Return Policy [Article]
Though we believe all of our pre-sales information is adequately representative of our product, we realize there may be reason to return the software. We do not take this lightly since we would lik
How to Change the My Record for a Single User License [Article]
Problem: You have a single user license of ACT! and cannot login to the database as a different user to change the My Record to another contact or your own existing conta
Deleting ex-user or old user from ACT [Article]
First, never delete an ex-user as a user. Simply disable their login to free up their license. Deleting a user will force you to either delete
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
How to Create A Custom Label in ACT! 6.0 [Article]
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
Act4Advisors 2 User Database (Server) Installation for 2010 [Article]
Installation Instructions:
ACT! must be installed on all workstations including the server computer. The server can also be a workstation for a peer to peer network. Inst
Support Options [Article]
In July 2009, we began a new support policy allowing our customers the best possible solutions fo
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 ...
Severe Warning Message in Act4Advisors 2.0 [Article]
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..."