Currently, ACT is not compatible with Thunderbird. A very large community of Thunderbird users have been upset over this for a long time. I’ve personally been a fan of the email client, but have always used Outlook as it was the only option. Twelve/Three has the skills and expertise necessary to create such an add-on; […]
Sage ACT! "Reboot Pending" Installer Error
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.
Virtual User Group for Tuesday, July 16th – PowerPivot
PowerPivot Tuesday, July 16th at 9:30AM PowerPivot is a Microsoft add-on that can load massive amounts of data from virtually any source, process in seconds and model with powerful analytical capabilities. You can take your ACT data and perform very tough reporting and reference capabilities. Work with over a million rows of data in seconds […]
ACT! & Windows 8 Phone Dialogue
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 […]
Installing T3 Auto-Address for ACT!
[box style=”doc”]This user manual and installation guide can be downloaded here. [wpdm_file id=1][/box]
Introduction
T3 Auto-Address provides a quick and accurate address correction plugin that is integrated into ACT. Customer address information is verified against the United States Postal Service’s National and Delivery Point Validation databases. You have the option to accept the verified address information and write it the ACT database.
The following example demonstrates an address before and after:
After the address comes back validated, you will have the option to write the validated address back to the ACT database.
System Requirements
ACT 2010 or greater.
Installing T3 Auto-Address for ACT
- Browse to the folder where you downloaded the Installer.
- Double-click on the file T3Auto-AddressSetup.exe
- The following screen will appear:
- Click Next.
- The following screen will appear:
- The T3 Auto-Address installs the plugin into the ACT plugin directory.
Registering T3 Auto-Address
When you open ACT for the first time after the installation process is complete you will be asked to register the T3 Auto-Address software. This will register the software with Twelve/Three Marketing, Inc. Below is a screen of the registration screen.
After the registration process you will need to configure T3 Auto-Address.
Configuring T3 Auto-Address for ACT
You will receive an email from Twelve/Three Marketing, Inc. that will include your username and license keys. The username and license keys will need to be input into the T3 T3 Auto-Address configuration screen in ACT.
- From within ACT, go to the Tools | T3 T3 Auto-Address Configuration menu option.
- The following screen will display:
- Cut and Paste the License key, Toolkit License Key and Username into the fields on the form from the email that was sent by Twelve/Three Marketing, Inc.
If for some reason you have not received your License keys, please call us at 716-837-5727.
- Options:
- Standardize Streets:
i. This would take Avenue and change it to Ave. Or it would take Road and change it to Rd.
- Use Alias:
i. A name by which a street may be known locally which is different from the official name used by the U.S. Postal Service.
- Mixed Case:
i. Return the address information in Mixed case rather then in Upper case.
- Click on the T3 Auto-Address tab.
T3 Auto-Address can store all of the information that is shown above in the ACT database. You would need to create the ACT fields in your database, if you wanted to have them stored. T3 Auto-Address will still update the address information without you having to create the above fields.
If you decide to save some of the above information in your ACT database, check the fields above and make sure that nobody is in ACT. Then click on the “Create Fields in ACT” button.
At the end of this manual is a description of all of the fields listed above.
T3 Auto-Address Tab in ACT
Below is the T3 Auto-Address tab in ACT. The fields that are in turquoise will be the fields that are written back to ACT when you click on ‘Write corrected fields to ACT!’ If any of the fields in in the configuration where check they would be in turquoise also.
Above is the AccuMail tab in ACT. The fields that are in turquoise will be the fields that are written back to ACT when you click on ‘Write corrected fields to ACT!’ You have the option of setting any of these fields to turquoise to be written into ACT!.
Using T3 Auto-Address
Click on the ‘Check Address’ button on the T3 Auto-Address tab and after a couple of seconds, the the corrected address will be displayed on the screen. All of the fields that were returned by the service will be displayed. But only the fields that are turquoise will be written back to the ACT database.
If you want to keep the changes click on the ‘Write corrected fields to ACT!’ and only the fields that are turquoise will be written back to the ACT database.
T3 Auto-Address Fields
| T3 Auto-Address Field | Description |
| Error Code | Retrieves the output error code. T3 Auto-Address assigns an error code if the input record could not be found in the USPS National Database. This is a 2-byte code that identifies what was wrong with the input address and why T3 Auto-Address could not match it. If T3 Auto-Address matches the input address successfully, then this field returns a “0” string. |
| Error Text | Retrieves the message text associated with the error code that T3 Auto-Address assignes if the input address could not be matched. This is a descriptive sentence or paragraph that describes the reason T3 Auto-Address could not correct the input record. If T3 Auto-Address matches the input address successfully, then this field returns a blank string. |
| DPV Code | Delivery Point Validation footnotes / codes. Comprised of two 2-character codes |
| DPV Description | Reason for the DPV codes |
| Carrier Route Code | Retrieves the output carrier route code. This is a 4-digit code assigned to each address on a mail carrier’s route. |
| Locatable Address Conversion Service | A 1-character Locatable Address Conversion Service (LACS) code to identify records that have been converted to the LACS system. The LACS system is being used for many rural route addresses that are being modified to city style addresses so that emergency vehicles can more easily find these locations. |
| Public Mailbox address | Public Mailbox address |
| County | County in which the address resides |
| County Number | Retrieves the output county number. This is the 3-digit USPS code for the county in which the address resides. |
| Congressional District | Congressional District of the address |
| Bar Code | Bar code for the address |
| Record Type | Record Type |
| Zip Plus Four | Retrieves the output ZIP+4 Code. The ZIP+4 Code is the 4-digit extension only. |
| Line Of Travel | Line of Travel identifier consisting of a 4-digit number, plus a 1-character sequence code (either “A” for Ascending or “D” for Descending). The 4-digit number indicates the order in which delivery will be made within a given ZIP+4. The 1-character sequence code indicates whether delivery will be made in ascending or descending order. Once a LOT code is appended to your data files records, you can use it to presort your mailings so that they qualify for Enhanced Carrier Route rates |
| Line Of Travel Direction | The order in which the mail carrier delivers mail within a given carrier route. When you include the Line of Travel information, your mail may be eligible for the USPS Standard Mail Non-Automation Basic Enhanced Carrier Route Presort Rate |
| Secondary Unit Designator | The secondary unit designator (SUD) for the output street address. For example, if the output street address is “123 Main St Apt 12,” the SUD is “Apt.” |
| House Number | The house number for the output street address. For example, if the output street address is “123 Main St,” the house number is “123.” |
| Unit Number | The unit number for the output street address. For example, if the output street address is “123 Main St Apt 12,” the unit number is “12.” |
| Pre Directional | The pre-directional for the output street address. For example, if the output street address is “123 E Main St,” the PreDirectional designator is “E.” |
| Post Directional | The post-directional for the output street address. For example, if the output street address is “123 Main St N,” the PostDirectional is “N.” |
| Street Name | The street name for the output street address. For example, if the output street address is “123 Main St,” the street name is “Main.” |
| Street Suffix | The street suffix for the output street address. For example, if the output street address is “123 Main St,” the street suffix is “St.” |
ACT! Compatibility with Windows 8
If you are buying a new computer: We highly recommend you upgrade to Act! v17 or v18 for the best experience. Act! v18 is the newest version released in Dec 2015. It is compatible with Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, and can be upgraded on Windows XP. Act! v17 works very […]
Integrate Outlook E-Mail with ACT! Opportunities with OppLinx
[box style=”approved”]New software by Twelve/Three allows easy linking of Outlook Emails to ACT! Opportunities[/box] Outlook Emails have always been easily linked to ACT! Contacts and Companies automatically. Previously, there was no way to link emails to ACT! Opportunities quickly and easily. Twelve/Three’s newest ACT! Add-On does just that- quick and simple linking of an […]
ACT! Quick Trick: Integrating with Google Calendar
[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:
- If the same activity has been updated in both Sage ACT! and Google and a conflict occurs, select which change should be saved (Sage ACT! or Google). By default, the option to Keep the Sage ACT! activity is selected.
- If an activity is cleared (completed) in Sage ACT!, select what should happen to the activity in Google when sync occurs. By default, the option to Delete the activity from the Google calendar is selected. You can change this to leave the activity on your Google calendar.
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.
- In the Activity Type list, select or clear the check box for each Sage ACT! activity type that you want to sync or not sync between Sage ACT! and Google. Some activity types are selected by default, but you can clear them.
- Use the Select days on calendar to synchronize drop-downs to determine a past and future time frame of the activities to sync. Activities that occurred in the past will no longer be updated once they are outside of the selected range. Activities that occur in the future will be synchronized once the activity scheduled date is within the future range. You can select from future dates of 7 days up to 2 years.
- Use the Specify where activity alarms will ring drop down to select the application that will display the activity reminder alarm. By default, the alarm is set to ring in both Sage ACT! and Google. The alarm lead time is based on your preference settings for the activity type. For example, if you set a meeting activity type to ring an alarm at 15 minutes before the scheduled time, then it will ring at 15 minutes before the scheduled time in the selected application.
- Click OK.
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!
Sage ACT! Changes Upgrade Pricing Eligibility
[box style=”alert”]Effective June 1st – Upgrades will be charged full price from version 2009 and earlier[/box] SCOTTSDALE, AR – A new pricing policy from Sage will be going into effect on June 1st, 2012, eliminating the discount formerly offered to users upgrading from older versions. In the past, a new license cost full price, and an […]