I was merging two records this morning and it occurred to me that it is not infrequent when only a few fields have to be merged.
In fact, most of the fields were either blank or the same in both records.
So, my recommendation is to see if it is possible to eliminate from the merge process all fields that are the same in both records - either blank or the same data.
This would be particularly useful to us who have added a plethora of fields and same time as well.
Add Primary Fields column to Define Fields List for faster recognition of which fields are Primary FieldsStatus: Submitted for voting
Currently there are two ways to tell which fields are Primary Fields:
Option A: Go to Tools > Define Fields, then individually open the field and check to see if "Primary Field" is checked
Option B: Run a Field Detail report in Act! Diagnostics and swim through thousands of lines of text that, looking for the correct table and the correct field, and that line of text that says "Primary: True"
Both options are rather time consuming, and while Field Reports are useful for those who are a little more technically savvy, Option B is not very end-user friendly. I believe that this could be made more efficient and user friendly if a Primary Field column could be added in the Define Fields list, much like there's already a column that explains what Company Field a particular field is linked to, if any. For example:
The column could go next to the "Linked to Company Field" column and it would make it much faster to discern whether or not a field is a Primary field.
We organize our Contacts by job address, and often do multiple jobs for the same person. For example, we have several records for some Townhomes that are comprised of multiple buildings. Every email is automatically attached to the history of each record. It would be nice if it could detect when an email is used in multiple records and prompt you to choose which record you want the email attached to. If you go into Outlook to manually attach to a record, all you get is the name and company, it would be nice to add other search options like job address (see attached).
We organize our Contacts by job address, and often do multiple jobs for the same people. I would love to be able to go into one record, copy the Secondary Contact info and paste it into another record. For example, we do several jobs for one contractor. It's easy to duplicate one of his records and then just put in a new job address, but then I still have to go in and manually type in all Secondary Contacts for that job. Maybe the "create new Secondary Contact" option could have an option of "copy from:" and then you can select to copy from a list of all your existing Secondary (and even Primary) Contacts.
I am told that Outlook and Act do not sync tasks. I have a hard time believing that, but I am told I can post it as an idea.
When I make a task in Act I would like it to sync with Outlook Tasks. Currently it puts a "reminder" in my calendar, but does not create an Outlook Task. And when I create a Outlook Task I would like it to sync over to Act Tasks. Currently it does not sync Outlook tasks to Act at all.
Perhaps it would be helpful if you flagged the 4GB limitation next to the "Migrate existing data" button in the welcome email. Might save a bit of heartache. ;-)
It is not at all uncommon for an activity to be scheduled for one activity type and clear it with another activity type. This is important when running the History List to report how one's time was spent.
It would be nice that when we clear the activity we have the option to change the type from To Do to Call for example.
Now I have two options to fix this:
- Double click on on the activity and change type, save it, then clear it
- Clear it and double click on the history entry to make the type changes there.
I would like to suggest that the existing Knowledge Base be updated to reflect the status of ACT! today and become more relevant to the latest versions.
Over time the KB has has grown with the release of new versions of the product and the Answer IDs need to be targeted towards the Versions in use.
While I realise that there are still users of the product older than 10 years , and my own experience goes back to ACT! 4,
it is perhaps time to move these older Answers IDs to a separate KB dealing with Obsolete or Obsolescent versions which are cluttering the KB.
I would suggest ant version older than 5-6 years should fall within this category since it is unlikely that SwiftPage Administrators want to be reviewing problems that should have been addressed and resolved during the life cycle of the older products.
In Updating the KB to reflect the current versions it is important that the Answer ID reflect the latest status Update Date and removes any reference to the older KB articles that are no longer relevant to Operating Systems earlier than Windows 8 or perhaps Vista at a pinch.( to cater for those users that have not kept up their systems maintenance.) Many of the existing problems with ACT! relate to the effects of Windows 10 and associated SQL Versions.
We do not need the KB cluttered with Obsolete and irrelevant History
After a Save-As Empty empty copy of DB you import from original DB all the ACT User account records, Contact, Company, History records ect.. What is missing for Users and Teams importing the fields defined security (No Access/Read-Only/Full Access). Currently have to re-create in New DB the custom Team(s) then go into each field and set the Team security from default Full to say Read-Only. It's a lot of wasted time for many of default fields and even harder If you created an extra 60 custom fields.
The contact/company linked fields are not used when automatically creating companies from contacts. This is possibly working as designed as Act! would not know which contact to use to create the company automatically.
So a suggestion is to add a drop down menu - in Preferences > Admin > Company Preferences - with e.g. "use the oldest contact" or " use the newest contact" to create the company automatically.
The First day og the week is not linked to the Current Week / Last Week filters in the History List / Task ListStatus: Submitted for voting
In the Tools > Preferences > Calendar & Activities, we can define an other First day of the week in the Calendar Preferences. By example, I decide to change this value in Monday.
If I go to the History List, and I change the filter of the dates to Last Week or Current Week, the first date will be always the sunday, and not the first day of the week that I define in the Calendar Preferences.
It will be very insteresting to link the value of the First day of the week to the dates filters of the History List. It's the same behaviour with the dates filters of the Task List.
After looking up by Address Book there are a few Idea posts that I think Development could tackle them all to offer enhanced Outlook support.
As of Prem 19.2 and a few version back you can add up to 3 DB in ACT Tools | Preferences Email & Outlook Sync, Email System setup Wizard.
One thing that sucks is the DB set as (default) is for all DB's and where the History record of sent / received emails will be stored.
Example when in a Marketing mailer DB you prefer to store emails there and not in a full blow working DB that is set as the (default).
At the moment, when you send an AEM mailer, the system records the date and time, the sender and the subject line of the email. This information also appears the call lists.
I would like an additional field, Campaign Name, that the recipient doesn't see, where I can describe the campaign in whatever detail I want in order to organise and sort multi-stage compaigns.
For example, I might have a mailer with a Subject line of " New Act is now available", but I might want to send it on multiple occasions to different groups. I could therefore use the Campaign Name to record "New Act V19.2 Mailer to Architects send 3 of 12".
Makes it easier to sort reports and call lists later.
The zip file that is created during a manual backup is: Act!+databasename.zip
I suggest that the Act! version number be added to the backup file name, or using the same naming as Act! Scheduler does.
A customer of mine recently did a manual backup, installed Act! v19 and did a new backup, overwriting his old backup, got problem with the installation and installed his old version of Act! just to find that the backup contained the v19 database and not his old one.
Of course he did not have any old backups saved.
This has happened before and will happen again.
I just had a customer who has been using the "Event" area as you would expect to however his May bank holiday had moved along a day to the 2nd this year.
After some investigation it turned out that last year, May day was on the 2nd, and the Event recurrence had been set to the 2nd of each May.
If you schedule an Activity you have the options of setting the event to trigger on "The First Monday" etc of each May, rather than having to select a specific Date.
I had to suggest the cust use the Activities area to put his bank holidays in but this seems to have been missed as a feature in development.
The Events area should be able to have the same customisation of Recurrence that Activities have.
Please look at adding this into future versions of Act
I would like to be able to see the Location element when you hover over a specific appointment/meeting on the Calender. It used to be there on the old Server based system. Otherwise it is necessary to click on every appointment to see where the location is. As the system is very slow this is extremely time consuming as we are entering and changing appointments all day long.
When viewing Companies (or Groups) in a browser the number of items displayed in the tree view is fixed. If there are more items (e.g. Companies) than can be displayed, a second page or multiple pages of the tree view are created.
On a "normal" resolution screen the list often occupies just the top third of the screen and the bottom two-thirds is wasted space.
There should be a configuration setting to select how many rows of Companies or Groups to be displayed in the tree view.
This would reduce the number of additional pages created and make the system easier to use.
Please allow users to select multiple Companies or Divisions in the Company list, right-click and Move. If all of the selected Companies are Divisions, allow them to promote them all. If they are all Companies, Divisions or a combination of, allow them to be moved under a new Company.