http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Sun, 26 Apr 2026 16:11:34 EDT 20 http://kb.actforadvisors.com/questions.php?questionid=120 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 softwar ... Scott Abboud Thu, 06 Aug 2015 15:30:24 GMT http://kb.actforadvisors.com/questions.php?questionid=234 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 u ... Scott Abboud Wed, 20 Aug 2014 14:10:50 GMT http://kb.actforadvisors.com/questions.php?questionid=232 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 ... Scott Abboud Tue, 23 Apr 2013 21:44:50 GMT http://kb.actforadvisors.com/questions.php?questionid=231 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 ... Scott Abboud Tue, 23 Apr 2013 20:48:25 GMT http://kb.actforadvisors.com/questions.php?questionid=183 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: ... Scott Abboud Tue, 23 Apr 2013 20:27:15 GMT http://kb.actforadvisors.com/questions.php?questionid=230 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: ... Scott Abboud Tue, 23 Apr 2013 20:25:07 GMT http://kb.actforadvisors.com/questions.php?questionid=227 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 fo ... Scott Abboud Thu, 09 Dec 2010 19:09:41 GMT http://kb.actforadvisors.com/questions.php?questionid=190 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 i ... Scott Abboud Thu, 04 Mar 2010 20:53:25 GMT http://kb.actforadvisors.com/questions.php?questionid=188 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 ... Scott Abboud Thu, 18 Feb 2010 15:08:22 GMT http://kb.actforadvisors.com/questions.php?questionid=118 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. Advis ... Scott Abboud Thu, 04 Feb 2010 21:43:59 GMT http://kb.actforadvisors.com/questions.php?questionid=164 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= ... Scott Abboud Wed, 09 Dec 2009 21:27:42 GMT http://kb.actforadvisors.com/questions.php?questionid=122 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 Explor ... Scott Abboud Thu, 12 Nov 2009 17:16:46 GMT http://kb.actforadvisors.com/questions.php?questionid=72 Act4Advisors v. 3.0 Requirements: ACT! 2006 Standard or Premium v. 8.02ACT! 2007 Standard or Premium v. 9.01ACT! 2008 Standard or Premium v. 10.0+ Click here to view requirements > Installa ... Scott Abboud Wed, 11 Nov 2009 16:45:08 GMT http://kb.actforadvisors.com/questions.php?questionid=1 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 r ... Scott Abboud Wed, 11 Nov 2009 16:41:58 GMT http://kb.actforadvisors.com/questions.php?questionid=169 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 cont ... Scott Abboud Fri, 09 Oct 2009 19:24:27 GMT http://kb.actforadvisors.com/questions.php?questionid=167 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 ... Scott Abboud Tue, 06 Oct 2009 22:54:21 GMT http://kb.actforadvisors.com/questions.php?questionid=166 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 existin ... Scott Abboud Tue, 06 Oct 2009 22:53:56 GMT http://kb.actforadvisors.com/questions.php?questionid=152 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 Bi ... Scott Abboud Tue, 29 Sep 2009 16:13:34 GMT http://kb.actforadvisors.com/questions.php?questionid=151 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 ... Scott Abboud Tue, 29 Sep 2009 16:10:38 GMT http://kb.actforadvisors.com/questions.php?questionid=12 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 ... Scott Abboud Wed, 02 Sep 2009 17:52:09 GMT http://kb.actforadvisors.com/questions.php?questionid=156 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 t ... Scott Abboud Fri, 06 Mar 2009 12:36:49 GMT http://kb.actforadvisors.com/questions.php?questionid=155 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 ... Scott Abboud Thu, 05 Mar 2009 19:03:05 GMT http://kb.actforadvisors.com/questions.php?questionid=125 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 ... Scott Abboud Thu, 05 Mar 2009 19:02:26 GMT http://kb.actforadvisors.com/questions.php?questionid=154 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 ... Scott Abboud Fri, 27 Feb 2009 14:18:25 GMT http://kb.actforadvisors.com/questions.php?questionid=128 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 P ... Scott Abboud Wed, 25 Feb 2009 19:46:01 GMT http://kb.actforadvisors.com/questions.php?questionid=54 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 ... Scott Abboud Wed, 18 Feb 2009 16:25:14 GMT http://kb.actforadvisors.com/questions.php?questionid=145 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 ... Scott Abboud Fri, 13 Feb 2009 18:39:01 GMT http://kb.actforadvisors.com/questions.php?questionid=146 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 o ... Scott Abboud Fri, 13 Feb 2009 18:37:54 GMT http://kb.actforadvisors.com/questions.php?questionid=59 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 Util ... Scott Abboud Wed, 28 Jan 2009 16:59:03 GMT http://kb.actforadvisors.com/questions.php?questionid=131 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. Adviso ... Scott Abboud Wed, 28 Jan 2009 16:14:29 GMT http://kb.actforadvisors.com/questions.php?questionid=130 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 t ... Scott Abboud Wed, 28 Jan 2009 14:27:52 GMT http://kb.actforadvisors.com/questions.php?questionid=66 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 hav ... Scott Abboud Thu, 22 Jan 2009 19:59:44 GMT http://kb.actforadvisors.com/questions.php?questionid=74 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!? A ... Scott Abboud Fri, 14 Dec 2007 17:32:53 GMT http://kb.actforadvisors.com/questions.php?questionid=6 4Advisors 3.0 is compatible with ACT! by Sage 2006 (8.0.2), 2007 (9.0.1), and 2008 (10.0+) Scott Abboud Tue, 06 Nov 2007 22:38:19 GMT