ACT

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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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Hello!

I am designing a template that sales people will use to log their activity. I want to make it so that, for example, cell D3 changes to "someone@example.com" when email is selected from the drop down list in E3 or "(XXX)-XXX-XXXX" when mobile phone is selected. This is easy to be done, however, when a sales person goes to log the data they will have to erase the formula to put in the info. Is there any way it can display the data I want but then act like an empty cell when a user goes to input data?
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I have a client with Sage 50 accounting and a time clock.  They have successfully exported the time clock data but sage is not able to import.  Indeed, when you try, all the Import Templates under every category is missing.

How can we get them back?!?
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Our domain controller is down for good. We have 2nd DC which act as backup. Active directory is there but no DNS and when i tried installing DNS, it gives me an error
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Has anyone out there every migrated ACT! 2009 from SBS 2003 to SBS 2011?  Old software I know, but I'm trying to help a friend who still uses this.

Essentially I've successfully installed and registered ACT! On the SBS 2011 server and moved all data across from the SBS 2003 server.  I can connect to ACT on the SBS 2011 server locally, but cannot get it working over the network.  Any ideas?
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Their primary location, here in xxxx, has a new server up and running with a single Windows Server 2012 R2 Standard VM that is acting as their domain controller, primary DNS server, and file server for their xxxxx office.  In xxxxx, we have an identical server that we are spinning up a new Windows Server 2012 R2 Standard VM on.  This server will act as a file server for their aaaaaa office, but I also want it to be a domain controller and DNS server for their office.  Now, here's the thing though.  I want them to BOTH be on the same domain.  In other words, I want to setup xxxxxx to be the primary domain controller, and aaaaaa as the secondary domain controller.  All of the workstations will point to the xxxx VM as their primary DNS and the aaaaa VM as their secondary DNS via a site-to-site VPN connecting the two networks.  In aaaaa, it would be just the reverse, with their workstations looking at the aaaaa VM as their primary DNS and then xxxxx as the secondary DNS.

[10:30]  
In practice, this was working fine when we had it setup working in the lab.  However, from an actual deployment and production standpoint, what do you think?  Are there issues with having basically a "child" domain controller of a primary domain located in a different location connected via Site-to-Site VPN?
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I have a primary router DSL, and a secondary router in another part of the house. The problem I'm having is after both being online a link the time, the secondary router affects the primary router and causes it to run slowly. I added a gigabyte switch between the primary router and the secondary router, thinking that would act as a diode not allowing the secondary router to communicate and confuse the 1st router. How would I set the 2nd router up so that it did not communicate and interfere with the 1st router? I have to reboot probably 3 times a day, and after I do both run okay for a while, then the secondary router somehow communicates with the primary and causes it to slowdown. This has nothing to do with what either router is doing, they can just be setting static and it happens.
Hopefully gAksland
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I have a new installation, running ACT!2016 Pro on a Windows Server 2012 r2 box.  The Database is on a local drive and I am attempting to run a daily backup of the database via the ACT Scheduler.  On the Server, I have setup any number of Back up tasks, logged on as an Administrator in both Windows and ACT, to no avail.  
The software is installed onto the C: partition/drive and the database sits on the main partition/drive F:.
Any thoughts or ideas?

Thanks!

Larry
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We have just Installed Act V18 on our company network PC's
We installed a New Windows 10 Enterprise PC called SRV-ACT as the main ACT PC and installed ACT and our database on this.
Database folder is shared with all Domain Users having full control over the share.
The other PC's on our domain are a mix of 2 year old Windows 7 Pro and NEW Windows 10 Enterprise PCs (all 64bit).
On these PCs we did a custom install and installed Act without SQL server (there is no need for local DBs).
Every PC on our network can run Act, open the shared database, view and add attachments without a problem.

Apart from 1 Windows7 PC - called DEV-PC.
This PC always gets the error : 1434 which indicates that port UDP 1434 or TCP Port 1433 is blocked.
The main difference between this PC and the others is it's a development machine and has the following installed:
SQL Server 2008R2 Management Studio and Visual Studio 2012 which installs a whole raft of SQL 2012 utils.

I spent an hour onto Act Support and they dialed into DEV-PC and SRV-ACT and could not fix the problem as they said it was a Firewall issue.
They tried the usual, changing PAD file to IP address, deleting PAD file using ADF file, Setting permissions on shares to everyone etc.
At the time they could not disable the Windows Domain firewall to check it.
I have since done this from GP by giving all domain users the ability to turn off domain firewall and turned off the firewall on DEV-PC and the SRV-ACT PC

I've confirmed …
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Having switched our office phones to a new VoIP provider , I'm looking for a way to implement a virtual modem, for lack of a better term, that allows me to dial using the built-in capabilities of ACT. In essence, what I need is software that looks like a modem to ACT but uses SIP or TAPI or whatever is appropriate to send dialing info to the phone.

I don't need screen pops, workflow or any of the features offered by the various ACT add-ons that I've seen. I also don't need to make phone calls via my computer, which is what I get when I search for VoIP dialing or similar.

Thanks --
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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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