http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Sun, 26 Apr 2026 16:10:27 EDT 20 http://kb.actforadvisors.com/questions.php?questionid=119 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 Mon, 18 Oct 2010 16:49:25 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=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 http://kb.actforadvisors.com/questions.php?questionid=127 Question: I have Act4Advisors Open and I am able to enter data in some fields but not in others. The fields are missing on the Insurance tab, Investment tab, etc.. Why is this happening? Answer ... Scott Abboud Thu, 22 Jan 2009 21:10:11 GMT 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 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 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 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 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 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 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 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 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 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 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 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 http://kb.actforadvisors.com/questions.php?questionid=48 You receive this message after installing software or adding a new user. "The number of users exceeds your Act4Advisosors licenses. You have 3 days remaining grace period..." AnswerVery Important ... Scott Abboud Tue, 20 Jan 2009 14:38:13 GMT