Demystifying Birthday Queries and Reports [Article]
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!
4Advisors 3.5144 Update [Article]
Compatible with ACT! by Sage 2008 (10.03) and 2009 (11.01 with hotfix) Act4Advisors v3.5144 Update Files
Overview:
4Advisors Version 
Act4Advisors and Scan&Organize Terms and Conditions [Article]
These Terms and Conditions, as amended from time to time, govern the use of the Plan by the individual(s) designated as the Customer contact(s) on the plan order (the "Customer"). Except as discussed ...
ACT! and Act4Advisors Upgrade Disclaimer [Article]
Upgrading from ACT! 6.0 to a newer version of ACT! is not a technically difficult process but there are several steps necessary to ensure a successful upgrade.
The upgrade process is tedio
Birth dates setting for future year [Article]
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". &nbs