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Act4Advisors 3.0
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 Birth dates setting for future year
Problem: I'm starting to have birthdates that default to 2029 when I input 1929, as an example. I get an error that says "The Birthdate is in the future, please adjust". And when I try to do the global age update I get errors. Solution: Date issues like this are normally caused by changes in ...
- Closing errors using ACT! by Sage 2006 (8.0) or 2007 (9.0)
Close ACT. Download the attached file at the bottom of the page. Copy the 4Advisors.dll to the folder C:\Program Files\ACT\Act for Windows\Plugins In the Plugins folder, find and delete the file named AxInterop.SHDocVw.dll Next, copy the files A4ALayoutTab.dll and AdvisorPrefMailButton.dll to t ...
- Missing 4Advisors Menu using ACT! by Sage 2006 (8.0) or 2007 (9.0)
Close ACT. Download the attached file at the bottom of the page. Copy the 4Advisors.dll to the folder C:\Program Files\ACT\Act for Windows\Plugins In the Plugins folder, find and delete the file named AxInterop.SHDocVw.dll Next, copy the files A4ALayoutTab.dll and AdvisorPrefMailButton.dll to t ...
- Act4Advisors Menu is missing on Vista
Log in to the machine as an Administrator and enable ACT! to run in Compatibility Mode for Windows XP. Please use all three of the following steps to resolve this issue. Place ACT! in Windows XP Compatibility Mode: Click on the Windows Start button, click Programs, click ACT! by Sage (or ACT! ...
- Bounce back to first record after creating new record or duplicating record. Record lost after creating.
Act4Advisors Plugin Update Part 1: Download and Run: http://downloads.act4advisors.com/A4Av3ws141Update.exe Open Windows Explore and browse to C:\Program Files\ACT\Act for Windows and open the Plugins folder. Delete these files: 4Advisor.dll AxInterop.showdoc.dll (If you do not see this file, t ...
- How to run a birthday query in 4Advisors 3.0
In ACT, go to Lookup and choose Annual Events “Search For” press the pulldown menu. You may select Birthdate (contact birthday), 1Child1DOB – 1Child6DOB (Dependents birthday), and 1Birthdate sp (spouse birthday). Choose “Current Month or Date Range” Press “F ...
- How to import data into Act4Advisors 3.0 from ACT! for Financial Professionals.
Question: I am switching from ACT! for Financial Professionals (AFFP) to regular ACT! with Act4Advisors. How do I import my data? Answer: 1. Backup your AFFP database using File > Backup > Database. This must be done in AFFP. Save the backup file to your Desktop. 2. Fully uninstall AFFP ...
- I have ACT! for Financial Professionals. Can I use Act4Advisors?
Answer: Yes. Act4Advisors is an ACT! database that we have customized. It was created using the ACT! by Sage software. ACT! by Sage for Financial Professionals (AFFP) is a different version of ACT! itself. When you open any ACT! database with AFFP, AFFP will add all of its proprietary fields ...
- How to Install ACT! in Windows Selective Startup Mode
Question You would like to know how to install ACT! in Windows Selective Startup Mode Answer If you are using Windows® XP or Windows 2003 Server, Microsoft provides a System Configuration Utility which allows you to restart your computer without starting non-essential items. If you are usin ...
- Remote Access Options for ACT! and Act4Advisors
Remote Access Options for ACT! and Act4Advisors ACT! combined with the Act4Advisors add-on allows financial planners and investment advisors the fullest use of their ACT! software. Advisors and their staff often demand immediate access to their data from anywhere at any time.The importance o ...
- Preferred Mailing is will not working properly
The preferred mailing may not be working because the preferences is set to startup ACT in the Contact List or Dashboard. When this occurs, ACT cannot load the Act4Advisors plugin fully because the buttons are part of the plugin and the Contact Detail interface. Go to Tools, Preferences - click ...
- Not able to generate labels with home or preferred mailing address.
You are trying to generate labels with home or preferred mailing addresses. You are getting work or business addresses instead. By default ACT had created templates for business addresses. We have created templates that will produce home/preferred mailing addresses. In ACT, go to File and Print ...
- How to Tag Contact Records in ACT!
Question: I want to send a common e-mail to only those prospects I talked to today. A general lookup in ACT! will not give me this specific list. Is there a way by which I can do this in ACT!? Answer: Yes, you can tag or mark contacts in ACT! to create a lookup of contacts manually. To do this, ...
- 4Advisors 3.0 is compatible
4Advisors 3.0 is compatible with ACT! by Sage 2006 (8.0.2), 2007 (9.0.1), and 2008 (10.0+)
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