Here
are some ACT! Tips and Tricks we would like to
share with you!
ACT!
6.0.3 Hotfix for Microsoft Word 2003 Users
There is a new Hotfix to resolve an incompatibility between
ACT! 6.03 and Microsoft Word 2003. To learn more about this
Hotfix, please visit the ACT!
Knowledge Base. Or, to download this Hotfix now, please
visit ACT!
Updates and Documents. You will need a valid Web Profile
to access this web page but there is no charge for the
update.
ACT! 6.0.3 Information for
Microsoft Outlook 2003 Users
If you're using Outlook 2003 standalone or as part of Office
2003 you will now see security warning dialogs when
accessing Outlook from the ACT! e-mail client or when a
calendar synchronization is performed between ACT! &
Outlook. Follow these steps to grant ACT! access to Outlook.
1. On the Outlook security warning dialog, select the
"Allow access" checkbox
2. Select an amount of time (up to 10 minutes)
3. Press Yes Please Note: Once the amount of time you granted
access for expires, you will be prompted with this dialog
again. To learn more about the security warnings, please
visit the ACT!
Knowledge Base
How
do I upgrade to ACT! 6.0 from an earlier version of ACT!?
When installing a new
version of ACT!, it is always a good idea to back up
all of your existing databases, customized layouts,
reports, templates, and any other customized files
before proceeding.
If you have already installed ACT! 6.0 and have
discovered missing e-mails, layouts or reports, or are
receiving error messages while starting or shutting
down ACT! 6.0, back up all databases (see
below), customized layouts, reports, templates,
and any other customized files and uninstall ACT! 6.0.
Remove all left-over ACT! files not associated with
your databases, restart your computer, then re-install
ACT! and restore your databases from their backups.
Databases created in ACT! version 3,4 and 5/2000 will
be automatically converted to the ACT! 6.0 format.
If you are using ACT! 2.0 or older, please contact
us for assistance.
Backing
Up your Database
Launch ACT!, then
open the database you wish to backup. You will
need to log into the database as a database
administrator.
Click the File
menu, and then click Backup. The Backup
dialog appears.
Under the General
tab.
The dialog box
displays the name of the Current database.
In the Back up to box it assigns a
default name and location for the database
backup. By default, ACT! chooses to store the
backup on your computer's A: drive, names the
backup with the same file name as the current
database, but adds a .zip extension. The
database backup is a compressed file.
If you have
previously backed up a database, you can click
another name and location from the drop-down
list. The four most recent backup paths are
displayed in the drop-down list.
(Optional) If you
want to back up the database to a different
location, click Browse, navigate to the
desired location, and modify the File name.
Click Save when satisfied with the new
backup file name and location.
Under the Options
tab, you may decide which additional file
types to include in the backup. Clear any options
you do not wish include in the backup. (as
illustrated below)
Note: There is no need to backup items such
as Reports, Layouts, Envelopes or
Labels unless you have created custom items
for these file types.
If you want ACT! to
remind you to back up your data, select the Remind
me to backup every x days option. Enter the
desired number of days in the provided box. You
may also click the Up or Down buttons to adjust
the number of days. Selecting this option will
generate a reminder when you open your database
once the specified number of days have elapsed
since your last backup.
Click Start to
begin the backup process. A progress indicator
will appear to indicate the status of the backup
process.
When the backup
process completes, ACT! displays a message
indicating the backup completed successfully.
Click OK.
