http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Tue, 28 Apr 2026 05:30:10 EDT 20 http://kb.actforadvisors.com/questions.php?questionid=233 Act4Advisors Workstation Installation Instructions (READ CAREFULLY)Step 1. Close Act! and download the installation fileClick here to Download save file to desktop.Step 2. Open/Run the file as an ... Scott Abboud Wed, 07 Mar 2018 14:43:35 GMT 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=229 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 h ... Scott Abboud Fri, 11 May 2012 18:29:46 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=4 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 ... Scott Abboud Mon, 11 Jan 2010 17:14:56 GMT http://kb.actforadvisors.com/questions.php?questionid=179 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 ... Scott Abboud Fri, 08 Jan 2010 17:22:14 GMT http://kb.actforadvisors.com/questions.php?questionid=180 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 ... Scott Abboud Fri, 08 Jan 2010 17:21:54 GMT http://kb.actforadvisors.com/questions.php?questionid=5 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? T ... Scott Abboud Wed, 11 Nov 2009 17:38:45 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=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=21 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 e ... Scott Abboud Sun, 18 Nov 2007 15:47:40 GMT