It seems crazy to me that there isn't a way to create a Note/History Template with the most common types of Notes/Histories you are leaving. As an example, we have a list of specific questions that we need to ask during calls, it would be nice to have that be something that could populate via a template in the Note field. Right now, we are copying/pasting from Word but the formatting doesn't "stick" then you have to re-format in the Note - annoying and time consuming.
For offices that service clients, you would think they would be doing a lot of the same types of tasks daily - this feature would be a time saver and add value to your platform.
A Cloud user would like to be able to add a folder path to the documents tab in a contact. Then by clicking on folder path, the said folder would open.
Currently this method work on Act! desktop, however not in Cloud or Premium Web.
On the Cloud when you click Add in the document tab you can select Link (URL), a small window appears and you can give a name and an "Address (URL or Folder)". This part could, and has, mislead the user in believing this works as the desktop does. On the Cloud you merely see the folder path inputted and clicking on it has no response.
The Cloud user would like the 'Folder' part remove, to not lead to a miss understanding or that folder paths could be used, and react like on desktop and open said folder.
We use custom activities for all customer visits (eg. delivery, annual service, site visit etc). We need a break down of the type of visit and quantity over custom time periods. This means we can measure how many deliveries or services we are doing on a weekly, monthly or annual basis, and track growth. At the moment I have to export the data from the task list in Excel and then run a pivot table, but it would be much more efficient if there was an ACT report which would do this for me. We do not close off activities until the engineer's paperwork has been added to the system and any follow up work is completed which may take a couple of weeks. Therefore ideally the quantities in the report should include both open and closed activities.
It would also be helpful to have the same report with the option to break down the number of visits under each person who has scheduled visits against their name. For example John Smith completed 20 deliveries, 5 annual services and 7 site visits between x to x date, and then underneath the same information for all the other people who have visits scheduled in their name. This means we could measure the productivity of our engineers and see who did the most work every week/month/year.
I spoke to a technical advisor at ACT who said he has been asked for this facility a lot before so I think there should be demand for this functionQ
Create Lookup button for List View in web access (Cloud) is limited to current page. For example, if user creates search in Opportunities that gives as result list of Opportunities which is several pages long, user then cant apply “Create Lookup from Opportunity” button, to create lookup of all Contacts which were added to those Opportunities.
This is possible in the desktop version of Act! .
Currently the Pipeline View's Graph takes up too much screen "real estate" on laptops. It looks pretty but no much use ( as you can't drill down to actual Oppertunities) - the Oppertunity Stage oppertunities are of huge importance but you can only Scrol on each stage individualy - you should be able to have Scroll bar to scroll on all Oppertunities. A better option would be to resize the graph.
There is no function to place fields in subject lines in AMA.
I'm trying to place users first name in the subject line - this would be very handy as this will increase open rates.
ie: Your Going to miss out <first Name>
I'm sure other fields would also be useful - please fix this guys
The Go Kart Guy
For documentation purposes in a record, when clearing a scheduled CALL, I wish Swiftpage would add that I didn't make the phone call that I had scheduled, add it ot the history, and clear that activity.
Sometimes later you realize that you don't really need to make that call, but want a record that at least you thought of it but want to document that you didn't so you're not left wondering whether you did or didn't make the call, and not have it documented.
Should be an easy addition.
Frequently I need to reboot ACT for one reason or another.
It is not uncommon for me to see an error asking me to save or not save open documents.
I close everything I can find and even in Task Manager there is only ACT open and nothing under them.
My request is to add that list to the error message.
Currently the Oppertunity FILTER master default is Estimated Close date then Actual Close date. These pre-set options dont suit all companies and have been instrumental in loosing potential Act sales.
Why cant we choose OPEN DATE as default? Having to do a Lookup for OPEN DATE Oppertunties is cumbersome.
It would be useful to have the option to disable system activities (eg. meetings). We only use custom activities as this allows us to track and report on all our different activity types. However staff sometimes get confused and book a meeting in error which mucks up our reports. Therefore it would be helpful to have the option to set system activities to "inactive" just like you can with custom activities.
Currently you can select a custom date range when filtering Opps in the Opps LIst View. However, all you see is "Custom...". See attached graphic.
I'd like to be able to see the actual date range so that I know what I have selected.
Current version of Act! doesn't have the "Timer" feature when users access database via web (Cloud). Users often use "Timer" in desktop version not just to record calls, but also to record time invested into specific tasks linked to records in their database.
As we spend time in our copy of ACT year after year, we tend to continue adding contacts - some are useful and some aren't so much.
Additionally, positions change when mergers take place and people who were influencers tend to lose that role.
I would like to have the ability to move someone to secondary assuming the history, if any, would be lost. Having the name, though would be useful.
Right now the secondary contact doesn't have a notes field, so it would be nice add one as well.
I recently created the following lookup:
Contact -- E-mail -- Contains Data -- Nothing -- and
Contact -- E-mail -- Does Not Contain -- Opt Out -- And
Contact -- E-mail -- Does Not Contain -- OptOut -- And
Contact -- E-mail -- Contains Data -- Nothing -- and
( Contact -- E-mail -- Does Not Contain -- Opt Out -- or
Contact -- E-mail -- Does Not Contain -- OptOut -- And )
Option #1 gave the correct answer, but Option #2 continued to include the Opt Out variations.
It's probably my not understanding the rules of Boolean logic. If so, I would welcome the explanation..
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
Issue: Unable to view automatic remote database synchronization times in a web environment, or through a different remote database.
For example, an administrator of a four-person Act! Premium Cloud subscription wants to ensure that all of their remote databases have synced successfully, but they are unable to view the sync log in a cloud environment. The administrator would also be unable to view the information through an offline client, as the sync log will not show other remote database synchronizations, only the currently accessed RDB file.
Current solution: Enabling email alerts for automatic synchronizations through the Act! Scheduler, which can be read about here:
How can I configure the Act! Scheduler to send me e-mail notifications upon completing tasks?
Suggested potential fixes: Enable remote databases to view sync history for all other RDBs associated with their database, or enable this information to be viewed within a web environment.
We have repeatedly asked for the ability to add any contact fields to the task list and add-ons are available to do this but it should be a basic function.
The task list with this ability becomes a loading and scheduling tool for deliveries and field activity scheduling and would greatly enhance ACT.
PLEASE add the option to include a column for the 'State' where the contact is located in the 'Task List' view.
We have multiple prospects throughout the US, with a number of tasks on our list to contact them, so we would like to separate/filter our task list based on the state where the contact is located. This way we can focus on NY prospects in the morning, and CA prospects in the afternoons.
I'm surprised no one has requested this before, nor is it a feature. This should be standard - as it should be so easy to filter your task list based on geographic location.
I'm sure many of us are looking forward to this upgrade!
Thanks in advance!
The standard Contact Reports do not permit any reporting on associated Custom Tables.
Being able to record data in Custom Tables linked to a Contact is great, not being able to report on it is very poor.
For example, if the Custom tables were Job Tickets you might want to report on these for specific Contact.
In the case of our client the Custom Tables are Property Records. We need to be able to generate a report detailing what properties are linked to a Contact, ideally we would want to be able to include specific Custom Table data fields.