Provide an option to remove the 'Powered by Act! emarketing' image from the footer of Act! emarketing emails.
This could be provided as a user option within Emarketing Settings, or could be removed on request from Customer Services (as with removing the 'Powered by Swiftpage' logo from the footer of a Swiftpage emarketing email).
I would love it if items in the documents tab could be dragged out.
oh sure you can drag them IN but NOT OUT.
if you need this please kudo this post.
- am i the only person who stores quotes in there and needs to work on them and keep version control?
It detracts from ACT! as a robust CRM product and those who are not aware of the fragility of the process and the risk of duplicating contacts should be spared the experience.
We've seen this new feature of ACT Premium 2011 about syncing ACT contacts to Outlook Contacts. We just made some test with this new feature and the syncing of ACT to Outlook contacts went ok and no error messages like the ones encountered by other members of this forum.
But we found some problem with the datas that was synced from ACT to Outlook contacts.
Some fields are not populated properly when the contacts are synced to Outlook.
It seems that the default layout/fields that's being used by the Outlook Contacts Sync feature are just the ones on the Basic Layout.
Is there a way we can use our customed layout other than the Basic Layout(s) to populate the fields on Outlook when the contacts are sync?
For example, the phone field, can we use other phone field and not the ones that are on the Basic Layout?
Please let us know how is this done or if this is possible.
Any help and suggestions will be appreciated.
When you are going through your inbox wouldn't be nice to go directly to the Sender's ACT Contact record with one click. This would allow you to then proceed to do a number of different ACT things without doing a Lookup. I find myself doing this numerous times throughout the day.
The solution would be a 5th ACT icon in Outlook that would act a lot like Quick Attach but would perform a lookup on the highlighted email(s).
This would work particularly well for those of us with dual or wide screens where our day is spent in both the Outlook Inbox and ACT with both applications open.
It would be more intuitive to change the History Result Description for a Quick Attached inbound Outlook message from the standard "Email Attachment" to something a little more descriptive such as "Email Received" and for an email sent to say "Email Sent"?
Imagine a land, far, far away, where sales people were able to design screen layouts not based on restrictive rules, but where you could design your screen entirely based on function.
They had opening screens which showed a Contact Name field, and Company level address fields all existing in peace and harmony on a single page. When creating a new record, as they started typing the company name, a list appeared showing companies with a similar name that already existed in the database so they didn't duplicate entries, then the contact and company records were automatically linked.
They also had a Year to Date Sales field on the same screen showing revenue from this contact, and there was a bar-chart showing months of the year and sales for each month. Underneath was the same chart but showing the number of touch points, meetings and calls with that customer in each month.
They could also see a list of all the relevant attached documents in a single place irrespective of whether they had been created in ACT! or not.
These sales people were also highly effective because they could monitor not only their revenue figures but also their sales conversion rates at each stage in the pipeline.
I had a dream brothers and sisters. I had a dream.
If this was done it would be much easier to refer to these to entities. I am so tired of saying "in the MIDDLE box" or "in the FAR RIGHT box". Just makes sense. Doesn't it?
It would be nice if column widths in List Views and Tabs could be adjusted as you do in Excel, with the option to set the minimum width to see all the data. (Details fields excepted).
And can we prevent the final column in the Opportunities Tab disappearing over to the right?
Act needs to support text sizes above "small" to accomodate older users. Unfortunately, at present, unless the Windows 7 display setting is set to small text, text is truncated in text boxes throughout forms. This is particularly annoying in the Notes preview. One should not have to activate a note to see what it says; besides, the view pane is greyed out and diffficult to read for that reason.
Also, please remember that going forward, more and more users will want to view Act! data in hand-held devices, and small text will be invisible to them.
Great new feature in V16.
1. The option to select emails sent on Success / Fails / Both
2. Can I also request that the name of the Database and the word Act! is included in the subject line of the email. The current subject line reads "Backup task completed".
I would prefer, "Act! Backup <DatabaseName> Completed"
For admin people monitoring more than one database this would make life simpler as you don't have to open/preview the email to see which database it refers to. They may also have backup messages coming from non-act databases as well
In a virtualised environment storage is more limited and there is reluctance to store large backup files greater than 7 days. For instance a database of 50GB including attachments the storage capacity required is 350GB.
If the backup scheduler allowed for two backup routines, one backup routine of every day with retention of up to 3 files as well as a 30 day backup routine with retention of 1 file. That provides a fallback condition to retrieve data for the situation where data loss or corruption that isn't immediately discovered
This has been mentioned within another post, but as far as I can see doesn't have a post of its own.
I have had three clients say to me in the last two weeks, "We would be more inclined to use Opportunities if they were Auto-Numbered".
Now, I usually suggest one of the add-on products to do this, but these clients were using ACT! for Web so the existing add-ons don't work.
The time is now. We need an auto-numbering system for Opportunities and Quotations within ACT! itself so the facility is available through the web interface / mobile.
We need some flexibility, either for a central numbering system held on the server at application level, or for a central numbering system held on the server at database level, or for a User-based option.
ACT! is supposed to be a sales tool after all, and sales people need to produce numbered quotes.
PLEASE KUDO THIS ENTRY
Situation: some SQL views were discovered to be missing from a database
Proposed solution: add another ACTDIAG utlity to check for SQL database integrity. Things like triggers, views, stored procedures. It would help explain why things are not working. The check would be to determine if everything is in place so that ACT works as designed. You might consider doing a phased approach with ACTDIAG: first to identify what might be missing, second to repair it.
Some samples of why this would be a good thing:
* A user reported that he did not have any secondary contacts while a colleague of his did. This was traced to a missing view.
* Some data was "disappearing" after being entered. This came from experienced ACT users. There was some event that happened removing or damaging the views.
* "hoping" that a database is OK is not a good strategy.
If you merge two contacts using Tools | Copy/Move Contact Data... it does not merge the relationships tab information.
Please merge this as well.
Every user with files in the documents tab will want to see the newest files at the top, so make this default, or at least make the sort order by date sticky.