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E-Mail: info@crmaddon.com
UK: +44 203 86825-78
Australia: +61 879 0571-13
USA: +1 208 56192-34
D-A-CH: +49 8282 800400
E-Mail: info@crmaddon.com
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Knowledgebase
For online presentations, training and support we use TeamViewer
[http://www.teamviewer.com/en/index.aspx], AnyDesk
[https://anydesk.com/en] and PCVisit [http://www.pcvisit.de/en/]
tools.
TEAMVIEWER
ONLINE PRESENTATION AND TRAINING
For training and pre...
MAKING ACT! FASTER
There is a bunch of tuning features that can speed up Act!, some are
related to the OS and some are to Addons.
1. RAM
you should assure that you allways have more then 50% of your physical
memory free... due to the fact that Windo...
If you experience such issues while running ACT! it does not mean
that ACT! Database is broken or works improperly. The issue is that
you do not have enough RAM. If you use a PC with a little amount of
memory, 4 GB, for example and run different applic...
REGISTERING ACT! ON A 64BIT SYSTEM:
To register Act! successfully on a 64 bit System you have to right
click on the Act! (Desktop) Shortcut and run it as "administrator".
From here on it is possible to register your Act! as usual. Just
follow the in...
THIS CAN HAVE MORE REASONS:
Outlook is in the Autostart or you start it directly after the system
start.
P: Outlook start to fast and before the act! service is started.
S: Don´t use the Autostart and / or wait while all services are been
loaded.
...
CAN I IMPORT A *.VCF (VCARDFILE) TO MY ACT! DATABASE?
There are several ways to add a .vcf to your Act! Database.
The first and easiest one is right click on your vcf and click on
"open it with" then choose your actsage.exe
Normally it is located to...
To SAVE your DATABASE follow this steps:
* Start Act! And LOAD your database
* Click on the menu bar on _“FILE”_. A drop down menu
will open, there you select _"BACK UP"_. Then click on the item
_"DATABASE"_.
* This will open a DIALOG B...
Der abgesicherte Modus ist n
For a faster start of Office Applications download the tool and
install it:
Tool: Start Act!-Office-Applications faster
[http://downloads.crmaddon.com/tools/InstallMicrosoftVbeInteropv100.zip]
Take care that you have an actual backup of your system.
If you need to generate logs for Act! with troublshooting purpose
you'd need to enable trace logging for Act!
The following trace values appear in log files:
0 - off: means no errors
1 - error: only error message will appear
2 - warning: error and...
PROBLEM:
* You get this error message when logging into one or more Act!
workstations.
ACT! PROBLEM SOLVING:
Error with logging into the database: [Server name] computer and
[Database name] database were found. You are not authorized to access
[Se...
When opening ACT! the window disapears or will be minimized.
there are several reasons for this,
* one could be that you used 2 monitors in the past (so act did
store the info to display act on the second monitor)
* you minimised ACT and you did ...
If you have a list of data which should be updated for your Act!
contacts and have only email field there, you can with help of
IMPORT|IT application create an import schema and update your Act!
data. IMPORT|IT Basic
[http://www.crmaddon.com/en/addons-en/...
If you lose or forget your password you can click the botton "Lost
password" here you enter your Email and the verification code and
press submit.
Than you will recive an email from us with a link where you can change
your password.
If this not work y...
PROBLEM:
If you create an template-e-mail with Act! and add more than one
picture they can
You have to go to C:Users"name"AppDataLocalVirtualStore
open a folder and write %appdata% in the line on the top
you should come out in "C:UsersdgeigerAppDataRoaming" please go to
appdata in the top line where you insert %appdata%
then search the lo...
There are several ways to make bakups of your Act! database. In this
article we will cover different ways of making backups:
1. The first option is to make a backup using built into Act!
functionality: FILE / BACK UP. A detailed instruction for this is
...
A standard uninstall of ACT! Premium for Web Outlook Integration has
failed. You must manually remove the ACT! Premium for Web Outlook
Integration.
IMPORTANT NOTE: If you have attempted to uninstall ACT! using the
conventional method through the Windows(...
You attempt to open ACT! E-mail or click on an E-mail address when you
receive the following error: "Error Retrieving the COM Class Factory
for Component with CLSID {741BEEFD-AEC0-4AFF-84AF-4F61D15F5526} failed
due to the following error: 80040154" or ".....
Um eine Demolizenz bei Addons zu aktivieren sind nur wenige Schritte
nötig:
Um die Aktivierung der Demolizenz anschaulicher zu gestalten aktiviere
ich diese bei unserem Addon Outreach|IT.
1. Nachdem sie ihr Addon heruntergeladen und installiert haben ...
Wenn sie Lizenzen nachbestellen wollen können sie das ganz einfach
durchführen.
1. Senden sie eine E-Mail mit Ihrem Erweiterungswunsch und Ihrer
aktuellen Lizenz an _SALES@CRMADDON.COM_.
2. Nach einer Bestellung durch sie, addieren wir nun die gewünsch...
_NOTE: _We also have an how to video here
[https://www.youtube.com/watch?v=KX7NCpskdkA&feature=em-upload_owner].
There are only a few steps needed to activate your Addon's demo
license.
For better visualization I will demonstrate the activation with o...
If you want to add more licences you have to:
1. Send an E-mail with the amount of licences you want to add and your
current licence.
2. After your order, we add the number of licences you want to the
current licence.
3. When your new licene arrived ...
Are you using a demoversion of an addon an want to upgrade to a full
licence?
If you want to upgrade to the full licence there is no reinstallation
necessary.
(I) If you are using one of our addons (OUTREACH| IT oder DATA| SUITE)
you can start it.
(II...
REPORT DESIGNER - SCRIPT TRIGGERS AN ERROR
When you are editing the script, please use the template and just
exchange the Name and size values.
This is a new script which is more user-friendly. If you use this
script then there is no need to edit this ...
FONT SIZES IN REPORTDESIGNER
In case you use RTF-Objects beside normal lables or tables with
content, please note that the ReportDesigner font size is 0,5 pt
higher than the format in MS Word and WordPad.
Example: Your text written in MS Word has a val...
THINGS YOU NEED TO MAKE DIAL|IT RUN WITH RINGCENTRAL
* A PHYSICAL SNOM PHONE (E.G. SNOM 320, SNOM 370)
* A RINGCENTRAL ACCOUNT
* A SNOM TAPI DRIVER
* OUR DIAL|IT
When you want to use Dial|it with www.Ringcentral.com
[http://www.Ringcentral.com]...
When you install an addon on your server remotely via RDP, you need to
have special RDP license.
Single license will not work on this case. However, if you install
your addon locally on your server, then your single license will work.
Here you find th...
_- BITTE ERSTMAL DRAFT LASSEN - _
Synchronisation mit Act! und Outlook
Eine Synchronisation mit Outlook und Act! bringt Zwangsweise Dupletten
mit sich. Ob nun in 1 Woche, 1 Monat oder 1 Jahr, auf Dauer werden
definitiv Dupletten erzeugt!
Wieso ist e...
If you try to open a backup of your database on another pc and the
following error massage shows up "To finalize the registration, the
database administrator must login first".
Maybe one of this solutions could help you.
1. LOCAL ADMIN RIGHTS.
Make ...
Recently some customers did note that starting an Office application
(Outlook, Word, and so on) is taking a huge amount of time, since ACT
is installed.
you may want to install the following patch
[http://downloads.crmaddon.com/tools/InstallMicrosoftVbe...
WENN SIE PROBLEME MIT EINEM ADDON HABEN WELCHES NICHT LÄDT, KÖNNEN
WIR IHNEN FOLGENDE TIPPS GEBEN:
DependentDlls.xml
Die Datei DEPENDENTDLLS.XML kann die Ursache dafür sein, dass Ihr
Addon nicht geladen wird.
Wurde das Addon einmal nicht geladen, wir...
If you have installation problems or problems with starting an Addon,
please follow the manual:
1. At first, please close ACT! and uninstall the Addon, also the
CRMADDON DevExpress and CRMADDON GeneralFiles for Addon's, you find
this all in the "Softw...
Determining Which file to Download:
ACT! 2015 (v17) download file: ACT! UNINSTALLER V17
[HTTP://KB.ACT.COM/CI/FATTACH/GET/33076/0/FILENAME/ACT_UNINSTALLER.EXE]
ACT! 2014 (v16) download file: ACT! UNINSTALLER V16
[HTTP://KB.ACT.COM/CI/FATTACH/GET/33076/...
The Icons disappeared after installing a new version of ACT
1. Update from i.e. ACT! 10.01 to ACT! 10.03
1. you must uninstall the Addon before updating ACT!,
2. After installing the latest version of ACT!, you must run the
installer again
2. Upd...
If you get the message that ACT needs to shut down while running an
Add-on, you must full fill following steps so we could investigate the
Issue
1. use the email button on the Support Tab to send us the recent log
files
2. describe exactly what you ar...
If your Contacts are not linked to Companies in your ACT! Database,
you can do this with Import|IT. The first step will be to export your
contacts using built in ACT! Export Wizard. To start it you need to
follow File / Export:
Then, please follow Expor...
As soon DIAL|IT and Skype is installed, you are ready to use DIAL|IT
with Skype.
Following points must be done upfront:
1. Skype must be installed and Running
2. you must go to the skype tab in the config, and select any field,
i.e Messenger, this w...
If additional troubleshooting is required it is necessary to enable
debig logging in Data Suite addon. To enable it, please do the
following:
1. In the top menu follow SETTINGS / DEFAULT SETTINGS
2. Then in the REPORTING section change Level of Loggin...
If you receive the following error this means that the policy was
changed and the password should be reentered. However, the window for
password changing was blocked by your pop up blocker:
To resolve the issue you need to allow pop ups in your browser....
_HOW CAN I USE EXPORT|IT WITH MY ACT! FOR WEB DATABASE?_
If you want to export data out of your ACT! for Web database you have
2 possibilities to do that.
* You have to be logged in on the server where your ACT! Windows is
installed. Therefor you nee...
Sie möchten Ihre Zeitzone eines Act! Nutzers umstellen. Dies
funktioniert via ACT! Diagnostics. Dieses Tool bietet Ihnen die
Möglichkeit die Zeitzone eines einzelnen oder mehrerer Nutzer Ihrer
Act! Datenbank zu ändern. Wenn ein Nutzer in einer Zeitzone is...
Sie möchten aus Act! heraus Etiketten drucken und wollen dazu eine
Vorlage erstellen.
Folgen Sie den nachstehenden Schritten:
1. Gehen Sie auf DATEI => DRUCKEN (alternativ STRG+P)
2. Sie finden 3 Spalten vor, bei der Sie in der linken die
Auswahlmoe...
When uninstalling or updating an Addon, it might happen that the old
Icons are still dispayed. in this case, you must go to Tools |
Customize | Reset Menus and Toolbars, then Restart ACT! and you should
be fine.
If the icons are still shown, something h...
A new folder called "crmaddon-fetched-mailbox" was created on my Mail
Box
Fetch|IT
[http://www.crmaddon.com/en/addons-en/act-addons/e-marketing/fetch-it]
does set up a new folder on your Mailbox
[http://en.wikipedia.org/wiki/Email_box].
It is called "...
In Windows you can find some default Tapi drivers. in most cases, your
phone will NOT work with this drivers. only in very specific cases
some rare phones will work with them but, in this case your Phone guy
needs to configure the tapi driver.
* Agile...
Most CRM Solutions work with UID
[http://en.wikipedia.org/wiki/Unique_identifier] (Unique identifier)
for records
For exporting and/or importing data we always use the UID where
possible.
Due to using the UID we ensure that we can Update imported/expo...
Some of our customers did receive the following problem:
When you hit call a contact, in the listed numbers at the top they are
correct but down at the bottom where you hit call one of the numbers
is incorrect therefore meaning the number is wrong.
Th...
Ausgegraute Felder bei Firmen
Es gibt mehrere Möglichkeiten, Firmensätze die ausgegraut sind
wieder editierbar zu machen:
Die beiden ersten Möglichkeiten sind manuell und können lediglich
auf 1 Firma pro Durchgang angewendet werden.
Dies ist für klein...
YOU ARE USING ACT! FOR WEB AND YOU RECEIVED AN ERROR MESSAGE FROM ACT!
LIKE:
1. "ACT! LAYOUT COULD NOT BE LOCATED"
2. "THE FILE BASIC COMPANY LAYOUT - 1024X768.ALY COULD NOT BE LOCATED.
Please select a different layout at the bottom of the screen. For mo...
You have a Excel file with different columns and and one of these
columns is set as a picture field.
For example it looks like this:
_FIRST NAME_
_LAST NAME_
_COMPANY_
_ADDRESS_
_POSTAL_
_CITY_
_COUNTRY_
_PICTURE FIELD_
CHR...
YOU RECEIVE THE FOLLOWING ERROR:
Error "Unhandled exception has occurred in your application. If you
click Continue, the application will ignore this error and attempt to
continue. If you click Quit, the application will close immediately."
when you try t...
IN THIS ARTICLE YOU WILL FINED SOME USEFUL DETAILS ABOUT ACT!
COMPATIBILITY WITH WINDOWS VERSIONS, WEB BROWSERS, DATABASES, EMAIL
AND MS OFFICE INTEGRATION POSSIBILITIES.
ACT! IS COMPATIBLE WITH THE FOLLOWING WINDOWS VERSIONS:
98
ME
NT 4.0
...
How to check your user security role
If you login in to act you can check your Security role like this.
- In the toolbar go to "Help->About Act!->Database Information"
- Here can you see your security role.
You close Act! and use the File / Close or the X in the upper right
hand corner but the Act!.exe still runs in the "task manager".
So you can't restart Act! until this prozess is end manuell.
This could happen if you using screen sharing software like...
Depending on the kind of integration you are using, you may want to
disable the ACT Integration that will sync ACT contacts & Calender
with Google or Outlook. The email sync will still continue to work.
this is Specialy recomended when using ACT on a Te...
If you get some issues with the Act! License there could be many
possibilities for it. In the following text I will describe three
solutions that could help you.
1. SOLUTION:
Run Act! As Admin when you enter the License. You can see a step by
step gui...
In the following contribution, I will explain you in 3 steps how you
can uninstall Search IT Software.
* At first you have to close Act!
* After this step you open the windows uninstaller and uninstall the
Addon.
* If you finished with those t...
Windows Firewall Exceptions for ACT!
FIREWALL EXCEPTIONS FOR ACT!
FOR PERFORMANCE REASONS WE STRONGLY RECOMEND TO DISABLE THE WINDOWS
FIREWALL IF YOU ARE ACCESSING YOUR ACT FROM INSIDE.
ACESSING YOUR SQL SERVER FROM THE WAN, IS NOT RECOMENDED DUE...
There could be a lot of possibilities for this issue.
I hope one of the following solutions could help you out.
1. CHECK THAT THE ACT! ADDIN IS STILL ACTIVE.
To check this follow the steps in your Outlook.
Go to Files->Options->Addins.
their sho...
DEMO EXPORT DATA
Our EXPORT|IT easily exports data from your Act! database into a
".csv" file. In our new EXPORT|IT version (3.5) release you can choose
among three different addon editions
Plese take a glance at the list of features coming with each E...
there are several ways how a act Database can/should be saved, so you
do not loose any data in the case of a worst case scenario
1 . the standard is the ACT Backup
[http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?...
INSERTING AN IMAGE INTO THE ADVANCED REPORT DESIGNER
To find out how to create an Image URL follow this link
[https://kayako.crmaddon.com/staff/index.php?/Knowledgebase/ViewKnowledgebase/Article/383/17].
To find out why you should not insert pictures d...
WIE KANN ICH VERSCHIEDENE TOOLS MIT EINEM EXCHANGE-SERVER VERBINDEN?
Die meisten Tools/Applikationen arbeiten über die E-Mail
Kontoeinstellungen IMAP
[http://de.wikipedia.org/wiki/Internet_Message_Access_Protocol] oder
POP3 [http://de.wikipedia.org/wiki/...
To learn how to insert an Image URL please read on here
[https://kayako.crmaddon.com/index.php?/Knowledgebase/Article/View/382/0/inserting-graphics-in-a-report]
To CREATE AN IMAGE URL, the image you would like to use in your report
(such as your company...
There are several reasons for updating our addons with Act! version
update:
1. Act! structure. Each new Act! version requires new dlls which are
built into the program installer, thus the installer which works for
Act! v16 will not work for Act! v17.
...
If you are not sure if you can reach our licensing server for
registring one or more addons, you can simply check that by entering
the following URL into your Browser:
http://licence3.addons-for-act.de/lpweb/lpws.asmx
[http://licence3.addons-for-act.de/...
If you have private access level for your companies and would like to
change it to restricted to specific users or teams, please do the
following:
* Export your Companies with EXPORT|IT ADDON
[http://www.crmaddon.com/en/addons-en/act-addons/data-manag...
If you keep getting a request to license your Act! you'd need to run
your Act! database as Administrator. also if you want to install
Inline Updates, you need to run ACT as an Administrator
There is a difference between having admin rights and running a...
This article is divided into three sections: PREPARATION TASKS,
MANUALLY REMOVING ACT!, and POST UNINSTALL TASKS. Each is further
divided into a section for each required specific type of function:
PREPARATION TASKS:
[HTTP://KB.SWIFTPAGE.COM/APP/ANSWERS...
Worry about this circuit to get access to a addons functionality...
If you want to see and have direct access to e.g. the tray icon of the
Scan|IT
[http://www.crmaddon.com/de/addons-de/scan-it-von-der-visitenkarte-zum-crm-kontakt]
addon you can do the f...
TEAMVIEWER SUPPORT FOR YOUR MOBILE DEVICE
Our support team is able to connect to your mobile device if it uses
Android, iOS or Windows 10 as an operating system.
For this purpose, please install TeamViewer QuickSupport
[https://www.teamviewer.com/en/do...
Here you find the solution to link the Web Info to the classic Google
Map Links:
http://www.crmaddon.com/de/forum/questions-and-experience/73-new-version-of-google-maps-and-the-web-info-tab
ACT! is programmatically designed to display and scale based on 96 DPI
(dots per inch) display settings.
If DPI settings are set to Large size (120 DPI) or a custom DPI
settings above 96 DPI, ACT! has been reported to have issues rendering
certain areas o...
WHY SHOULD THE ACT! BACKUP BEEN USED AND NOT ONLY THE SQL BACKUP OF
THE DATABASE?
In addition to the main SQL files, the ACT! database includes a set of
supplemental file for layouts, templates, documents, etc. that needs
to maintain an integrated conne...
SYMPTOM:
I get Error: "Unsupported _Browser_. The _browser_ you are using is
incompatible with our _Web_ site. This application requires that you
use Microsoft _Internet_ _Explorer_ 8 or higher." when I try to open
Act! via _Internet_ _Explorer_ _11_
...
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