Showing posts with label ACT2010. Show all posts
Showing posts with label ACT2010. Show all posts

Taking your ACT! on holiday

mike-hc-boxAs we approach the festive season many of you will have your minds turning to travel … some of you to warm climates enjoying beaches and swimming, while others to cooler areas that might involve building snowmen or some skiing. So I thought it would be useful to discuss a couple of important areas before you finalise your plans:

  1. Have you checked your backups?
  2. Will you have access to your Sage ACT! data if you need it on the road?

 

Checking your ACT! backups

  • If you have not already done so, set up the Sage ACT! Scheduler to automate your backups as per this ACT! Knowledge Base article:
    How to Use the ACT! Scheduler to Automatically Back Up Your Sage ACT! Database
  • If you have done this, make sure you check the Scheduler logs to be sure it’s running ok as it doesn’t notify you if it’s been failing
  • As an extra precaution, use another backup utility to store the backup in the “cloud” in case of a disaster. One easy way is to use Dropbox and backup to the Dropbox folder.
  • Before you go, do a test restore from your backup … use “Restore As” and restore to a different name or folder, then test you can log in and access your data. You really should do this about once a month anyway.

 

Accessing your data on the road

mike_hc_banners-calendar-summerWhile most of us prefer not to think about work while we’re having our much needed rest and relaxation, for those of us in small business we know this simply isn’t a realistic wish. It’s pretty certain that when we don’t have access is when something will arise that needs your data on hand.

There are some things we need to consider to ensure that we have that data and can use it:

  • For those of you travelling outside of metro areas, you might find yourselves without decent WiFi or cellular data (or the costs to access these might get prohibitive). This could mean you can’t rely on access to web browser versions of Sage ACT!. So it’s always best to have your Sage ACT! data synchronised to a mobile device (smart phone or tablet).
  • If you’re travelling to another country, many of the sync links to ACT! do not properly support international country codes and dialling rules to dial in the country you’re in or to dial back to contacts in your country.

mike_hc_banners-calendar-winter-2The product I use that does the best job of keeping my Sage ACT! data with me is Handheld Contact. It syncs data to iOS (iPhones, iPad, iPod touch), Android (phones and tablets) and Blackberry (phones and Playbook). It fully supports international dialling and has many other benefits that will save you time as well as taking away the stress of being away from your data so you can enjoy yourself.

For more information or assistance with this, please contact your local ACT! Certified Consultant.

Wishing you all a very relaxed, happy and safe time over the holidays and a successful and prosperous new year.

 

 

SaaS/Cloud software and Regional Internet access

Regional road trips. No doubt you’ve, “been there, done that before” and experienced what a nightmare it can be to get any internet coverage. No matter what the reasons for our travels out of town may be, one thing is certain: We still need our connection to the big, busy world via our trusty iPhones or Blackberries – or in my case, both!

A short time ago, I had the pleasure of attending a friend’s birthday party on the Gold Coast of Queensland and spent 10 days there to catch up with some old friends.

Ormeau-map

I was based in Ormeau. For those who don’t know where this is, it is about 1 hour’s drive south of Brisbane (Australia’s third largest city) and is in Australian’s largest growing region.

I had a great time catching up with friends in Brisbane, Gold Coast and Sunshine Coast (North of Brisbane).

And of course, being me, I needed to have constant and regular access to my ACT! contacts, to email, and to various other office and on-line services and forums.

I was carrying an iPhone4 and a Blackberry Pearl (both with Handheld Contact) to give me the remote access I needed and hoped to find Wi-Fi connections where convenient to sync and to access my other information.

I suffered serious regional culture shock

Now don’t get me wrong. Like most people, I love getting out of town and escaping the hustle and bustle, but coming from Sydney, I’m used to the comforts of being connected at anytime of the day or night. I’m used to having a 30Mbit connection and 3G/4G network coverage. That’s not the reality though for my regional friends as I discovered while on my road trip. Here’s what I discovered on my travels:

  • Mobile access was shocking: I had to wander from street to street, just to get a measly 1-2 bars on either the iPhone4 or Blackberry. As a customer of Telstra - this country’s largest telecommunications provider - it felt way short of my reasonable expectations for adequate coverage. It could have been worse – I could have had no coverage like any other poor person with the other carriers!
  • Not all regional areas have ADSL coverage: Telstra has only put in enough lines for about half the properties in this new estate so the place where I was staying only got access after a neighbour moved out – the new resident in their neighbour’s place would be out of luck.

As frustrating as it was for me venturing out into this regional area...

...These frustrations are also being experienced in metropolitan areas of Australia!

There is “business park” in Brisbane itself (Australia’s third-largest capital city), that has virtually no broadband access at all …

Read that again if you need to, because the mind boggles. Even in a city like Brisbane, a business park doesn’t necessarily have broadband internet access. You can check out: Brisbane's NBN 'will transform people's lives' to get the lowdown on that story

For now though you might be wondering how this is relevant to this blog dedicated to Sage ACT!, CRM and IT?

Well, much in CRM is about mobility… and recently a lot of the press have jumped on the “trendy” technologies of cloud based computing – both for phone/tablet access and for general access.

For those of us who have been in the computing industry for long enough, we remember that the PC was originally viewed (by IBM) as little more than a slightly more intelligent “dumb terminal” to main-frame applications. Later, as the power of PCs increased, more of the data was stored locally and out of IT control. This lead to a gradual pull-back of control via networking, and then via various remote solutions.

question-cloud.JPG

These remote solutions are collectively referred to as “cloud computing”:
  • ASP – Application Service Provider
  • On-demand software
  • SaaS – Software as a Service

To be honest, I’m not sure how to really define the differences of those … other than that they are buzz-words from different decades.

They are usually accessed via one or more of these methods:

  • Remote Desktop Protocol Connection (Terminal Services or Citrix)
  • Virtual Desktop (VMware, etc)
  • Virtual Private Network
  • Browser based applications

 

Cloud-based technologies do have some benefits:
  • The data is live to the remote users
  • Software integration issues are largely eliminated from the client side
  • It can be platform independent – although, this can depend on browsers / versions that are supported
  • Key software systems are kept up to date, available, and managed for performance by experts
  • Improved reliability, availability, scalability and security of internal IT systems
  • A provider's service level agreement should guarantee a certain level of service
  • Access to product and technology experts dedicated to available products
  • Reduction of internal IT costs to a predictable monthly fee
  • Redeploying IT staff and tools to focus on strategic technology projects that impact the enterprise's bottom line
But there are also some serious disadvantages:
  • The client must generally accept the application as provided since vendors only fully customize solutions for the largest clients
  • The client may rely on the provider to provide a critical business function, thus limiting their control of that function and instead relying on the provider
  • Changes in the market may result in changes in the type or level of service available to clients
  • Integration with the client's non-hosted systems may be problematic
  • Accessing data to convert to another system later maybe costly or not-available
  • Loss of control of corporate data
  • Loss of control of corporate image
  • Insufficient vendor security to counter risks
  • Lack of internet access (even temporarily) prevents users’ access to their data
  • What happens when the provider suffers problems? Twitter, Facebook, Foursquare, Salesforce and many others have been in the press during the past year for being down for periods of time. Or some, like Google for losing data.
So where does that leave potential CRM users looking for remote access via the cloud?

I wrote an article a year ago on “Supporting Remote Users with ACT! by Sage”. In selecting the best method for a specific site, there are two questions you need to ask:

  1. Will the master and remote users always have reliable connection when they need access? If not (especially in the case of regional access as per the beginning of this article), then you should look at a sync-solution. The users work off-line and sync the changes with the master
    This is especially important for smartphone and tablet users who may want to do work in areas not covered by their phone carrier or Wi-Fi (eg on a plane, some buildings and areas)
  2. Do you have the necessary reliable bandwidth and access to IT skills to self host or do you get it hosted by a third-party for an on-going fee? This is a bit more complex and can depend on:
    • How good is your internet connection (for host and remote)?
    • How responsive are your support options (in-house or out-sourced) if the server has issues?
    • For hosted solutions:
      • How reliable are they?
      • How good is their tech support? Do they provide a service guarantee?
      • How financial are they?
      • What happens to your connection and data if their business or service fails?
    • If the third-party host is down for a day, how much will the loss of access cost you? Will it be less if the remote users are using sync to local copies?
    • How secure is the connection? At a minimum, must use one or more of SSL, VPN, RDP
    • If you want to change application, will the hosted provider allow you to access ALL of the data in a format suitable for importing into other systems?
    • How customisable is the application? Can you integrate it with your legacy systems or add functionality that you might require?
In Conclusion:

While SaaS/cloud offering will be suitable for many users, there are some questions that you need to ask to determine if it’s the best solution for you.

I feel certain that SaaS offerings will become more viable as time goes by, but right now I’m reminded of the line that for those on the bleeding edge of technology, that “a pioneer is frequently the guy with an arrow in his back!”

How should ACT! resellers/VARs deal with Microsoft install issues?

I'm sure this must be a question concerning every ACT! consultant/reseller ... but, which a number of them have asked my opinion on this, I've not seen any public discussion on it. I'd also be interested in the views of end-users as to what they believe would be fair.

windowsThe last time I was shown the figures, around 80% of install support incidents by Sage North America were not due to ACT! code, but were related to Microsoft issues - in the operating system, .Net Framework, SQL Server or Office. Note: If someone at Sage has a more current figure, please let me know

I’m not sure how long ago this happened, but I recently noticed that Sage Australia (and I assume similar in other regions) excludes many areas that fail from their install warranty. While the box says that install issues are covered under a 30-day warranty, it then refers you to the website for Getting Started Support – Free for 30 Days where you can see the majority of install issues that sometimes plague users are specifically exempted.

On one level, this is understandable, because it is sort of unfair that Sage should be responsible for supporting and repairing issues with products and components produced by Microsoft. On the other hand, it could be argued that Sage chose to use those technologies as a basis of the product and that they should provide that support.

The big problem that this raises is how should a Consultant/VAR handle this support? If you are installing a product that costs $300-500 and an OS, SQL or .Net issue requires 4-8 hours of work to resolve, how can you justify charging the user for this time?

  • If the installer doesn’t charge, then they lose money to sell the product
  • To charge may make a user feel less than happy at having to pay 4x the cost of the product
  • Telling a non-technical user to deal with Microsoft, may also not be the best for customer satisfaction

Is a notice to users, in advance, that such a charge may be necessary the right choice? Would this tend to scare off some potential users?

Obviously this would be different for larger user sites where they would be more aware of the complexities of commercial software as well as being able to spread the cost over a larger number of seats.

As I’ve said, I’d really like the thoughts of users, resellers and even Sage staff on this topic. Please post any thoughts you might have to the comments as I think the sharing of ideas is likely to help everyone come to an amicable solution to this problem.

microsoft_tech_support

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Office 2010 support with ACT! by Sage #SageACT

For some months, people have been asking about support for Office 2010 in ACT! by Sage with no information or direction from Sage itself.

Up until this point I had assumed that, like with many earlier versions, Sage would provide a patch for the currently available version of ACT!, but that it would be significantly improved with the next major release. Well, this was not the case.

Sage management had left everyone guessing till finally an announcement from Larry Ritter. In brief:

  • There won’t be a patch to provide full Office 2010 support in ACT! by Sage 2010
  • There is a workaround to provide limited support for Outlook 2010 by downloading a preference file from ACT!’s knowledgebase article 26713 - ACT! by Sage Compatibility with Microsoft® Office 2010
  • Sage ACT! 2011 will support Office 2010, but only if installed in 32bit mode

Let me address each of these points in turn:

No patch for ACT! 2010 for full support

There are two possible reasons for Sage’s decision not to provide a patch for users of ACT! 2010.

Either there were significant changes in the new Office version that produced major challenges to incorporate in the current code base, or Sage completely underestimated the faster uptake to Office 2010 compared with Office 2007 and didn’t foresee it would be an issue for enough of its user base.

Whatever the reason, Sage decided it was better value for their R&D dollars to concentrate on ACT! 2011

But why has it taken so long to provide this necessary information?

Limited support via a replacement preferences206.xml file

While I do applaud Sage for at least providing this bandaid fix, there are a few issues I have:

  • It’s important to read the knowledge base article linked above to see that, while it provides limited support for Outlook, it provides no support for Word or Excel integration.
  • Back in June, a user posted to this Sage’s Community site article that he had received XML files for this fix. I contacted several people within Sage to see if I could get some information on the custom XML files, but did not receive a single reply. Seeing as they knew about this fix in June, why did it take so long to post it to a knowledge base article or even make it available to other users in need?
  • When Sage did post the knowledge base article, it only included a fix for the US version of ACT! 2010. Within a couple of hours of being informed how the XML was made, I had provided an AU version to Greig Hollister to update the knowledge base. I see that a Sage Australia Tech Support staff member also took the effort to provide one – their name has removed from this blog at their request not to be associated with any form of communications … but you can see who on Larry’s blog. I found the request to remove their name particularly telling as the problem here is the lack of public communication from Sage as this is what they objected to.
    But so far those are still the only versions posted. Sage needs to realise that this product is used world-wide and either produce the localised versions from their North American office or request each of the regions to provide them in a timely manner. I have also been told that the US version will work for Canadians as long as you rename it to CApreferences206.xml
  • For any users or resellers in the other regions who want to create their own:
    • On a clean OS, install Office 2007 and then ACT! 2010 12.1
    • Open ACT! and set up the Office integration
    • Go to the folder appropriate to your operating system:
      • Windows® XP: C:\Documents and Settings\{User_Name}\Application Data\ACT\ACT for Windows 12)\Preferences
      • Windows Vista® & Windows® 7: C:\Users\{User_Name}\AppData\Roaming\ACT\ACT for Windows 12\Preferences
    • Copy the file XXpreferences206.xml (where XX refers to your country version)
    • This file can then be used as per the knowledge base article linked above with Office 2010

 

Support for Office 2010 in Sage ACT! 2011

On a 64bit operating system, Office 2010 can be installed in either 32bit or 64bit, but ACT! 2011 will only support Office 2010 in 32bit mode.

I’m not sure of the reasons for this, but it is important to note that many products from Microsoft, Google and others are also limited in their Office 2010 support to 32bit.

I don’t see this as too much of a problem because the only real advantage of operating Office as a 64bit application is if you need to operate on huge (multi-gb) Excel or Word documents.

However, it is something that will be important for Sage and resellers to make users aware of, especially as I would think most pre-installed versions of Office on new systems would have been pre-installed as 64bit.

In Conclusion

While it would have been nice for Sage to have patched ACT! 2010 for full support, there are obviously technical and/or business reasons for their decision not to do this. Certainly it gives justification for users to purchase the maintenance package each year.

What I fail to understand is why it took so long for Sage to inform the user-base of their decision and, more so, to provide the work-around to users caught out by this when they knew about it so long ago.

ACT! is a business tool and its users need timely communication from Sage in order to plan their own business projects. It seems that, since the days under David van Toor and Sam Hunter, ACT!’s management have been communicating in absentia.

What do you think?

ACT! by Sage Whitepapers

A collection of ACT! by Sage Whitepapers from ACT! Knowledgebase article 25908



ACT! 2010 and Microsoft Office Integration
This Whitepaper details ACT! integration with core Microsoft Office applications, including Microsoft Word, Microsoft Excel®, Microsoft Outlook®, as well as Internet Explorer®. It explores how ACT! users can leverage the power of both ACT! and Microsoft Office when integrated together. The integration capabilities addressed in this Whitepaper pertain to the 2010 versions of ACT! by Sage, ACT! by Sage Premium, and ACT! by Sage Premium for Web.


ACT! by Sage and Social CRM - Part 1
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.


ACT! by Sage and Social CRM - Part 2
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.


ACT! by Sage 2010: Delivering on Usability and Productivity
This whitepaper discusses how in the past year, Sage Global CRM Solutions has increased efforts related to usability, and therefore, implemented a progressive program of customer research involving hundreds of customers and partners. To determine the quality of the ACT! 2010 design compared to the competition, Sage conducted a Keystroke Level Modelling (KLM) study of ACT! and five competitors. The results of the KLM study presented in this paper show that ACT! was rated number one in user productivity, while Microsoft® and Salesforce.com finished 5th and 6th respectively. Overall, ACT! was rated as most efficient with on average 17% higher productivity than competitors. Notably, the same tasks take 25% longer to complete in Microsoft Dynamics® CRM and 37% longer using Salesforce.com.


ACT! Reporting and Data Access Methods
This whitepaper discusses the technical aspects of the ACT! reporting and data access methods. For example, the ACT! architecture provides four additional data access methods that can be used for querying, reporting and data extraction: ACT! OLE DB Reporting Provider, ACT! Reader Utility and account (ACT! Premium only), ACT! Password Utility (ACT! Premium only), ACT! SDK (Software Developers Kit).


Using ACT! Premium in Microsoft® Terminal Server or Citrix Presentation Server Environments™
The whitepaper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix.


Factors That Affect ACT! Performance for Individual Users
This whitepaper examines the factors that affect ACT! application performance for the individual user. It includes results of testing performed by an independent benchmark testing company using ACT! by Sage 2006 (8.0), as well as testing performed by Sage on subsequent ACT! versions.


Scalability Results for ACT! Premium Solutions
This whitepaper provides performance and scalability test results and hardware recommendations to deliver a cost effective and positive end-user experience.


ACT! Architecture, Customization, and Integration
This whitepaper discusses the ACT! product family architecture, deployment methods, customization, and integration capabilities with other products and is intended for IT managers or system administrators who want to better understand the underlying platform and capabilities.


Keys to a Successful ACT! by Sage Deployment
This whitepaper explores various deployment scenarios possible with ACT! solutions, based on the organization’s needs, whether users require online access, offline access, handheld mobile access, or a combination of access types.


ACT! Security Model
This white paper discusses the ACT! security model, which was developed to support stand-alone and workgroup implementations and provide consistency and flexibility to managers and IT personnel charged with protecting contact information.


ACT! Synchronization Architecture
This whitepaper provides an overview of the ACT! sync model, including a description of the key features, abilities, and concepts. It is directed at current users and potential customers seeking to perform a functional and technical evaluation of the product. Diagrams and examples are provided where appropriate, as well as greater detail on Internet synchronization, focusing on setup and configuration.


Managing Customer Relationships: The Choice Between What's Cheap and What Works
Authored by Aberdeen, this research document will examine the benefits of free and paid CM solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a CM tool that can satisfy short-term needs and meet long-term goal.


CRM: A Business Imperative for Companies During the Global Economic Downturn
This whitepaper examines how Sage is working with small and medium sized businesses today to help them protect and grow their revenues during the economic downturn through the use of Customer Relationship Management (CRM) software.


Automating Success: The Choice Between Contact Management and Customer Relationship Management
Authored by Aberdeen, this whitepaper will enable users to determine which solution best fits their business type, as well as the organizational capabilities necessary to ensure the successful adoption of a Contact Management or Customer Relationship Management solution.

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Getting ACT! on your phone

A comparison of various PDA links for ACT! by Sage

This is an excerpt of the PDF: Getting ACT! on your phone

Mobility has been one of the great driving forces behind the use of ACT!. From the ability to sync to laptops (originally supported with ACT! 2.0 for DOS) to PDAs (since the HP95LX version in 1992) and even Web versions, people have found the need to provide access to remote users and to staff on the road to be an essential aspect to their management of customer relationships and of their staff.

I previously described many of the options for remote access of ACT! by Sage in the post:
Supporting Remote Users with ACT! by Sage

With the high uptake of "smart phones", there are now a wide variety of options available depending on your needs and I thought it would be useful to take a look at these and compare them.

The contents of this document are the result of over 60 separate installs in various configurations over a two month period.

Disclosure: I have been using Handheld Contact (on both Blackberry and iPhone) since switching from CompanionLink nearly ten years ago. I also support Handheld Contact resellers and users in Asia Pacific. However, I shall endeavour to provide an accurate an un-biased analysis of all the products.

 

The products included in this evaluation:

Testing environment:

  • Windows XP Professional SP3 (with all updates) on domain
  • Office 2007 SP2 (with all updates)
  • Exchange 2003 6.5 SP2 (with all updates)
  • Blackberry Pearl 8100 with OS 4.5.0.102 via BES
  • iPhone 3GS 32GB with OS 3.1.3 via Exchange OWA
  • HTC Touch Duel with Windows Mobile 6 Professional via ActiveSync 4.5
  • All regional settings set to Australia, Sydney

Areas included in evaluation:

  • Supported ACT! versions
    • Method of sync
    • USB
    • Wireless via sync server
    • Via other software such as Outlook, Exchange, Google Apps
  • What ACT! data is supported
    • Contact fields
      • number of fields
      • data types and formatting
      • pull downs
      • field level security
    • Activities
      • linking to correct contacts (or multiple contacts)
      • clearing activities
      • viewing and scheduling for other users
      • custom activities
    • Notes / Histories
      • viewing
      • creating on the road (including from emails, phone calls and SMS)
      • linking to multiple contacts
    • Sales Opportunities - viewing and creating
    • International issues - date and phone number formats
  • Other functions
  • Administration
    • Ease of setup and implementation
    • Ability to control what each user has access to
    • Data reliability
    • Security
  • Support issues

 

Conclusions

After doing far more testing that I had planned for this document, my recommendation for the best product is Handheld Contact Professional for the following reasons:

  • It is by far the easiest and fastest product to setup and implement and it's just as easy for a single user setup on a local PC as for a 100+ user setup on a network using a computer dedicated to Handheld Contact
  • It is the easiest product to administer and maintain without technical skills
  • It provides the most "ACT!-like" experience on the phones it supports
  • It is a fully integrated application with Contacts, Activities and Notes/Histories in the one interface
  • Using its own application means that recording of emails, sms and call history can be automatically tracked and synced back to ACT!
  • It is one of only three products I couldn't cause to duplicate data in the ACT! database - the others being Handheld Contact Basic and 123 Synchronizer
  • It is one of only two products that operate using a Windows service, which I think is important for network security. The other being ACT! Mobile Live

* A useful point to note for the future: Handheld Contact is working to incorporate the full Sales Opportunity tables as well as those of Accounts Master! towards the end of this year. That will mean Handheld Contact Professional users will be able to view the sales history with their customers, but also to be able to create invoices from the road. Accounts Master! will integrate many accounting/ERP systems into ACT! and Handheld Contact.

It's only negatives are that it's limited to specific devices (Blackberry, iPhone, Windows Mobile Professional) and that the amount of data it requires means that on Blackberry there is a lower contact limit... although this limit is about to be significantly raised in an expected upgrade

My 2nd choice was, to be honest, a surprise to me. I hadn't played with 123 Synchronizer before and was surprised how solid it appeared. If you are using devices that are not supported by Handheld Contact Professional or if your business wants their ACT! data to synchronise with Outlook/Exchange, then this is the way to go.

  • It is the only product other than Handheld Contact where I didn't manage to cause to duplicate data in the ACT! database
  • While it didn't run as a service, it does have the option to be called from a command line and run without requiring a user account to be logged into Windows.

The only negatives I found are that it can be quite complex to set up in some configurations - I recommend using an ACT! Consultant - but check that they have done implementations of this product first. Also that it relies on Outlook/Exchange and possibly another product if you want wireless - while this would suit most users, you should check this before selecting it.

If you are running ACT! versions prior to Sage or using a device not supported by Handheld Contact and also not using Outlook, then Companionlink is the choice. But be careful to keep good backups in case of duplication issues. Doublelook really needs to have the option to run as a service to be really considered as an “Enterprise” product.

The free links should really be treated as a one-way option (from ACT! to the phone). The ability to cause problems in ACT! going both ways makes this a poor choice

Regarding ACT! Mobile Live, having supported ACT! since 1987, it really pains me to say I would not advise users to consider this as a realistic option under any circumstances. It has been 20 months since Sage first publically announced the beta of this product. They would be doing a favour to their users and VARs if they either started from scratch or dropped it and purchased one of the other products.

For full details, please see:

 

ACT! – Configuring Your Way to Success

Sage’s Brian Mowka recently published this useful post on editing the ACT! Configuration XML file that can improve the startup speed for some users: ACT! – Configuring Your Way to Success

I hope he will publish some more posts on tweaking the XML files in ACT! to improve it's use for various users.

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ACT! Fanatics LinkedIN Group 1000th member prize

act_fanatics_hdrThe LinkedIN ACT! Fanatics Group was created as a place where ACT! users, resellers, add-on vendors and Sage staff from around the world could communicate and share their knowledge of using ACT! by Sage

The success of this is proven by the huge volume of valuable information that has been shared and now we are rapidly approaching 1000 members.

As a special present, some of the add-on vendors who are members of this group have offered to put together two packs of ACT! add-ons:

  • One for the 1000th member to the group
  • One for a random member of the group at the end of the week that the 1000th member joins
    To be eligible for this prize, you must post a reply to the News article referring to this offer in the LinkedIN group stating why you would like to use any of the add-on products in this promotion.
    The decision on the winner will be made by me in conjunction with the add-on vendors taking part

Both packs can be used by the winners or, if won by a reseller, Sage staff member or a user unable to use them, they can be sold at their retail values.*

The following products are included in both packs:

Handheld Contact – Professional Edition (1 yr)


handheld_contact_logo_2

Handheld Contact wirelessly syncs and manages your ACT! Contacts, Activities and Notes/Histories from your BlackBerry, Pocket PC, or Treo Smartphone - it's like having ACT! with you anywhere, anytime!
*iPhone version now in beta and due soon
itDial – Advanced

dialit

Enhanced calling interface from ACT! via TAPI phone systems and/or Skype VoIP.

itDial for ACT! makes keeping track of telephone calls easier than ever. Using  itDial, ACT! users can dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse.
Company Wizard

company_boxshot2

Mass update and build company records based on a Lookup of Contact and create the contact links
Duplicate Contact Wizard - Expert

duplicate_boxshot2

Powerful De-duplicating Contacts and Companies in your ACT! database while retaining the extended data (Notes, Histories, Activities, Attachments, etc).
ACT! E-marketing (6 months)

swiftpage-logo-smaller

ACT! E-marketing helps you reach out to your contacts, grow your database, qualify new leads and automate your business processes. The offer will be 6 months of:

  • Pro service level
  • Silver Drip Marketing
  • 1 user on the account
  • 1,000 email per day send limit
Stonefield Query (6 months)
SFQ_Query_175X88
Stonefield Query for ACT!® is a user-friendly database report writing, query, and data mining tool designed specifically for ACT! putting Business Intelligence reporting in the hands of the end-user where it belongs. Stonefield Query has been customized specifically for ACT! giving you an intuitive, easy-to-use BI reporting solution that you will love!

* Option to resell does not apply to ACT! E-marketing or Stonefield Query

ACT! 2010 Service Pack 1 is available!

For ACT! 2010 users, Sage has just released Service Pack 1.

It adds a number of fixes and enhancements and I recommend it for all users.


Note: Apply this update to all machines that are involved in database synchronization to avoid issues surrounding renaming layouts, queries, and reports. This includes all machines that contain the Main Synchronization Database, Main Remote Database, and machines that have the ACT! Network or ACT! Internet Sync Services applied.

You might find the following knowledge base articles helpful:

 

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GL Computing awarded Experts-Exchange Titan award – 2nd year in a row

The epic performance of GL computing in 2009 has earned a spot as a Top Expert in the 6th Annual Expert Awards.

From a competitive field of over 30,000 qualified experts worldwide, GL Computing has been awarded the:

Titan Award - 2009

From Experts-Exchange: “Thank you for sharing your unparalleled, inconceivable, and brilliant knowledge with the members of Experts Exchange, without you Experts Exchange would not be the #1 IT resource in the web.”

GL Computing also won the Titan Award – 2008 and is the only Experts-Exchange Certified ACT! Sage

Quick tip to improve speed on ACT! Premium for Web

A user recently pointed out to me that the favicon.ico file used by ACT! Premium for Web is about 300KB.

For those who don’t know, the favicon.ico is an optional file that can be included on a web site and shows as a logo in web browsers next to the URL, the Browser tab and in bookmarks.

For more information, see: http://en.wikipedia.org/wiki/Favicon

This file loads with every page, increasing the bandwidth. Consequently, these should be kept as small as possible.

The file on an APFW server is /APFW/images/favicon.ico

If you are using ACT! Premium for Web, you might find an improvement by using an ICO editor to reduce the file size… this is especially important if supporting clients on slower connections or if you have a lot of users.

If you don’t have an ICO editor, feel free to download a small ACT! favicon I created:

www.glcomputing.com.au/ACT-favicon.zip

Extract the favicon.ico to the folder I mentioned above on your server. It’s not too pretty, but as it’s under 4KB will save nearly 300KB per page

It’s not a huge improvement, but every bit helps, right?

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Should ACT! by Sage move into the “Cloud”?

There has been a lot of discussion about "cloud computing" or SaaS (Software as a Service) – even some by Sage management on the ACT! Community Leadership Blog. So I thought it would be a good topic to discuss

With most ACT! users who have modern Smartphones/PDAs now wanting wireless updates. The options for that either require the user to have web infrastructure or use an externally hosted sync server. As most ACT! users (other than Prem for Web) not having the systems and/or skills, those PDA links doing this are using the cloud and charging for the service.

Handheld Contact only offers subscription based, CompanionLink offers it as an option and Sage are looking at their own solution (ACT! Mobile Live)

In a recent discussion in the ACT! Fanatics Group, Sharon Randall of SJR said she, and many of her users, prefer CompanionLink because it's a one-off purchase. Ignoring other feature differences to HHC, this also means it is only a connected cable sync - no updates on the road. It's also the primary reason I've seen when users pick CL over HHC.

This is also one reason a user might choose ACT! over SalesForce. There are many others, but this is a core difference.

But, at the same time, there are users starting to ask for more cloud options from ACT! – and there certainly has been movement in that direction, at least with a deal Sage Australia did with a local host.
See comments below http://blog.glcomputing.com.au/2009/11/supporting-remote-users-with-act-by.html

The ability to share remotely means cloud is nearly always the better option for users with PDAs - except for the single user who isn't sharing their data. But what about other functions? Or even ACT! itself?

I also have a personal interest in your opinions on this... our soon to be released Accounts Master! (to integrate with accounting software like QuickBooks) will also use a subscription model. We did this because:

  • It will work for users where the accounts staff don't use ACT! and ACT! users don't have access to accounts – It will even work with Web versions, Sync users, Term Services and hosted.
  • It means we don't have to explain to users who upgrade ACT! and then get upset that they have to also pay for their add-ons to be upgraded - it does take work to accommodate changes with each new version of ACT!
  • We can roll out enhancements when they are ready, rather than having to wait till we have enough to justify an upgrade fee or having to really a build with bugs to meet a marketing timeframe - this is something I really like about Handheld Contact 

So... after all this: What do you think about cloud/subscription Vs purchase/upgrade?

  • With some users wanting Cloud and others resisting, which camp are most ACT! users in now?
  • Will this change over then next year or two?
  • Should Sage wait for the ACT! user-base to demand this as they mature (if this is the future) or should they lead?
  • If Sage moves to early, it may upset some users... but will it upset enough that it's a worry?
  • Might this be an issue in some areas in the world where internet access, reliability and speeds are not as good?

Alternatively, without the cloud, how would users feel to a subscription model for ACT! in their own office - an annual license key and has to be renewed, but includes upgrades? I guess this is like Upgrade Insurance

For ACT! resellers, I've asked a follow-up in the ACT! Resellers Group on LinkedIN

I’d appreciate any thoughts or comments you might have. Thanks.

Update:

For those looking at a SaaS offering for ACT! by Sage now, see http://glcomputing.actondemand.com/

 

How to Download and Apply the ACT! by Sage 2010 Hot Fix 4


NOTE: This document has now been superseded by - ACT! 2010 Service Pack 1 is available!

This documentation describes Hot Fix 4 for ACT! 2010 for the following versions:

  • ACT! by Sage 2010
  • ACT! by Sage Premium 2010
  • ACT! by Sage Premium for Web 2010
Do not apply this hot fix to any other versions or products.
Note: To determine the version of the product you are using, see the version number in the Help > About box. After the hot fix has been installed, the version number will read "12.0.409.0, Hotfix 4" depending on the version you originally had installed.
This hot fix applies to all international English locales.
Note: This hotfix (including any software and related documentation) is provided "AS IS." Sage Software disclaims all express or implied warranties of any kind with respect to the utility, including but not limited to, any implied warranties of merchantability or fitness for a particular purpose
Who Should Install This Hot Fix?

Note: Apply this hot fix to all machines that are involved in database synchronization to avoid issues surrounding renaming layouts, queries, and reports. This includes all machines that contain the Main Synchronization Database, Main Remote Database, and machines that have the ACT! Network or ACT! Internet Sync Services applied.

ACT! hot fixes are cumulative, so hot fix 4 also resolves issues fixed in hot fixes 1, 2 and 3. If you have already installed hot fix 1, 2 or 3, you can safely install hot fix 4.

Hot Fix 4 for ACT! version 2010 may resolve your issues if:

  • You are an ACT! Premium for Web user and are unable to print from the address book.
  • You cannot replace the contents of the Record Manager using Edit > Replace.
  • You are using a Microsoft® Outlook® rule to automatically attach incoming e-mail to ACT! contacts and see Microsoft Outlook stop responding when you received e-mail.
  • Your installation has advanced queries or dynamic group/company membership that is based on contact access (contact is private) and have problems after upgrading your database from ACT! by Sage 2008 (10.0) or ACT! by Sage 2009 (11.0) to ACT! 2010.
  • You see slow performance when switching views or looking up records.
  • You are an ACT! Premium customer whose installation includes customized databases, have upgraded from ACT! by Sage Premium 2008 (10.0) or ACT! by Sage Premium 2009 (11.0), and are now seeing generic application crash errors when viewing Group, Company, or Opportunity views in ACT! by Sage 2010
  • You are an ACT! Premium customer whose installation contains fields set to “No Access” that reside in the Contact Spillover Table (spillover tables are created with customized databases). Since upgrading your database to ACT! Premium 2010, the schema update fails and corrupts the upgraded database.
  • You are an ACT! Premium customer whose installation contains fields set to “No Access” that reside in the Contact Spillover Table (spillover tables are created with customized databases). Since upgrading your database to ACT! Premium 2010, you are unable to build a remote database.
  • You are using a certified add-on application with faxing capabilities and have problems when doing a Mail Merge direct to Fax when your word processor is Microsoft Word.

The following tables list the area affected by the hot fix, the description, and the effect of the hot fix for each known issue.

 New in Hot Fix 4

Area Description What the Fix Does
Address Books ACT! Premium for Web users are unable to print from an address book. Enables the user to print from the address book.


Fixed in Hot Fix 3

ACT! hot fixes are cumulative, so hot fix 4 also contains the following fixes distributed in hot fix 3.
Area Description What the Fix Does
Contacts Record Manager is unavailable as an option in the Edit > Replace field function. Enables the Edit >Replace field function for Record Manager.
Outlook Integration Users see slow response time when opening a database or performing a lookup on a database that contains a large number of fields. Repairs memory issue so performance does not suffer during this operation.
Database Upgrade Customers who have sync sets built on Opportunity and who upgrade to ACT! 2010 see ProductException error messages. Updates the SQL statement to correct the syntax which can cause the update not complete successfully.
Database Upgrade Upgrade users who have queries or dynamic membership based on contact access receive error message when attempting to access Contacts, Groups, or Companies. Modifies the schema to find and correct any syncset, group, or company queries where Contact Access is part of the criteria.

New in Hot Fix 2
Area Description What the Fix Does
Performance Users see slow response time when opening a database or performing a lookup on a database that contains a large number of fields. Enables layouts to refresh more quickly.
Fixed in Hot Fix 1

ACT! hot fixes are cumulative, so hot fix 2 also contains the following fixes distributed in hot fix 1.

Area Description What the Fix Does
Groups/Company/Opportunities This issue impacts ACT! Premium 2008 or ACT! Premium 2009 installations where fields residing in the Contact Spillover Table (spillover tables are created with customized databases) are set to “No Access”. Upon upgrading the database to ACT! Premium 2010, the schema update fails and corrupts the upgraded database. The user experiences generic application crash errors when viewing Group, Company, Opportunity views in ACT! Premium 2010.

ACT! Premium 2010 users who have spillover tables and set fields to “No Access” will not be able to create and restore remote databases.
Enables metadata to be created for the upgrade scripts.
Faxing Users will not be able to mail merge directly to fax. Enables the SDK method call to trigger a response from ACT!
Applying Hot Fix 2 for ACT! 2010
This hot fix is for version 2010. Do not apply this hot fix to any other version of ACT! To determine the version of the product you are using, see the version number in the Help About box. After the hot fix has been installed, the version number will read "12.0.409.0, Hotfix 2".
Apply this hot fix to all machines that are involved in database synchronization to avoid issues surrounding renaming layouts, queries, and reports. This includes all machines that contain the Main Synchronization Database, Main Remote Database, and machines that have the ACT! Network or ACT! Internet Sync Services applied.
Applying the Hot Fix
  1. Log onto to your computer as an Administrator.
  2. Stop the Network Sync Service.
  3. Please click on the link below to download Hot Fix 2, depending on the version of ACT! 2010 you have installed and your locale.
    ACT! by Sage 2010 Standard Tier (All Locales)
    ACT! by Sage Premium 2010 Tier (Locale Specific)
  4. Close ACT!.
  5. When the download dialog box comes up, choose Save and save to your Desktop.
  6. After the download completes, close ACT!, Internet Explorer® and all Microsoft Office applications.
  7. Locate the ACT12HotFix.exe that you downloaded to your desktop and double-click it to begin the installation.
  8. The Unpacking ACT! progress indicator briefly appears followed by the Disclaimer dialog box.
    Image
  9. Review the disclaimer, and then click Apply.
  10. The installer verifies your Windows® rights and ensures that no open programs will conflict with the hot fix installation. If any of these conditions exist, the appropriate message will appear. Please follow the on screen instructions.
  11. The ACT! - Applying Updates window appears while the hot fix is being installed.
  12. When finished the ACT! dialog box appears.
    Image
  13. Click Ok to complete the installation.
  14. For all Windows Vista® users with UAC enabled, you will see a Program Compatibility Assistant dialog box. Click This program installed correctly to complete the installation.
  15. Restart the Network Sync Service.
  16. If you are using the Internet Sync Service, you must reset IIS:
    1. Click Start.
    2. In the Run box, type IISReset.
    3. Click OK.
  17. Start ACT!
  18. From the Help menu, select About. The version number will "12.0.409.0, Hotfix 2".
    Image
Changes To Your Installation
Installing the hot fix applies the following files:
  • ActFramework.MailMerge.dll
  • Act.UI.Wordprocessor.dll
  • Act.DataCreation.dll
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Which MS SQL versions should you use with ACT! 2010 (#ACT2010)

There have been some changes to the supported SQL versions with ACT! 2010 and some users may need to look at which version to use in order to maximise the performance or scalability of ACT!

The standard ACT! by Sage 2010 only supports SQL 2005 Express as per: ACT! 2010 System Requirements

The Premium and Corporate versions support SQL 2005 Standard and now even MS SQL 2008. For a full list of supported versions, see:

While ACT! is only shipped with MS SQL 2005 Express, you can set the Premium version up with SQL 2008 Express (x32 or x64)’ and the Corporate versions with those and also SQL 2005/2008 Standard (x32 or x64)

Note: You must purchase SQL CALs for Standard separately from Microsoft

But, should you change the version of SQL and, if you chose to, how do you do it? To make this decision, you should have a look at these:

From these, you will note that the advantages of Standard over Express are:

  • Express is limited to a 4GB database size – There are very few users that will reach this limit. It’s only the ACT! ADF that’s limited, it doesn’t include attachments
  • Express is limited to 1 CPU and 1GB RAM – If your server machine doesn’t have multiple processors and 3GB (or more) RAM, you will not see a benefit to ACT! in using the Standard version. But, on a machine suitably configured, there will be a performance advantage in using Standard.
  • Changing to Standard on a suitable server should definitely be considered for 25 or more users.

Here are some useful ACT! Knowledge Base articles on installing ACT! with different editions of SQL:

There are a couple of additional points to note:

  • While having Standard (2005 or 2008) on the server and Express on the workstations is ok. If you upgrade to SQL 2008, you must also upgrade all systems sharing the database via Sync to 2008
  • You can upgrade the SQL 2005 instance of ACT7 to SQL 2008, you can’t upgrade to the x64 versions. You would need to uninstall the ACT7 instance and manually create one using the x64 edition of SQL.
  • While I have not tested these personally, I have been told by Sage that there is no noticeable advantage to ACT! in using SQL 2008 or the x64 versions. So the only reason to implement these would be to comply with a current infrastructure where these are already implemented.
  • While the Enterprise editions are not officially QA tested or supported, I have heard from a number of users that these work with the Premium and Corporate versions of ACT! as per the SQL Standard editions with the additional performance levels they provide. The same applies to using SQL 2008 Express with the standard version of ACT! by Sage – not supported, but should work if required.

Upgrading ACT!, especially when you are using add-ons

It is important to note that many add-on products will require updated versions in order to work with different versions of ACT!. If you are using any specific add-on(s), you should check with the add-on vendors to see if they support the new version and the procedures to get an updated build, if required.

For ACT! 2010 some add-ons (like Handheld Contact) just require a new download while others may charge an upgrade fee for the new version.

When upgrading ACT!, it is usually a good idea to uninstall any add-ons first. Then perform the ACT! upgrade and then install the latest versions of the add-ons after checking they support the new version.

This also applies if you want to upgrade your MS-Office version or your operating system – you should confirm that your version of ACT! supports this or if you need an upgrade.

Checking these things first reduces potential disappointment if you later find out you need other upgrades that might not yet be available or that you hadn’t budgeted for.

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What's New in ACT! by Sage 2010

The ACT! 2010 release is focused on a number of major improvements in ACT! and includes customizable opportunities, a redesigned navigation, a new welcome page, e-Marketing* and much, much more. All this enables you to work more effectively, become more productive, and better serve your contacts. You can select one of the following links to go to the specified section in this document.
*Requires additional subscription


New Features and Functionality
This release addresses functionality that users have requested in ACT! and introduces some new features. The following lists highlights a number of the most significant: A new navigation system, Customizable Opportunities, ACT! E-marketing* , a new Report View, new reporting and dashboard components, iCalendar support, and multiple remote database creation.
*Requires additional subscription

  1. Globalization
    • Ability to specify database currency.
      • At the time of database creation, users can specify the currency that will default for all currency values in the database.
    • Allow users from different ACT! languages share a database.
      • Allow users from different ACT! languages to access the same database. Example: A user has French ACT! and creates a database. A user with German ACT! should be able to access the same database.
  2. Opportunities
    • Modify Opportunities in ACT! so that they are completely customizable (like Companies, Groups and Contacts) and users can attach notes, histories, activities and documents to them.
    • Add the ability to associate custom tables to Opportunities
    • Modify the security model of Opportunities to allow users to limit access by teams like they can for Companies, Groups and Contacts.
    • Allow users to create an Opportunity that does not REQUIRE a contact to be associated to it.
    • Allow users to customize the product/services grid in the Opportunities detail view.
  3. Navigation
    • Modify the navigation in ACT! to reflect the accordion style navigation in the left navigation pane as well as adding in “Big Easy” buttons along the top row.
    • After extensive user testing, it was determined that the “Look For” box in the list views was confusing to new and existing users. The “Look For” box has been hidden by default in the list views. If users wish to re-surface the box, they can use the “options” button in the list view and choose “show Look For”.
    • Display the Contact List any time the user looks up all contacts. This is in response to usability test feedback in which users were surprised that looking up all contacts did not produce a list.
    • When a menu has sub-menu items that are never accessible in that view, they can be removed (instead of just disabling them).
    • Dynamic lookup menus so that when the menu is opened in a specific view, the menu options are specific to the view that the user is currently in.
  4. Welcome Page
    • A new view has been added into ACT! to help new users get up and running in ACT!. This new view has links to common start-up tasks in ACT! as well as many Help resources. The tasks in this new view are specific to user types in ACT!, so that non-Admins will not be shown admin-only tasks.
    • The new default view for all ACT! 2010 users is the Welcome Page. However, after closing ACT! 2010 for the first time, users will be prompted to change their default view.
  5. ACT! E-marketing*
    • Added e-Marketing capability in ACT! so that users can access the functionally supplied by Swiftpage™ for marketing purposes and track the results in ACT!.

    *Requires additional subscription
  6. Colour Schemes
      Allow users to choose their colour scheme for ACT! 2010 – either Sage Green or Sage Silver.
  7. Web Info Tab
    • New tab in ACT! that allows users to see context-aware information from the internet in both their Contact and Company views. This tab will come with several ‘canned’ links as well as the ability for users to add links that are specific to their needs.
  8. Remote Database Creation
    • The remote database creation panel has been modified to allow users to create up to 50 remote databases at one time.
  9. Report View
    • New view in ACT! that displays all the reports saved to a Users’ database. In this view, users can specify “favourite” reports, run reports, edit reports and modify the descriptions of reports
  10. New Reports
    • In ACT! 2010, there are 13 new default Opportunity reports included for all users.
      • Opportunities by Record Manager and Process
      • Opportunity Summary by Record Manager and Process
      • Opportunities by Process and Status
      • Opportunities by Estimated Closing Month
      • Won Opportunities and Days Open
      • Won Opportunity Summary by Sales Process
      • Won Opportunities by Sales Process and Competitor
      • Won Opportunities by Sales Process and Reason
      • Won Opportunities by Sales Process and Record Manager
      • Won Opportunities by Sales Process
      • Won Opportunities by Actual Closing Month
      • Pipeline Report by Sales Process and Stage
      • Pipeline Report and Products by Sales Process and Stage
  11. New Dashboard Charts Components and Views
    • 12 new dashboard chart components and two standard new dashboard views have been added to ACT! 2010. The new default dashboard views are the ACT! Administrative Dashboard and the ACT! Contacts Dashboard.
      • Recently Created Contacts
      • Recently Edited Contact
      • Contact History Count by History Type
      • Contacts by Country
      • Contacts by Department
      • Opportunities Open by Product
      • Opportunities with Contact Info
      • Opportunities by Products
      • Opportunity Weighted Total by Stage
      • Remote Database Information by User
      • Remote Database Sync Status by User
      • User Status
    • The 12 new dashboard chart components all pull data from the ACT! database using the new OleDb 2.0 provider.
  12. New OleDb Provider
    • A new OleDb provider (OleDb 2.0) has been provided in ACT! 2010 that gives users access to Group/Company memberships as well as Activity information
  13. iCalendar Support
    • Users can send activity notifications via iCalendar format. If users have scheduled meetings with contacts who have an email address, they can select the item from the schedule activity dialog to “send invitation email” which will send an iCalendar object to the attendees.
    • With this feature, ACT! users who use both Outlook® and ACT! can also choose to create ACT! activities from Outlook meeting requests if they have ACT! and Outlook integration setup completed.
  14. vCard export
    • User types “Admin” or “Manager” can export contact info in the form of vCard either by right clicking in the contact list view or using the “Send vCard” item from the Contacts menu.
  15. Relationship dialog
    • Users now have the ability to resize the relationship dialog
  16. Help
    • Help screen has been modified to use the same design as ACT! by Sage Premium for Web help screen.
  17. Registration/Installation
    • Reduce the number of registration questions that users must complete when they register ACT! 2010.
    • Provide an automated answer file to assist in the silent install* process
      *Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.

Fixed Issues
Activities

  • In previous releases, activities with multiple resources appear as separate activities on Task List. In ACT! 2010, they are listed as one activity.
  • The right click menu or Activities Tab and Task List reads - Reschedule Activity3 instead of “Reschedule Activity”. This has been modified to read: “Reschedule Activity”
  • 'Show Cleared' calendar preference is not sticking when selecting via right click/filter calendar. This preference is not sticking. This issue has been resolved.
  • When using the “Copy Calendar” feature, bi-weekly reoccurring activities copy incorrectly to Outlook Calendar. This issue has been resolved.
  • Using the 'Go to Contact' functionality brings up contact scheduled with another user's private activity. This issue has been resolved and private activities are no longer returned to users who do not have access to them.
  • In the mini-calendar on the schedule activity dialog, the 'start time’ calendar un-readable when scheduling activities. This calendar has been modified so that users can see the actual start time on the calendar
  • Activity details were deleted when the date for the Activity was changed. The details are no longer deleted.
  • Activity detail tab color palette duplicates when choosing the color for the detail tab multiple times. The palette no longer duplicates.
  • Removing attachment from activity causes object reference error and red X in task list. This issue has been resolved in ACT! 2010.

Contacts

  • When sorting relationships by access level, record creator or record manager fields cause list to disappear. This issue has been resolved.
  • In the Contact view on the activity tab, when using the filter drop downs, the drop down menus were truncated and the scroll bars were missing which would not allow users to scroll to all the items in the drop down menu. Scroll bars have been added to these drop down fields to allow for complete scrolling.
  • When sorting the Contact list by certain secondary fields, ACT! freezes.


Conversion/Importing

  • Cleared ACT 3.x, 4.x 5.x (2000) or 6.x (2004) activities were not being marked as cleared during conversion. In ACT! 2010, they are not being cleared during conversion.
  • The Update Database prompt gave no option to cancel. An option to cancel has been added.
  • Converting a 6.x (2004) database changes the create date for records to today. When users convert in ACT! 2010, the create date is preserved from the 6.x (2004) database.
  • Error "Define Fields encountered an unexpected error and has logged the issue" after editing a field if the dashboard is viewed first. This error no longer exists.

Layouts

  • When “display country code” preferences was enabled in the contact detail view, phone numbers disappear. The default layout fields have been expanded to accommodate the extra data.

Printing

  • Weekly calendar print view in Letter Full Page showed the start day in the upper left hand corner is the same as the end day for the week. It now shows the first and last day as range in header like all other weekly prints.
  • Avery ® label 5164 was missing. This label type has been added back in.

Reporting

  • User specific filters defined in a report template are not respected. This issue has been resolved.
  • Group reports are blank when the user selects the option to include all sub-groups for selected groups. This issues has been resolved. This issue has been resolved.