When attaching contacts using the Outlook toolbar, it would be helpful to be able to assign it not only to the contact, but to companies as well. For example, I work with Partners who call on customers - I track the customer and associate the appropriate Partner & Internal people to that company. I may get an email from someone, where it pertains to a specific company. Maximizer has a feature where you can assign an email to any contact/company combo.
For example, I get an email from John Smith (he works within my company) - the email pertains to both a Partner and their customer - I want to associate the email to John (from my company), and also to my Partner's company and the customer....even more, it would be nice to associate with a specific opportunity!!!
If you use the new ACT web form lead capture option inside Groups you have to manualy check for new leads.
Would it not make sense for an option to automatical check for new leads?
Also it would be usefull to be able to change the ACT automated response wording - I want to use the ACT Web forms for constact requesting a phone call back - but the automated response says " subscription"
customer is wanting to create a number of remote databases - each one just for a particular user's contacts. At present, the functionality of cloud only allows a remote to be created of the whole database (ie unable to create sync sets) and it's something we (Act! tech's) would need to escalate to APC Ops to create a remote database based on the customers criteria for each remote. If the functionality could be brought in to create a remote database, and select which users, then that'd save the customer a lot of time.
This is not a new idea, but I could not find any other area to write this issue:
I'm getting a message of call can not be made, I lowered the security level to minimum as suggested on the act support (which is not a good thing to do)
and it is still happening every other day, I have to restart every time to get it to work.
When I called Tec support, they put on hold for almost one hour, then they asked to pay so they can try to fix this issue!!??
HELLO....I m not asking for help, I'm notifying them about an issue in the software to get fixed, so the Tec person (Viki Es.) was convinced that I'm right, so he tried to a little, but he failed, then he told me that his supervisor will call me soon, but I did not receive any calls since then (that was over 10 days ago)
which is very unprofessional.
I never had this issue or other issues with my old version (Like need to click three times to open the reschedule window in the alarm).
I think I made a big mistake by upgrading, shame on Act not to look after there problems
I already used the new act so there are a lot of changes which prevent me from going back to the old version, so I'm basically stuck.
Thank you guys......... it is all about your reputation.
A history entry can be formatted (font, color, etc.), but I would like to see the option (as a preference/default) to format the regarding line.
Would make it much easier (and more useful) to visually scan history entries.
There are several Act competitors - One Page CRM and Close.ie - that can capture prospect details directly from LinkedIn, Website etc and directly import them into their CRM system.
This makes building list from scratch really fast and easy and ideal for Start up or new salespeople joining companies.
Is there an Add-on for Act or is this something Act/Swiftpage are working on ?
I spend too much time de-duping contacts from the 20+ users of our ACT database. I would like to see the de-duping tool enhanced. In addition to the method currently provided, I would like to see these improvements:
- Start the de-duping process from a lookup. Thus, when I find duplicates during normal use, I could de-dupe them right then without having to figure out a clever way to get them included in the de-dup tool's lookup.
- The current de-dup tool only lets you see the Contact Name and Company fields, no matter what you selected as the fields to use for the lookup. I should be able to select the columns that I want to see, not only the Contact and Company fields.
- Fix the de-dup tool's "FIND" field. It doesn't work. So I might get a list of 20,000 contacts from my search criteria, but I can't jump to the ones I want; I have to scroll, scroll, scroll.
- You have to click "FINISH" after each de-dupe and re-launch the de-dup tool and do another search to do the next one. That adds too many extra clicks to the process. I should be able to dedup a bunch of records without having to re-launch the de-dup tool.
Could we PLEASE have sticky filter settings in the Opportunity section so that they don't keep resetting to the defaults?
To include: All the standard filters, PLUS the Opportunity Lookup filed in the Nav Bar.
I'd like an option in Define Fields to Append Edit Date. Any such field would then have an area to the right which showed the date it was last edited. This would also apply to Yes/No fields.
And, yes, I know this information can be found in the history tab. It's part of my on-going effort to get as much relevant information all together in on place on the main screen so you don't have to go hunting for it.
Having been in sales for over 40 years, I can count the number of times I have spoken directly with a "Prospect" let a lone a client. Why is the default, "Call Completed" when the 80/20 rule dare I say 95/5% rule should take effect. Instead of the default being "Call Completed change it to "Left Message". This would save a hundred mouse clicks a day. By the way, it's easy to change this hard coded program dialogue box. Should take abouut 5 minutes.
ACT User 20+ years.
I guess I am looking for a way to filter the community site and see the recent posts from a specific contributor. I also would like to be able to be able to tag items and there is no structure to the choices for tagging, it ends up with some gobbleygook with the results. Difficult to read. I would like to see a short list of recent tags, or most commonly used or even the ones i use the most.
Just an idea to make the community site a bit more personalized.