Allied Financial Software Knowledgebase - How to do's http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Sun, 26 Apr 2026 15:56:58 EDT 20 How to remove old users or you are getting the severe warning message with 3 day grace period. http://kb.actforadvisors.com/questions.php?questionid=150 Go to File, Administration, Define Users. For example you have a 5 User Network License with Act4Advisors, there should not be more than 5 users listed. If more, uncheck "Enable Logon" for thos ... Scott Abboud Tue, 17 Feb 2009 17:37:54 GMT Import data from Laser App into Act4Advisors http://kb.actforadvisors.com/questions.php?questionid=147 Download and Read pdf article: http://downloads.act4advisors.com/lai_import.pdfNote: You will need to create your own map file when importing data from Laser App to Act4Advisors v3. Below I have a ... Scott Abboud Tue, 17 Feb 2009 17:14:01 GMT How to Export to CSV for Mailing Company http://kb.actforadvisors.com/questions.php?questionid=69 You wish to export an ACT! database to another program that imports text-delimited files. For example, your mailing company or another vendor requires a text-delimited file for their use. See Mo ... Scott Abboud Mon, 09 Feb 2009 20:47:35 GMT Mail Merge Template for Home Address in ACT! 6.0 http://kb.actforadvisors.com/questions.php?questionid=34 Your clients receive all of their mail at their home address. When you go to write a letter their home address does not show on the ACT word processor. How do I get the home address in my lett ... Scott Abboud Tue, 20 Jan 2009 14:44:25 GMT How can I simultaneously reschedule several activities? I want to move all of them to the same day http://kb.actforadvisors.com/questions.php?questionid=40 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 ... Scott Abboud Tue, 20 Jan 2009 14:43:43 GMT Once I'm in the Schedule Activity dialog, how can I navigate the calendars using only keystrokes? http://kb.actforadvisors.com/questions.php?questionid=39 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 Keys ... Scott Abboud Tue, 20 Jan 2009 14:43:23 GMT How do I create a lookup of contacts based on the activities that I have scheduled with them? http://kb.actforadvisors.com/questions.php?questionid=37 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 ... Scott Abboud Tue, 20 Jan 2009 14:43:03 GMT How do I clear several activities at the same time? http://kb.actforadvisors.com/questions.php?questionid=38 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 ... Scott Abboud Tue, 20 Jan 2009 14:42:44 GMT Tracking Commissions and Fees with ACT! http://kb.actforadvisors.com/questions.php?questionid=16 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 ... Scott Abboud Tue, 20 Jan 2009 14:42:23 GMT How to Mail Merge in ACT! 6.0 http://kb.actforadvisors.com/questions.php?questionid=35 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 us ... Scott Abboud Tue, 20 Jan 2009 14:41:49 GMT How to Create A Custom Label in ACT! 6.0 http://kb.actforadvisors.com/questions.php?questionid=36 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 ty ... Scott Abboud Tue, 20 Jan 2009 14:41:30 GMT How do I schedule company holidays so they show on the calendar? http://kb.actforadvisors.com/questions.php?questionid=41 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 Admi ... Scott Abboud Tue, 20 Jan 2009 14:41:11 GMT Linking Received Emails to the ACT! Contact http://kb.actforadvisors.com/questions.php?questionid=43 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 ... Scott Abboud Tue, 20 Jan 2009 14:40:46 GMT How do I perform a mail merge to a group but have the mail merge use email? http://kb.actforadvisors.com/questions.php?questionid=42 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 ma ... Scott Abboud Tue, 20 Jan 2009 14:40:16 GMT Creating Processes and Procedures with Activity Series http://kb.actforadvisors.com/questions.php?questionid=18 Have you ever wanted to setup a drip marketing campaign in ACT!? Have you ever wanted to establish a step by step process for your assistant to follow to complete an ACAT or an insurance contr ... Scott Abboud Tue, 13 Nov 2007 06:36:35 GMT Drip Marketing with Act4Advisors http://kb.actforadvisors.com/questions.php?questionid=17 There are various ways you can accomplish your drip marketing with ACT! but I will explain just one at this time. Before you begin, make a backup of your database. In drip marketing, the first ... Scott Abboud Tue, 13 Nov 2007 06:35:57 GMT