Allied Financial Software Knowledgebase - ACT! http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Tue, 28 Apr 2026 05:09:15 EDT 20 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 Somehow the Menu Selections that are located at the top of ACT - "File, Edit, Contact, Lookup, Write, Sales, Reports, Tools, etc..." is missing. http://kb.actforadvisors.com/questions.php?questionid=75 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 ... Scott Abboud Tue, 20 Jan 2009 14:39:51 GMT error "a program is trying to access e-mail addresses stored in Outlook" http://kb.actforadvisors.com/questions.php?questionid=33 ClickYes Software. Get rid of annoying Outlook messages:http://www.contextmagic.com/express-clickyesAct4Advisors http://software4advisors.com Allied Financial Software, Inc. Scott Abboud Tue, 20 Jan 2009 14:38:52 GMT Error - An unknown error has occurred and ACT needs to shut down http://kb.actforadvisors.com/questions.php?questionid=51 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://softwar ... Scott Abboud Tue, 20 Jan 2009 14:38:34 GMT Microsoft Office 2003 Hotfix http://kb.actforadvisors.com/questions.php?questionid=32 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 do ... Scott Abboud Tue, 20 Jan 2009 14:36:43 GMT