in the public folder
>> Users >> Public >> Documents >> ACT >> ACT Data >> Databases
However, when ACT is uninstalled the public location is not deleted and the PAD file remains unchanged.
If the computer name was changed between uninstalling and reinstalling, the PAD file in the standard location points to the PAD in the public location which then points to a computer name that doesn't exist.
When ACT is uninstalled, delete the Demo PAD in the public location.
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.