ACT! 2010 Service Pack 1 Released
Sage have
announced
the availability of
the refreshed Service Pack 1 for:
-
ACT! by Sage 2010
-
ACT! by Sage
Premium 2010
-
ACT! by Sage
Premium for Web 2010
Service Pack 1 - New Features & Product Improvements
Opportunities
-
For new
databases, the Weighted Total column has been
removed from the default Opportunity List view.
After extensive user testing, this field was
confusing to new users. This field can be added to
the list view at any time using the customize column
function.
-
The total
value of the opportunities in the list view is now
shows at the top of the list view for easier
identification.
Navigation/Searching
-
On the
global toolbar the search button will not access the
Keyword Search dialog. On the Keyword search dialog,
the gridlines have been removed from the search
results and instructions have been added to the
dialog on how to open the records in the results
area.
-
The order
of the items in the View menu has been changed to
match the order of items in the navigation bar.
-
The 'view
Groups/Companies' functionality that was previously
present as a button on the Contact Detail screen has
been added back in as a related task in the left
navigation for the contact detail view.
Groups and
Companies
A count for
the total number of contacts in each group and company
have been added to the detail views for both group and
company records.
Mail Merge
Wording has
been added at the end of the mail merge dialog to alert
users that when they click 'finish' on the last pane of
the wizard, the mail merge will automatically begin.
Task List
The 'location'
field is now a field available to add to the task list
view and will be in the default task list view for all
new databases.
Histories
Users can
create a history from a document created in ACT! without
printing it.
Fixed Issues
Performance
The following
performance enhancements have been included in ACT! 2010
SP1:
-
Time to
Launch ACT! improved
-
Time to
open the Opportunity View improved
-
Time to
perform a lookup by last name improved
-
Time to
run a contact report improved
-
Time to
perform a mail merge to email improved
-
Time to
open ACT! with the Dashboard as the default initial
view
Activities/Notes/Histories
-
When
creating follow-up activities after clearing
activities on Opportunities, Groups and Companies
are not automatically associated with the activity.
This issue has been resolved.
-
When
clearing personal activities, the icon shown in the
history item does not match the icon in the
activities item. This issue has been resolved
-
The
default start time when you schedule an activity
from Daily/Work Week view does not default to system
time. This issue has been resolved.
-
Timeless
activity dates changes to previous day if users are
in different time zones. This issue has been
resolved.
-
Logged in
user's activity records are displayed when filtered
specifically by that user, but not when filter is
set to "All Users". This issue has been resolved.
-
When
recording a history of a call on the current day
with the record indicating the call was completed on
the previous day, the “Last reach” field shows
today’s date as the last reached because the record
was updated today. This issue has been resolved.
-
Clearing a
reoccurring activity after editing the item from the
Task List reschedules another activity on the
original date. This issue has been resolved.
-
When
scheduling activities in the Opportunity, Group or
Company detail view, the activities do not
automatically show in the Activity tab until the
user saves the record. This issue has been resolved.
Opportunities
-
When doing
lookups for Opportunity statuses, the values that
appear in the drop down menu should be the actual
statuses (Open, Closed-Won, Closed-Lost, etc) but
instead they are numeric values (1, 2, 3). This
issue has not been entirely resolved, but some
wording was added to the dialog to instruct users
who are doing a lookup which values to use to get
the required data.
-
Users will
be unable to change the security level for a private
Opportunity directly to Limited Access. They must
first change it to public and then switch it to
Limited Access. This issue has been resolved.
-
If a user
modifies the precision values of the Opportunity
product fields (example: 1.24 to 1.24135) in the
define fields dialog and then navigates back to the
Opportunity detail view, those changes will not be
reflected until the user closes ACT! and reopens it.
This issue has been resolved.
-
When
creating a contact lookup on a selected group of
Opportunity records in the Opportunity list view,
the results returned are incorrect. The results show
all contacts appearing on any Opportunity in the
database instead of only those contacts associated
with the selected Opportunities. This issue has been
resolved.
-
In the
Opportunity detail view, if a user clicks on the
Groups/Companies tab, and changes the drop down to
show for “companies” and then clicks on the
“Add/Remove Companies” button, the dialog that will
open will default to adding groups instead of
companies. This issue has been resolved.
-
In the
Opportunity layout, a user can add the following
fields to the layout multiple time: Status,
Probability, Process/Stage, and Associate With.
However, although the fields appear to be added to
the layout, they will not actually appear in the
layout more than once. This issue has been resolved.
-
In the
Opportunity layout, a user can add fields to the
product/services tab in the layout designer, but
those fields are not actually added to the layout.
This issue has been resolved.
-
If a user
removes the cost field from the products tab in the
Opportunity detail view, it is no longer possible to
add products to the Opportunity. This issue has been
resolved.
-
When
invoking the 'Share with' dialog from the history
record on the Opportunity view, the dialog to select
the share with records takes over a minute to
launch. This issue has been resolved.
-
Clearing
an activity that is associated with an Opportunity
does not associate that Opportunity to the history
record that is created. This issue has been
resolved.
iCalendar &
Microsoft Outlook Integration
After
configuring an ACT!/Outlook rule, Outlook is
unresponsive for up to two minutes. This issue has been
resolved.
Contacts
-
In the
Contact Detail view, the date and time under the
Notes/History tab is left justified and centered
vertically instead of being vertically placed at the
top of the row. This issue has been resolved.
-
In the
Contact detail view, the Date, Time, and Results
fields are not aligned within History item. This
issue has been resolved.
-
In the
Contact List view, users are unable to use Edit>Copy
or Ctrl+C to copy a contact record. This issue has
been resolved.
-
If a user
selects all records in the Contact List view using
Ctrl+A, the selection takes more than a minute to
complete. This issue has been resolved.
Dashboards
On the 'Top 10
Opportunities' dashboard chart, if a user clicks on one
of the Opportunities, makes a change to the opportunity
that would be reflected in the data displayed in the
chart and then navigates back to the dashboard, the
chart will not reflect the updated changes to the data.
This issue has been resolved.
On the
'Opportunity Pipeline by Stage' dashboard component, if
the user sets the filters to display all stages and then
clicks on a section of the pie chart, it does not filter
for the correct opportunities. This issue has been
resolved.
Conversion/Import/Export
-
After a
failed database backup, there are large .BAK files
in the \Backup folder of the datastore. This issue
has been resolved.
-
During
conversion, Contact and Group dropdown lists are
created in the target database if they do not
already exist. However, if the user has created a
custom field in 6.0 and assigned dropdown list
values, and the name of the field is already
assigned to a System Picklist in the target
database, conversion will fail. This issue has been
resolved.
-
If a user
attempts to import text delimited data into currency
fields, the values are not correctly imported. This
issue has been resolved
Misc
-
On the top
row of navigation buttons in ACT!, the “View Email”
button opens a new email when using Outlook as the
email editor. This issue has been resolved.
-
When using
the 'Edit/Replace' functionality in ACT!, if a user
chooses the record manager field, it is not
available. This issue has been resolved.
-
If a user
un-checks the box in the define fields dialog to
allow users to edit items from the list, the 'edit
list' value still appears in the drop down list.
This issue has been resolved.
-
When
adding a date field to the database and layout, if
the value of the date field is populated, saved and
then erased and saved, the value will reappear. This
issue has been resolved.
-
If a user
right clicks on the 'create date' field, the 'Lookup
Create Date' option does not appear in the right
click menu. This issue has been resolved.
|