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.
It would be useful to be able to easily create a Lookup of all Contacts that have an Opportunity linked to a Group.
At present you can see a list of Opportunities in the Group's Opportunities Tab but you can't see the associated Contacts in the Contacts Tab.
Sorry if my jargon is off.
If each contact cpuld be opened in a seperate window or tile, it would make life much easier when dealing with several tasks simultaneously.
When handling incoming calls ina busy period, it doesnt take long to lose track, I suppose, whereas if all contacts appeared on their own window, you can toggle between them and it is less likely work will be forgotten/ unnecassarily delayed.
Just a small thing but enough to make an Englishman's eye twitch.
In the Reports section of Act! (You will have had to click 'Reports' from the Nav-bar) The EU build of Act! has 'Favorite' reports instead of 'Favourite' reports.
Like I said, it's a small inconsistency but it should be updated.
i would like to see it possible to add more fields to the product table. currently we only have Description, Item#, Price and Cost, is would be great if we can add (as many) fields to this table as needed. So that i can use it, for example, as multi language product description (english, german, dutch) and make a template (currently with Excel Quote Invoicemaker) in multi languages, add manufacturer to the product, more pricing options.
Add option that would allow users to create report showing changes done within working hours globally for a specific date-based on user time zoneStatus: Submitted for voting
Add option in reports, that would allow users to show changes done to DB in their local working hours, based on their time zone setting in Act! access via web.
Customer server is based in the UK (GMT time zone). Users are spread around the world in different time zones. When customer runs daily report it shows changes done to DB between 0:00 AM-12:00 PM GMT. Changes done to DB by user based in Melbourne Australia before 10:00 AM Australian Eastern Time (0:00 AM GMT) are shown in reports as being done on a previous day.
AEST (Australian Eastern Time) is GMT (UK standard time) +10 hours.
Problem is that DB changes are recorded chronologically with Universal Time date stamp, regardless of user local time zone settings (access via web).
If we could add an additional DB field, which would record time based on local time zone selected by user in access via web settings, then this field could give customers option to create reports that show changes done within working hours globally for a specific date (regardless of the Universal Time date stamp for these DB changes).
We no longer just call or meet with contacts. We send emails, IMs from LinkedIM, Facebook or Twitter. I added them to Other activity options, which works. However, it now makes reports obsolete because it just labels them as other. I suggest you add email, and IM to your list of schedule options.
I've had a customer submit a feature request for the record managers of a Company be linked to the record manager of a Contact.
This may be an issue that some users would not like so therefore make it an option that could be toggled per database.
Old versions of ACT allowed a user to select multiple activieis (to-do, call, meeting) and drag them to another day while keeping all details (time, alert etc). This new version only allows the multiple activities to be rescheduled if you convert them to timeless. The new version requires a one by one dragging of events to the next day.
PLEASE restore this functionality to keep the time preferences while moving multiple tasks to a new day.
Act! Emarketing template editor:
Add option to upload video files and add them to AE templates, similar to the way we can already upload pictures to template editor.
- Missing filter feature in 'Contact Activity' lookup. Users can't filter contacts by 'changed/not changed' between date A and date B. They can only filter contacts by 'changed/not changed' SINCE DATE
Customer stated this feature was removed from Act 5-6 years ago and would like it to be reintroduced.
Act! main menu: 'Lookup' -> 'Contact Activity...' -> 'Contact Activity'
- Feature 'Contact Activity' not available in Act! main menu 'Lookup' in access via web.
Customer would like feature to be introduced. He states it's important control feature for managerial staff to use when out of office.
- Fields 'Post Code' or 'City' not available as fields in 'Customize Columns' options for Task List.
Customer would like at least one of these fields to be available for Task List customization. According to him ability to sort tasks geographically would be useful for sales team.
'Task List' -> 'Options' -> 'Customise Columns'
- Printed contact notes are not sorted by date.
Customer would like to be able to sort notes at least by date.
Act! main menu: 'Reports' -> 'Notes/History' -> 'Define Filters' -> select all notes for specific contact
Request from a user to be able to see the number of contacts in the current look-up while on list view.
Currently they have to go to detail view to see this number
This is for ACT! Premium Cloud
Why has this useful feature been removed ?
Progress: development towards an improved or more advanced condition
BP feedback (aware there are 3rd party reports available but wanting to feedback to developers to request an update to the report designer build into act).
would like our developers to upgrade the report designer within Act!. Not happy that they can't do something like sort opportunities by group report in ascending order and also total each groups opportunities (the totals either go line by line or at the very end of the report so would total all groups together).
I've had the problem with smtp port 25 that others have. In investigating this problem I learned that port 25 is "Open" and used extensively by spammers.
Act needs to open use of other ports. Most email services don't use port 25 any longer due to the spam situation. How hard would it be for act to enable more port selection? Not very I think.
ACT only allows you to backup to the local computer.
If you lose your hard drive, not only do you lose the program and that information, you lose the backups too.
ACT should let you backup to another location such as a portable hard drive or a network server.
For those with international databases or where the country spans multiple time zones, I would like to have a field on the contact + company records that displays the current time at the contact's location.
This will prevent me accidentally calling someone in California at 3:00 am in the morning
To be clear, I DON'T want this as a web info service. I want it in a field that dynamically updates from a web time info site somewhere. The reason for wanting a field is that you then have the flexibility to lookup all the contacts where the time is between 08:00 and 11:30 am for example. You could also create groups for the same purpose.