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.
One of the useful additions to Act! was the automatic "Last Reach", "Last Attempt", "Last Letter" etc System generated fields.
What would be really useful would be the ability to define new fields like these based on User Defined Activities.
So, for example, a customer wants to differentiate between a standard Meeting and a user defined "Maintenance Visit", they could schedule a "Maintenance Visit" for their engineer in the Calendar and, when Cleared, the system would automatically generate a date in the "Last Maintenance Visit" field. This field could then be available to Lookups or, indeed, Smart Tasks to better manage customer service.
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.
Since we upgrade ACT! every time the programming team creates a new version, which often requires uninstalling the old version and installing the new one, it would be nice to have a file stored outside of the ACT! folders (so it doesn't get deleted) that could regenerate our Customized Column settings for the multitude of views that change back to their default settings in the new version. I spend a great amount of time setting up my columns in the Contact List, Group Opportunities List, Companies Opportunity List, Contact Opportunities tab, and so on, and I also have to go through and redefine which views I prefer to have grid lines in, since they all default to being turned off. The default settings for the columns are very basic and inadequate for our purposes, so everyone in the company has to spend time changing them back to the way they like to see them, that is, if they can find the time to do it. If there was a SAVE function for the columns, which could save those settings outside of the usual ACT! folders, then we could recall those settings when we uninstall the old version and install a new version. Right now, the only way anyone can guarantee that they're setting up the next installed version like their previous version, would be to either keep screen shots of every customized view, or create some kind of document outlining the customized columns for every section. And since none of us have the time to go through and document the column headers, we have to guess, to the best of our ability, what our previous version was set up like. It's a frustrating and time consuming process that seems like it could be avoided with some sort of Save feature.
You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.
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.
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.
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 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 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.
It seems crazy to me that there isn't a way to create a Note/History Template with the most common types of Notes/Histories you are leaving. As an example, we have a list of specific questions that we need to ask during calls, it would be nice to have that be something that could populate via a template in the Note field. Right now, we are copying/pasting from Word but the formatting doesn't "stick" then you have to re-format in the Note - annoying and time consuming.
For offices that service clients, you would think they would be doing a lot of the same types of tasks daily - this feature would be a time saver and add value to your platform.
On the desk top version of Act it's possible to put spaces between phone numbers to make them easy to read, e.g. 020 7123 4917, rather than a string of numbers, 02071234917.
Please can this be incorporated into Cloud Act?
My company has been using ACT! since version 2.0; and we have since upgraded through the years. We just updated to version 21 and implement remote access to the database through ACT companion.
After using ACT companion for a few weeks, we have the following suggestions:
- show the company name in the contact view. Currently it only shows the name and phone number, but if you have a contact record without a contact name, it only shows the phone number.
- allow users to create alarms when they are scheduling activities through the app. Current functionality does not allow this at all.
- allow users to sort opportunities by open or closed.
- Currently there is a glitch so that when an alarm goes off, a user gets three notifications on their phone. This is annoying at the very least.
- allow users to customize which types of notifications they receive on their phone. I don't need to know when someone in my organization adds a contact.
I'm sure that my users will think of more suggestions.
Swiftpage staff, please let me know how you handle user suggestions. I would really like to see these suggestions implemented.
Balfrey & Johnston Inc.