Duessa Holscher

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• Sync MS Dynamics Marketing Lists to All Contacts Segments

  What's Changing Act-On Contacts users who sync with the Microsoft Dynamics CRM can now sync Dynamics static & dynamic marketing lists as a segment of All Contacts. To sync a Dynamics list, choose A...

  • Updated July 29, 2024 18:56
  • 1 follower
  • 0 comments
  • 0 votes

• NetSuite Sales Seat Authentication Update

  What's Changing NetSuite is upgrading its authentication and security protocols. If you have Act-On's tools embedded in NetSuite, like the Act-On Dashboard and Hot Prospects Dashboard, you need to ...

  • Updated July 11, 2024 12:28
  • 1 follower
  • 0 comments
  • 0 votes

• API Updates for Act-On Contacts

  What's Changing Act-On has released some API enhancements for our "All Contacts" API that helps users manage their Act-On Contacts data. These include:  Limit the fields returned when getting all ...

  • Updated July 09, 2024 09:58
  • 1 follower
  • 0 comments
  • 0 votes

• Zoom & WebEx Webinar Registrations in Act-On Contacts

  What's Changing For Act-On Contacts users who have integrations with Zoom or WebEx, webinar registrations can now be managed within Act-On Contacts. Registration forms can be set to submit new con...

  • Updated June 28, 2024 17:18
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts SugarCRM Sales Portal

  What’s Changing The SugarCRM Sales Portal (Act-On set of components within SugarCRM) has been updated to use the All Contacts list. Hot prospects can be filtered by choosing a sub-segment of pros...

  • Updated June 17, 2024 08:53
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts: Create Subsegment Now Defaults to Parent Segment's Folder

  What's Changing We're listening to your feedback! Many Act-On Contacts users have shared feedback that led to this change. Now, if you create a subsegment, its default location will be in the same ...

  • Updated June 14, 2024 09:15
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts: CRM Saved Report Sync On Demand

  What's Changing For Act-On Contacts users, the CRM Saved report sync function has been enhanced to support an 'on-demand' sync. Previously it supported scheduled sync or one-time sync.  To create a...

  • Updated June 06, 2024 12:45
  • 1 follower
  • 0 comments
  • 0 votes

• SugarCRM: Syncing Invalid Email Field

  What's Changing Act-On has updated our SugarCRM integration to enable syncing of the "Invalid Email" field (for both Marketing lists & Act-On Contacts).  In SugarCRM, a flag next to the Email Addre...

  • Updated May 31, 2024 11:27
  • 2 followers
  • 0 comments
  • 0 votes

• Act-On Contacts FTP Import & Export

  What's Changing Act-On Contacts is our consolidated contact management system, designed to keep your contacts organized on a single list. Now, you can keep contacts synced with an external system u...

  • Updated May 24, 2024 12:06
  • 1 follower
  • 0 comments
  • 0 votes

• Test A Form

  Once you've created a new Form, it's a good idea to test it! Here's a quick checklist: Tip: Using an incognito browser when testing Forms will prevent confusion with cookies that may identify you t...

  • Updated March 28, 2024 19:36
  • 2 followers
  • 0 comments
  • 0 votes