Logging in to APFW can take a minute or more, which seems like forever whilst you are looking at "Preparing your Database.......".
So, if we all start work at 08:30 could we not get the Scheduler to log-us in to Act! before that time?
That way the connection time would be reduced to the time required to confirm the log-in credentials and open a web page.
I wonder what the time saved would be to the end user?
ACT support the grouping of users into teams, but you cannot choose a team when configuring reports or a dashboard.
It seems a logical step to add this functionality and make configuring dashboard views and reports a whole lot easer for manageres managing sales teams, service teams sales regions etc.
We love the number of options that you have for viewing Tasks/Activities.
Are you able to add 'Today and Past' as an option, so we can see everything that is due today + anything we've missed in the past?
Tasks in calendar currently are color coded, which appears only as a thin margin to the left of the block. Difficult to read the color unless looking very closely. Certainly does not catch the eye. This feature will be much more useful if the block itself is colored, as with the Outlook calendar, giving instant assessment of the upcoming day or week. A quick glance at the calendar shows how much time is being allocated to productive activities. Outlook users tell me they would hate to give up the Outlook calendar to switch to Act! Is anything in the works?
The Record Manager field is not editable in List Views.
This means that if you have a list of 100 new company records that you just imported, they will, by default have YOUR name as the Record Manager. If you need to edit these to change them to the names of the actual Account Managers who will be looking after those Companies you have to constantly flick between Company List View and Company Detail View in order to edit them.
We need the ability to edit Record Manager fields in list views.
It would also be useful if the Company views worked in the same way as Contact views so you could lookup the companies of interest from the Company List view then change to Company Detail view and scroll through just the Company records you selected using left/right arrows.
Currently when viewing a chart of data on a dashboard - for example a pie chart that shows opportunities by stage, or activities by user - if you click on a particular segment in the desktop version of the program then Act! creates a lookup of only those records that are in that particular segment.
However, if you click on the same segment in the dashboard using APFW in a browser then you get a lookup of all activities/opportunities that meet the main filters (those set under the filter button at the top of the chart) and not just the ones that are in the particular segment.
E.g. on Desktop: 100 opportunities under the same process - 25 of which are in the 'Negotiation' stage. When clicking on the 'Negotiation' section of the pie chart a list of the 25 opportunities in negotiation comes up.
On APFW when you click on the 'Negotiation' section of the pie chart a list of all 100 of the opportunities comes up.
The functionality should be updated so that the behaviour of the click through is the same in the desktop and web versions of the product.
I am an old DayTimer user. ACT's calendar "Daily" view ALMOST duplicates the classic Daytimer look with one great problem. The screen will show tasks, calls, meetings or whatever you choose on both the calendar portion and the list portion of the screen. This doesn't make sense since the two spaces do two different things. The same problem exists in all the Calendar views.
I want my calendar to show TIMED events, such as a meeting that starts at 10AM. Untimed events simply clutter up that space. I want the list view underneath the mini calendars to show the UNTIMED tasks, calls or other things I need to do. If I wanted a complete task list I would just go to the Task List. So the Task List in the Calendar View serves no purpose.
I would like to see the user be able to adjust SEPARATELY what types and priorities go on each side of the calendar. Then I could show timed events and Day Long events/meetings on the calendar and just the untimed events (usually, calls and to dos) on the list.
It would be perfect if you could actually separate timed and untimed events. However, just being able to separate Types and put Meetings and Appointments (that are usually timed) in the calendar side and Calls and Tasks (which are usually not timed) in the list side would be a huge help.
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.
The Contacts section of Act! has an "Email" field type that allows email addresses to show as a clickable link.
This is not available in the Companies section, but would be useful to include for companies that have a central "reception" email address.
As an additional note, if easy to implement, it may also be useful to add a field type that allows users to type their own links, eg "mailto:email@example.com" or "ftp://fileupload.yourdomain.com"
wanting to directly integrate Act! with Mail Chimp from within the Act! program - advised there is 3rd party software available to do this (sent info) but advised it wasn't a seamless integration and customer feels it would be of great benefit to him and other Act! users if this was possible.
Administrators should have the option to disable all "make XXX Private" options within the database. (Notes, History, Opportunities, Contacts, the lot).
This would prevent users "hiding" information from the rest of the team.
I would like to see Activities (Calls and Meetings in particular) entered on the Contact History tab by doing a "Create History" show on my Calendar views as Completed Activities.
Currently the only way to record an incoming call or a chance meeting or drop-in and have it show in the Calendar is to Schedule it on the Contact Activity tab, then Clear it.
From years of using paper diaries and planners I still prefer to use Calendar view as the main way of quickly reviewing the past week/month's calls and activities. Using History reports etc is slower and requires setting the parameters etc, and doesn't give the same quick overview of the week or month that a calendar view does. Also you can't click on a Contact in a report to get into the detail if necessary.
Consequently I never use the Create History function, but also don't like the time wasted on the double entry process to get around it.
Posting on behalf of a customer: would it be possible to have boxes with curved edges in the Layout designer?
If it's not possible to change the rectangle shape, maybe provide a real drawing tool to make your own lines/shapes.
I've recorded this feedback as an idea and moved the posting to the ACT! Premium board so any feedback about doing this in ACT! v11 can be received there.
99% of secondary contacts are in the same company as the main contact, so there's no need to fill in the Company field in the secondary contacts. So it would save (yet another) click if the cursor was, by default inthe Contact field, not the Company field.
And....if we could rename the rest of the secondart contact fields the whole feature could be used for so many different things. Lets make Secondary contacts the user configurable custom table that never got delivered.
I have a small program that I use (not ACT) that allows me to add a custom color field to any event. Therefore, when I create a calendar, I can color different events (personal, work, church, school) and then have them show with a color or background when I print/view the calendar. It is a really handy way to separate events. MS Outlook has a category field which allows you to color different activities as well.
Sometimes when I make a call, I am not making it for work but for my family or my church, etc. It would be huge if ACT could distinguish these.
ACT has no way to do that other than to use the TYPE field to separate these types of events (that is, add Personal, Church, School to Call, Todo in the Type list) You can create a category field for a contact (ID/Status) but there is not such field for Activities.
CONTACTS panel - 'DETAIL' View (SUGGESTION #5):
I apologize in advance if some of my suggestions are redundant, or if there are alrewady work-arounds or ways of implementing my suggestions on an individual, custom basis at present -- I have not had time to go through all of the suggested changes & improvements here yet.
I currently use Outlook 2003 simultaneously with ACT! For Real Estate v12. I would like to eventually be able to discontinue needing to use Outlook entirely and rely completely on ACT! For Real Estate, but the full Outlook functionality is not there yet.
I would like to see the following changes / additions / improvements made within ACT! For Real Estate (and possibly, in ACT! in general, if others think they're useful).
CONTACTS panel - 'DETAIL' View (SUGGESTION #5):
Outlook allows for each contact to have up to THREE DIFFERENT E-MAIL ADDRESSES, which can be individually selected from a drop-down list (E-mail, E-Mail 2, E-Mail 3).
ACT! Only allows for ONE e-mail address per contact, with no means of designating what type of e-mail address it is (home, work).
MUCH MORE CRUCIALLY, however, Outlook ADDITIONALLY provides a “DISPLAY AS:” field for the e-mail address.
When the User enters a Contact’s e-mail address, that user-entered value is automatically copied to the DISPLAY AS: field, where it can be edited by the User.
When the User edits the value in this field, they are NOT changing THE ACTUAL E-MAIL ADDRESS for the Contact; rather, they are editing and changing WHAT VALUE WILL BE DISPLAYED for the Contact’s e-mail address in e-mails sent to the Contact OR TO OTHERS.
THIS IS A CRUCIAL AND THOUGHTFUL ADVANTAGE FOR OUTLOOK.
MANY PEOPLE ARE (RELUCTANTLY) OKAY WITH PROVIDING THEIR E-MAIL ADDRESS, but –ONLY- SO LONG AS THAT E-MAIL ADDRESS IS NOT DISPLAYED IN THE ACTUAL E-MAIL WHERE IT CAN BE SEEN BY OTHERS, because THEY ARE AFRAID OF THEIR E-MAIL ADDRESS BEING ‘HARVESTED’ AND ADDED TO SOMEONE’S SPAM MAILING LIST.
E.G.; my e-mail address might actually be my actual email address… but, on my e-mails, all one will see in the “FROM:” field is “Karasick, Phil” .. NOT the full e-mail address for me, which I may not always wish to provide or have seen.
I would like to see the following changes / additions made:
- Add additional E-MAIL ADDRESS data entry fields (possibly combined into a single drop-down data entry box, i.e. Outlook), sufficient to allow for up to three total possible e-mail addresses per contact.
- Add an additional “DISPLAY AS:" user-enterable / editable field, allowing the User to edit and change how the Contact’s e-mail address and/or identify will be displayed on outgoing e-mails, e.g. match Outlook’s functionality.
[Edit: removed email address]