It would be a brilliant idea to be able to add a ctrl+c function just like the desktop application of ACT! to copy the most sought-after information.
To get around the browser restrictions could we have a button that brings up a window with all of the information on to become easily copied.
The most flexible way of doing this would to be able to select what fields and order we would like this information to be displayed using field names as hooks.
If we were able to create this ourselves, we would be really flexible with what information we would like to be displayed. If it was a check box it could be displayed as:
Thanks for taking the time to read over my idea.
By adding the ID/Status field to the history list it would be possible to analyse calls to prospects, calls to customers, meetings with suppliers etc adding value to the information sales managers can gain from the system.
Having been a user of the Opportunities feature, the handling of contact is somewhat limited.
We can add / remove contacts without any reason why that contact has been added.
If the same logic that follows the relationship tab in the Act contact detail was added then we can add the reason that the person has been added.
Best regards t o all,
While Act! generally asks the user for confirmation when deleting a lookup, there have been many instances where users said yes when they meant no, and with devastating results.
What would be EXTREMELY HELPFUL if Act! asked for a second confirmation when there are over 10 records in the current lookup.
My client recently had a need to enter a lengthy local URL address:
file://C:\Users\johnn\Documents\ACT\ACT Data\Databases\ACT Demo files\Attachments
Unfortunately, it apparently exceeds the length of the URL field when creating a new User Link.
Could consideration be given to increasing the field length to 128 as is the standard for any ACT URL field.
When you are logging into Act! Companion on your phone and you have to change the Server Address URL it is rather hard to get to the end of the URL and then back space over it so you can enter a new one. Is it possible for SP to add an "X" on this line somewhere, which when clicked would delete the current entry? Screen shot attached.
Ability to manually uncheck 'AEM OPTOUT' or 'AEM BOUNCE' fields if you've manually edited a contact's email address to a new & valid email.Status: Submitted for voting
Currently the only workaround I know of is to duplicate the contact, and do a copy/merge. It would be nice to be able to manually uncheck these boxes without SQL Mgmt Studio, in the event you receive an updated & valid email for the contact.
I spoke with a client who asked me to raise an idea on his behalf.
With the new data protection coming in next year. A lot of companies are changing the way they handle documentation and are not storing locally on their machines.
When using the documents tab, you must first save the file on a computer, click add and then navigate to the locally or network stored file. Then add it to the documents tab via the attachments folder.
As they cannot save the file first, they wish for a way of performing a mail merge and then have it automatically attach to the documents tab.
This may already be coming in the new outlook integration but I thought it pertinent to raise this.
Some companies use telesales or external resources to follow up on email marketing campaigns.
It would be convenient if, in addition to the fields Contact, Company, Email Address and Number of Opens, the Phone number was included. Makes it simple to email the report to whoever you want and they then have the phone number for follow-up.
Users have asked if it would be possible to select and address block from an email signature and have the information auto populated into ACT. The user would just drag it into ACT and the Name, Street, City, State, and Zip code would populated into their respective fields. This would work in a similar manner to dragging the information into the address field in Outlook.
l would like some mechanism to generate email notifications to a Record Manager OR any other email address in response to a specific change in the database. For example, the MD might be interested is being notified when an opportunity stage changes for a few key contacts, or when their record is updated at all, for example, when a meeting is scheduled. or when a History is added.
Critically, the email must contain the name of the Contact/Opportunity/Group that changed and a brief description of what changed.
e.g. "The Contact Andy Harrison has been updated by Chris Huffman. Meeting scheduled 08 November 2017."
Since installing ACT! Premium v20, it takes one to two minutes to open the act Address Book. I am using Outlook 2016. This occurs every time a user tries to address a new email. In v19 the same address book, with the same 3200 contacts, opened in less than one second. As a result, none of our ACT! users are able to use the ACT! Address Book (doing so would add 1 to 2 hours to a workday). Swiftpage tech support was unable to help me, and suggested I post my issue here. Does anyone have any ideas?
Post made based on customer feedback:
Can an option be added to make the Global toolbar smaller, or hidden? Most of the options on it can be done with a keyboard Shortcut, from the Menus at the top of Act! or using tabs on a Customer Contact record in Detail View.
Post on behalf of customer feedback:
In Windows in general when using an application it will remember the size of the Window and launch the same size next time. This issue was regarding Notes, in particular when you click the Note button in the Global Toolbar to create a new Note.
Can an option be added that will allow either the default size of Windows to be remembered or an option to select a different default size for the pop-up window?
Post on behalf of customer feedback:
An option in Act! to disable Rich Text Formatting as would not like hyper links for URLs and Email addresses as it makes them very difficult to copy from a Note to paste elsewhere.
This was not a feature in "older" versions of Act!.
I like seeing all of my Opportunities, regardless of where I view them, by newest to oldest Open Date, but ACT! defaults to displaying them from least to greatest Total value when I open the Opportunities Tab or Opportunities List. Seeing the opportunities with the smallest total dollar value displayed at the top of the list serves no purpose for me, and I have to re-sort them by Open Date whenever I view them. I would like to be able to set the display order once and always be able to come back to the Opportunities displayed in that order, regardless of whether I maneuver away from that area or shut down and restart ACT!. Please consider the possibility of adding this feature to ACT!. Many thanks.