Could we PLEASE have sticky filter settings in the Opportunity section so that they don't keep resetting to the defaults?
To include: All the standard filters, PLUS the Opportunity Lookup filed in the Nav Bar.
We use ACT to send "mail merged" emails, among other things.
When I train new users how to do mail merges, I always pause when we reach the last step of the mail merge wizard - step 5 of 5, entitled "Completing the ACT! Mail Merge Wizard."
And I say, with as much drama as I can muster:
"This is the #1 stupid thing in ACT!. This window does not make it obvious that when you click Finish, you actually send the emails out. So do NOT click Finish if you are not SURE that everything is good and ready to go. WHEN YOU CLICK FINISH YOU ACTUALLY SEND THE EMAILS."
And I repeat that twice.
I do that because we had several (!) folks send out mail merges to LOTS of people unintentionally.
Please make it more obvious that clicking Finish actually sends the message!
To have a Oppertunity Follow Up logged in the History of the Oppertunity not just the Contact History recordStatus: Available in ACT! 2010 SP1
Using ACT!2010 I have noticed when a follow up is created in an Opportunity and the follow up activity is completed it is only putting the details in the contact history (if a contact is associated to the oppertunity) but it is NOT adding it to the oppertunity history. This makes it difficult to manage and follow up on activites on the oppertunites having to look at the contact record.
I think a great Idea would be to have a button called View Groups/Companies which when selected you could pick a group name or company and then you would get a list of all the contacts.
Obviously this is for ACT! 2010 as strangely it's in all the older versions
I wonder if we all plead with Santa it might get put back on