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Release Notes: APC 25_11

July 2, 2025

Enhancements

  • Import Companies - users can now go into the Import function and select Company instead of Contact, and then bulk load Companies and Company metadata via a csv spreadsheet
  • Act! Advantage - Projects - added the new project management tool for Act! Advantage users in the Additional Features area of Act! Cloud
  • Calendar - made some updates to the UI to make the calendar more readable
  • Opportunity - Add Product - adjusted the UI when adding a Product to Opportunities; made the drop down selector larger and added type-ahead search to the product field. 

Lookup Enhancements 

  • Fields will now remember your last selections
  • Added the Quick Lookup to the Left Navigation panel
  • Current lookup information is now displayed on list views.
  • Users can clear current lookup and return to All Contacts/Companies/Groups/Opportunities from list views.
  • Users can modify or replace an active lookup by selecting the entity type in the "Search For" dropdown menu in the lookup drawer (entity types with active lookups are no longer disabled in this dropdown).

Bug Fixes

  • Fixed an issue where the Alarm window would not pop up
  • Fixed an issue where Standard Users could end up with permissions not granted them
  • Fixed an issue where Added invitees would move from Invite to Associated in Histories
  • Fixed an issue where users could edit Closed Activities from the Calendar

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