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!
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
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.
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
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
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
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.
It seems crazy to me that there isn't a way to create a Note/History Template with the most common types of Notes/Histories you are leaving. As an example, we have a list of specific questions that we need to ask during calls, it would be nice to have that be something that could populate via a template in the Note field. Right now, we are copying/pasting from Word but the formatting doesn't "stick" then you have to re-format in the Note - annoying and time consuming.
For offices that service clients, you would think they would be doing a lot of the same types of tasks daily - this feature would be a time saver and add value to your platform.
Create Lookup button for List View in web access (Cloud) is limited to current page. For example, if user creates search in Opportunities that gives as result list of Opportunities which is several pages long, user then cant apply “Create Lookup from Opportunity” button, to create lookup of all Contacts which were added to those Opportunities.
This is possible in the desktop version of Act! .
There is no function to place fields in subject lines in AMA.
I'm trying to place users first name in the subject line - this would be very handy as this will increase open rates.
ie: Your Going to miss out <first Name>
I'm sure other fields would also be useful - please fix this guys
The Go Kart Guy
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.
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.
It would be great if deleted contacts just was put in a trash bin for a time before they disapear totaly. This would make it possible to re-activate a contact that was deleted by misstake. The time a deleted contact stays in the trash bin should be customizable.
Zoft 80 AB