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- Bounce back to first record after creating new record or duplicating record. Rec... [Article]
Act4Advisors Plugin Update Part 1: Download and Run:
- How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an A... [Article]
Question You have information in a CSV or Text Delimited file that you want to import in to an existing ACT! database. Answer Note: Before proceeding,
- How to Export Your Contact Data from ACT! to a Text Delimited File [Article]
Question You would like to export your Contact data from ACT! to a text delimited file. Answer You can export your ACT! cont
- How to Export to CSV for Mailing Company [Article]
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.
- How to re-assign or move activities en-masse to another user. [Article]
OK, we have all been PO'd over the years because ACT! does not have a function to re-assign activities en-masse to other users but here is a workaround.
- Error: "Backup cancelled. Access to path denied." [Article]
Question
When attempting to create a backup
- ACT! Mail Merge Window is missing in Word or Unable to Access the ACT! Menu Opti... [Article]
Question
The ACT! menu option is missi
- Remote Access Options for ACT! and Act4Advisors [Article]
ACT! combined with the Act4Advisors add-on allows financial planners and investment advisors the fullest use of their ACT! software.
Advisors and their staff often demand immediate access
- Error: "RPC Server not available." When Attempting to Send an E-mail U... [Article]
Question You are attempting to send an e-mail from ACT! (with Outlook as your mail client) when you receive the following error message: "RPC Server not available."
- MS Excel Spreadsheet to ACT! - map Act4Advisors fields to your spreadsheet [Article]
Open ACT. You may do a Lookup then click on Contact List or you can choose your group and click on the Groups button. Minimize ACT (do not close ACT)
- How to Disable the Windows XP Service Pack 2 Firewall Component [Article]
Question You would like to know how to disable the Windows XP Service Pack 2 Firewall component. Answer Note: Th
- How to Install ACT! in Windows Selective Startup Mode [Article]
Question You would like to know how to install ACT! in Windows Selective Startup Mode Answer If you are using Windows® XP or
- How to Add ACT! to the Exception List for Windows XP Internet Connection Firewal... [Article]
Question You are using Windows XP with Service Pack 2 installed, and the Internet Connection Firewall is enabled. You attempt to share your ACT! database over your Local
- How to Update your ACT! and Microsoft? Outlook? Calendars [Article]
Question
- Remote Access Options for ACT! and Act4Advisors [Article]
Remote Access Options for ACT! and Act4Advisors
ACT! combined with the Act4Advisors add-on allows financial planners and investment advisors the fullest use of thei
- Preferred Mailing is will not working properly [Article]
The preferred mailing may not be working because the preferences is set to startup ACT in the Contact List or Dashboard. When this occurs, ACT cannot load the Act4Advisors plu
- I am able to enter data in some fields but not in others - fields are missing [Article]
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 hap
- ACT! Knowledge Base [Article]
Find your basic ACT! by Sage answer in the ACT! Knowledge Base:
- How can I simultaneously reschedule several activities? I want to move all of th... [Article]
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.
- Once I'm in the Schedule Activity dialog, how can I navigate the calendars ... [Article]
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
(Page 5 of 8)
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