Current version of Act! doesn't have the "Timer" feature when users access database via web (Cloud). Users often use "Timer" in desktop version not just to record calls, but also to record time invested into specific tasks linked to records in their database.
We have repeatedly asked for the ability to add any contact fields to the task list and add-ons are available to do this but it should be a basic function.
The task list with this ability becomes a loading and scheduling tool for deliveries and field activity scheduling and would greatly enhance ACT.
Currently you can select a custom date range when filtering Opps in the Opps LIst View. However, all you see is "Custom...". See attached graphic.
I'd like to be able to see the actual date range so that I know what I have selected.
Issue: Unable to view automatic remote database synchronization times in a web environment, or through a different remote database.
For example, an administrator of a four-person Act! Premium Cloud subscription wants to ensure that all of their remote databases have synced successfully, but they are unable to view the sync log in a cloud environment. The administrator would also be unable to view the information through an offline client, as the sync log will not show other remote database synchronizations, only the currently accessed RDB file.
Current solution: Enabling email alerts for automatic synchronizations through the Act! Scheduler, which can be read about here:
How can I configure the Act! Scheduler to send me e-mail notifications upon completing tasks?
Suggested potential fixes: Enable remote databases to view sync history for all other RDBs associated with their database, or enable this information to be viewed within a web environment.
We have customers in 89 different countries and all operate on different time zones.
when we launch an AMA drip campaign it would be great if we could launch at a specific date and time based on the contacts local time zone.
This would get us better open rates
it would need a local time zone field for the contact and if it could display the local time also it would be a bonus
I want AMA to add new subscribers to a campaign without having to pause and restart every single campaign for every new client I add to my databaseStatus: Submitted for voting
- I have an email set up to send information to members of a group.
- AMA is not monitoring subscribers that are new to the group
- If a client is new to the group, then they are no longer automatically being placed in the campaign.
- The only way to force AMA to do this is to pause the campaign and then activate it.
I've been using AMA for months & only just found this out. Don't think the training video mentions it when happily adding new prospects to the craft beer newsletter list! I have many campaigns set for various points in the year, add many clients daily & can't even contemplate how long it's going to take me to pause and activate every single campaign, several times a day.
As we spend time in our copy of ACT year after year, we tend to continue adding contacts - some are useful and some aren't so much.
Additionally, positions change when mergers take place and people who were influencers tend to lose that role.
I would like to have the ability to move someone to secondary assuming the history, if any, would be lost. Having the name, though would be useful.
Right now the secondary contact doesn't have a notes field, so it would be nice add one as well.
A customer would like the ability to set a permission for Allow history editing preference to be set per user
Rather than for the full database for all users
Direct Mail is still an effective medium for marketing!!
It would be great if you could trigger a direct mail action in AMA
lets say a prospect buys for the first time....rather than email it would be great if AMA could print off a DM letter your could post to the customer
customer buys you change the ID status from prospect to new customer this puts them in a new group triggers a print of a letter to send in the post then changes status to customer
thanks for listening
the go kart guy
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.
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.
It would be great if you could use landing pages in AMA to look up existing contacts and update data fields.
For example I want to create a landing page to subscribe to our printed newsletter, once someone has entered their data in a landing page it needs to query the database to see if their is an existing contact there already and update the newsletter field if they are if not create a new company and contact.
I understand this is currently not possible
PLEASE add the option to include a column for the 'State' where the contact is located in the 'Task List' view.
We have multiple prospects throughout the US, with a number of tasks on our list to contact them, so we would like to separate/filter our task list based on the state where the contact is located. This way we can focus on NY prospects in the morning, and CA prospects in the afternoons.
I'm surprised no one has requested this before, nor is it a feature. This should be standard - as it should be so easy to filter your task list based on geographic location.
I'm sure many of us are looking forward to this upgrade!
Thanks in advance!
we are a global company operating in 98 different countries
because I have to create multiple campaigns to localise the content I create the base email content in templates then modify the content in each drip marketing campaign.
but I have found my template area getting very BUSY if I could arrange this in folders it would be much easier
When looking at Activity we have only got the Icon of the Activity and not the Activity Type name.
That is OK for the default Call, Meeting, To-Do, but useless on other Activities unless a custom Icon has been created as all the Icons are the same.
Please can we have the option to display the activity type Name
Within Outlook there is an addin to Attach to ACT! Contacts, Quick Attach, Synchronize now ...
When you create a new email there is also a addin tab, but with option on how to save said email (subject only, with attachments, public, private). Could there also be the option to Attach to ACT! Contacts? There by giving the option to add email to a Contact we are not sending to.
I can currently send email then go to sent emails and attach from there, I would just like to limit the number of clicks.