With in AMA Landing Pages you can add Control with type Date.
You set your question and you can put in a default answer. However there is no option to have default answer to be todays date (ie: whenever the customer is filling out the questions).
Using the Create date in Act as an indicator is fine, but this can not be pulled in AMA merge tags in templates.
When attempting an advanced lookup using two fields in the opportunity layout that included User1 and Contact, the lookup failed. Unfortunately, while the Contact field is listed as a field on which to search, it will not recognize anything other than the first one as sorted in alphabetical order by last name.
It was several years ago that I created a field called “End User” and adjust reports to select that field instead of just contact.
Please allow us to search on the contact names that have been added to an opportunity or remove Contacts from the field selection list.
Please consider creating a new product forum: Act Marketing Automation (AMA).
In searching a problem recently, I found it difficult to find anything on the problem I was having.
Currently in Act! Cloud, when you choose to use military time for activities, in the Daily Calendar View the time intervals are in regular time instead of military time. However, the activity list on the same view shows the activities in military time.
Also, I would like to be able to shrink the size of the interval area, but the divider between it and the mini calendar and activity list is not moveable.
When emails are auto attached from Outlook, the font size in the created history record is always 8. Even if the Act! fonts settings are set to different values, it always records in size 8. Please add a user setting to control the Outlook history creation font sizes.
Creating remote databases for a Cloud hosted or GS database is a royal pain. You have to use the lousy database creation wizard instead of the tried-and-true Synchronization Panel that exists on the desktop version.
- Functionality for creating multiple RDBs at once
- Ability to manage/delete unused RDBs
Add feature which would allow adding AMA Campaigns into groups/categories. AMA Users could then use such feature to filter Campaigns in AMA Campaigns list.
It would be great to have a countdown timer to an event or deadline to create more urgency.
there is even a template in AMA for this "Diamond Events"
but after calling support there is no easy way of doing this I need to find a third party site and then embed html code into act email/landing page.
Has anyone done this?
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! .