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  1. Bounce back to first record after creating new record or duplicating record. Record lost after creating.Bounce back to first record after creating new record or duplicating record. Rec... [Article]
    Act4Advisors Plugin Update Part 1: Download and Run:

  2. How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an ACT! DatabaseHow 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,

  3. How to Export Your Contact Data from ACT! to a Text Delimited FileHow 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

  4. How to Export to CSV for Mailing CompanyHow 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.

  5. How to re-assign or move activities en-masse to another user.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.

  6. Error: "Backup cancelled. Access to path denied."Error: "Backup cancelled. Access to path denied." [Article]
    Question When attempting to create a backup

  7. ACT! Mail Merge Window is missing in Word or Unable to Access the ACT! Menu Option on the Microsoft® Word or Excel® Tool BarACT! Mail Merge Window is missing in Word or Unable to Access the ACT! Menu Opti... [Article]
    Question The ACT! menu option is missi

  8. Remote Access Options for ACT! and Act4AdvisorsRemote 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

  9. Error: "RPC Server not available." When Attempting to Send an E-mail Using Microsoft? Outlook?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."

  10. MS Excel Spreadsheet to ACT! - map Act4Advisors fields to your spreadsheetMS 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)

  11. How to Disable the Windows XP Service Pack 2 Firewall ComponentHow 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

  12. How to Install ACT! in Windows Selective Startup ModeHow 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

  13. How to Add ACT! to the Exception List for Windows XP Internet Connection FirewallHow 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

  14. How to Update your ACT! and Microsoft? Outlook? CalendarsHow to Update your ACT! and Microsoft? Outlook? Calendars [Article]
    Question

  15. Remote Access Options for ACT! and Act4AdvisorsRemote 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

  16. Preferred Mailing is will not working properlyPreferred 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

  17. I am able to enter data in some fields but not in others - fields are missingI 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

  18. ACT! Knowledge BaseACT! Knowledge Base [Article]
    Find your basic ACT! by Sage answer in the ACT! Knowledge Base:

  19. How can I simultaneously reschedule several activities? I want to move all of them to the same dayHow 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.

  20. Once I'm in the Schedule Activity dialog, how can I navigate the calendars using only keystrokes?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

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