It would be eye popping and jaw dropping if Sage could make every list in ACT! (including the tabs lists) editable while looking at the list instead of clicking it to go to another page to edit.
Oftentimes, I want to stay on the page I am working on, but I need to click on the contact in the list to update the information for that contact and THEN come back to what I was working on. Why not an edit button(like the edit checkbox in the contact listview) that could help me edit the information right there?
when you have a number of items to place in calender (ie kids team season schedule, company annual conference call schedule), to import calender items, currently have to first import into another program ie Outlook, then try to sync with ACT
We all know how reliable the sync process is
Import from excel functionality all ready availble for contacts/companies why not calender.
I have numerous users who complain about Word windows opening minimized automatically. It would be nice to have the option for them to open in front of ACT with focus.
Schedule A Follow-up For An Activity With Alt-O Keyboard, but A Mouse Is Required For The Cleared ActivityStatus: Submitted for voting
I know not everyone is a keyboard user, but several of us are.
When I clear an activity and assign a follow-up, I can close the Follow-uyp window with an Alt-O (OK). It then drops me back to the Activity window, but only a mouse can clear the "OK". The user can't do another Alt-O, which would be a very quick step.
Steps like this and drop-down menus are still inconsistent throughout the program.
It's really annoying that the Edit | Copy (or Ctrl-C) can't allow you to select fields... and leaves out important fields like Mobile Phone
It can't be that hard as Clippie from http://www.crm-service.com/ has done it for ages.
Ability to select fields, their and even add custom labels (eg to show Ph: Fx: Mo: for the phone fields) would make this very useful - like a mini template.
Even take it further and include ability to add last Note/Hist or next Activity
GL Computing, Australia
Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896
Doing a right-click in a field is a quick way to do a lookup based on that field. It would be neat if the lookup was, by default, populated with the value in the field you just clicked in.
Quite often I find I'm looking for contacts which are the same. For example, if I'm on a Contact record for someone who works at Sage, I will often be looking for other contacts who also work for Sage, so if I right-click in the Company field which is populated with the name "Sage" the default lookup would be Lookup Company Contains Sage.
All helps to speed things up!
There was a add-on software call Oak-zip is had a icon for Act and you would type in the zip code and it would have a City and State. You accept and it would auto fill. It was fast. It was used for act 2.8 v
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.
If this already exists, then great and please let me know.
I also sell GoldMine. With that product, I could schedule calls to a group of say, 100 people. I could tell it to schedule 20 calls a day and it would automatically spread those calls out 5 days, with a start time every 15 minutes.
In ACT, if I assign 100 calls to a user, they all appear at the same time and day. The calendar for that day is pretty unreadable.
[URL=http://youtu.be/BnIHx4LzSOs]Saskatchewan Roughriders vs Hamilton Tiger-Cats [/URL]
[URL=http://youtu.be/fTIIt_xawXs]Hamilton Tiger-Cats vs Saskatchewan Roughriders [/URL]
[URL=http://youtu.be/xXcbid42HI0]Tiger-Cats vs Roughriders [/URL]
[URL=http://youtu.be/nu0SCHzsJVM]Saskatchewan vs Hamilton [/URL]
[URL=http://youtu.be/4kbt9v2F3tc]Grey Cup Final [/URL]
[URL=http://youtu.be/boYX9H_pn80]Saskatchewan Roughriders vs Hamilton Tiger-Cats [/URL]
Just called ACT support and confirmed that I can't add a person's cell/mobile # when I customize the report since it's not on the list of available fields.
If I am to use the task list to drive my activity, I need this capability. Some customers prefer to be contacted at their office while others prefer you call their cell #. It would be much more effective to be able t see all their contact information in one report/screen.
A method of "Look For" search in which you just start typing without having to first click in the boxStatus: Submitted for voting
I was initially very disappointed when I discovered that with ACT! 2010 I always had to first click in the "Look For" search box before typing a search term. Then, by accident, I discovered that - after doing such a search - if I just minimize ACT! using the simultaneous depression of the Windows Key and the letter M, then the next time "bring up" ACT! using the ALT + Tab sequence, I just start typing the search term and it appears in the "Look For" search box and the contact list search is done.
For reference, if ACT! is minimized using the dash in the upper right corner of Windows, the above doesn't work and one has to click in the "Look For" box each time. Also, the previous version of ACT! that I had before ACT! 10 would do what I have described - no matter how ACT! was minimized. But, when I inquired about ACT! 10 not doing so, I was told by Support that there was no plan to re-establish that feature. Anyway, it's a happy outcome for me.
Could we not have a way to set the default field size and border style (and other field display properties)?
Would save a lot of time when adding fields to layouts.
On the Email System Setup>Email - Record History page it is not clear that this is referring to the default action, but could refer to any attempt to file an email with a contact, e.g. via quick attach. I suggest clarifying by changing the wording to "Select the default action and type of history that will be recording on sending an email". See this threadfo r the issue: http://community.act.com/t5/Act/ACT-10-0-How-to-stop-Outlook-emails-from-automatically-attaching/m-p...
Current user of ACT! for Finanacial Professionals v11
It would be great to be able to open more than one database at a time.
One assistant supports two different brokers. The brokers must maintain their own databases so that privacy can be maintained. The assistant needs to be able to have both databases open in order to support the needs of both brokers and their clients. Without the ability to have both databases open, the assistant has to constantly open/close the databases in order to get to-dos and enter notes/activities for each of the broker's clients.
This has been happening for the past many versions, and needs to stop, please.
Any time you choose from the Select Users dropdown (e.g. changing a filter to display only selected users) the First User is always automatically selected. Does this really need to happen?
For a while now we have been creating a user called "Aaadmin" so that it will also fall first, and not mess up task lists and other items where the first user should not be selected, but often is unless unchecked.
It is critical that ACT!2010 users who upgrade to Outlook 2010 (final) maintain integration with ACT, as well as avoiding any other major Office 2010 incompatibility. When I upgraded to Office 2010 last week, I found that the integration was lost. Tech Support gave me a workaround, but this should be more fully documented and formally supported. I was shocked to be told by customer service that ACT did not support Office 2010, as if it were a minor or unexpected product introduction. I think Sage will end up losing business by appearing to be clueless and inept in preparing for a game-changing Office 2010 product introduction by Microsoft. I think it is totally unacceptable to wait until ACT!2011 to provide reasonable compatibility.
I have been an ACT user in my IT consulting business since before 1994, and have lived with the slow evolution of ACT to interoperate adequately with MS Office. I advise many large user organizations on use of software. I am also a Microsoft Registered Partner and recognized industry Analyst. Along with thousands of other users and IT experts, I converted last week to Office 2010 including Outlook, and am transitioning from MOSS 2007 to SharePoint 2010. I think there are dramatic improvements which will cause customers to move far more quickly than past Office introductions, partly due to SharePoint, mobile and web capabilities. Last October, 7000 Microsoft users and solution providers converged on Las Vegas, eager to hear the latest about the expected 2010Q2 release of these long awaited products. May 12 was the official launch and channel and technet partners were able to download fully released product on that date. June 15 may be the retail release, but many users will convert before that time.
The default Opportunity Quantity in ACT 2012 is "0"
This means that when you try to add a product to an opportunity it doesn't work. (No error message - the product just doesn't get entered).
Result: Frustrated ACT! users and additional calls to Tech Support.
The default quantity should be "1"