Using the Act! History List

Posted on March 11, 2016 by stephen

Original webcast date March 8, 2016 Geoff of Twelve/Three will review a great new feature of Act!, the History List. The History List was introduced 2 years ago in v16 as a way to view a consolidated list of all histories in the database. It is a very fast and instant way to generate flexible […]

Act! v18 Hotfix 7 Available

Posted on March 2, 2016 by stephen

This post updated 3/2/2016

Within the first three months of Act v18 release, there have been 7 software patches. As of 3/2/2016 the latest pack is Hotfix 7.

All hotfixes are cumulative and include fixes from prior hotfixes. See below (quoted from Act!):

https://updates-act-com.s3.amazonaws.com/NonESD/updates.act.com/updates/act18update7e.exe

	Act! 18.0 HF7 Download
	Act! 18.0 Hot Fix 7

IMPORTANT:

The 18.0 HF7 patch is automatically installed with any new 18.0 installations.
As we often recommend, web client users may want to set the following Internet Explorer option:
- Internet Options > General tab > Browsing History, Settings button > Temporary Internet Files tab > Check for newer versions of stored pages: > enable Every time I visit the webpage

https://updates-act-com.s3.amazonaws.com/NonESD/updates.act.com/updates/act18update7e.exe

Version 18
Update 7
Requires: Act! Premium (access via web)

Issue Number	Description
D-04245	APFW – Calendar – Any view – Timezone Inconsistencies
D-04187	APFW – Calendar – mini calendar always uses the server date and time for the mini calendar funtions
D-04229	APFW – Navigating to Calendar View logs off user not running on English language Windows OS.
D-04249	APFW – Remove redundant Today button
D-04178	APFW – Schedule ActivityDialog – Dialog pulling server time instead of client time.
D-04186	APFW – Today button on calendar takes you to the wrong date.
D-04182	Change filestreams in licensing to be more friendly in large hosted environments

Version 18
Update 6
Requires: Act! Pro, Act! Premium, Act! Premium (access via web)

Issue Number	Description
D-04113, D-04114	Web – Chrome – Advanced query feature can’t be used with Chrome.
D-04119	Web – Companies List View – cannot export to Excel
D-04120	Web – The list of contacts associated to Company-A are actually the contacts associated with Company-B.
D-04122	Web – Calendars – Some time zone features would log off the customer.
D-04129	Can’t email a Document listed in the Document tab
D-04131	Web – Cannot filter histories by type in History View and all History tabs
D-04150	Web – Performance – Notifications polling is every three seconds s/b 2 hours

Version 18
Hotfix 5
Requires: Act! Pro, Act! Premium, Act! Premium (access via web)

Issue Number	Description
D-04024	Fixes an issue where using the Global Toolbar Email command did not populate the TO: field with the taget Contact email addresses.
D-04025	Fixes an issue where Contact > Edit > Replace would fail on secured servers.
D-04034	Yes/No fields will no longer be removed from a Layout after editing.
D-04035	Fixes an issue where Yes/No field types could not be renamed.
D-04037	Fixes an issue where focus on a new Contact was lost when saving, or when triggering an automatic save through another action. E.g., adding an Activity.
D-04039	Re-enabled email commands for Chrome users. These users can set their email client preferences to “Use default email”.

Version 18
Hotfix 4
Requires: Premium (access via web)

Issue Number	Description
D-03988	APFW – Logon – incorrect message displayed after third Web logon failure due to credentials

Version 18
Hotfix 3
Requires: Premium (access via web)

Issue Number	Description
D-03983	APFW – Contacts – Histories and Documents Tab – Navigating to histories tab Crashes APFW
D-03980	APFW – Calendars – Time zone displays the Log on screen when using custom virtual directories.

Version 18
Hotfix 2
Requires: Pro/Premium

Issue Number	Description
D-03965	Fixed a Web Client issue with the Opportunity Views for databases that did not yet contain any Opportunity records.
D-03969	Fixed a redraw issue in the Contact Detail view when navigating through Contact records.
D-03961	The Web client session will no longer end abnormally when creating the first Opportunity in a database.
D-03959	Act! 17.x for Windows customers will now see version 17 related Welcome Page content instead of version 18.
D-03960	Act! 17.x for Web customers will now see version 17 related Welcome Page content instead of version 18.

Version 18
Hotfix 1
Requires: Pro/Premium

Issue Number	Description
D-03473	Mobile – Fails to call contact when selecting “Call Phone” or selecting any phone number field on iPhone
D-03848	Some dialogs not responding on Windows Server 2008 R2
D-03858	Resizing the entire Call list tab does not resize the detail window and no scroll bar appears
D-03860	APFW – Task List – No Option To Export to Excel
D-03861	APFW – Chrome – Duplicate Popup Checker is in Loop
D-03869	Error message is squished when licensing errors out
D-03878	When “Daily Calendar” is selected as the start-up view, it displays “Monthly Calendar”
D-03885	Chrome: Act emarketing logon page is not getting loaded prior to logging into AEM account
D-03891	APFW – Preferences – Cleared Activity Display Preference Not Functioning As Designed
D-03902	APFW – Hosted Welcome Page Trial mode should use https, not http
D-03908	Resizing the application window does not resize the Call List detail window, no scroll bar appears
D-03910	Notes – Attaching a document to a note throws an object reference error
D-03918	Removing new AEM permissions still permits the majority of AEM functions
D-03929	APFW – Opportunity Detail Navigation broken

Act! v18 Download Links

Posted on December 8, 2015 by stephen

These are the official download links for Act! v18. Editions Pro, Premium, & Premium for Web servers. Last updated 12/1/2016. Please call us 716-837-5727 for any installation questions & assistance. To learn more about Act! v18, click here. Act! Pro v18 Download https://www.act.com/download/download-act!-pro-v18 Act! Premium v18 Download https://www.act.com/download/download-act!-premium-v18

Act! version comparisons (Act! v18 through ACT! by Sage 2005)

Posted on September 3, 2014 by stephen

Release Enhancements Chart

All versions include features of prior versions, in addition to those listed.

Version	Features
Act! v18	Compatible with Windows 10, Office 2016, and Chrome and Internet Explorer 11 browsers Web API platform enabled, allowing for meaningful connections to business productivity tools Advanced subscription management and easy access to the newest features and updates available for Act! Act! emarketing and Call List improvements including advanced administration for user roles, and new filters for Call Lists Fresh, modern look for Act! Premium for Web All-new Act! Premium Cloud Trial includes the ability to upload and add your own data to your own secure database – no downloads or installs needed
Act! v17	Enhanced emarketing, including Team access, Lead Capture, and new Smart Task options. Productivity enhancements such as new Outlook® sync options, integration with popular business tools, and more Smart Task options help you save time and stay organized. New streamlined configuration and access options give you faster access to support, easier onboarding, and peace of mind – making deployment a snap! Discover the new, modern look of Act!, and easily access resources, tools, and a variety of apps that help you get more out of your solution.
Act! v16	Streamlined Company Management & Global Actions Increase Sales Effectiveness New Calculated Fields Drive Prioritization and Maximize Customer IQ New History View Provides an Insightful Look Back Act! Premium Mobile⁹ Enhancements Drive Productivity in the Field Usability and System Improvements for Speed and Peace of Mind
Sage ACT! 2013	Sage ACT! Premium Mobile¹⁰ – now includes Opportunities Social Updates¹¹, view and interact with customers’ LinkedIn® and Facebook® profiles from within their contact record Smart Tasks now run offline¹² and include data/field triggers¹³ for automatic updates Optimized download and install experience, identifies and installs missing technology components Usability improvements based on customer feedback New wizards to help create a remote database, moving and sharing a database Mobile clients work with Android™ Device Browsers 2.2, 2.3, 3.0, and 4.0, and Safari® for iPad® and iPhone® iOS4, iOS5, and iOS6 Works with Windows® 8, Windows Server® 2012, Windows® SBS 2011m Internet Explorer® 10, and iOS 6
Sage ACT! 2012	(April 2012) Sage ACT! Premium Mobile¹⁴, real-time access to Sage ACT! Premium contact and calendar details from iPhone®, iPad® or Android™ device Automatically post e-marketing messages to LinkedIn®, Facebook®, and Twitter® with Social Sharing¹⁵ (September 2011) Sage ACT! Scratchpad, a convenient, virtual notepad Expanded Universal Search Seamless interaction with Gmail™ Google Contacts™ and Google Calendar™ sync Mobile access to Sage ACT! contacts and calendar with Sage ACT! Connect¹⁶ Connections Page provides central access to web-based services, including Sage Connected Services Works with Internet Explorer® 9 and Firefox® 4
Sage ACT! 2011	Smart Tasks, which is like workflow, only easier Leads with Sage Business Info Services for ACT!¹⁷ powered by Hoover’s™ Outlook®® contact and calendar sync Direct import from Excel®, no .csv required Works with Office 2010 and Windows® 7
ACT! by Sage 2010	View LinkedIn®, Facebook®, and more from within Sage ACT! Email marketing with Sage E-marketing for ACT!¹⁸ Reports view Simplified navigation Welcome page with feature tours, help, and news from Sage Customizable opportunities
ACT! by Sage 2009	Related contacts Seamless interaction with Microsoft® Outlook®® email
ACT! by Sage 2008	Graphical dashboards Duplicate checking by first and last name Duplicate checking for groups and companies Advanced Queries for groups and companies
ACT! by Sage 2007	Last email field Specify linked contact and company fields Field-level security¹⁹ En masse security for notes, history, and opportunities
ACT! by Sage 2006	Customizable opportunity field names and types²⁰ Citrix® and Terminal Services Automatic database backup and sync²¹
ACT! by Sage 2005	Multi-select values Customizable drop-downs Rich text formatting Attach documents to activities, notes, and history Groups with dynamic group membership Company records Multiple calendar views Opportunity list view Instant quotes using supported versions of Microsoft® Excel® and Word Sample sales processes Graphical sales pipeline Preformatted reports Export to Excel® Query-based sync

⁹ Act! Premium mobile requires setup and configuration of Act! Premium (access via Web). Data access available via active Internet connection from supported device browsers. Review Act! system requirements at act.com/systreq. You are responsible for all data-related charges.
¹⁰ Sage ACT! Premium Mobile requires setup and configuration of Act! Premium (access via Web). Data access available via active Internet connection from supported device browsers. Review Sage ACT! system requirements at act.com/SystReq. You are responsible for all data-related charges.
¹¹ This feature is not available in Sage ACT! Premium (access via web).
¹² Sage E-Marketing for ACT! steps will not run offline.
¹³ Data/field triggers are only available in Contact and Opportunity entities.
¹⁴ Sage ACT! Premium Mobile requires setup and configuration of Sage ACT! Premium (access via web). Data access available via active Internet connection from supported device browsers. Review Sage ACT! system requirements at act.com/SystReq. You are responsible for all data-related charges to your device.
¹⁵ Requires a subscription to Sage E-Marketing for ACT!.
¹⁶ Requires additional subscription.
¹⁷ Requires additional subscription.
¹⁸ Requires additional subscription.
¹⁹ This feature only available in Sage ACT! Premium
²⁰ This feature only available in Sage ACT! Premium
²¹ This feature only available in Sage ACT! Premium