Ability to make Administrator activities and histories invisible to other users - Option in User PreferencesStatus: Submitted for voting
I have a customer ( Managing Director) that is only now employing several sales staff and he has to keep Histories and Activities private - as he has been using Act for several years he has 1000's of histories and activities he needs to make private. Act should have the option to make Administrator Users details invisible to other Users - and the Option should be in User Set up Preferences.
There is the ability to create a separate activity for multiple contacts in Act! for WEb, but there is no option to clear multiple histories in Act! for Web.
This feature is available in the Windows version of the software and should be available for web users also.
Date range should have all dates possible and not only this year and last year.
We are selling investment goods and most projects take more than 2 years from first contact (Sales opp) to a closed deal.
Would be great if you can add this.
How many people routinely have the add-ins tab selected when using Outlook? Answer; no-one.
How much easier would it be to access the Act! integration features from a right-click on an email than from the add-ins tab which takes an additional click to get here plus an another click to return to the Home tab.
Third-party Outlook integration add-ons have demonstrated that this is, by far, the best way to access this functionality.
Users would like the ability on Web and cloud Computing to attach multiple documents to a contact or company.
In desktop you can attach multiple files at once but on the web version you are restricted to one file at a time
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.
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.
Act! does not have an archiving solution as such and urgently requires one.
With the advent of GDPR it is becoming increasingly important to be able to move certain records from a MAIN database to an ARCHIVE database, this may be as a result of DECEASED individuals.
There are two possible current options:
A. Using the option of exporting selected CONTACT records from Database A to Database B, Opportunity records are NOT included in the export.
B. As an alternative, creating a REMOTE database of a Subset of data, ALL Opportunity records and ALL attachments are included.
Neither of the above are satisfactory or in reality fit for purpose and needs urgent investigation and resolution.
If an external tool could be developed that address the requirement this would great.
Right now it is causing us embarrassment with clients
When ACT is installed, the demo file is located in the public folder
>> Users >> Public >> Documents >> ACT >> ACT Data >> Databases
However, when ACT is uninstalled the public location is not deleted and the PAD file remains unchanged.
If the computer name was changed between uninstalling and reinstalling, the PAD file in the standard location points to the PAD in the public location which then points to a computer name that doesn't exist.
When ACT is uninstalled, delete the Demo PAD in the public location.
When attempting to import data via Zapier there are at least two types of data that Act does not allow you to import.
The standard fields relating to 'Home'
Any field in date format.
Please please get rid of these out dated restrictions.
Adam Purser Act user since 1999.
The default Act! activity type in preferences is Appointment. Since Appointment is a special activity type predominantly there to accommodate calendar sharing with Outlook, the default Act! activity should be, well, anything but Appointment really. I suggest Call | Call Completed as a good alternative.
When you create a new Opportunity it automatically creates today's for the Estimated close date ( how many opportunities close on the day they are created? and when you change date - the year starts at 1918. It would make sense to start the Estimated date in 2018 and not years gone bye....
When you work with Advanced Queries and select from the "Field Name" drop down, if the field name is wider than the 2" drop down you cannot tell what field you are dealing with. See attached jpg for an example. I'd like to see this drop down show the entire field.