Suggest you stop confusing users by having mail merge fields called <Business Line 1>, <Business Line 2> in the default templates.
Not sure when this started, (or even, how it works?) but the fields on my screen are labelled Address 1, Address 2 etc , not Business Line 1, Business Line 2, so how yould you expect users to assume they are tthe same? And, of course, if you wish to add <Business Line 3> to a standard letter template from the Add Mail Merge Fields window you find it isn't there.
It's complicated enough without deliberately making it more so ! ;-)
HIPAA would frown if you showed the year that someone was born. Just let the [Month and Day] be there [MM-DD]. And as a result you can do a search on people whose birthdays are coming up as well as have them pop up in a report and list them on your calendar. If it get to cumbersom, add a birthday calendar.
Act must make this map prospecting feature available to benefit every sales person who still schedules in person sales calls.
See screen shot #1 & #2 and note the URLs are the same in both pictures also important to note that all of these companies are in my Pipedrive database and are prospects.
This is a superior prospect targeting feature that PipeDrive offers that allows a sales person working with a particular prospect, lets use McDonald’s in Oakbrook Illinois for example that allows a sales person to identify other prospects within a certain distance away.
For example, when I want see other prospects with a set distance away from McDonalds, (see line under actual map that says SHOW NEARBY ORGANIZATIONS WITHIN (TBD MILES) and when I click the SHOW button companies in my database with populated addresses are identified with a blue marker and other important information.
I want to buy ACT but I really need this single feature for my sales management.
Please at your earliest opportunity if this is available in ACT!
I want to have a blank DAILY/WEELY calendar I can print along with my daily calendar so that when I schedule an appointment with someone, I can fill in a blank calendar rather than clutter my current calendar. Why is there no option for a blank calendar?
I am a big fan and heavy user of the Act Web Links with a hundred or so custom links that I have created in my database. I am challanged to maintatin some sense of order to them as it relates to my level of use and priority of order of the various links. I would be ideal if there was the abililty to create a user defined heirarchy system to be able to organize the links to rank my most frequently used to least...or catorgize them by a user defined type.
It would also be helpful when I have created a database, that is going to be installed on another Act users computer, that the web links would carry over with the database file.
Is this in the works for Act 2010 or future versions?
When using the "Record History" or Ctrl H function to record a history, the event does not show up in the activities tab or on the dashboard view. The history recorded this way should be available just as a scheduled event.
I have recently upgraded from ACT! by Sage for Financial Professionals 10.0 to the 12.0 version. I am trying to get things set up as I had previously, i.e., fonts, colors, startup windows etc. but I have found that I can't set my calendar as a default in start up. Tools, preferences, start up views. I called tech support but was told that was never an option as far as he knew and that it is not an option now. PLEASE put all options in the drop down window and allow us to add/remove to create our own views. I like to have my calendar, contact detail, and contact lookup, shrunk and opened in their own windows on my screen at one time. Much more user friendly.
Loyal ACT user
Moved to Sage ACT! discussion board
Moved to Sage ACT! discussion board for greater exposure
I had a request from a client to enhance field security where if a field is blank it would be aviailable for anyone to enter information into it, but if someone enters information into the field, it is governed by field security. This type of field security would be great for a salesperson field, where if a lead is unassigned, anyone could claim it, but as soon as the field is filled in, it becomes read only or it would behave as defined by field security. Currently, field security cannot be set to behave differently if the field is blank or is filled in.
Love that the latest Act! Scheduler lets me send an email with result of the backup.
However, if the email provider fails (i.e. Exchange falls over) then there is no email. No email does not therefore mean no problem.
I'd like to see Act! Scheduler work with Act! itself such that if a scheduled task fails, it produces a pop up alert for all Administrator level users in the Act! database.
Develop an “Attach Folder” field format similar to an attach file function for a contact or group record. The new “Attach Folder” field format would be show as part of the main contact or group record. Upon clicking the Attach Folder field a new window would open the folder for instance, Z:\Ron\A CLIENT\Test. This would allow a user to quickly jump to the folder with all of the contacts data. This should be a field format, not part of the notes section so the that field is always show as part of the contact or group.
please make it fast also.
Actually when we clear a past activity, it is cleared on the scheduled date and time. It will show as well in the history.
I would like a button of a option to clear at the actual time-date, so I don't have to change it every time I clear a activity.
Ex: I made a call that was scheduled yesterday. And I do it only today.
When I clear by default it will clear with time - date it was "scheduled". If I clear it without changin the time. In the history I will see I called the client yesterday, but It's not true, I called it today.
Many times I complete an activity after I have it tasked on my calendar. When I go to clear the activity, I use the drop down menu on the "Date" and click on "Today". However, for the Time section, there is no drop down menue....well there is, but it shows the entire day.
It would be nice to have in the "Time" dropdown menu a "NOW" selection that would put the current time in the activity completion.
Example: A To-DO task to send an email to a customer for Tuesday May 27 at 2pm. However, I did it today at 1048AM Wed May 28--so when I go to complete the activity: a) I click on the drop down DATE menu and click on TODAY, and b) I manually have to put the 1048 into the time slot as there is no "NOW" selection.
Windows 7 has a nice fax program that can broadcast fax along with attaching documents. It would be great to be able to pick this software in the ACT! preferences.
We've seen this new feature of ACT Premium 2011 about syncing ACT contacts to Outlook Contacts. We just made some test with this new feature and the syncing of ACT to Outlook contacts went ok and no error messages like the ones encountered by other members of this forum.
But we found some problem with the datas that was synced from ACT to Outlook contacts.
Some fields are not populated properly when the contacts are synced to Outlook.
It seems that the default layout/fields that's being used by the Outlook Contacts Sync feature are just the ones on the Basic Layout.
Is there a way we can use our customed layout other than the Basic Layout(s) to populate the fields on Outlook when the contacts are sync?
For example, the phone field, can we use other phone field and not the ones that are on the Basic Layout?
Please let us know how is this done or if this is possible.
Any help and suggestions will be appreciated.