I would like an option to ignore records without a value for a field(s) when scanning for duplicates.
For example, I generally use the scan for duplicates feature to search our database for records that have the same e-mail address. However, we have a database of around 6,000 records, and quite a few do not have an e-mail address. When I scan for duplicates, I get several hundred records back with most of those being records with a blank e-mail address. I only want to find records that HAVE an e-mail address AND that e-mail address is the same as another record. I do a similar scan on first/last names where I would want to ignore records with blank first or last name.
Ideally, I would like a checkbox for each field in the Scan for Duplicates dialog that would let me chose to ignore blanks (or not) for that field.
I found another idea already posted that requested the ability to scan for duplicates based on a lookup. This would work for me too as I could do a lookup that excluded the blanks, then scan just that lookup.
Spent 2 hours with tech support today, trying to chase down why scheduled activities filtered by type, didn't show up on Activitiy Lists. After re-indexing, trouble-shooting, etc., we discovered that even though events show up on the Calendar as scheduled, if they are recurring activities, they don't show up on the Activity report. Therefore, if you need to have recurring items show up on an activity report - the only way to really do that is to NOT use the recurring appointment, and key in recurring activities individually - as if each was a stand alone event. I frankly think this is a bug, but discussions with Tech ended with this being the way the system was designed. It would certainly be much more powerful if once scheduled as a recurring event, the activity would show up in all the other places (in the activity tab in the contact, on activity lists, etc.) and not just on the Calendar.
At present, when you create a new contact the History Tab of that contact remains blank.
This means that you can't monitor new contacts created alongside other KPIs you may wish to monitor in the History List or History reports.
It would be useful, therefore, if a "New Contact Created" history item was automatically created when a new contact is entered on the system.
At present, a work-around is to use a SmartTask to find new contacts and put "New Contact Created" in the Last Results field, which in turn creates a History record to record this information.
As an idea to streamline the smart tasks and simplify everyones lives when assigning new contacts in ACT to specific employees in the company, there should be the ability to include tokens in the e-mail field so the employee assigned to the contact can easily know which contact he is referred to.
This would be extremely important if more than one contact is added a day to ACT!, as the employee would otherwise have to look through each and every contact inserted daily to figure out which ones he would be responsible for.
It puzzles me why Sage ACT! Connect (former Sage Mobile for ACT!) would restrict the number of contacts to 2500 contacts only for synchronization between the desktop, Sage ACT! Connect portal and your mobile device. Of the dozen of customer service and technical support representatives I have spoken with over the past month not one has been able to explain why the restriction. Although I was told by one Sage rep that it was a limitation of the mobile device, which we all know to be a misstatement - an untruth..
So why is Sage restricting the number of syncable contacts? Trying to save bandwidth? Holding down server storage space?
I remain puzzled.
1. For each template you create for emails, you should have the option of being able to set the subject line.
I dont send mass emails, I send out templated emails to different contacts every day, and I have to type the subject line in for every one i send out, even if there the same subject to different contacts. I only use about eight different email templates, every one has the same subject line relevent to the template I'm sending. I understand that if your going to blast a ton of emails, you only have to type the subject line once, do the mail merge and its done. However, I'm emailing different contacts throughout the day a set template email and every time i send it i have to type the subject line.
I'm truly bored of retyping the same subject line over and over. Due to the time requirements they must be sent individually so I cant "batch" them at the end of the day. I flatly refuse to buy high impact email to do this trivial thing.
So the solution is to include a field in the email template merge fields where you can set the subject line or not.
2. Ensure that the user/admin can set up a one click email template button on the toolbar Currently you cannot do a one click email template launch. You have to go to Write > email from template > choose email. Therefore you are unable to create any buttons which will launch user defined email templates.
It would be really useful to use Universal search to find attached documents in the Current Contact's record, so could we not have Current Contact and Current Lookup check boxes beneath the top-right search box?
[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]
When attaching an email from Outlook to a Contact in ACT, would be nice to be able to select from drop down to save subject, subject and message or entire email. Currently you only have the default option you set in preferences and would be nice to have more on the fly flexibility.
Ability to choose a secondary email address when writing an email template or doing an email mail merge.Status: Submitted for voting
I'm doing more and more limited access for larger companies. It would be great to be able to change Companies en mass to limited access for a team and not just Public or Private. Right now an add-on needs to be used.
Currently, we cannot view or see a reports in Act Diag that displays the current Team Name and criteria.
Starting with a brand new blank database, there is no detail in actdiag on this time. For larger sales team deployments, we need it. We need to determine if the reason it's not working is maybe the client messed up the criteria.
If we do a save as and copy the database we can see this stuff but we have to look inside Act.
Just food for thought.
Logging in to APFW can take a minute or more, which seems like forever whilst you are looking at "Preparing your Database.......".
So, if we all start work at 08:30 could we not get the Scheduler to log-us in to Act! before that time?
That way the connection time would be reduced to the time required to confirm the log-in credentials and open a web page.
I wonder what the time saved would be to the end user?
Frequently I will schedule a ToDo or have an activity created from Outlook that defaults to a ToDo.
When I go to clear it, I may make a phone call or have a meeting. I would like to click to clear the activity and have the option to change the activity type.
When I select a Product Name from the drop-down list in the Opportunities Add/Edit Product window I expect the rest of the screen to be automatically populated with the details of the product I just selected.