Being able to send myself a test eMail when creating an eMail campaign is very helpful. I did notice, however that the test eMail to use for the fields being tested, such as ID/Status, Industry, Phone Number, etc. defaults to the user's eMail. However, my contact may not have data entered into some of the fields that have been selected to merge into the campaign's eMail.
I would like to recommend that consideration be given to adding "Test Merge Fields eMail" be added to the My Account profile. If nothing is entered then the system would default to the user's eMail as it is now.
we have a customer who has the disease color blindnes , he can work on the windows version with the Black layout, the blue Layout is not working for him.
it would be great if we can at least change the Color-shema on the web like in the Windows Client
Honestly I'm not sure why Swiftpage haven't already implemented support for HTML in details etc for activities, HTML works within History in Act already so the ability is there.
When 2 way sync is enabled between Act and Outlook and an Activity details contain a link this is removed from Act and then ends up being removed from details in Outlook as well leading to missing data and having to go back to the clients asking for the same link. Not very professional.
Act Cloud and CRM Sass Export to excel - should have correct column auto width formating on exported dataStatus: Submitted for voting
On Act desktop exporting to Excel is fine with auto width columns the informtion.
On Cloud and Saas the Cell size formating is all the same size and means users have to manual space the exported data column sizes. Most Act users dont know how to "simply" auto format columns and find manualy making columns the correct size a pain.
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Everyone using Opportunities has the same problem. You want to take a look at all of your Opps and analyse them to establish what geographical area they are from, or what the ID Status was, or the industry or market segment, or last results, or phone number.
This is basic information useful in almost any and every company using Act!
All of this information is in Act! but it's in the Contact area (or the Companies area) not the Opportunities area. The problem is how to combine the two.
There has never been a good way to easily get a single report/ Excel sheet with all the information on it. (I was prompted to write this after speaking to a user yesterday who told me they export the Opps to Excel then export the contacts to Excel then run a VLOOKUP to match the two. PHEW!)
With local installations of Act! you have the option to buy a third party reporting tool that can do the job for you. However, with more and more users taking up Act! as a web-service hosted by Act! themselves (Swiftpage SaaS), third party add-ons are not an option.
The solution could be wonderfully simple. Just copy the relevant field values from the Contacts table to the Opportunities Table at the time you create the opportunity. Have LINKED OPPORTUNITY FIELDS between Contacts (and Companies) to Opportunities.
It would work in exactly the same way as creating a Company Record from a Contact record does where the data from the Contact table is copied to the Company table at the time the new record is created by having linked fields.
You designate which Contact or Company fields you would like to appear in the opportunity record and define them as Linked Fields. When you create a new Opportunity from a Contact record the relevant data you have selected is copied to matching fields in the Opportunity record.
The benefit is that all of the "missing" information is now available in one Opportunity List View and subsequent Excel spreadsheet for analysis.
The purists will argue that you shouldn't have to do this in a relational database. And they are right; you shouldn't. But that assumes the system gives you some mechanism for analysing some basic data, which Act! doesn't.
The purists will argue that it's a problem because you can have more than one Contact associated with an Opportunity. So just the Contact used to create the Opp gets copied across. If you want to create the Opp first then add a bunch of Contacts then sorry, it won't work.
Let's just make Act! the useful sales tool that it is supposed to be.
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I am more contact centered than company centered in my line of work.
It would be great, if there is not already a means to do so and it's possible, to be able to add new companies from contact layouts rather than having to exit the contact layout/contact, open a company layout, create the new company, and then return to the contact/layout to continue to add information or process the contact.
Perhaps when I click on the "Link to Company" button on contact layout, there would be the ability to add a new company to the drop down list.
Please forgive my layman's terminology and phraseology...lol I am attaching a screen snip
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Click on the "Open" button to open and scan the Lotus Notes NSF file after the completion of the installation of the application.
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More and more people are contactable on a mobile phone (cell phone) rather than on a land-line phone.
Adding the Mobile Phone field to the selectable field options in the Task List would be a move in the right direction, and would make it easier for users to follow up calls and clear them directly from the task list.
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