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Installation/Conversion/Import
There were 12 articles found in this category:
  1. questionSimple Import Single User 4 Advisors 3.0 from ACT! 2006/2007/2008/2009
    Simple Import Single User 3.0: Note: If you are importing from an existing Act4Advisors database or ACT! 6.0 - please convert your database first before importing data. The very first thing you should do is change the “ME” record in the Advisor35 database. Go to Tools, Manage Users ...

  2. questionBasic Outlook Import into ACT!
    Go to File and select Import. What type do you want to import? Choose outlook from the dropdown menu. Press Next. Contact Records should be checked. What contacts do you want to import? Typically it is Outlook Contacts unless you have Exchange Contacts. Import to My Record. Names, Address ...

  3. questionAct4Advisors Workstation Installation for ACT! v17+
    Act4Advisors Workstation Installation Instructions (READ CAREFULLY) Step A. Close ACT and download the installation file (CLICK HERE) Save file to desktop. Step B. Open/Run the file. It will say, "This software requires a security key…" Press the OK button. Step C. With your mou ...

  4. 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. ...

  5. questionInstalling ACT! on a MAC using Parallels Virtual Machine
    1. In Parallels, go to Virtual Machine> Configuration> Network > and change the settings to "Shared Network" and chose the "Default Adapter". This allows the Virtual PC to have its own "Direct" network IP address so that synchronization will work. 2. Windows firewall po ...

  6. 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 ...

  7. questionAct4Advisors Multi-User Database (Server) Installation for 2010
    Installation Instructions: ACT! must be installed on all workstations including the server computer. The server can also be a workstation for a peer to peer network. Install ACT! by Sage 2010 and be sure to open and run the software before installing Act4Advisors. ACT! is sold separately and i ...

  8. questionAct4Advisors 2 User Database (Server) Installation for 2010
    Installation Instructions: ACT! must be installed on all workstations including the server computer. The server can also be a workstation for a peer to peer network. Install ACT! by Sage 2010 and be sure to open and run the software before installing Act4Advisors. ACT! is sold separately and i ...

  9. 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 ...

  10. 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 ...

  11. questionHow 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 ...

  12. questionWant to Share the Database with Other Users on the Network
    To share the Act4Advisors database: Login as an Administrative user. Add users to your database using Tools > Manage Users (Caution: you must have an ACT! and Act4Advisors license for each user) After adding the users, choose Tools > Database Maintenance > Share Database Next, op ...


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