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ACT!
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Troubleshooting Documents
There were 14 articles found in this category:
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 How can I simultaneously reschedule several activities? I want to move all of them to the same day
Answer: First locate the activities you want to reschedule, then move them to the new date: Choose View, and click Task List, then choose Edit, and click Filter. Use the Filter Activities dialog to distill the activities you want to reschedule. (If you are unable to reduce your list of activ ...
- Once I'm in the Schedule Activity dialog, how can I navigate the calendars using only keystrokes?
Answer: In the Schedule Activity dialog box, you can do the following (this only works consistently if you do not use the keys on the number pad): With the cursor in the Date field Keystroke What it does to the date = Adds one day - Subtracts one day + Adds one month _ Subtracts on ...
- How do I create a lookup of contacts based on the activities that I have scheduled with them?
Follow these steps: Choose the View Menu, and click Task List. The Task List view appears. Choose the View Menu, and click Filter Task List. The Filter Activities dialog box appears. Set the filters to display the activities you want to view. You can filter on date, type, priority and more ...
- How do I clear several activities at the same time?
Follow these steps: Choose the View menu, and click Task List. Select the first activity that you want to clear, and then do one of the following: If all the activities you want to clear are contiguous in the list, hold down the Shift key and select the last activity you want to clear. All ...
- Tracking Commissions and Fees with ACT!
Tracking Commissions and Fees with ACT! Did you know ACT! can track the income your are due or have already received? That’s right! ACT!’s Sales Opportunities tab allows you to track not only possible sales but also completed sales. These completed sales can generate a sales repor ...
- How to Mail Merge in ACT! 6.0
You can select group if you have a group created for this mail merge or current lookup. You must select Printer to record this process in the Notes/History . Select the template you want use, typically located C:\Program Files\ACT\Templates Enter Regarding for the Notes/History. Act4Adviso ...
- How to Create A Custom Label in ACT! 6.0
You would like to create Christmas Labels or just change your current label? Here's how you do it. 1. Go to File, select Print 2. At the pulldown box, select Labels. 3. Select the label type and press the Edit Template button. 4. Notice the template, at this point you may change the fields ( ...
- How do I schedule company holidays so they show on the calendar?
I do not want my name to appear alongside the activity (for example, "John Doe- New Year's Day"). Answer: Create a new user, with login and standard access rights: Choose File, point to Administration, and click Define Users. At the Define Users dialog, click Add User. In the User Name field ...
- Linking Received Emails to the ACT! Contact
Many people have asked us how to link incoming emails to the appropriate contact record in ACT! Follow these best practices procedures: Open Email in ACT! Highlight the desired received or sent email you want to attach Right click on the highlighted email and left click on Attach to Contact ...
- How do I perform a mail merge to a group but have the mail merge use email?
Solution: Once your template has been created, make sure that all contacts in the group that you are going to merge to have a valid email address. If any do not, some or all of the mail merge may fail. To perform a mail merge to a group, follow these steps: Click the large Groups button on th ...
- Somehow the Menu Selections that are located at the top of ACT - "File, Edit, Contact, Lookup, Write, Sales, Reports, Tools, etc..." is missing.
Single right mouse click in the area where the toolbar was once located; make sure to check Standard Toolbar and Show Small or Large Buttons. If this doesn’t work, close ACT; go to Start on your computer Run and type in actdiag and press enter. Go to Reset and select Options and Win ...
- error "a program is trying to access e-mail addresses stored in Outlook"
ClickYes Software. Get rid of annoying Outlook messages: http://www.contextmagic.com/express-clickyes Act4Advisors http://software4advisors.com Allied Financial Software, Inc.
- Error - An unknown error has occurred and ACT needs to shut down
Go to ‘Help’ on the Menu, About ‘ACT’. Look at the Build located on the top right corner. It should say 6.0.3.979. If not, Close ACT and download update here http://software4advisors.com/download/ACT!603Update.exe (File Size: 17.75 MB) Scan and Repair your database for co ...
- Microsoft Office 2003 Hotfix
Step 1. Check your ACT! Build: Go to ‘Help’ on the Menu, About ‘ACT’. Look at the Build located on the top right corner. It should say 6.0.3.979. If not, Close ACT and download update here: http://software4advisors.com/download/ACT!603Update.exe (File Size: 17.75 MB) Step ...
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