Problem saving notes and scheduling to dos

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Stephen Nestel

• 18 December 2014 02:39

I cannot save my notes either. I think it is a problem with my browser setting or Security software..

I use Chrome with Windows 8.1.

Can you provide a walk through? Is there live help available? Do you have tech support?

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• Official comment

  

  Act! Team

  • 18 December 2014 15:08

  Hello Stephen,
  Thank you for contacting Act! Cloud.
  Can you tell me more about the problem you are having? Do you get an error message, is their a pop up blocker set on your security settings?

  The Activity section has been updated to Agenda and how to create a To-Do has changed please visit the following link:
  https://actcloud1.zendesk.com/hc/en-us/articles/203676685

  Kind Regards,
  Act! Cloud Team

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  Stephen Nestel

  • 18 December 2014 18:36

  While I appreciate the feedback, it did not work. It is very frustrating working with this new ACT. So far, I have had trouble sending emails, dialing and saving notes. It kinda defeats the purpose of CRM. I do believe it may be a settings issue on Chrome. I have allowed pop-ups on my browser. The advice in this forum is not getting to the underlying technical issues but is merely giving instructions on the intuitive interface. Without technical assistance, I can waste hours trying to devise a solution.

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  Act! Team

  • 18 December 2014 18:40

  Hello Stephen,

  Can you send me the web browser you are using for your Act! Cloud account? Act! Cloud currently does not allow you to dial a call as an Act! add-on may have for an on premise version of Act!

  Kind Regards,
  Act! Cloud Team

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  Stephen Nestel

  • 18 December 2014 18:59

  I am using Chrome Version 39.0.2171.95 m and it is up to date. For "fun" I tried on Internet Explorer 11.09 and had the same issues. The auto dial feature is not nearly important as the ability to save notes and send emails. I am using McAfee Internet Security Suite. I tried turning off the firewall too. The pop up blocker in Chrome was set to allow pop ups from *.act.com . No luck in fixing the issue.

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