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.
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
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
You can remove any of the other tabs from the display, EXCEPT for the Timeline. Please allow the user to remove it.
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 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.
Can the dev team consider adding a feature to allow Act eMarketing users to cancel scheduled sends, without having to call in and wait for a support person to assist with the request. It would seem to give users great functionality and to free-up time on your support team, so that they may assist users with other "technical" issues.
Customizeable Surveys For Act! emarketing which data can be imported into Act! and update contact fields directlyStatus: Submitted for voting
Basically we are looking For at least the same functionality that we have for Swiftpage emarketing in the New Act! emarketing product. the ability to create surveys with custom questions and map the response back to specific fields in Act!, or have them mapped to a survey responses tab.
For a reference of Surveys and how they worked in Swiftpage emarketing please see the articles below.
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.
I have Act 2013 (so apologies if this is included in the latest version).
Many people may not be aware of this but ACT does not really work well if font sizes bigger are set higher than 100% (in Win 7 this changed under screen resolution --> Make text and other items larger or smaller). If you change from the default the ACT screen struggles to display some elements correctly. See below at the maximum 150%
In the past this was not really an issue. However I think more people will experience this limitation as PC's and Laptops attempt to complete with Apples Retina display and resolution sizes get larger, especially on smaller screens where using the default font size becomes impractical. I have a Window 8 Tablet which has a gorgeous 1080p display but unless the font size is at the maximum size onscreen text nearly unreadable.
I think this is going to become more of a problem especailly with laptops, ultrabooks and Win8 Tablets. I suggest that better support for larger fonts would be great.
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.
With the introduction of the ACT API several years ago and the implementation of great new functionality in ACT V20.1 release (Insights/ACT Tables), it would nice to have an ACT Administrator Console to turn off older features in not use.
Also, the ACT Admin should be able to turn off features by ACT User as well. And when a feature is turned off, the shortcuts on menus/toolbar should also disappear (not just be grayed out)
Examples of features no longer in use:
ACT Accounting Integration (Tools Menu)
ACT Handheld Integration (prompts when user rights are changed)
ACT Fax Coversheet (Write menu)
Examples of features to "turn off" when not in use (ACT Admin controlled), especially features that do not work with ACT Cloud accounts
ACT Dialer (requires POTS modem and land line)
ACT Activity Series
ACT Dashboard (replaced by Insight in v20.1)
ACT Smart Tasks
In an effort to make ACT a modern and fresh looking product, cleaning up the user view/interface is a start...for the benefit of New Users, ACT Administrators, ACCs, and ACT Support Team!
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.
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.
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....