I would like to request the option when integrating Outlook with Act which email accounts to monitor in Outlook or not to avoid duplicate history recording.
An example is a support team may all monitor the support@ box in their Outlook and all have Act user profiles so when they receive an email to the support@
box it is creating multiple history records for same email.
This has alwasy been a bit of an issue and starting to see it more and more now as multiple people monitor the generic info@, support@ etc emails
With the popularity of Microsoft Teams gaining momentum, what steps is ACT taking to create an interface between the two applications.
I see Teams as being an additional tool to enhance ACT.
One of the features of Teams is that it interfaces to Outlook. While I can't speak for others, my company does not synchronize ACT and Outlook.
Therefore, that would be a key feature that the ACT Phonebook icon that is now in Outlook would be accessible by Teams.
Scheduled activities would be another area that the interface would be helpful.
These are just some of the areas that the two applications should start dating and get engaged.
I remember in my last sales position in a Fortune 500 technology sales company that the CRM was created for managers and not for sales people. As a result, I ran ACT along with the company provided CRM. With companies adopting Teams, there are countless points that Teams can benefit ACT.
I'm just learning Teams, so assuming that this makes it for voting, I hope others will add areas in which the interface would be helpful.
I use a lot the Company layout to put all the contact of that company in it. I use some fields that refer to the whole company (e.g. the car brand they use, then every contact has the car model field). Then I want to filter all the company by that field, BUT I cannot create a group of all those contacts (for example to send eamil to all contacts in companies that own that kind of car brand).
Briefly I would like to filter contact by a filter that is only in company.
Duplicate that field into contact field is not possible because my database is 2000 and more contacts and I should refresh all companies one by one.
Thank you for your ideas.
For ACT Cloud, would like to see 2FA or MFA available. I don't like having only a password in between me and the hackers of the world knowing my business. (If this is currently available, someone please correct me. I searched for it in the knowledge base and also asked tech support and they both lead me to believe this isn't available.)
I think it would be a good idea:
if a prospect is put on to a marketing campaign which involves multiple calls, the opportunity stage is automatically updated when the call is completed.
At the moment this is manual but it would save time.
Looking for a Cost-Effective and Reliable eLearning Company?
Click on the link to get details of the best eLearning companies, who offer a wide range of products and services, including eLearning course design, custom eLearning development, instructional design, and many more...
A best practice is to make sure the db is backed up every day.
However, ACT, pay attention here ...
It is not uncommon that, during the process of the day, a document or two had been left open during the day. When the scheduled backup starts it fails b/c the user did not close the document(s).
Can the development team give consideration to modifying the backup process with a notice to the user that because a document was left open, no attachments were backed up.
There could be a number of reasons why a document was open; however, the backup should be completed without attachments. The reason it should be skipped is because the db doesn't know if the document is in the process of being changed or just open for reading.
The necessity of the core db being backed up is critical.
And if you are not backing up every day, please adopt this best practice to schedule an automatic daily backup.
The activity series and a great tool. But has great limitations.
When reviewing a series it would be good to be able to see everything in the activity description and if we can't see it in the window then adding the function to be able to export the list of activities from a series to excel so that it can be easily and quickly reviewed for the timeline and descriptions. These are things that are fluid and can change regularly as processed change.
When creating an activity in the series, that activity should have the same options as any other activity created in ACT. Recurring tab and Details tab etc.
I just upgraded to 22.1.212 Update 4. When I write an email to a secondary ACT contact, Outlook used to ask what primary ACT account I wanted to attach my email to. That was pretty quick. Now, it no longer asks me that, and just sends to the secondary contact without attaching it to any history in ACT. In order to attach it, I have to go to my sent folder in Outlook, click on Attach Contacts, enter the primary contact with 3 different clicks, and then hit attach - very cumbersome. Is there no solution?
For Act! users with Contacts spread across multiple time-zones I would be really neat to have the ability to display the local time on a contact record.
To be clear, this would need to be on the Contact and Company detail page, not tucked away in a tab. You would be able to do a look-up of Contact or Companies that were currently in their normal office hours.
Exponenciel currently have an add-on that does some of this, but only in Locally installed Act! I would like to see this facility in the Cloud interface as well.
Wanted to ask what happened to the Email from Template function on the Cloud version?
Desperately need this, as how do I respond to a single contact enquiry with a templated standard answer?
Puzzled as to why this has disapeared... it means I simply can't use the Cloud version for my business...
Please fix asap.
A thought regarding setting future Campaigns and sync schedules up as we have some clients now setting up campaigns up to 12 months ahead.
If you want to activate campaign now so not have to worry about it in the future you would need to set up sync schedule to check daily for new contacts in the groups so when it's time to send its the latest list.
I think it would make sense to have an option xx hours or day before send date to do an auto sync schedule so brings latest group list over to send.
This would take a load of your sync servers and probably of clients machines also. We have 1 client that is looking at between 80 - 100 active capaigns all running in the future and have concerns what the load may be like and perfomance on Act.
If this is a one off future campaign seems pointless setting a sync schedule daily up to then when all you need is up to date group day before. I know you could set a reminder to activate campaign day before but this is marketing automation hey
Some of our clients use multi-select dropdowns very much. A common solution to store many selected items is by assigning numbers to the values, and setting the 'real, textual values' in the description. This way we can store many more items without having to create a field with a ridiculous long length.
Only one problem: the Act! search function only search in the values, and people don't remember numbers very well. The question is: can you guys make the search option to also search in the descriptions? That would be really helpful to a lot of customers!
I've been asked by several Act customers and propects to be able to filter on All Process and not just a single process.
Sales people often work on different process and managers want to often want see all Oppertunities at a glance - not just individual Processes.
Our database has fields linked from the company view to the contact view. I realize that fields such as ID/Status that are already linked does not allow the receiving field to be locked. This probably makes sense for ID/Status but not necessarily for other fields.
Can consideration be given to allowing the option of locking the receiving end of a linked field?
Provide the ability to update ALL linked contacts from ALL companies, in one instance.
Example: I have a 'Contact Status' field that is linked between Companies and Contacts. Some of the entries for this field include Customer, Prospect, Representative, etc. Frequently, our salesmen add contacts as Prospects, when in fact they are Customers (i.e. they forget to validate the correct setting for this field). So, there is a need to periodically update this field for ALL Contacts to the linked field in the Company records. Presently, we have to go to each Company one-at-a-time to do this, which takes far too long. Consequently, Contacts (that are actually Customers, but in the database as Prospects) are incorrectly excluded from our mailing list when we send a Campaign to our customers via the Marketing Automation feature.
There was previously an addon available to do this, but it does not work with the current version. I am running version 22 in the cloud.
This capability would be extremely beneficial. Thanks for your consideration.
Are Act planning on making it possible to score / track single email templates sent via Contact screen Marketing Automation with resluts gonig inot the Campain Results tab?
Currently this is not possible however there are lots of competitor products that offer single email tracking.
Linkedin has risen to be a key resource for Act users - or at least at my company.
I would like to see an activity type called Linkedin with results of
- Sent Message
- Received Message
In the latest activity field would be the date of the Linkedin communication.
We have Linkedin as an activity now, but it does not update the latest activities.