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Act! (previously known as Sage ACT!) is a customer relationship management (CRM) software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users. Act! features include contact, company and opportunity management, a calendar, communication tools, the ability to track prospective customers, "dashboards", reports, and the ability to synchronize data from other applications or other Act! users over the web.

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The life of crime is over for 22 year-old Christian Ian Salvador, a student from Isabela State University in the Philippines.
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On Demand Webinar - Networking for the Cloud Era
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On Demand Webinar - Networking for the Cloud Era

This webinar discusses:
-Common barriers companies experience when moving to the cloud
-How SD-WAN changes the way we look at networks
-Best practices customers should employ moving forward with cloud migration
-What happens behind the scenes of SteelConnect’s one-click button

ACT LINK FOR PEACHTREE WON’T LINK

PROBLEM
      It always seems that when you upgrade Act or Peachtree Quantum in versions 2009, 2010, 2011, or 2012 then try to relink them it fails.

Following the linking instructions-  Go to the peachtree tab in Act and select setup.  Select your correct version of Peachtree and company file and it should give you a prompt to enter your peachtree username/password.
 act1
Once you click Ok, the expected result is to get a 2nd prompt box for peachtree but instead you it appears that Act is spinning and doing nothing like this (notice the next and finish button are grayed out):
act2

SOLUTION:
The act profile is corrupt.  Log into Act with an account that has administrative privileges.  On the tools menu, select manage users and rename the user first to something like “username-corrupt” and make the user inactive to not consume a license.  Next recreate the user with the same priveleges.  Now when you log in with this user, the above process, will work correctly to link Act and Peachtree.
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With users like the Professional Sales Road Warriors that made up much of ACT!'s early user base to field service technicians, trades-people, telecommuters who work from home, remote offices and others who need access to their data while out of the office, ACT! has needed to make use of every changing technology so that the data can be provided to the users as they need it.

From it's creation in 1987, ACT! has been at the forefront of remote and mobile users. From the ability to merge databases with ACT! for DOS 2.0 in 1990 (where users would need to bring their databases into the office to sync) then through the HP95LX PDA version in 1992 and ACT! Mobile Link for laptop users in 1995, ACT! users have been able to access ACT! while remote from their office.

Over time advances in internet speeds, more scalable databases, browser technologies and other technological improvements have made it easier for organisations to implement and administer remote access solutions for their staff.

Currently, there are a range of options available to provide this remote access but users are often not sure how to determine the solution most suitable for them. So I thought I'd provide a selection of the most common options available... but remember, that for many sites, a combination of these should be implemented.

Direct Access of the database via VPN

    * Infrastructure
          o Requires the technical skills to setup and maintain VPN server
          o Needs higher…
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As owner of GL Computing, I have worked with CRM products since 1984 and with Act! since 1987.  GL Computing provides training and technical support to Act! Consultants, resellers and add-on developers around the world.

One of the problems we notice is that users are not sure of the different options available to create and maintain proper backups of their Act! data, so I thought it would provide value to list them all here.

As Act! CRM database uses a SQL engine, it can't be backed up by simply copying the files or by using a normal backup product. The SQL service keeps a lock on the database as soon as Windows starts, even if no-one is logged into ACT!
 

1. Manual Backup


The standard function to manually backup the current database from Act! is:
File | Backup
See: http://kb.act.com/app/answers/detail/a_id/19211
 

2. Act! Scheduler Backup


Users should automate the Backups to make sure data isn't lost if it becomes damaged through a PC failure, virus or other problem.

See this article to automate backups from the Act! Scheduler:
http://kb.act.com/app/answers/detail/a_id/19218

In ACT! 2005 (7.0) to ACT! 2007 (9.0), only the Premium version can automate this with the Act! Scheduler. With ACT! 2008 and later, automated maintenance and backups are also available with the non-Premium builds
Note: ZIP has a limit of 4GB...
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Microsoft have a hotfix for Windows systems that will improve application that uses UTC dates and times - including Outlook, the Windows Event Viewer and many third-party applications.

Most date and time stamps that are created and displayed in Windows and in many applications are stored as UTC. Then, they are rendered in local time by using system APIs. Examples of these include Windows file time stamps, Outlook sent and received dates, and event logging time stamps.

Not all built-in, Windows-based applications use these newly updated APIs. However, they are available to all applications, including third-party applications. These functions are useful in many scenarios, such as a user auditing scenario in which the ability to use DST rules for previous years on a current Windows service pack is important.

Generally, if an application requires historically accurate time stamps, these functions should be used.

This update improves the performance of the functions, and enables historically accurate time-stamp lookup functionality where the application uses these APIs

Tests that have been conducted with an ACT! by Sage database have found loading 16,000 activities reduced in time from 4 minutes to 9 seconds!

The update applies to the following Windows operating systems:

Windows XP Service Pack 3 (SP3)
Windows Server 2003 Service Pack 2 (SP2)
Windows Vista Service Pack 1 (SP1)
Windows Server 2008
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As most of my regular readers and followers know, I do a lot of on-line technical support as well as providing support services to our resellers and ACT! Certified Consultants and one of the things I notice is that I regularly need to ask users the same questions to diagnose the problem and provide a solution.

This means that the support person's time is spent asking these and so the incident takes longer to resolve and get the user up and running. So, I thought I would provide a basic list of items to include to help any support technician resolve an incident faster.

When asking for support via email or an on-line site, it's much easier if you write your query and add any necessary information in short points rather than large paragraphs. They are easier to read and respond to. Also, if asking about multiple, unrelated issues, it's often better to do each one separately.

Note:
     Not all of these will be relevant to all support calls, but the more you provide the more likely you'll get a faster solution.
     If running on a LAN, supply any of the relevant items for both workstation AND server.
     While these are targeted for support of ACT! by Sage, many are applicable for other software products also.


These items are usually necessary for any support incident:
*     Include the full version and build of the software. This is usually found under Help | About
       It is worth-while checking to see if there is an updated version available and, if so, …
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A lot of users new to ACT!, especially those who don't get the benefit of a consultant, seem confused between when to share on a network and when to sync ... or, in fact, how to do either. So I thought I would attempt to explain the various options and include instructions on how to implement them.

The first misconception some people have is that these functions can only be done with the Premium or Workgroups editions (depending on the version or country). This is wrong. The Premium version does have some additional options, but even the standard ACT! by Sage product can do both.

As always, I recommend that users speak to a Certified Consultant before commencing your implementation, especially with database design and setting up synchronisation and learning how to get the most out of ACT!

Setting up the database server:

The usual place people need to start is with setting up ACT! on a server -- that is, the machine that will host the ACT! database. In a small environment (< 5 users), this may be a user's machine.
Note: ACT! is a client/server product. That means the full application MUST be installed on system hosting the database locally.

Usually, one of the questions a user will as is What sort of server does ACT! need? Well, that depends on a number of factors that you should provide to your consultant to determine this:

    * How many ACT! users will there be?
          o How many on the LAN
          o How many via Web (if any)
          o …
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ACT

922

Solutions

10

Articles & Videos

911

Contributors

Act! (previously known as Sage ACT!) is a customer relationship management (CRM) software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users. Act! features include contact, company and opportunity management, a calendar, communication tools, the ability to track prospective customers, "dashboards", reports, and the ability to synchronize data from other applications or other Act! users over the web.

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