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There were 34 articles found in this category: (Page 1 of 2)     «« |  Prev | 1 | 2 | Next | »»
  1. questionNeed to reinstall Act4Advisors 3.0
    Question: I just got a new computer and installed act on it, however when I try to open my Act Database, it is missing the Act4Advisors add-on. Where can I download it from and can I get my software key re-issued? Answer: Act4Advisors 3.0 Workstation Installation is compatible with ACT! 2007 (9. ...

  2. questionLimited Access to Specfiic Contacts
    Limited Access Feature in ACT! Unlike many other CRM systems on the market today, ACT! Premium DOES allow the ability to “limit access” of specific Contacts to specific users and/or teams of users. The Access Level section located on the layouts allows the “Record Manager& ...

  3. questionHow to Change the My Record for a Single User License
    Problem: You have a single user license of ACT! and cannot login to the database as a different user to change the My Record to another contact or your own existing contact. You want your My Record to be your existing contact. Answer: If the user does not already exist, create a new user in the ...

  4. question4Advisors Menu does not appear to be working
    On 64 bit Windows 7 or Vista, you notice that the 4Advisors menu does not allow a choice when clicked on. To correct the menu, Go to your My Computer or Windows Explorer. Browse to C:\Program Files (x86) and copy the A4A folder to C:\Program Files Restart ACT! More details on how to copy the ...

  5. questionCannot open the Act4Advisors Menu on Vista or Windows7 64 bit computer.
    You notice that the 4Advisors menu does not bring down a list of choices. It appears the 4Advisors menu is not working. To correct the menu, Go to your My Computer or Windows Explorer. Browse to C:\Program Files (x86) and copy the A4A folder to C:\Program Files Restart ACT! More details on how ...

  6. questionCannot open the Act4Advisors Menu on Vista or Windows7 64 bit computer.
    You notice that the 4Advisors menu does not bring down a list of choices. It appears the 4Advisors menu is not working. To correct the menu, Go to your My Computer or Windows Explorer. Browse to C:\Program Files (x86) and copy the A4A folder to C:\Program Files Restart ACT! More details on how ...

  7. questionHow to Import Data and Retain User Record::Multi-user Import for ACT! by Sage 2007-2010
    If you are upgrading an ACT! 6.0 database such as Act4Advisors 1x or 2x, there are two major parts to the upgrade 1.Do a custom conversion to bring the ACT! 6.0 database into the new ACT! SQL format – (See the separate document regarding the upgrade conversion. You should have those instr ...

  8. questionHow to increase the field to allow more characters
    ACT! uses MS SQL as its database engine. SQL databases restrict the size of the tables that hold the data. Table size is a sum of the size of the fields in the table. The max table size is approximately 8kb. When adding fields in ACT!, MSSQL will allow the addition of the field to the ...

  9. questionHow to add the Relationship and or the Web Info tab that comes with ACT! by Sage 2010
    To add the Relationship and Web Info Tab that comes with ACT! by Sage 2010, go Tools, Design Layouts, and choose Contacts. The Layout Designer window will take a few seconds to open. Then on the menu of the Layout Designer go to Edit, Edit Tabs... See image below. Click on the items in the Hidd ...

  10. questionAct4Advisors Age Calculation or Update Question
    Possible Fix 1 : Do not user .pad file to open ACT!. Please use the ACT! by Sage shortcut. Open ACT! by Sage and cancel the login. Go to File, Open Database, and locate your database i.e. Advisor35.pad. Once you have located the database and logged in, ACT! by Sage will set your database as a ...

  11. questionInternet Explorer Script Error
    Please do all items in this article to resolve the Internet Explorer Script Error issue. Part 1. An Error Occurred in the Script on the page. URL: http://kb.actforadvisors.com/loadpanel.php?Panel=Tree&c= To turn off script debugging in Internet Explorer: * In Internet Explorer, click the Tools ...

  12. questionCould not load file or assembly 'Act.Framework, Version =10.1.199.0, Culture=neutral publictoken=
    This error message should happen with ACT! by Sage 2007 (9.0). Close ACT. Download and Save the attached file at the bottom of the page to your desktop or the desired folder. Open Windows Explore and browse to C:\Program Files\ACT\Act for Windows and open the Plugins folder. Delete these files ...

  13. question4Advisors 3.0 Installation Instructions For Multi-User Networked Licenses
    Act4Advisors v. 3.0 Requirements: ACT! 2006 Standard or Premium v. 8.02 ACT! 2007 Standard or Premium v. 9.01 ACT! 2008 Standard or Premium v. 10.0+ Click here to view requirements > Installation Instructions: ACT! must be installed on all workstations including the server computer. The se ...

  14. question4Advisors 3.0 Single User Installation Instructions
    Act4Advisors v. 3.0 Requirements: ACT! by Sage 2006 Standard or Premium v. 8.02+ ACT! by Sage 2007 Standard or Premium v. 9.01+ ACT! by Sage 2008 Standard or Premium v. 10.0+ Click here to view requirements > Installation Instructions: Install ACT! 8.02 or greater and be sure to open and run ...

  15. questionAct4Advisors Support - Relationship Feature in ACT! by Sage
    Question: I have a questions about the database functions perhaps you could help me with? My question is about how to link contacts. I want to link associated names like Children of the contact Parents of the contact Attorney of the contact referrals from the contact Who referred the con ...

  16. questionAct4Advisors Support - How to Delete a Contact or Lookup
    CAUTION: Deleting records in ACT! removes the permanently. You can only retrieve them from a backup. To Delete a Contact in ACT! choose the menu Contact > Delete Contact Alternately, you can hold down the Ctrl+Del keys. Last, you can right click and choose Delete Contact When deleting, yo ...

  17. questionAct4Advisors Support - How to Sync ACT! with my Blackberry
    We highly recommend two addon programs for syncing ACT! to the Blackberry. 1. CompanionLink Express or Professional CL gives you the ability to sync data from your ACT! database to the existing software on your Blackberry. Data can be synced via a USB cable (Express version $50) or wirelessly ...

  18. questionDemystifying Birthday Queries and Reports
    Most offices keep track of their client birthdays and run queries/ reports on a monthly basis. Some of you are wondering how to perform this task in Act4Advisors. It's EASY! Performing the Birthday Query in Act4Advisors: Go to Lookup on the menu in ACT! and choose Annual Events. Click on the ...

  19. questionThere are several ways to managing Birthdays in ACT! and Act4Advisors including using queries, reports, Lookups, Groups, annual events and scheduled activities
    If you want ACT to notify you of a birthday, simply enter an activity with the activity type set as Birthday. You can set the date of the birthday as the due date, the time as Timeless and set an alarm if you choose. You can then filter or sort on Birthdays in the Task List or just rely on th ...

  20. question4Advisors 3.5144 Update
    Compatible with ACT! by Sage 2008 (10.03) and 2009 (11.01 with hotfix) Act4Advisors v3.5144 Update Files Overview: 4Advisors Version v3.5144 includes some functionality changes in how we handle preferred mailing addresses. These changes require that you add two fields to your database and modif ...

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