Act! Top Tips

Here’s a few Top Tips for you to help you get the best out of Act! and resolve some common issues we come across…


Act! Premium Cloud limitations…

The Act! Premium Cloud or Web Based Act! products do have a number of limitations over the on-premise version of Act! this knowledge base article explains these in detail.


Will Act! work with Windows 10 ? …continued…

Well it turns out that Windows 10 (owned by Microsoft) doesn’t seem to be totally compatible with SQL (Microsoft owned) This can be a problem as Act! uses SQL and SQL does not always start when you reboot a Windows 10 PC resulting in an error message when attempting to open Act!

There is a solution:

Firstly you need to download the following SQLStart batch file from THIS LOCATION and save it to a location where it will not be inadvertently deleted such as C:\Program Files (x86)\ACT\Act for Windows.

The create 2 shortcuts to the saved SQLStart.bat file, setting each to ‘Run As Administrator’

One shortcut should be saved to: %appdata%\Microsoft\Windows\Start Menu\Programs\Startup

The other should be saved to: %programdata%\Microsoft\Windows\Start Menu\Programs\Startup


Will Act! work with Windows 10 ?

The simple answer is ‘Yes’ but it does depend on which version of Act! you are using and it may require some Hotfixes to be applied. Act! v18 is fully compliant with Windows 10 and Office 2013.

Act! v17 will work with Windows 10 but depending on which version you are using it will require a hotfix to be applied otherwise when adding documents Act! will crash.

The Knowledge Base article below has links for v17.1 and v17.2 hotfixes http://kb.swiftpage.com/app/answers/detail/a_id/38199/kw/38199

If you are using Act! 2013 or earlier the advice from Swiftpage is NOT to upgrade to Windows 10 until you have upgrade Act!

As always if you have any questions then give us a call and we can help with any upgrades.


Outlook 2010 & Act! – Add-Ins Tab not available in Outlook 2010

Microsoft issued a flawed update on 9th Dec 2015 – KB3114409 which makes Outlook start in Safe Mode and prevents the Add-Ins tab displaying and also any add in integration with Act! This is despite Act! and Outlook both indicating that they are linked in the individual configuration settings.

To uninstall KB3114409 follow these instructions


Error: “Object Reference not set to an Instance of an Object”

This can be caused due to numerous issues and is .Net related checkout http://kb.swiftpage.com/app/answers/detail/a_id/24350

However IF you are using Act! 2013 SP1 in a Windows 8 environment then you may receive this error when you attempt to send an email from Act! IF SP1 has been applied AFTER the Act! installation. You need to download the full version of Act! from: http://www.act.com/support/downloads/emea/ and re-install Act!


Proxy Error message when setting up Act! E-Marketing

If you have Proxy servers running there is a likelihood of a large error message being displayed when attempting to send an email or setup the account.

The following IP addresses need to be added to the exclusions on the Proxy server: 64.78.151.128/26 and 216.241.183.0/24

The start of the error message looks like this:

AEM Proxy Error

 

 

 

 

 

 

 

 


How to Manage Unattached Emails

To keep your Act! contact emails up to date – check out the Attach to Act! Contacts Progress feature which appears on your space bar icons (right hand side – may be hidden icon). Shows as a white envelope with a red circle with white cross   Act! Envelope

Note this icon will only appear if there are unattached email messages.

Attach To Act! Progress

  1. Right click on the ‘Attach to Act! Contacts Progesss’ feature and select ‘Show Progress’
  2. Go to Not Attached Messages Tab
  3. Sort the messages by the From column
  4. Highlight any emails which you do not want attached to an Act! contact and select Remove
  5. Emails which should be attached to a contact can be checked – email address may be different or missing
  6. Update the Contact record where email address differs or is missing and select Retry Attach
  7. Emails from new contacts – select Attach to New Act! Contact to create a new contact record

Emails not being recorded in Act! history

It is most likely that Outlook has disabled the Act! Addin, or the Act! Address Book integration has been lost. To resolve this the first thing to do is to check your Addins in Outlook (are the Act! icons showing in the Addins Menu?) if not proceed as follows:

1. In Outlook go to File – Options and Addins
2. Check where the Act! Outlook Addin is showing; ie Active, Inactive or Disabled
3. If it is Disabled – go to the Manage options and select Disabled Go
4. Enable the Act! Addin OK
5. Go back into File – Options and Addins and you should then see the Act! Outlook Addin in the Inactive section
6. This time go to the Manage options and it should be defaulted to COM Add-ins – Go
7. Tick the Act! Outlook Addin and OK and your Act! icons should re-appear in the Addins Menu of Outlook

If the Addins are showing in the Outlook Addins menu but your emails are not recording in History then go to Act! Tools Preferences and select the Email & Outlook Sync tab and go through the Email System Setup again. This will reset the Act! address book with Outlook. You then need to close Outlook and Reopen it.

If that doesn’t work then you can reset the Act! Address Book directly in Outlook as follows:

1. In Outlook – go to File – Account Settings and then select the Address Book tab
2. If they don’t see Act! Address Book listed then select New
3. Select Act! Address Book and then it should bring up your Act! Address Book/logon/password
4. When finished close Outlook and Reopen outlook and you should see 6 icons in the Addins menu for Act!


Output your Act! reports to Microsoft Word and Excel.

It is very simple just go to the following Act! knowledge base article and download and run the Registry change.

http://kb.swiftpage.com/app/answers/detail/a_id/14690/kw/14690

Process is simple:

1. Close all applications
2. Download the ReportsFormat_On_CurrentUser.reg file
3. Run the file
4. Open Act! and check the Reports Output now includes MS Excel Spreadsheet and MS Word Document


Merging duplicate records with History

Act! can do this for you just:

  1. Highlight the 2 records to be merged
  2. Go to Tools > Copy/Move Contact Data
  3. Work through the wizard and Select which record to be kept – Target
  4. Check field data to see if any data needs to be copied from Source record to Target
  5. Copy all data from Source to Target
  6. Select to delete the Source record and all data will be merged into one contact record

AVG Exclusions

Open AVG and go to Options (top Right)

In the options PopUp, Scroll down to and Click on Advanced Settings,

In the Advanced Settings Window, scroll down to and click on Exceptions,

Click on the Add Exception button:

(There will be 5 exceptions created) After clicking on the Add Exception Button, a new window opens and asks for exception type.

Exception 1:

Exception Type;  Application or File

Browse To: C:\Program Files (x86)\ACT\Act for Windows\Act.Scheduler.exe

Do not check anything under “Ignore This File:”

Check All under “Use This Exception For:”

Exception 2:

Exception Type;  Folder

Browse To:C:\Program Files (x86)\ACT\Act for Windows\

Check All under “Use This Exception For:”

Exception 3:

Exception Type;  Application or File

Browse To: C:\Program Files (x86)\ACT\Act for Windows\Act.exe

Under “Ignore This File:”, Check “Even when this file is moved to a new location.”

Check All under “Use This Exception For:”

Exception 4:

Exception Type;  Application or File

Browse To: C:\Program Files (x86)\ACT\Act for Windows\ActEmail.exe

Under “Ignore This File:”, Check “Even when this file is moved to a new location.”

Check All under “Use This Exception For:”

Exception 5:

Exception Type;  Application or File

Browse To: C:\Program Files (x86)\ACT\Act for Windows\Act.Outlook.Service.exe

Under “Ignore This File:”, Check “Even when this file is moved to a new location.”

Check All under “Use This Exception For:”

 

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