We want you to get the most out of your Act! software. Here is a quick list of some good practices to keep everything running smoothly! Clean out the history of your Act Contact Record – Every Act user has a contact record in Act. When you log into Act, your Record is the first one […]
We saw this issue when installing Sage ACT! 2011 for a client on a Windows 7 machine earlier this week. The installer kept prompting that a reboot was pending and necessary to proceed.
After a reboot, the installer gave the same message. We went through many different hoops and troubleshooting, including deleting the registry values as outlined in this article: Sage Software Online Support Article
Nothing seemed to work, and no answer was available online. After many headaches, the solution turned out relatively simple; We needed to log in as the domain admin for his network and reboot.
So, a relatively rare issue, but if this happens to you, maybe you can go ahead and give it a shot! At least now an additional possible step is available on the net for this error.
One rather minor issue we see from time to time is the Windows 8 prompt to fill out additional phone & modem info every time you launch ACT!. This appears to have no effect on ACT! performance, but it can be a nuisance to fill/close out each time. The consensus on this error is that […]
[box style=”note”]All ACT! Quick Tricks are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]
With Sage ACT! 2012, you don’t have to check two different places or manage two different calendars for a complete view of your business and personal lives. Sage ACT! works seamlessly with tools like Google Gmail, Contacts, and Calendar, so you can keep all or just a subset of your emails, contacts, and activities updated in both places. In this tip, you’ll learn how to integrate your Sage ACT! and Google Calendar, so you are always aware of upcoming tasks and activities!
Configuring Google Calendar Integration:
After you have verfied the Sage ACT! database you want to integrate with Google is correct, and you have authorized Sage ACT! to access your Google account, you may proceed to configure your integration preferences. For more information regarding authorizing Sage ACT! to access Google, refer to last week’s tip: Getting Started with Google Integration.
1. From within Sage ACT!, select Tools > Integrate with Google > Google Integration Preferences.
2. On the “Synchronize Calendar” tab, select the Enable Calendar Synchronization with Google check box. This activates the other options on the tab.
3. After this has been enabled, use the following options to configure the behavior of Google Calendar Integration:
4. To set or change default calendar sync options, such as selecting the types of Sage ACT! activities and date ranges of scheduled activities to sync, as well as alarms, click Advanced Preferences.
5. After setting your preferences, click OK again to exit the Google Integration Preferences window. When prompted to Integrate Sage ACT! and Google now, click Yes to start the initial sync.
As you can see, setting up Google Integration only takes a few minutes, and is well worth the time saved because you can look to one location to see all of your personal and business appointments!
[box style=”note”]All ACT! Quick Tricks are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]
With Sage ACT! 2012, you don’t have to check two different places or manage two different calendars for a complete view of your business and personal lives. Sage ACT! works seamlessly with tools like Google Gmail, Contacts, and Calendar, so you can keep all or just a subset of your emails, contacts, and activities updated in both places. In this tip, you’ll learn how to manage application authorization in Google. Then in the coming weeks, you’ll learn how to configure Sage ACT! to integrate with Google applications for a streamlined view of your business and personal data.
Managing Application Authorization in Google
Before you can begin taking advantage of Google integration, you must authorize Sage ACT! to access your Google account. Authorization is an important piece of the puzzle, because it enables you to integrate Sage ACT! and Google applications without having to store your Google username and password within the database. Authorization may be revoked at any time to disable Sage ACT! from accessing your Google account data.
1. From within Sage ACT!, click the Tools menu, point to Integrate with Google, and then click Google Integration Preferences.
2. Select a Sage ACT! database for use with Google integration by clicking Change. Then browse to, and select your Sage ACT! database (.PAD file).
3. To grant Sage ACT! permission to access your Google account, click Register. If you do not have a Google account yet, you will need to create one by visiting http://www.google.com/ before proceeding.
4. On the Google accounts page, enter your Google username and password.
5. After logging in. on the Google accounts page, click Grant access.
Removing Authorization
Removing authorization enables you to re-authorize Sage ACT! to access a different Google account, or disable Sage ACT! and Google Integration.
1. If at any point, you would like to remove authorization: log in to your Google account. Then, in the upper right corner of your Google page, click the arrow next to your email address to expand a menu of account options. Click Account Settings.
2. On the Google accounts page, in the Security section, click the Authorizing applications & sites link.
3. On the next page, under Connected Sites, Apps, and Services, you will see “Sage ACT! Google Integration” listed as an authorized application. Click the Revoke Access link.
4. After clicking the link, you will see confirmation that access has been revoked.
from the Sage Community Boards. original authors Brian Whalen.
Centralizing data in a shared database has several advantages, including the ability to share templates, layouts, contacts, opportunities and other data. Additionally, administrators only have to back up the central database rather than each individual database. To take advantage of these benefits, the Sage ACT! database must be shared, and that is a task that has been made easier in Sage ACT! 2012.
Sharing a Sage ACT! Database
Prior to sharing a database, verify the following requirements are met:
1. On the Host computer, open Sage ACT!.
2. On the File menu, click Open/Share Database.
3. Locate the database in the list, and click Share. You will be prompted to supply the user name and password of an administrator of that database.
4. Next you will be notified that files associated with the database will also be shared. This message is referring to Supplemental Files (layouts, templates, dashboards, etc.). Click OK.
5. After the database has been shared, you will need to distribute a shortcut to the .PAD file to all users on the Client computers by doing one of the following:
6. To use the shared database, users on the Client computers copy the .pad file to their desktop, and double-click it to open Sage ACT!.
[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]
With Sage ACT! 2012, learning about, trying, and using Sage Connected Services for ACT! are easier than ever. The new Connections page provides access to powerful subscription-based sales and marketing services, desktop applications, and web-based productivity tools. Now you can more easily use and maintain each of these services from a single view. Here’s how!
Accessing Connected Services
1. From within Sage ACT!, click Connections. The Connections page is displayed.
2. Several services are available. From this view, you can:
3. After a service has been set-up, the various links update, and provide new options:
Begin exploring these useful services today by signing up for a free trial! In the coming weeks, additional tips will focus on how to set up each of these services to maximize your prospecting, marketing and sales efforts.
[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]
Sage ACT! includes many ways to find data. If you’re looking for one simple tool for locating nearly anything in Sage ACT!, then look no further. Universal Search is a faster, more expansive search option that gets you to that key document or piece of information you need in your notes, history, and even attachments. You can enter a word, or multiple words, along with special characters and operators, to help you find information in Sage ACT!. In this tip, you’ll learn how to quickly execute a search, and filter the results to pin-point the data you are seeking!
1. In the Search text box area to the right of the global toolbar (upper right corner of the Sage ACT! window), type your search term. For example, to locate any notes, contacts, attachments or other data that contain the word pricing, type “pricing”, and click Go.
2. The results of your search are displayed in the Search view.
3. To narrow the results to only those notes that include the word “Pricing”, select Notes from the Show Only list. Applying/clearing one or more filters is done simply by selecting/clearing the corresponding checkbox. To filter by last edit date, select the corresponding radio button.
4. To open the note, click the corresponding hyperlink in the results list.
As you can see, Universal Search enables you to quickly locate the exact item you seek, so you can spend more time taking action on the information you store in Sage ACT!, rather than looking for it!
[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]
We all do it…write random notes on pieces of paper that get lost on our desk, in the wash or end up in the trash. Capturing this information in the new Sage ACT! Scratchpad can eliminate the hassle of finding your notes when you need them, and entering them in Sage ACT!. Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!, when you use Sage ACT! Scratchpad, a convenient, virtual notepad. In this tip, you’ll learn how to make the most of this new tool!
When random tasks, notes or other information interrupt your work, you can quickly capture them with the Sage ACT! Scratchpad, and then deal with them later by recording them in Sage ACT! or deleting them from the list.
1. Open the Sage ACT! Scratchpad:
2. Click anywhere in the list to add a new entry; for example, type “Call Bob Robertson RE: product pricing”.
3. Use the toolbar to reorder, format, delete, or print the list.
4. If you would like to send a list item to Sage ACT!, first click an item in your list to make it active.
5. Right click the item, or select the Send to Sage ACT! menu, and then choose from the following options:
6. Complete the appropriate information, such as time, date and Contact with which to associate the Activity/Note/History, and click OK.
7. The selected item will be added to Sage ACT!.
As you can see, using the Sage ACT! Scratchpad is easy! Forget about sticky notes. Jot it down on your computer, and then organize it in Sage ACT! when you have time to sort out the details!