I've been working with a user who has been clearing the duplicates in their GrowthSuite database.
Frequently there may be several years between when duplicate contacts were created.
As it stands now, a user only has two options when field differences are identified:
- Copy from Source Contact to Target Contact [replaces the information in the target field]
- Reset [to enable one to redo the copies]
However, there are fields that may have useful information to be retained from both contacts once they are merged.
Could consideration be given to adding a 3rd option of "Append"? This would allow the resulting contact to keep all the information in that identified field. Of course, there would have to be a field length check to make sure the field would hold all the information.
Having duplicates in a db is a common Characteristic, especially with multiple users.
As one goes through the duplicates using the copy command, there may be a series of items one after the other that needs to be copied. It would be nice if Swiftpage would consider two things:
- Allow individual multiple select using the standard Windows compliant Ctrl & Click to copy
- Allow multiple select using the compliant Windows Shift and click on 1st and click on last to copy
I have a customer who has been updating over 2,000 duplicates and brought this to my attention. I've noticed over the years that ACT is Windows compatible, but not compliant. This is just another example.
Ability to use other fields to open contact detail view from list view
Currently you can only use the "contact" field to single click and access the record
This recommendation is to provide users of AMA the ability to remove contacts from future eMails of an active campaign but not from future campaigns. This can be for any number of valid reasons. For example, I reach a contact by phone, and we start working together on a new opportunity. In this case that contact doesn't need any future eMails from the current campaign.
Our environment: Hub & spoke (database on Swiftpage server and users using a remote database)
A group is created using a dynamic lookup for a campaign with 4 eMail separated by about a week or so.
After reaching someone by phone after the first eMail, there is no need to send the additional 3 eMails to that person.
In talking to Swiftpage AMA Support, I learned that the only way to remove that person from the future eMails is to remove the contact from the dynamic lookup. To remove that contact from the dynamic lookup requires that the contact's detail record has to be changed so that the dynamic lookup would then fail for that one person. Of course, the change then has to be corrected after the completion of campaign - probably using a scheduled activity.
Following that change, the database has to be sync'd with the Swiftpage server.
Following the sync, the campaign has to be paused and then do a manual list sync.
The campaign then has to be reactivated.
I find this process to be very complicated and open to a lot of errors depending on the computer acumen of the ACT user.
My recommendation is to modify the campaign properties of the campaign to add eMail addresses to be removed from the campaign. It would be nice if eMail addresses could be added or a list of eMail addresses could be uploaded.
I thought I could create a separate group called "Campaign Name Exclusions" and add that to the campaign properties, but I apparently do not understand the purpose of Exclusion Lists. ACT support said that couldn't be done.
Let's make it easier to create dynamic groups and to add contacts to a dynamic group.
Many Act Users I have met have a field on the contact screen called "Group". They then create a dropdown list of Group names so they can allocate each Contact to a specific group.
The bit they can't understand or omit to do, is to then go into Groups, create a series of groups with the same names as the dropdown list and create a Group rule to put the right contacts into the appropriate group.
I would therefore like to propose a new, special type of field, a Group Field, which does this for you automatically. So if you add an item to a dropdown list in a Group Field, Act automatically creates a Group with the same name and a rule to link the two.
Let's make it easier to use Act!
To fix the hacking issue in the ATT account, you must go through password recovery steps. ATT email hacked account issue will be sorted out if users follow the original ATT website and they must provide a full email address. After that, users should go through the’ my profile’’ tab. Then, users should opt for settings personal password section. After that, users should type old passwords under the current password segment. Next, users should type a new password. You must opt for creating a new password, users need to re-enter the password for confirmation. ATT experts are always there. They work for 24x7 hours. ATT experts never lower service standards.
If AOL account is compromised in the android device then uses must opt for password recovery steps. To fix, AOL hacked account issue, users should visit their accounts through a compatible browser. Then, users should choose the email settings. Then users should tap on ‘change the password’ option. Now, users have to enter the current password on the given space and then they must type the new one. After that, users should tap on ‘save the password ‘option. AOL experts are available for 24x7 hours. Users should not delay in asking for help from them. AOL experts always meet users’ requirements. They never exceed the given deadlines.
When you switch from Contact Detail view to Contact list view it starts from the beginning of the listStatus: Submitted for voting
When you are working with a large lookup - or all contacts - and then you click a specific contact, when you go back to list view you've lost your "place" and need to scroll down to find where you were before clicking the detail view. It would be nice if the system remembered the contact you'd clicked before you changed to detail view.
This happens even if you click the back button on your browser. The workaround would be to create a smaller lookup, but in some cases this is not feasible.
Currently on a list view in custom tables, to get to the linked contact or company you have to double click the entry to get the hyperlinked contact/company
If you could link to this directly from the list view it would bring it closer in to line with the standard tables in Act!
Vậy học “bằng lái xe B2 lái được những loại xe nào?”, "điều kiện học lái xe ô tô hạng B2" và “học lái xe bằng B2 hết bao nhiêu tiền?” là câu hỏi thường gặp khi bạn bắt đầu muốn học bằng B2.
Trước khi đăng ký học bạn nên tìm hiểu kĩ về thông tin liên quan đến khóa học lái xe hạng B2. Khi đã tìm hiểu rõ về thông tin mình cần thì việc đăng ký cũng dễ dàng hơn.
Vì vậy, chúng tôi đã tổng hợp tất cả thông tin về khóa học lái xe hạng B2 mà bạn cần nằm rõ qua bài viết dưới đây!
As we are building our inventory of campaigns and templates, finding the one we want does take several clicks.
Could consideration be given to adding a default check box beside the filter options so that we can add the text and hit return.
Each one of our employees who use AMA have been asked to start the name of a template or campaign with their initials. It is then easy to search for a template that starts with their or another employee's initials.
It would be useful if there was a way to change the Act! for Web automatic log-out period from within the Web user interface. e.g. in Act premium Cloud.
It could be one of the functions the the System Manager User.
I have used ACT for many many years …
There is a feature which I am sure would be very beneficial that I do not see is possible currently directly …
We have begun to use the “Company” detail screen more often, but the feature that would be very helpful is that if we could “inactivate” a company which would hide it from the Company Screen …
This would not remove or hide them from the Contacts Screen, but allow us to only show active clients while working in the Company Screen …
This will shorten the list and allow us to manage this screen better …
As a workaround ...
I added a User called “Private” and then changed te Company's Record Manager to them. It will not show while I am logged in.
It would be better to just be able to Right Click the Company Name in the List and select Hide or Inactivate. And then there will need to be a list to show All Companies to Unhide/Activate it Again
I really like the Export Statistics from a campaign. The statistics would be more meaningful if it included Opens and Unique Opens, Clicks and Unique Clicks.
Will Swiftpage give consideration to adding these extra categories?
When adding "Advanced Lookup" to the tool bar, the Customize Menus and Toolbars dialogue box is so small that the user sees "Advanced Lookup ..." without knowing if it is for a contact, company, group, or opportunity.
I asked SwiftPage tech support to consider making that box bigger or allowing the user to expand. They said ...
It is not possible to enlarge the “Customize Menus and Toolbars” dialogue box.
It will be in the same order with company first, then Contact and then the Group.
For a better user experience, maybe the names of the different advanced lookup's could be changed to:
Adv Query Comp
Adv Query Cont
Adv Query Grp
Adv Query Opp
Act Companion should the a filter to show the Oppertunity Status. Having all the Oppertunities on show - makes looking for only OPEN opertunities - time consuming and is a totla turn off for new and existing customers. Filtering on Status is probably the most basic and obvious filter choice - yet its not avaialble. When will this be key Act Companion functionality be addressed? It is avaialble in with Act Mobile - which is being discontinued shortly.
I would like to suggest opening the task list / Calendar views so you can see other users activities.
A few of our customers are asking for this as Companion App is used mostly out the office on the road and they need to see
their colleagues activities when booking future jobs.
So some sort of shared calendar functionality would be a useful feature I feel with the App.