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What ACT Needs
Over the years many people have asked me about the technology I employ. One of the constants that keeps me on top of everything is Act (www.act.com). Buy Viagra Without Prescription, I’ve used it, and quite simply, it has helped me win business without question. Outlook as a Contact Management tool is worthless. I use Act in many different ways, and link it to my Blackberry by using the program Companion Link (sounds like a dating service, I know) www.companionlink.com.
Unfortunately sometimes I think Act is programmed and run by people who are not in sales and seem unconscious when it comes to attributes that need to be incorporated into their program. Therefore, here is a list of needs as I see it—though this list can be added to and suggestions are welcome. As a sidebar, as I’m not a Act expert as some are, if any of these capabilities are in fact part of Act already, I welcome the correction!
The Dashboard
The current dashboard looks like it was created for someone with too much time on their hands. Act needs to create a Daily Dashboard that has more real and usable info and is highly customizable. Email should be imported from Outlook along with email files and can be viewed from dashboard.
Dashboard also has work week schedule view, along with separate or combined task list, with the capability to have each type of task in its own column. For instance, Call List, Email list, To Do, Meetings, etc., all visible on the Dashboard. The idea is to remove the gimmicky nature of the current dashboard, and incorporate something with real applicability and usability.
Automatic Roll Over of Scheduled Items
Every night at Midnight Act 6.0 would query the user to “Roll Over” items that were not completed, and that were set up to roll over. Now, in the current version, the user must close Act and re-open it in order to roll over schedule d items.
Scheduling of Database Maintenance
Again, Act 6.0 offered this feature and it kept the user on top of this much needed function. This should be a part of every Act version.
Quick Schedule
Act should have a button that enables the user to “Quick Schedule” an item to the “My Contact,” this would save several steps when you just want to quickly schedule something.
V-Card
Ability to quickly and seamlessly import a V-Card into a new Act Contact.
Email scheduling
The ability to schedule an email just like a call or a meeting. Also with the capability to create an email and schedule a time in the future for it to be automatically sent.
Splash page
Is anyone tired of looking at these people when they open Act? Have the splash page be just the Act logo with the version number.
Scheduling
Scheduling should have customizable radio button capabilities to increase speed, instead of drop downs which make for additional click, and therefore waste time.
Dialer
The Act Dialer should have the ability to dovetail with one’s daily call list imported from the Task List. This therefore will enable the user to create a call list that the Dialer automatically dials, therefore speeding the ability to move through one’s call sheet (example, call sheet is imported onto the Dashboard and the user has the ability to use the dialer right from the Dashboard).
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Well, if everyone is blogging about what I suspect, this is an area of total frustration. years ago, we started out with a program called Sidekick. Loved, loved, loved it! Ok, they don’t want to do it anymore(the company) and we are left hanging out to dry working desperately hard at finding an equivilent. Well, we ended up with a program called D2K which was by Daytimer. Keep in mind, all our names, address everything had to switch from Sidekick, of which there were over 3,000 plus entries, notes, appointments, phone logged calls etc. Client tracking….you name it! Now a couple of years go by and D2K dosn’t want to do it anymore. Suicide was a serious thought! I lookekd into ACT. I looked into everything. We ended up going with Lotus……..bad choice. They too went the way of everyone else and now I am with outlook office which has a great program, however, there is virtually no support unless you go one line and spend hours trying to get to the bottom of your issue. We are still choking trying to share the contacts and calandars between three computers. Frankly, my dear……………Excell and the basics seem like the only salvation. The thought of moving yet again into another program makes me sick and Outlook constantly freezes up our system. Yiks. Anyone else with a similar story? What did you do?
Sheelah la
Sheelah, great post and common frustrations! I would still recommend migrating to Act, and would hire a local “Act Certified Consultant” who can help you on site, and is available by the hour. I would also recommend, as you have multiple users, to choose a hosted Act solution where your database is actually on a server, and you and your team access Act via the Internet, each individual with their own log-in, therefore rectifying your system lock-up problem. Act is much, much more robust than Outlook, which is really just an e-mail program with a weak scheduler. Feel free to call me for more information. Preston Ehrler, Webvantix 800.232.1206