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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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Few days ago users start to complain that nobody can connect to the database located on the server.
So I start with the basics.
Verify that all the Act and SQL services are start it on both the client and the server. Make sure the Act sync is running on the server.
I reboot both server and client machine.
I move the database from the server on the local client machine to test it locally.
I even install Act on the server where the database reside. I also restore the Database from backup like few days before all this happens. Still the same error no matter from where I try to run it.
act
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Hi Experts, I'm not able to  get Act to work on my new server Windows 2016. It’s version 16. The message is: “Unable to connect to the database. Please verify the Act17 SQL instance is running.”

It's working on my old server which is still online. I'd like to get some help on resolving this. I have the database in the old server too invade I need to do something their or invade i didn't back it up correctly please advise on how to.
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Hi experts, I have a client looking to move to RDS on premise or azure solution. This is because they are taking more and more remote workers on. Currently they have domain controller with ACT on it. Server 2008.
“ACT. The database sits on there DC server at present. Related to this is how Microsoft Query will work extracting data from the ACT database. If we move ACT onto RDS server (either on premise or Azure) and add Office 365 Pro so they can use remotely.
There are some custom reports in excel which use Microsoft query to look up on the ACT database directly and return the information to excel when we refresh the report in excel. First question is: does office 365 still offer this functionality (or the Microsoft query add on)?
Second Question: if query works with office 365 will it work if the ACT database is housed on the Azure cloud

there are about 13 users.
cheers for advance

Third Question: if all is set up here will the remote working setup still be able to use query with logging on remotely?
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Hi Experts!

Is there a way I can have a proper invoice number on my invoice report , my invoice report is generated from the following tables :

(1) tblInvoice
(2) tblLinedatails

Currently I'm using PK number to act as an invoice number from tblinvoice, what I want is something like "Year & 000000 & PK number ) example something like ( 2017 000001) assuming the 1 represent the tblinvoice PK


Regards

Chris
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I'm writing a batch file that needs to read In a text file with multiple lines (2-3 or more) and assign them to variables (i.e. Line1, Line2, Line3).  which will then act on those to run jobs based on the variables read in.  What is the easiest way to do this preferably without for loops or delims. etc.

Thx,
Brian
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Hi Experts, we are looking to introduce a remote desktop server , RDS 2016 , this will provide ACT and Office ,
their setup is as follows 1 x server 2008 (will upgrade eventually) ,20 users in house and 5-10 users remoteing in.
Their main applications are ACT on premise and office. They currently have hosted exchange but we will move them to office 365 eventually. Some of the users access from Africa and even a hotspot in Africa.
Just wondering what type of HP rack server I should be looking at, ideal Raid configuration, memory ?
thanks in advance.
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I have a device (piece of equipment) on a local LAN that i would like to connect to our LAN remotely.  If i have a laptop connected via VPN over a WiFi connection, can i connect this device to it's extra LAN port and somehow bridge the adapters and have this device act like it's on the LAN?  the laptop is win10.
1
We are planning on standing up 2 Exchange 2016 servers. One in the Americas and one in Asia that would also act as failovers.
How can I setup the 2 IronPorts to differentiate between the two locations? Both would be serving the same domain.
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My OS is win 10 pro 64 bit and I have a stand alone Lennovo M72e PC.  I also have Office 365 the Business Essentials license and use Outlook the owa version for my msn email.
 I have used previous versions of ACT but due to pc changes, I lost it and the program too.  BTW what is the new version and will it work with my OS  and my present pc set up.  is there a trial version for me to check it out again.Thank u.
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The following code connects only when ODBC is set up with Windows Authentication instead of specific user account. I have set it as User Defined. Is there a difference between User defined and Systen DSN in my case? Here is code the snippet :
OdbcConnection DbConnection = new OdbcConnection("DSN=NRFUsers");
            string UserId;
            string fullname;
            string email;
            string Act;
            string EmpNum;
            string Loc;
            string sDomain;
            try
            {
                DbConnection.Open();
                OdbcCommand DbCommand = DbConnection.CreateCommand();
                DbCommand.CommandText = query;
                OdbcDataReader DbReader = DbCommand.ExecuteReader();
               
                while (DbReader.Read())
                {
                    UserId = DbReader["UserId"].ToString();
                    fullname = DbReader["Full_Name"].ToString();
                    email = DbReader["Email"].ToString();
                    Loc = DbReader["Office"].ToString();
                    EmpNum = DbReader["Emp_Num"].ToString();
                    Act = DbReader["Action"].ToString();
                    sDomain = DbReader["Domain"].ToString();
                    WriteLog("User: " + EmpNum + " " + fullname + " " + Act, "NRFUser.log");
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Hi,
We experience a problem with Outlook room booking in the following case:
1. I book a reoccurring meeting every Thursday for 5 weeks and add a Meeting Room to the invitation.
2. The meeting room is occupied 1 Thursday out of the 5 Thursdays in question
3. When I send the invitation, Outlook (the meeting room) declines ALL 5 Thursday meetings
What I would like:
4. Instead of Outlook (the meeting room) declining ALL 5 Thursday meetings, I would like the meeting room to accept the 4 thursdays where the meeting room is available and only decline the 1 Thursday where the meeting room is occupied.
In my old company, they had set up Outlook to act as bullet 4. But in my new company no one knows how to set up Outlook correctly, so meeting rooms will not dismiss all meetings in an reoccurring event, but only the one(s) where the meeting room is already booked.
I hope, you can help us with the problem :) Thank you!
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I have a subdomain that I want to navigate directly to the login page of my ACT website. However, when I type in the domain name I get the IIS7 landing page from the server. Also, I want to redirect from port 80 to port 443.

In essence, my goal is to have the sub-domain land on the ACT login page and route all insecure traffic to the secure ports.

Please help
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Hi,
I have lost an Excel file several times for not disconnecting an API program.
Therefore I would like a message box saying "Have you logged off?" that appears when I try to close the Excel workbook. This will act as a reminder and save me from hours of file reconstruction.
Many thanks
Ian
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Hello:

I have created an Excel spreadsheet that pulls data from SQL through a T-SQL query that I created and placed in the Excel "Data" menu's "Connections" section.

I just found out that I need to add a column, to this spreadsheet, that will act as a formula column to eliminate a case sensitivity issue.

Anyway, this column will be a permanent column in the sense that the formula in each row for that column will need to be automatically "copied straight down" the column every time a new row is added to SQL and therefore to the spreadsheet.

How do I go about doing this?

Thank you!

John
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I have a client who will be running ACT 2012 until his company merges with another early next year.

I've just installed ACT 2012 Pro on a Windows 10 Machine running Office 2016.  With a little tweaking the program works under Windows 10.  However, in the ACT 2012 email setup, Outlook (2016) does not show up as a choice.  I've seen this before with other programs such as old versions of Simply Accounting, and that sort of thing.

Is there a workaround for this? (Actually I'm not sure what's causing it).  I can install Outlook 2007 back on his machine for the time being, but I'd rather not.

Thanks.
Dave
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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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Hi Experts,

I want to find out if there is a way I can control the load behaviour of certain MS Office Add-ons via GPO. In specific terms the ACT! intergration add-in which adds historical records into ACT! when a user emails the client via outlook.

I'm also engaging ACT! support resources on this however I wanted to know about the Add-on to see if I could control it that way and could potentially fix?

If anyone has any ideas or advise, would be greatly appreciated.

Thanks,

J
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I'm used to setting up mail hosts with a secondary which is actually a smarthost in case the main host goes down for a while.
In this case, I have a primary mail server but it's on a network that sometimes has issues and for a variety of reasons, we cannot move it.

Therefore, I want to build a server in one of our data centers that can be highly reliable but it should basically act as the sender and smarthost.

Meaning, it should authoritatively send outgoing email from hosts inside the LAN but it should also act as a smarthost should any of that email be bound for the primary host. If the primary is down, then hang on to the email, keep trying until the host is back online.

I'm not sure how something like this would be set up since I don't want to make the smarthost the primary in the MX DNS records. Kinda confusing no?
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diagramNeed some assistance with designing the best soultion for the storefront servers that will offer both the most efficent conenction for users and resilience. I have a diagram that show the network layout where users and app servers will be situation.

Zone1: Has local storefront server. Users access application hosted locally on site and also application deployed in Zone app servers.

Zone2: Storefront used to service users connecting from European sites to access apps on Zone 2 servers.

Question. What is the best way to configure the storefront server at each site? Ideally I want them to act as a failover. I also want to them to a zone so that users connections are serviced by the closest storefront server.

In the past I have used a round robin connection. but i dont think this is best for this setup, or is there some other way I can achieve this?

I think the problem is that I want to use a single unique name for the storefront connection. This works fine with a round robin setup, but i dont see how i can use this method with zones as well.

I could have both servers in zone two using round robin, this is the center of this MPLS network and the connection to zone 1 is 100MG.

Your thoughts?
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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 am trying to install SMS4Act on a computer.
We run a network environment with WIndows 2012 server.  The workstation is Windows 10.  Using Act v16.
I managed to correctly install it once and had it working.  It was a normal install.  It installed without changing any firewall or antivirus settings.
Then I made the mistake of updating it (according to their instructions) and it disappeared.  It still shows in Act when I look at Tools > manage add-ins, but is no longer available.  It will no longer install when I run through the install again.  The install completes with no error messages.
When trying to prepare for the re-install, I run their uninstall program, remove all references to SMS in the registry, delete all files/folders starting with the name SMS.  Nothing works.
I also tried installing it on my own office PC where Act is installed and it will not install, even the I can also see it in add-ins in my Act software.

I'd really like to get it to work correctly.  Any help would be appreciated.
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Does anyone know if I can set up PLEX PLUS on two computers on my home network?  If so, how do I do it?  I currently have it set up on one computer but when I turn it off, I loose access to their server.  I read somewhere that I could use PORT FORWARDING but I'm not familiar with this.  The ideal thing would be to have the router act as a host and send it to all network connected devices in my home.  Is this possible? Thanks
0
We have a new workstation that act as a server for some new time keeping software. The file "http://TIMESERV/InfiniTimeEmployeeModule
runs through a web browser. We have a separate office that runs on its own network but shares the internet connection via fiber. We need to access and run the files in a shared folder on the acting server. We use "logmein" service but I don't think this will be able to do what we need. What would be the best way to accomplish this other than running a separate cable connection.
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Almost we tried a plenty of CRM systems for our company. But the result is not much good because one or more requirements are missed or budgets, etc. Then one of our clients recommend ACT CRM, it helps to manage our customers and contacts. But now we're facing some problems in the ACT.

Recently, we upgraded our machine into windows 10. Afterward, ACT not fully supported with windows 10. This issue raised once upgrade finished, still now we stuck with an operating system issue. Then sometimes crashing occurs, any solutions are available in outside. Share your suggestions, thank you.
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I am currently working on a machine which runs Act CRM, the original problem was with Act to solve the Act issue Outlook needs to be run as admin but as stated in the question, when I do so the mapped drives no longer appear when trying to attach a document. This problem makes no sense and I hope someone can shine some light on it.
0

ACT

937

Solutions

944

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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