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9.0

ACT! 2007 9.0

Asked by aeraps in ACT, CRM Software, SBS Small Business Server

Tags: ACT!, SAGE, SBS2008, Contact Management

Hi All,

 
We have recently migrated one of our clients SBS 2003 to SBS 2008, ACT! 9.0 and their new version coming out isn't supported on SBS 2008 (I have confirmed this from ACT! Sage).

Our Client used to access ACT from the OLD server (SBS 2003), now after the migration, when we tried to install act on sbs the settings were lost.

We then mapped the old server's drive to the client's pc and mapped another drive from the new server to the client's pc. So, now sometimes when the user restarts their machine, they have to open up the mapped drive on the old server and double click the respective *.pad file, and act opens on their machine, they input their username/password, close it and then open up the same pad file from the new server (we have copied all the files over to the new server)

If they open it up straight from the new server share (mapped drive) ACT will give an error saying cannot locate the layout files (i can't remember exactly).

How can we fix this ? Any ideas ?

Also, the other issue is : The ACT! user used to have templates for mail merge etc, now when they browse after selecting mail merge it opens up the same template folder from the new server (which we have copied exactly as it was from the old box to the new box) but none of their custom *.tpl files are there. However when I searched the names of the files they were found on the new server but with an extension of *.ADT but no *.tpl files with those names were found.


This is highly important for them or they would have to re-do it all again, can someone please advise,suggest something in this issue as well ?

I am sorry if i haven't explained it properly or missed something, please let me know and I will try to get as much info as possible.

 
Thanks

PS : Looks like they only have two users who uses ACT!, can anyone suggest an alternative on how to deploy ACT and migrate all of the settings from the OLD ACT to the new Act installation ?
[+][-]09/30/09 03:43 AM, ID: 25457118Accepted Solution

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Zones: ACT, CRM Software, SBS Small Business Server
Tags: ACT!, SAGE, SBS2008, Contact Management
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Solution Provided By: GLComputing
Participating Experts: 1
Solution Grade: A
 
[+][-]10/01/09 02:33 AM, ID: 25467055Author Comment

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[+][-]10/01/09 05:05 AM, ID: 25467755Assisted Solution

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[+][-]10/05/09 12:44 AM, ID: 25493111Expert Comment

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[+][-]10/05/09 03:50 AM, ID: 25493976Author Comment

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[+][-]10/05/09 03:52 AM, ID: 25493988Expert Comment

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