Question: What Feature Improvements have Been Released for Act! Companion?
Product: Product Family: Act! Companion
Note: This article includes updates specifically for the Act! API only. To check out all the new features by product and version, please see the following website for What's New Since Your Version
If you would like to see articles on the improvements for Act! as a whole, Act! Marketing Automation or the Act! API, please see the following articles:
Companion 2.7.3 (Requires API 1.1.25.0)
| Key |
Summary |
| AC-234 |
Company List - Call - No phone number |
| AC-241 |
History - Can't go to company from history details |
| AC-242 |
Calendar - Calendar Day view, stuck on Loading screen |
| AC-246 |
History Edit - Not displaying formatting |
Companion 2.7.2
| Key |
Summary |
| AC-230 |
Translations - 2.7.2 |
| AC-231 |
Create New iOS signing Certificate |
| AC-233 |
Support Rich Text Paradigm differences across v21 and v22 SDK |
| AC-193 |
API Validation for 1.1.X |
| AC-224 |
Able to perform Call and Email action, on Contacts without Phone numbers or Email address |
| AC-229 |
Update Companion Banner |
| AC-232 |
History - Locales - Cannot create new History item in act! Companion, with French or German Setup |
Companion 2.7.1
| Key |
Summary |
| AC-222 |
Device Interaction Setting - Call/Email/Text doesn't work until setting is modified |
| AC-223 |
Companion 2.7 Call, Text, map and Email features don't work on iOS and Android |
Companion 2.7
| Key |
Summary |
| AC-27 |
Notifications when logged out |
| AC-28 |
Error Messaging on Forms |
| AC-54 |
FR/DE Text Wrapping |
| AC-178 |
Clear Activity - Confirmation Popup |
| AC-181 |
Android - Navigation Icons are pushed off the screen, when going into detail views or pulling more list data |
| AC-190 |
Activity List Doesn't Load Activities |
| AC-195 |
Delete History - Shows HTML tags |
| AC-197 |
Personal Email field |
| AC-202 |
Edit Contact - Add Phone Number - Displays in APFW with [0] in front of the phone number |
| AC-221 |
Business card scanner - Scanned Cards no longer save to contact |
| AC-156 |
Notifications: Activity Type Configuration in Settings |
| AC-165 |
(Research) Record Device Interactions from Companion to History |
| AC-169 |
UX for Record to History |
| AC-170 |
Record to History from SMS Text |
| AC-171 |
Record to History from Mail App |
| AC-172 |
Record to History from Phone App |
| AC-174 |
Favorites View |
| AC-175 |
Favorites List |
| AC-176 |
Favorites Quick Action on Lists |
| AC-177 |
Favorites Quick Action on Detail Views |
| AC-185 |
Build Automation for Mac Mini |
| AC-198 |
Record to History - Call from Company |
| AC-199 |
Create History from Call/Text/Email Routing |
| AC-200 |
New Setting to Bypass the Record Device Interaction to History |
| AC-209 |
Color of Filters Change to Light Blue |
| AC-210 |
Update UX to be standard list coloration and styling - All White |
| AC-211 |
Add Lock/Unlock toggle for drag & drop of favorite items |
| AC-212 |
Remove Activity & History from the Favorites Feature |
| AC-213 |
Description for the Record Device Interactions to History menu item |
| AC-214 |
Capitalization on the Settings - Need uniform case sensivitiy |
| AC-215 |
Add Messaging for Application of the Settings |
| AC-216 |
Need to Add Text / Placeholder when no Favorites Saved |
| AC-217 |
Capitalize F for Favorites |
| AC-218 |
Make Text Larger on Details Screen |
Companion 2.5
| Key |
Summary |
| Proximity Search |
Proximity Search allows you to see contact records within your current local area, or an area of your choosing. Choose your own radius to perform a condensed search or a wider area search. Show directions to reach contacts within your specified proximity. Note: Requires Act! v21.1 and above. |
| Groups |
View and create database groups from within the app. Add contacts, associate Opportunities, Histories and add Documents. |
| New Activity & History Filters |
New Filters introduced for Activities and Histories. The filters available are Date Range, Activity Type, Users, Contact, Private or Public. Individual or multiple Activities can be selected from the dropdown list. |
Companion 2.6.1
| Key |
Summary |
| AC-179 |
Implement RTF Conversion Updates for Notes |
Companion 2.6
| Key |
Summary |
| AC-83 |
Poor German Translation for 'Remember Server and Database' |
| AC-103 |
Translation - Nouvelle Activite Unassigned |
| AC-111 |
Clear Activity from Details |
| AC-146 |
Notes: Update a Note |
| AC-158 |
Rich Text Format Support for Notes and History |
| AC-159 |
Clear Activity Types |
| AC-160 |
Note Detail View: Add Ability to Associate Notes to Other Entities |
| AC-161 |
Clear Activity by Custom Activity Types Unassigned |
| AC-163 |
Translations - Improvements for German Unassigned |
| AC-164 |
Contact Details - Activities are displayed incorrectly. |
| AC-111 |
Translations for 2.6 |
| AC-111 |
Calendar shows activities for all users |
Companion 2.5
| Key |
Summary |
| Proximity Search |
Proximity Search allows you to see contact records within your current local area, or an area of your choosing. Choose your own radius to perform a condensed search or a wider area search. Show directions to reach contacts within your specified proximity. Note: Requires Act! v21.1 and above. |
| Groups |
View and create database groups from within the app. Add contacts, associate Opportunities, Histories and add Documents. |
| New Activity & History Filters |
New Filters introduced for Activities and Histories. The filters available are Date Range, Activity Type, Users, Contact, Private or Public. Individual or multiple Activities can be selected from the dropdown list. |
Companion 2.4
| Key |
Summary |
| SMS Messaging from a Contact Record |
In the Details view of a Contact record you now have the ability to send an SMS message by tapping Send Text. |
| Attach Documents |
View documents attached to a Contact, Opportunity or Company record, including .pdf, .doc and .csv files. Attach your own photos to a Contact, Opportunity or Company record. Delete documents from a Contact, Opportunity or Company record. |
| User Configuration Settings |
The User Configuration Settings allows you to re-order and configure the Navigation Menu Order, and also allows you to change the Initial View. |
| Business Card Reader |
When creating a new Contact record, you now have the option to scan a business card, automatically pulling data into the new record. |
Companion 2.3
| Key |
Summary |
| Global Search |
There is a new navigation menu, with additional options. Now with Global Search. Search across Contacts, Companies, Opportunities etc. |
| Enhanced Lookups |
Enhanced Lookups and filters on Contact and Company list views. |
| Companies views |
Companies now appear in their own section, in a list. Companies can be searched for, expanded to show details and related items, edited and created. |
| Calendar view |
Calendar now appears as part of the Activities section. Choose to show Activities, Histories or both. Calendar can display daily, monthly or yearly view. |
Companion 2.2
| Key |
Summary |
| History |
History can now be accessed in its own view using the Global menu, and it extends beyond 24 hours. |
| Activities |
Activities have now been expanded beyond 24 hours. |
| Notifications |
Notifications have been given context, Opportunities generate notifications, and within the Companion Settings menu you can now control notifications directly in the app. |
| Contact Details View |
Within the Details view for your Contacts you can now see associated History, Activities and Opportunities, as well as create new entries. |
Companion 2.1
| Key |
Summary |
| Opportunities |
Database Opportunities now available in Act! Companion. View and Filter, Edit, Delete and Create Opportunities, all on-the-go! |
Companion 2.0
| Key |
Summary |
| Act! Insight |
Guide decision-making with rich insights from interactive, graphical Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for sales productivity and performance, sales pipeline health, top performing products, and more. To view your Insight dashboard, click the Act! Insight button. |
| Updated UI |
Act! Companion has been transformed! Experience an all-new look with modern and mobile-friendly design updates. You can count on the same great functionality from the previous versions, but now, Act! Companion has been optimized to help users work quickly with easily discoverable actions, a simplified login experience, and access to all available dashboards in the Act! Insight view. |
