Act document merges are often used to create Client letters, quotes, service agreements, and so on that require a Sequential numbering.
For example: in our company, Act is used to create numbered quotes & service agreements, but the numbering is tracked in excel spreadsheets. The appropriate "field" is then edited manually at the time the document is created, and the spreadsheet is updated accordingly. (To track that CSR-999 was issued to client X, for example).
Allow manager to define variable names (*NOT* contact fields) that can be inserted in Merge documents (just like contact fields are)
and can be incremented by X each time the variable is used.
This would improve the ability to use Act to automate business functions involving merges like quotes, agreements, etc.
my dialer does not work
sometime in the past i came across an article which sadi to del the pad file open act and it will rebuild the file
but i cant remember how to reopen act from the remote machine without the pad file
act 2007 v 9 windows xp pro
For those of us who regularly schedule whole day or half day events it would be helpful if you could set the time period for that task in scheduling preferences, i.e. Meeting - Default: 09:00 to 17:00.
Personal Activity - Default: 09:00 to 13:00
It all helps!
Could we have "Layouts" for the tables in ACT!?
Many useful "reports" can be obtained by exporting data from the Contact List, Task List or Opportunity List tables to Excel (or by simply printing the list). To avoid having to constantly manually change the viewed columns it would be convenient to save a chosen selection of columns, the column order the sort order and any applied filters to a file for future use. By doing this you could have a whole bunch of predefined table layouts available for future use.
Many users would like the ability to put a shortcut to a folder in the Documents Tab. In addition, it would be nice if the Document tab then showed the contents of that folder without having to open it.
Often, organizations will have project folders containing many files, including files generated by people who don't use ACT! A shortcut to a folder allows ACT! users to see all relevant files including those added outside of ACT!
It's time to standardise where attached documents go in ACT! At the moment, if I'm looking for attached documents they could be in a number of different places:
The Documents Tab
Attached to a History record
Attached to a Note
Attached to an Activity
This makes them difficult to find.
Can I propose that ALL attached documents and Links to Documents go into the Documents Tab
History, Notes and Acivities show Links to the relevant document or link in the Documents Tab.
Tracking communications and promotions is always a challenge. What would be neat is if I could create a Group for all the contacts who responded to a specific email blast or newsletter.
You an create a history record for say "090607-Email Sent" or "090607-Email Responded". What I would like to do is to create a Dynamic Group for all the people in say London who responed to the 090607 mailshot.
If we could include History and Activity Items in Advanced Queries we would be able to do this sort of thing more easily.
A simple example: We use act to track many communications with clients. Similarly, we send many packages, etc. to those same clients.
The Idea is this:
1. Allow an administrator to create a table that has some number of user-defined fields to be used to track the user-defined records
2. Act could automatically create additional linking fields that would allow the user-defined record to be linked to a Contact, a company, an opportunity, or an Issue (see my other idea for this one)
3. Allow that table to be placed on a tab
4. Allow users to create additional records in this tab, which are automatically linked to the current Contact; to his/her Company; and with a drop-down to allow the user to link the record to an Opportunity and/or an Issue
5. In the tab have a drop down that allows the user to view all the user-defined records filtered by company, contact, issue or opportunity.
I can think of a couple of alternative ways of implementing this - including adding user-defined fields to activities, and allowing additional tabs to display filtered views of activities (ie. One tab would display only the "shipment" activities", etc.)
- An implementation of this idea would allow small/medium businesses to use increasingly use ACT as the main tracking system for an increasing number of communications and interactions with clients.
Right now, the Act history can be used to determine "What did we SAY to this client" generally.
The ability to add user-defined tables/records could allows us to use Act! to track other interactions like "what package did we send them"?
Many client communications related to ISSUES (Customer Service, Problems, Special Requests, etc.)
I think this idea would be fairly simple to implement:
1. Allow an ISSUE to be defined against a company and contact. The issue would have a start date, "opened by" (contact), and status and TYPE. The type could be user defined, so we could have types like "HelpDesk", "ServiceIssue", "BillingIssue, etc".
2. Add a column to the History with the Issue ID or Description if the history is being shown in its entirety
3. Allow History to be filtered by ISSUE
Our company (companies) use Act as the central hub of client communications - but the problem is that MANY of our communications have to be stored in other systems - so we end up duplicating client data like company and contact info in other systems.
With these changes Act could truly be the communications hub, and allow much more process-specific communications to be tracked, AND Act would serve as a strong Issue Tracking, Helpdesk, or CaseManagement application.
I can tell you that we've considered switching from Act after many years - and this is one of the central issues that makes some competitive products more attractive.
A big issue is that after setting up your ACT! e-mail to automatically create history you find that confidential e-mails sent to people in your own company automatically appear in that person's record in ACT!
We need a way to disable this behavior.
We need to make Opportunities, Activities and History have Limited Access? I can make them Private or Public but not Limited. We are a trade association with competing members. The association shares a common Database of customers in India with a shared Sales Force. When a Opportunity is marked Private it excludes the Users in India (our sales force). If I mark the Contact as Limited Access and separate the competing members into Teams one or the other member is prevented from having access to that Contact.
What I really need to do is mark an Opportunity as Limited and have all Activities and History related to that Opportunity be limited to a particular team. Any thoughts?
Dashboard charts are a great way to make data contained within ACT! easily visible to everyone in the organization, and a couple of changes could make them even more useful.
One of the common management reports required by many companies is "How many outbound telephone calls did we make today / this week / this month". Strangely, it is not possible to obtain this information using the Dashboards and it is not a straight forward matter in the Task list either.
The first challenge is to decide how the organization is going to record this information in ACT! Essentially, there are two options; either schedule a call then clear it when completed, which many people find too laborious, or Record a History which is much quicker.
The problem is that whilst a Dashboard will let me see calls that have been scheduled in ACT! the filter options won't let me show just the completed ones, the default option shows all the open activities, but not the cleared ones, or I can check the "Show Cleared" box which then shows me both open + cleared activities.
What we need is an additional check box for "Show Open Activities", the user would then have complete control over the data displayed and would be able to see and record work that has actually been done as opposed to work that was just scheduled to be done! The same additional filter would also be useful in the task list.
The difficulty with recording calls as History records on the other hand is that History is currently not available at all in the Dashboards, which I believe it should be. I do however share the views in another post that having completed activities recorded in both Activities and History is confusing and should be addressed. I would be in favour of reducing History to be the "audit trail", and focus on Acivities for management reporting purposes. So instead of a "Record a History" button why not move the functionality to the Activities area and have a "Record a Completed Activity" button to speed up the recording of calls and to-dos that have not been scheduled.
The easier it is to get useful, common management reports out of ACT! the more likely it will be that organizations will want to use it as a key sales management tool.
The current Companies part of ACT! looks and feels like an afterthought. Many users also find it both confusing, not knowing where to enter their data, and awkward in having to potentially flip between two screens to fill out a record. I believe this could be better implemented.
The good points about Company View I see as:
- It allows you to quickly see contacts who are in that company.
- It allows you to see the relationships between parent companies and divisions.
- It allows you to see all the notes and history created in any contact record who is in that company.
The problems / limitations are:
- Users are confused whether they need to fill in the company level information or not.
- Companies don't get created automatically.
- You can't mailmerge company information, therefore to do this you have to link required fields to the contact record and remember to update the link, which is messy.
- Updating the linked records frequently causes problems by erroneously over-writing the contact level data.
I would propose that ACT!is restructured as follows:
- Company level information gets entered on the "Contact level" view only. In practice, this would not necessarily take up additional screen space. Perhaps an additional pane would be required, and we already have the SDK Middle Pane app which potentially could be adapted for this purpose.
- The Companies Detail View would be retained in all it's functionality except that it now becomes read only. All the information at company level is pulled from the contact level records.
- I would then also be inclined to have Opportunities linked directly to the Company name rather than a contact record ( when creating a new Opp you just select which of the contacts are to be associated with it.
The benefits would be:
- Entering data is now intuitive; it all goes on the "main screen" .
- You don't have to manually put contacts into Companies with all the confusion that entails.
- Contacts are also automatically linked, so that chore goes away.
- You can mail-merge any field on the screen, including Company level information.
- Company view would automatically show combined Notes, Histories, Activities, and Opportunities
I think this would make ACT! more intuitive, easier to operate, less prone to errors and omissions, and increases the funcionality and clarity of the software.
Many people assume that ACT! does this already and are somewhat perplexed to find that it doesn't. We also need to be able to automatically create companies when importing contact data. Probably the best way to handle this would be to have some additional options in Preferences.
Option 1 - Do not automatically create Companies from Contacts.
Option 2 - Always create a new company if it doesn't exist when adding a new contact and automatically add to a company if it already exists.
Option 3 - Always create and link a new company if it doesn't exist when adding a new contact and automatically link to the company if it already exists.