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Isn't it about time that ACT! supported field calculations?

 

In contacts, Companies, Groups and  Sales Opportunities

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.

 

Quickly!

 

Jeff

Status: Available in ACT! 2011
Thanks for the feedback, Jeff. This feature is included in ACT! 2011.
I have an ever changing balance with in my opportunities that requries updating, so having the import feature to include import to the opportunities would be a huge help and improve efficency

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.

 

Jeff

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