GL Computing September 2020 Special #ActCRM Consulting

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Hi Everyone,
To help our customers out during this downturn, we’d like to offer the following discount for all purchases from Monday 14th September till Friday 16th October.

Per hour work in lots of 5, or more - $95 per hour
Includes design, implementation, training, and support.

These hours can be purchased in bulk and used within 12 months.

Work will be conducted by Mike Lazarus, the only Act! Certified Expert, Sanctioned by Swiftpage, who has spent the past three years contracted to Act!'s QA team testing and advising on new builds.

Edit: After a couple of user requests, we’ve dropped the minimum requirement to 3 hours.

Just fill in the form below, and we’ll contact you to discuss your needs.

 

If on a small screen, you’ll need to scroll down to get the last fields. Sorry. 

 

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Lazarus recognised as Trusted Expert by @ExpertsExchange

Mike Lazarus - Experts Exchange Trusted ExpertGL Computing is proud to announce that Mike Lazarus has achieved another honour unique to the Act! world.

Experts Exchange has recognised him as a Trusted Expert for 2019 in their new acknowledgement for Certified Professionals.

When a crisis strikes, you want help from experts you can trust. Experts Exchange’s Certified Professionals have real-world experience, maintain top certifications, demonstrate high levels of professionalism, are well-known and remain highly dedicated to sharing their knowledge with users like you.

As the second-highest level of recognition, Trusted Experts have proven to be trustworthy and knowledgeable through their continued professional interactions on site.

Experts Exchange encourages users like you to network with these vetted, passionate individuals who are committed to staying current with certifications and the industry’s latest best practices.

Meet the Certified Professionals - Trusted Experts 

See Mike Lazarus's Profile on Experts Exchange

Mike is also the world’s only Certified Act! Expert – Sanctioned by Swiftpage.

Important Licensing Notice for all Act! CRM Customers

Act! Circle LogoAct! Licensing Software Update

We have recently been informed that an embedded third-party software component of Act! that facilitates licensing services (Protexis) is being discontinued by the manufacturer at the end of 2018. As of January 1st, 2019, depending on what version of Act! you are running, there will be necessary steps that need to be taken to ensure uninterrupted access. You can read the statement from Swiftpage, here

This affects all Act! users

All Act! users will need to upgrade.

If you're on an old version, Act! may stop working in January.
If you have v18.2 or newer, YOU WILL NEED A PATCH
To Check Your Version in Act! – Help Menu > About Act!

As of January 1st, 2019, customers who haven’t updated Act! will no longer be able to:

  • Install Act! on new machines
  • Re-activate Act! on existing machines
  • Modify your user count
  • Make key modifications to existing machines (eg. Motherboard swap, network card swap)

If you make any of the changes listed above, your Act! product will fail to re-activate and you will lose access to the software completely.

*Note: If you are a NEW Act! customer (I.e. you are not upgrading from a different version), and you have purchased v21 on or after November 19th, 2018, you will NOT be affected by this issue.

Please refer to the obsolescence policy for your region below:

See below for the necessary steps for your version and the expected dates for updates.

If you have any questions, or need any help, please contact GL Computing by clicking on this button:

Contact GL Computing

Licensing Software Update: v17 and earlier

Solution:

Because you are on a retired version of Act! you are no longer eligible to receive critical updates and enhancements. In order to ensure uninterrupted access to your product, you must upgrade to latest version of Act! by December 31st, 2018.

More info

Licensing Software Update: v18.2

Solution:

Version 18 will be unsupported from Nov 30th 2018 as per the obsolescence policy linked above. In order to ensure uninterrupted access to your product, it is strongly recommended that you upgrade to latest version of Act! by December 31, 2018.

Should you elect not to upgrade to Act! v21, we have decided to make available a one-time update for v18.2 products that seeks to address this specific issue in January, 2019. We cannot and do not make any representations as to how long this one-time update will provide the functionality of Act! that you expect. Please note that this decision to provide you with the update in this instance shall not be precedent, or require us to provide, neither now nor in the future, any fixes for additional issues that may or will arise after the date of obsolescence as specified in the Act! Support Obsolescence Policy.


More info →

Licensing Software Update: v19, v20 and v21

Solution:

In order to ensure uninterrupted access to your product, you must apply the update provided before December 31st, 2018.


More info

What’s new and fixed in Act! updates

To see what’s new and what issues have been fixed in updates for your version, click here.

Winmail.dat replaces attachments sent by Office 365

attachment-winmailWhat is RTF, TNEF and Winmail.dat?

Outlook can use a special method, technically referred to as Transport Neutral Encapsulation Format (TNEF), to package information for sending messages. The use of TNEF is affected by settings in Outlook that are referred to as Rich Text Format (RTF). TNEF and RTF are not identical, but they are very similar.

A TNEF-encoded message contains a plain text version of the message and a binary attachment that "packages" various other parts of the original message. In most cases, the binary attachment is named Winmail.dat, and it includes the following information (if included in the message):

  • The formatted text version of the message (ie, font and colours).
  • OLE objects (such as embedded pictures and embedded Office documents).
  • Special Outlook features (I.e., custom forms, voting buttons, and meeting requests).
  • Regular file attachments that were attached to the original message.

Where to check for RTF settings in Outlook

When RTF is not working as expected (either all messages are RTF, or Meeting Requests and Voting are not working) there are several settings your need to check in Outlook.

Note: Exchange server administrators can also control RTF to Internet addresses. If the administrator disables RTF to Internet addresses, the settings in Outlook will not override them.

Global Properties

Composing new messages:

Outlook 2010, 2013, or Outlook 2016: File, Options, Mail and at the top. Set “Compose messages in this format” to HTML.

Outlook-TNEF Convert to HTML


Use this setting to control how messages created using RTF formatting or that require TNEF encoding are handled. If this is set to plain text or HTML formatting, Voting and Meeting Requests may not work unless you override the setting using Email properties.

Outlook 2010, 2013, or Outlook 2016: File, Options, Mail and scroll to the bottom of the dialog and set “When sending messages in Rich Text Format to Internet recipients” to “Convert to HTML format”.

Outlook-TNEF Convert to HTML

Recommended setting: Convert to HTML. Outlook will send all messages to the Internet using HTML unless you change the email properties (below).

Outlook 2007 and older: Go to Tools, Options, Email Format, Internet Options button.

You can also change the settings on a per-contact level by opening the contact card and double-clicking on the email address.

Registry Setting

If nothing seems to be working and you use Outlook 2007 SP2 or newer, you can use a registry value to end TNEF encoding once and for all. This will affect your ability to use features that require TNEF encoding, including Voting and Meeting Requests in native Outlook format.

  1. Close Outlook
  2. Start Registry Editor (type regedit in the Start Search box or Start menu, Run command and press Enter)
  3. Locate the following registry key:
    1. In Outlook 2016:
      HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Preferences
    2. In Outlook 2013:
      HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Preferences
    3. In Outlook 2010:
      HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Outlook\Preferences
    4. In Outlook 2007:
      HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook\Preferences
  4. Add a new DWORD named DisableTNEF.
  5. Double click on DisableTNEF and in the Value data box, type 1
  6. Close the Registry editor and Restart Outlook

Act! 20.1 Update 6 is a great release! #ActCRM

Act-Premium_Plus_CMYKToday, Swiftpage has released Update 6 for Act! 20.1 and it has some significant improvements. Enough to be a service pack rather than just an update.

Twenty-two new or enhanced features and 90 closed defects!

Yes, you read that right! The developers and QA guys at Swiftpage have been putting in some serious effort to get this done – and yes, for those who don’t know, I have been contracted to help with QA as their Certified Act! Expert (the only one in the world) for the past year.

And here is the list:

Outlook integration improvements

  1. When sending an email to a someone whose email address isn’t in the database, you now have the option to create a new contact or to attach the email to another contact.

    Outlook - Add new Act! contact when sending email
  2. You can now enter ID/Status when creating a new contact from Outlook.

    Outlook - Adding Act! contact with ID/Status
  3. A preference setting to auto-attach histories to contacts and NOT to your My Record.

    Outlook - Auto-Attach Act! History

User Interface Improvements

  1. A Documents Tab option to save the selected file locally

    Act! Documents Tab - Save
  2. Contact column should display by default on Group and Company history tab
  3. Display preferences tabs on two rows

    Act! Preferences - Two Tab Rows
  4. Enable 'Look for' field in list views by default
  5. Move Lookup > Favorites further down the menu
  6. Remove inactive paging controls under the calendar task view
  7. Allow 'Create Lookup' from multiple selected companies (Windows client only)

    Act! Companies Lookup

Act! Premium for Web Improvements

  1. Left align the big button menu
  2. Managing opportunity processes to use the same terminology as windows
  3. Reduce Act! icon file size to improve performance
  4. Version numbers displayed should match windows client

Improvements to the Update

  1. Update Act! Notification link to point at the “What's Fixed” KB article
  2. Includes new Custom Tables package

SDK Improvements for custom add-on developers

  1. Add event where a contact, group or company is added to an opportunity
  2. Add events where opportunity total is modified or recalculated
  3. Add events where a relationship is added to a contact
  4. Add open and close events for the layout editor
  5. Provide consistent event for LayoutLoaded
  6. Record Created events are inconsistent or missing

Defects Closed

  1. FR- APFW - Task list view/ Activity Tab - Edit and Delete links are truncated
  2. FR- APFW - History list / Tab - Edit and Delete links are truncated
  3. FR- APFW - Notes Tab - Edit and Delete links are truncated
  4. TS - FR - Text Overlaps Button Edges When Deleting Contacts.
  5. TS - When creating a History item and selecting the Type as Other, the follow up button on the local install is greyed out, however it remains active on APFW.
  6. TS - Rescheduling a recurring activity with attachment does not create a rescheduled activity.
  7. Windows - Companies - Update linked fields messaging was not updated for "update linked fields" button
  8. LC - DE– Browse button is truncated on Save Copy As dialog
  9. LC - CF - Truncation in emarketing profile
  10. LC-FR-“Post” should be “Code postal” on Contact Detail View.
  11. LC–FR-On the Copy/Move Contact Data page, the text can’t be showed fully.
  12. LC–FR-On the “Reset Menus and Toolbars” truncation
  13. LC-DE- The selection box of “Opportunity (select one)” is misaligned in Act! Emarketing--Webpage dialog.
  14. Two same hotkeys “Alt + S” appear in the “Schedule Activity” box.
  15. Chrome-User Log out automatically with an error message occurred after using “Attach File…”.
  16. LC-FR-APFW: Truncation display on the Activity part on contact detail view
  17. Chrome – Dashboard – The activity cannot be deleted when we select “delete all activities in the linked series”.
  18. LC-FR-APFW: There should be more space between these buttons and the dialog frame
  19. TS - Relate Contact Window cannot be resized.
  20. LC-FR: Truncation in Email System Setup Outlook Address Books page
  21. TS - Act! Network Sync Service Update refers to Act! Update
  22. Lock/Unlock filter slider text needs to be centered as it's topmost currently
  23. TS - APFW - DE - Spelling error in Emarketing Opt Out menu.
  24. Space needed for easier reading Monthly contact limit
  25. Unable to connect to sync server error is incorrect
  26. APFW - The “Send At” field displays blank in the “Next Scheduled Email Campaign” section
  27. TS - APFW - Defunct 6 month survey appears
  28. TS - APFW - Error in Application when trying to change password when 'User cannot change password' is enabled.
  29. White icons of ‘Product Reports’ & ‘Opportunity Reports’ appear in New Report dialog.
  30. The ‘Favorite’ icon was changed from icon to text after resetting the Columns in the contacts List View.
  31. TS - APFW - Deleted Activities in IE do not disappear from list without refreshing page
  32. APFW - Calculated fields allow blank if set before choosing "calculated" as field type
  33. APFW - Activities - Schedule for dialog displays current user instead of "created by"
  34. LC - DE/FR/CF - Pro Welcome Page isn't directed to the correct regional page.
  35. Act! Update package (20.0 u5) references ACT2000
  36. TS - APFW - Unable to filter task list by keyword in IE.
  37. No scrollbar when creating calculated field with long formula
  38. TS - APFW - The advanced query open window doesn't always close in IE11.
  39. TS - Unable to delete a complete activity series in IE.
  40. TS - APFW - When using the 'replace' option when importing into APFW, information that is not being imported is removed from the record.
  41. TS - APFW - Company activities tab showing all activities after lookup in IE.
  42. TS - APFW - Standard Users unable to create secondary contacts if 'Delete Records' permission removed.
  43. TS - APFW - Able to create a remote database from another remote database via Web.
  44. LC-DE- Truncation issue occurred on Emarkting Overview.
  45. TS - APFW - Attempting to delete an in use opportunity stage gives misleading error.
  46. DE - Act! Notification message contains truncated text
  47. TS - APFW - Removing a field from a database when included in a 'customised columns' selection causes a logout
  48. LC-DE/CF/FR: The help descriptions of all charts are not translated into German or French.
  49. TS - APFW - Logged out of web or error message after adding a document to a new contact
  50. TS - APFW - Alarms window not appearing after a session times out
  51. TS - Old databases open in 20 without needing to update
  52. LC - CF/FR –Truncation issue occurred in Select Contacts dialog.
  53. LC_FR/DE/CF Truncation issue occurred in Act! Update Details dialog.
  54. LC – CF/FR Truncation issue occurred in Contact Merge Options dialog when import database.
  55. APFW - IE - Selecting "delete all occurrences" of recurring activities still only deletes one
  56. LC-DE Truncation issue occurred on the ‘Create, edit, or delete drop-down lists’ dialog.
  57. LC – CF/FR Truncation issue occurred in Opportunity Graph Options dialog.
  58. LC – DE/CF/FR APFW - Truncation issue occurred in Opportunity Pipeline Options dialog.
  59. TS - ISPA.exe runs at 100% CPU on TS environments.
  60. LC – CF ‘Share’ button is not translated to French on Open/Share database dialog.
  61. LC-FR/CF/DE – Translation issue occur during the creation of custom tables.
  62. LC – FR/CF/DE ‘Delete local preferences’ prompt box is not translated to French/Germany.
  63. LC – FR/CF/DE Some contents are not translated to French/Germany in Map Entity Fields page for Custom Tables.
  64. LC – FR/CF/DE Translation issue occur in Customize Columns dialog for Custom Tables.
  65. TS - APFW - History Result incorrect when sending an aem campaign via Web.
  66. TS - Email address from Outlook contact is used instead of email address in Act!.
  67. LC – FR/CF/DE The prompt box name – ‘Custom Tables’ is not translated to French/German.
  68. LC-FR/CF/DE – The contents of all prompt boxes are not translated to French and German when edit a record in the custom table.
  69. LC – FR/CF/DE - Truncation issue occurs in Mail Merge Wizard (7 of 7) dialog when mail merge by E-mail.
  70. TS - Upgrading Pro Databases to Premium 20.1 does not always update the Product Tier correctly.
  71. LC-DE Truncation issue occurred for ‘This contact is dynamically included in the groups listed below’ on the ‘Dynamic Groups Membership’ dialog.
  72. LC – DE/CF/FR The ‘company field’ is overlapped by the field selection box in Define Fields dialog.
  73. LC – DE ‘Browse…’ button is wrapped in Import List Items dialog.
  74. TS - History has no line break after the Regarding field in preview pane
  75. TS - APFW - Unable to schedule an activity series in Chrome when one of the activities is in the past.
  76. APFW-Custom Tables-Create a 2 Number fields and a Calculated Numeric field, using the Number fields, in Custom table via APFW gives errors
  77. APFW - Custom Tables - Creating a Field in Custom Tables before creating a custom table logs user out of APFW
  78. APFW - Custom Tables - Editing a custom table calculated field gives an error.
  79. APFW - Custom Tables - Cannot edit custom table field name.
  80. APFW-Custom tables-Clicking on Picture field in Custom table Layout Designer for Web gives error
  81. APFW-Custom Tables-Create 2 Picture fields in Custom table and add an Image in each of the fields via APFW, last Image added, overrides both fields
  82. APFW - Custom Tables - Industry Template Library option is unresponsive
  83. Custom Tables-Creating a Calculated field, based on Numerics, does not validate formula.
  84. TS - Web Info tab - Open Browser link uses IE and not default browser
  85. LC-FR : Missing translation for “Address” in Contact detail view.
  86. Pressing keyboard shortcut Ctrl+F5 when viewing AEM in Act! causes an error: Object reference not set to an instance of an object.
  87. Custom Tables - Calculated fields on Custom tables, break Schema export
  88. Deleting Series causes popup for delete recurring activity
  89. (Chrome) Warning in activity series doesn't let you continue
  90. Groups tree doesn't stick when navigating away