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ACT

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Solutions

937

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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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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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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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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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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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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
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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.
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Wondered if anyone can help. I've Googled followed threads in hope that I can resolve the issue of my emails not attaching to my ACT records. We're on a cloud based solution but none of my colleague seem to have this issue.

ACT data is attached via Manage Comm Add in but after a while it drops off again - we suspected in occurs after updates but as I mentioned earlier it doesn't appear to affect my colleagues.

Finally, the last time I tried to Manage Comm Add In, the usual highlighted Always enable this add in but I can't get it to attach !!!

Any ideas ?
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Sir
We have hP ProLiant ML10v2 Server and it has two Network Interface Cards. We install Windows Server 2012R2 in it. And our Internet Service Provider gave us static IP addresses which include Default Gateway IP Address, Preferred DNS and Alternate DNS IP address to be used in our computer network and they do not allow us to use Dynamic IP Addresses. We want to access both internet and local area network services and the server must be configured to act as DNS, AD DS role. But we do not know how to configure this server. So will you please help us to solve our problem.

With best regards
0
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I have a company with an old ACT program they use for scheduling .

I want to move/migrate them to a CRM solution that will be able to copy all the data from the Act , and will have the same and more features ACT has.
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Hi,

We're looking to upgrade our Cisco 6506-E which act as a core in our network. In this upgrade, we're looking to upgrade to a mixed 1Gb and 10Gb network. I'm looking at the Nexus 5K with 2K.

If I want to reduce the cost, does the 3850 have enough power to replace the 6506 at all? the number on its datasheet seems fine.

Is it worth to upgrade the chassis at all or replace line cards with 10Gb SFP?   The cost of the 10Gb line cards is expensive.

These are the module I have on the 6506-E...
WS-X6748-GE-TX    
WS-X6748-GE-TX    
WS-X6748-GE-TX    
VS-S720-10G      
WS-X6724-SFP      

Thanks,
Matt
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ACT Pro V 18.2.53 isn't tracking history  when I send an email.  The preferences are set up to use Outlook and the email itself works fine but there is no record of it in ACT on the client's History tab
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I think I'm back to where I started in this question: poor performance for calendar functions.

After several days, manually rebuilding preferences doesn't seem to have had that much effect after all.

And, unfortunately, these two things are still true:
  • When I attempt to remove old cleared activities, the response is "There is no old data to remove."

Other suggestions?
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ACT! system requirements state it is certifies for 2008 & 2012, it also mentions "other versions". Can anyone confirm if ACT! v16.2 runs without problems on SQL 2014?
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I have a client running Windows 10 on a Dell Inspiron 15 7000 Series 7559 laptop. We loaded ACT! Premium v17 and updated it. When ACT is running, we get a very strange layout on the screen with large fonts, small fonts, mis-sized boxes, etc. (see screenshot act17.jpg). Given the screen resolution of this laptop, we must set the "Change the size of text, apps, and other items" to 250% (see screenshot 250percent.jpg). I have been scouring ACT KBs, Google, and other sites trying to solve this issue and have not been successful.

Another issue that appears is when we exit ACT we get the error: Object reference not set to instance of an object (see screenshot objectreferencenotset.jpg).

Any help would be great appreciated.
act17.jpg
250percent.jpg
objectreferencenotset.jpg
0

ACT

929

Solutions

937

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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