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
It's time to standardise where attached documents go in ACT! At the moment, if I'm looking for attached documents they could be in a number of different places:
The Documents Tab
Attached to a History record
Attached to a Note
Attached to an Activity
This makes them difficult to find.
Can I propose that ALL attached documents and Links to Documents go into the Documents Tab
History, Notes and Acivities show Links to the relevant document or link in the Documents Tab.
Can we not make colour coding in calendars and task-lists more flexible?
Many people have asked me if they could colour code the ACT! Users (i.e. sales people or service people) to make it easy to see what they are doing on the calendars and task lists.
It would be a great benefit if ACT had the capability to highlight something from another source (i.e.internet) and then drag and drop it in a 'Contact record' and ACT would automatically insert the information in the respective fields. In other words, suppose the below is the information you found on a website.
456 Main Street.
Somewhere, CA 92445
phone : 223-456-7890
All you would have to do is highlight the above and drag it and drop it in a blank Contact form in ACT and the fields would be auotmatically populated.
A known issue with ACT! is that if Windows font size is anything other than 96 DPI strange things begin to happen (refer to KB 26349). The current 'fix' is to change your font size back to 96 DPI.
I would like to see this fixed so that any other font size can be used.
There are two primary reasons for this that I see are that
1. more people are buying large LCD monitors;
2. the workforce is aging and their eyesight is not getting better.
My fear (as an ACT! Certified Consultant) is that unless Sage fix this issue so that we can use larger font sizes in Windows without adversely affecting our use of ACT! we will have clients look for products that don't break, that allow them to use large font sizes on their large LCD screens.
Can we please have this fixed properly?
This is ONLY going to become a 'bigger' issue (pun intended).
Many of the error messages are pretty easy to resolve with the right search of the knowledge base... but:
- Many users are not aware of the KB
- Searching the KB often needs you to select the right words with the addition of functions like +
This would make it much easier for users to find an answer and should significantly reduce support costs
ACT! has the capacity to have custom tables available as sub entities to the major entities such as Contact, Company etc.
Unfortunately to make use of this capability either a third party software needs to be purchased or development skills are required to create the tables through ACT!'s software development kit (SDK).
It is reasonable to expect the Premium (desktop) version to allow an ACT! administrator user to create tables by way of a native table design tool, accessible through the Tools menu.
I would like to propose an additional icon in Outlook: "Go to Contact", which takes you directly to the ACT! Contact based on an email match.
In fact, a combined " Create and Go To" and "Attach and Go To" options would be welcomed as well as you often need to add some changes to a record as a result of receiving an email from that Contact.
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.
We just upgraded to AFFP 11 from version 6. My boss is about to kill me because he can't view both Notes and History in one place. There has to be a custom tab someone has built to accomplished this. Thanks.
Create the Ability to Mail Megere at the very least any Database field of Character type into an Act! emarketing template From the contact Table in the database.
Fix Act! emarketing campaign results to Update original History record from when it was sent Include Unopened, Bounced, Duplicate, InvalidStatus: Submitted for voting
Swiftpage emarketing used to give us the ability to look at the history of the campaign without creating a new history record every time we download the campaign history. It would go back to the original History result and update it with the score and status of what happened. This results was then searchable through a marketing results tab so you could look up unopeneds, Bounces, Opt outs, Invalid and Duplicates.
The new product should have these same Capabilities as the Power of emarketing really comes from being able to effectively manage your lists with the data you receive from the campaign. If we cannot effectively use this data directly back in their database we lose the advantage of being different than the competition. We own the product we should be able to do this better than anyone out there.
1) The vast majority of Users don’t know, or remember, to periodically remove their Cleared Activities to keep the database lean. Act is 25+ years old, and we’re seeing more gigantic Activity tables in legacy databases.
2) Many users want to use their Calendar or Task List to track their past cleared Activities, i.e. a Weekly Progress Report. (and refuse to remove their Cleared Activities because of this).
3) New ACT users are frequently confused by Cleared Activities Vs. Histories. The display of both in ACT has clung on for years because it’s the raw display of the underlying ACT database structure.
1) When Activities are cleared by the user, ACT will automatically remove that Activity from the database table and create the History.
2) All ACT reports/dashboards/tabs that display Cleared Activities will pull those from the History table. Perhaps using a SQL view that pulls from the Activity and History tables.
3) All Histories, including manually created Histories, will be displayed on the Calendars and Tasklist in the familiar “strikethrough” format. Instantly, you now have a printable History Report in Calendar/Tasklist format.
This idea appeared in different form than I originally suggested here, hopefully is more precisely stated above.
ACT! is built for multiple users. Why is it that those users cannot easily share activities?
We are constantly bombarded by customers who want to schedule activities FOR multiple users. The only way to do this is to Schedule WITH the users since you can only schedule FOR one user at a time. The problem with this is the confusiion of who the actual activity is scheduled WITH.
For example, I have a sales manager, sales person and admin person meeting with John Doe the customer at the same meeting.
You can either schedule FOR one user and WITH the others AND the customer OR you can create 3 separate activities scheduled FOR each user and WITH the same customer.
In many of my larger workgroups, our ACT users have resorted back to Outlook simply because ACT! cannot handle this kind of scheduling. This is embarassing for ACT!
PLEASE add this feature. You could even consider it a Premium feature.
Custom Permissions need to be expanded to include: Edit/Replace function.
This is a key item that needs to be added to the Custom Permissions feature (via the Tools>>Manage Users).
The ability to take away this feature from (untrained) users is key to data integrity and to prevent users from performing high-level functions that could alter important data in the database.
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.
I would like to suggest a Forum within the Community to place common problems that are arising specific to an ACT! Version which can quickly highlight issues which are affecting Users and their ability to manage their database content.
At present there are a few Known Problems with various versions - some with Workarounds and others, while perhaps not critical show stoppers, are causing problems for ACT! Consultants and Users with no clear guidance from the KB. Looking up the KB for the Error Message does not find the message let alone the answer. Sometimes the KB is focused on a key word and produces a result covering almost the entire KB ID list.
The current KnowledgeBase is not User Friendly! It does not focus on ACT! User Requirements and seems to get cluttered with answers relating to other Sage Products (such as Peachtree) which have no relevance to the ACT! Issues being researched; or, is padded out because the fuzzy search result picks up ACT! or History etc from the phrase and offers options covering some 60 or more pages to search through. Certainly not as friendly as the old KB.
Some are issues are integral problems to ACT! - others appear to be generated by Microsoft Updates and/or issues with integration of WIn 7 or Office 2010 - but are nevertheless worthy of note.
- There is the Problem associated with the Calendar / Date Time Setting in some parts of the world that has not yet been addressed in a Patch nor included in the KB - but has now been remedied through a workaround to change the Time Option from a.m./p.m. to AM/PM. - there were several threads the Community Forum addressing the same issue but not necessarily linked to a common thread.
- Another recent Bug to appear is the missing History Tab options when an ACT! 2011 database is created from a copy ( Empty or Otherwise) - This is the " InvalidArgument= Value of '-1' is not valid for 'index" - Parameter name "Index" issue".
My Current Workaround
I have found that creating a new database on the same workstation will generate a database with all features in place. Only problem then is to use the client view template and recreate the fields in the database before importing a CSV Version of the database or in some cases an import will work.
Problem- It does not address the issue of how to fix the active database missing history types. Replacing Preferences doesn't work! The problem can be triggered on a perfectly good database where the is a syncronisation in place and the synchronising RDB triggers the failure in the Master Database.
I believe we need a single reference point for Bugs to be reported and commented on by the Sage Moderators/Experts rather than hunting through the many posts to find the issues and "what" action is under way by Sage Support expertise for guidance or a Quick Fix to help the Users.
Sending the anonymous error reports from within ACT! when they popup is fine - but how do we know how many people are affected and possible causes?
What do you think?
In Persian countries, Jalali (Shamsi) calendar is used instead of Gregorian (Christian) one. I strongly suggest adding this calendar to ACT!, so Persian users would be able to use correct date format.
Thank you very much.