By adding the ID/Status field to the history list it would be possible to analyse calls to prospects, calls to customers, meetings with suppliers etc adding value to the information sales managers can gain from the system.
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.
Having been a user of the Opportunities feature, the handling of contact is somewhat limited.
We can add / remove contacts without any reason why that contact has been added.
If the same logic that follows the relationship tab in the Act contact detail was added then we can add the reason that the person has been added.
Best regards t o all,
My client recently had a need to enter a lengthy local URL address:
file://C:\Users\johnn\Documents\ACT\ACT Data\Databases\ACT Demo files\Attachments
Unfortunately, it apparently exceeds the length of the URL field when creating a new User Link.
Could consideration be given to increasing the field length to 128 as is the standard for any ACT URL field.
Ability to manually uncheck 'AEM OPTOUT' or 'AEM BOUNCE' fields if you've manually edited a contact's email address to a new & valid email.Status: Submitted for voting
Currently the only workaround I know of is to duplicate the contact, and do a copy/merge. It would be nice to be able to manually uncheck these boxes without SQL Mgmt Studio, in the event you receive an updated & valid email for the contact.
I spoke with a client who asked me to raise an idea on his behalf.
With the new data protection coming in next year. A lot of companies are changing the way they handle documentation and are not storing locally on their machines.
When using the documents tab, you must first save the file on a computer, click add and then navigate to the locally or network stored file. Then add it to the documents tab via the attachments folder.
As they cannot save the file first, they wish for a way of performing a mail merge and then have it automatically attach to the documents tab.
This may already be coming in the new outlook integration but I thought it pertinent to raise this.
When you are logging into Act! Companion on your phone and you have to change the Server Address URL it is rather hard to get to the end of the URL and then back space over it so you can enter a new one. Is it possible for SP to add an "X" on this line somewhere, which when clicked would delete the current entry? Screen shot attached.
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.
The opportunity area of ACT needs the following improvements in the competitive CRM world.
Need for mixed currency - as a minimum allow for currency to be set at Process level.
Allow opportunity reports to also have associated notes and activity. (It is near useless without these when the sales manager reviews pipelines.)
The ACT import wizard should allow the importing of opportunities.
Update the very tired looking Quotation template and allow editing of the Excel part without it breaking the template.
Allow for more that 1 Quotation type template so it can be used for invoicing as well or different quote types like product and service etc.
Allow for more columns in the export - import of products so it can match with more accounting and product management software.
Allow the option of not using products and directly entering the price in Totals. (This is all a number of users need.)
Please add your own comments and wishes below.
I like seeing all of my Opportunities, regardless of where I view them, by newest to oldest Open Date, but ACT! defaults to displaying them from least to greatest Total value when I open the Opportunities Tab or Opportunities List. Seeing the opportunities with the smallest total dollar value displayed at the top of the list serves no purpose for me, and I have to re-sort them by Open Date whenever I view them. I would like to be able to set the display order once and always be able to come back to the Opportunities displayed in that order, regardless of whether I maneuver away from that area or shut down and restart ACT!. Please consider the possibility of adding this feature to ACT!. Many thanks.
Users have asked if it would be possible to select and address block from an email signature and have the information auto populated into ACT. The user would just drag it into ACT and the Name, Street, City, State, and Zip code would populated into their respective fields. This would work in a similar manner to dragging the information into the address field in Outlook.
Post made based on customer feedback:
Can an option be added to make the Global toolbar smaller, or hidden? Most of the options on it can be done with a keyboard Shortcut, from the Menus at the top of Act! or using tabs on a Customer Contact record in Detail View.
Some companies use telesales or external resources to follow up on email marketing campaigns.
It would be convenient if, in addition to the fields Contact, Company, Email Address and Number of Opens, the Phone number was included. Makes it simple to email the report to whoever you want and they then have the phone number for follow-up.
In v20 the Contact toolbar being Navy blue with black text can be quite difficult to read, especially with smaller higher DPI screens.
Adding options to change the colour inside of Colours & Fonts or changing to a lighter colour for the text may help.
The Import Wizard should have the default set at Custom by the Act! developers - it best to do this always to 'eyeball' the field selection.
Never use the 'Typical'!!