This one comes up quite frequently.
People want to copy their meetings into their Outlook calendars (may be one or two a day) but not all the other activities such a Calls where they may have 15 or 20 a day, as it clutters up the Outlook calendar.
Could we not set up some default filters on the types of activity which get copied?
A big issue is that after setting up your ACT! e-mail to automatically create history you find that confidential e-mails sent to people in your own company automatically appear in that person's record in ACT!
We need a way to disable this behavior.
I have recently migrated from a very old version of ACT! to the latest 2010 premium version. Over the years I spent a lot of effort automating my ACT usage by building a whole series of macros for common functions and assigning toolbar buttons to them. Imagine my surprise when I find out I couldn't build a macro anymore with ACT 2010!
Please bring back the ability to record macros and allow them to be assigned to custom toolbar buttons and menu items.
Lookup Previous is OK, but doesn't always give me what I want. For example, if I create a new Contact record, then move to another record, I can't use Lookup Previous to find the new one since it wasn't selected from a lookup in the first place. In any case, Lookup Previous requires 2 clicks, and click are precious in a busy environment.
What I would prefer is a list of the last 10 Contact records I have viewed in the Nav bar as hyperlinks. One click and you have the record you want.
The same "Last 10 Viewed" could also apply to Company records, Group records, Opportunities, and Tasks.
Sometimes when I am going through my desk there are lots of little things that need to be captured in a fast – non-interrupted manner.
For example a list might look like this:
TM - roster
update website w PT
Send Misty a card
Call X - where are cards?
kofi and chief introduction
This is a collection of things that pop into my head which I don’t want to forget but I can’t stop what I am doing to address that task/item/call/todo at that moment. At a later time, I’ll put in my ACT! calendar with more information as needed. Some of the items I do within the hour and delete since completed.
Entering into the ACT! task section will not work because I have to stop and think about who, what, and when in order to make the task breaking my current thought process to shift gears. The point is to capture the thought without disrupting the current process.
After the brainstorming, I want to be able to move the list around, change the order, change the priority so I can work from the list at that time or import into ACT as task attached to contacts for items that can’t be completed immediately (then I want to think about the task’s needs, whos, whats and whens). I used sideACT for this process. Now I am using a post-it note – that is NOT working because I can’t move the list around or import it or draw a line through it when done (some completed items I want to put into ACT! as history for that client) or import into ACT! 2010. What I do like about the post-it note is it is small (I can make it as big as I want) and it can stay in the corner of the screen without interrupting other programs/work progress.
I understand a lot of people never used sideACT – from my experience my clients didn’t even know what it was for so they ignored it until I showed them how to use it.
Please put a task brainstorming element back in.
Apparently when you add a picture to the database it adds to the base size of the database hence reaching the limits of sql express very quickly. Why not have photos linked to the picture fields and have more functionality to shrink photos to scale rather than the options currently available. There could be a separate folder for photos which are linked so that they are all organised. It would be good to click on the photo and it comes up in the program of choice or just in a viewer in large format.
This would help heaps in organising photos.
Hello, I am getting ready to telemarket to my contact list and I was wondering how I can set a field to disposition a call. I would like to be able to click on a drop down and select "not interested" and have the contact be removed from my calling list.
Also, When I click on the next contact ther persons name is half hidded. I have to click on the name and take my curser and move it to the left to see the name. Is ther away to have the name property displayed when I go to the next contact?
Just had a client on the phone who has lost 500 records by removing a User. This probably occured because:
(a) they didn't realise that removing a User had the potential to remove records as well (why would you).
(b) they presumably didn't read or understand the significance of the "You are about to delete User..." warning window
(c) the default option is set to "Delete records belonging to this user" rather than " Reassign records to another user", which is a bit of a Gottcha!
I'm sure most people don't want to delete a whole bunch of records when they remove a User.
For most of my Act! work, I enter an activity, usually a to-do, then clear it and add a follow-up. There is so much repetition that macros would be a great help--we use Act! 2009, v. 11. Also, a macro would help when entering a new contact 'cause the cursor always goes to the address field, and I typically like to start at Contact--small detail, but that's the way things are arranged & a macro correcting cursor placement would help (unless there's an easier way). Thanks!