Showing posts with label ACT2011. Show all posts
Showing posts with label ACT2011. 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.

 

 

Sage ACT! 2011 SP1 Hotfix 4

This documentation applies to Hot Fix 4 for Sage ACT! 2011 SP1 for the following versions:

  • Sage ACT! Pro 2011 SP1 (version 13.1.111.0)
  • Sage ACT! Premium 2011 SP1 (version 13.1.111.0)
  • Sage ACT! Premium 2011 (access via web) SP1 (web server version 13.1.111.0)

This hot fix requires that Sage ACT! 2011 Service Pack 1 (SP1) be installed. If you have not yet installed SP1, please do so before applying this hot fix. Instructions for downloading and installing SP1 are in the following Knowledgebase article:

How To Download and Apply Sage ACT! 2011 Service Pack 1 (includes Hot Fix 1)
Answer ID: 27290

Do not apply this hot fix to any other versions or builds of the software. To determine the version of the product you are using, select Help, then About ACT! from the ACT! main menu.

Important: You must apply this hot fix to all machines that share the database – especially when using synchronization. This includes all machines that contain the Main Synchronization Database (Publisher), Main Remote Database (Subscriber), and machines that have the ACT! Network or ACT! Internet Sync Services installed. All machines must have this hotfix applied for synchronization to continue. Check installed version by going to Help and About Act!. Consult with your administrator before applying this in a sync environment.

Sage ACT! 2011 hot fixes are cumulative, so the latest hot fix will include the benefits of all earlier hot fixes for this version. It is not required to install earlier hot fixes prior to installing the latest hot fix.

Hot Fix 4 for Sage ACT! 2011 SP1 is designed to resolve the following issues:

  • You see that Microsoft® Outlook® takes a long time to load when the Sage ACT! address book has been added and Exchange Cache mode in Outlook has been disabled.
  • You are using a localized version of Sage ACT! and see that umlauts are stripped from the content of any email that also contains a graphic.
  • You are using remote database synchronization and see that record information is not being exchanged correctly when changes are entered to the same record at both the parent and the remote sites during a single sync cycle.
  • You see that attachments with file names exceeding 15 characters are stripped from email messages received using the Sage ACT! Email client.
  • You notice that Keyword search fails to return all expected records.
  • Your database contains one or more custom entities that include spillover tables and the following error displays when running a query on one of those tables: “Ambiguous column name ‘EventsID’.
  • You have edited a template in your Sage ACT! Premium (access via web) database and are unable to save the template to a public directory.
  • You see that attachments with names that exceed 15 characters are stripped from email messages sent using Sage ACT! email.
  • You are using a localized version of Sage ACT!, and see that the Maximize button in the Keysearch window is unavailable.
  • You are using a German version of Sage ACT! 2011, and see that the word ‘location’ is translated incorrectly in the Appointment Activity Send Email invitation.
  • You are using Sage ACT! with Microsoft® Windows® 7 and Microsoft Office® 2007, and see performance degrade after sending an email through Sage ACT! to a contact and then creating or clearing an activity.
  • You are using Microsoft Outlook Integration with Sage ACT! and see performance degrade after sending an email to a contact, opening the calendar, and then opening the task list.
  • You are using Sage ACT! 2011 Service Pack 1 with Microsoft Word 2007 or 2010 and notice that the Quick Print function in Word 2007/2010 is disabled.
  • You have cleared the Allow history creation for email sent from a user of this database to another user option (Tools>Preferences> Admin), but find that email sent to other users incorrectly adds files to the attachments folder.
  • You are using Sage ACT! 2011 Service Pack 1 with ACT! Email and see the options to attach a file or a photo are unavailable.
  • You are using Sage ACT! Premium for Web and, after using Lookup to find a group of records, you see that the Contact Detail page is blank, you are unable to page through the Contacts returned in the lookup, and returning to the Contact List view causes you to be logged out of the database.
  • You are using Sage ACT! Premium for Web and are unable to change Record Creation options in the Web Client. You are using an English language version of Sage ACT!, but the new Data Chart properties display French options.
  • You are using Sage ACT! with Outlook Integration over Terminal Server and see an error if more than one Sage ACT! user is logged in.
  • You are using Sage ACT! Premium 2011 (access via web) with Microsoft® Outlook® integration enabled and notice that Sage ACT! is not listed as an available address book in Outlook.
  • You are using Sage ACT! Premium 2011 (access via web) and see a distorted view when attempting to customize columns in the Contact List.
  • You are using Microsoft  Office® 2007 with a Dutch language version of Sage ACT! and see, that when you create a quote from a new opportunity, the Excel® portion of the quote fails to populate.
  • You have applied the SP1 update to Sage ACT! 2011, made a copy of your database via the File > Save Copy option, and see unexpected error messages when attempting to set your duplicate checking options in the copy of the database.
  • You have applied the SP1 update to Sage ACT! 2011, made a copy of your database via the File > Save Copy option, and see unexpected error messages when attempting to delete a user account in the copy of the database.
  • You  have applied the SP1 update to Sage ACT! 2011, have remote databases, have setup Outlook Contact Synchronization, and are seeing data inconsistency between the Publisher database, Remote databases, and Outlook when synchronizing.
  • You have applied  the SP1 update to Sage ACT! 2011 and are now unable to use the Outlook Add-In for Sage ACT!.

Downloading the Hotfix:

Sage ACT! 2011 SP1 Hot Fix 4 (English)
Sage ACT! 2011 SP1 Hot Fix 4 (French)

More detailed information available from ACT! Knowledgebase KB27440

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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!”

Solutions to some of the SQL issues when installing ACT! 2011

Re-posted, with permission from Ben Hamilton

This is a set of common issues we have seen when installing SQL 2008 (which is part of Sage ACT! 2011), especially when upgrading a previous version that used SQL 2005

Remove .Net Framework 4.0 before install

The support staff in Sage Business Solutions Melbourne (bless ‘em) gave me a pointer that if “Microsoft .NET Framework 4 Client Profile” is installed it gives troubles. Therefore they suggested uninstalling it prior to commending an SQL 2008 install. I don’t know why or what but this was an important step. Note that just doing this still gave me a failed SQL install. I’d love to know more about the ‘why’ here. I’d also like to have been informed earlier instead of after me jumping up and down and making phone calls. But that’s a topic for another day. For now I’m very happy with their suggestion as it does appear to have contributed to a successful install, which is GOAL NUMBER ONE.

 

SQL Service Account

During the install you get the option to set which account the SQL Server Database Engine uses, instead of setting to NT AUTHORITY\SYSTEM as per Sage KB26994, leave it as the default. After the installation is complete you then go to services.msc and change it to Local System then.

 

Avoid Special characters in the path

As per Microsoft KB955666 you can’t use a ‘number’ or ‘pound’ (#) sign in the path name. Now I did NOT have a pound sign in the path, but there was a space in one of the folder names and a ‘plus’ sign (+). So taking to heart Microsoft's admonition, I copied the installer to a folder C:\SQL2008ExpR2\*.* and ran it from there.

 

Various other issues and resolutions

  • “MsiGetProductInfo failed to retrieve ProductVersion for package with Product Code = ‘{4AB6A079-178B-4144-B21F-4D1AE71666A2}’. Error code: 1608.. ” See here and here.
  • “Wait on the Database Engine recovery handle failed. Check the SQL Server error log for potential causes.” See here.
  • “Error: 15209, Severity: 16, State: 1. An error occurred during encryption.” See here.
  • Attempting to open registry subkey Software\Microsoft\PCHealth\ErrorReporting\DW\Inst​alled
    Attempting to get registry value DW0200
    Submitted 1 of 1 failures to the Watson data repository
    Refer here, here and here.

Hope this helps someone short cut the time to resolve their SQL install.

Please add Comments with any other issues and resolutions you might find when installing SQL 2008 (especially when upgrading from SQL 2005)

Finding the hidden functions of ACT! with your Consultant

Part 4 of The Seven Day Blogging Challenge - Share a photo I took this week and tell you about it.

I have thought about today’s Challenge post for a while and, with this blog being about ACT!, there was not much I could think of to take a picture that would be relevant.

So I’ve taken a screen shot of a menu that describes how proper use of ACT! will benefit you:

ACT! 2011 Extended

If you can’t find these functions in your copy of ACT!, I suggest you speak to your ACT! Certified Consultant. These are the people who do more that the break-fix support you might get from a vendor support contact.

A good ACC will take the time to understand your business and the workflow of your operations. They will then assist you in designing ACT! in the best possible way to achieve your goals using functions within the product or some of the many powerful add-ons that extend it’s use.

The ACC can then assist with planning and implementing your installation roll-out including importing your data, connecting to other systems and training your users and administrators to properly get the maximum benefit from the product.

An investment in a good Certified Consultant will generate a Return many times in better managing your contacts

When looking at the ACT! Certified Consultant list, you may find many in your area. So here is an article on how you should go about picking the right one for you: How to pick the right CRM consultant

Should you have any questions on this, please let me know by posting the comments here.

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Problems with Sage Mobile for ACT! (new ACT! Mobile Live)

Part 3 of The Seven Day Blogging Challenge - Write a blog post on the same topic as one my most popular posts

Well, the most popular posts previously have been:

So I thought I would do another on mobile CRM with Sage ACT!.

I have always supported ACT! as a mobile product … both with sync to laptops and remote offices and with sync to PDAs and smartphones. Over the years, I have purchased new devices along this path to use, test and support other users:

  • An HP95LX in 1992 for ACT! for HP95
  • Apple Newton in 1995 for ACT! for Newton
  • Handheld PC running Windows CE in 1997 for ACT! for Windows CE
  • Palm M505 in 2002 for ACT! for Palm OS
  • Blackberry in 2000 here I used Companion Link
  • Another Blackberry in 2003 using Handheld Contact
  • Since then, I have used various devices using Blackberry, iOS (iPhone and iPad) and Windows Mobile operating systems.

I believe in the benefits of being able to access and enter my ACT! data wherever I am and understand the problems that mobile users have.

Since 2003, I have been using Handheld Contact. But I have still tested other products to be satisfied that no other product is better for me to switch to.

Despite ACT! for Palm being the best PDA/smartphone solution for ACT!, the ACT! developers have concentrated on products linking to the native address books and losing much of the functionality that real ACT! users should want. Without this, they may as well be using Outlook for their CRM.

They have had “ACT! Mobile Live” in beta and release for around three years and recently renamed it as “Sage Mobile for ACT!”. It still has many of the bugs and issues I reported in the first beta.

So I thought I’d let you know why I really don’t think users should consider it for their use.

  • The country code is not supported in phone fields - this means:
    • You can't dial international numbers
    • You can dial any numbers when travelling overseas
    • You can't enter contacts with international numbers
    • It causes problems if also using ACT! for dialling/faxing with other services
  • If sync's with Exchange, Outlook or Google, changes to the outlook profile will either delete records from the ACT! database or duplicate them ... results can be inconsistent
  • Some activity types are incorrectly handled causing data changes back in ACT!
  • Some activity time-zones cause activities to move
  • No formatting of fields
  • Not a multiuser service... so can't work with web or hosted environments
  • No tracking of History on calls, emails and sms made from the phone

There are a number of other bugs and functional omissions but as the challenge (as mentioned top of this post) is for a limited number of words, I’ll do a longer post on this later.

Considering Handheld Contact is only $50 more, I think the choice is a no-brainer

How Are Product Management Decisions Made?

Part 2 of The Seven Day Blogging Challenge - Answer one question I think people visiting my blog may have.

Recently I have been trying to explain to users in a couple of forums why the feature they want might not be likely to make it into the product. For a couple of examples of this, see:

So I thought I might try and explain simply how I see the product management decision process. However, please note that I’m not actually privy to the process used by Sage (or any other company other than my own) and am only going by the experiences of what I’ve seen and heard.
Update: Members of the Sage team have confirmed that “this is directionally close” to the process as used

First, all the requests are split into two areas:

  • Bug Fixes and improvements – defects where the product does not perform as designed or intended as well as compatibility with other new systems and usability
  • New Features and Enhancements – functional improvements to the actual design of the product

For each of these, a priority must be allocated. The priority would depend on a number of factors:

  • How many users would be affected by the bug or benefitted from the enhancement
  • If it’s a bug, it is data damaging or prevents the use of a primary function of the product
  • Also for bugs, can the issue be replicated in-house to determine the cause
  • For enhancements, would it just be a nice-to-have for current users or would it sell more product by being part of the decision making points of potential users
  • Is there a competitive need for the request – are other products in the market doing it
  • Are there manual workarounds or third-party products that could deal with the request now
  • How will the request integrate or interfere with current code and user interface design
  • How they fit into market trends/visions that they want to focus on
  • Usability and compatibility with adjacent products

Then, for each, a time-frame and cost must be determined. For this, a specification document must be created with much thought being given to looking at all the possible scenarios, data types and values that are considered likely. This is done by consulting users and developers for their input.

Finally they can decide which to approve now, delay for a future version or discard. Obviously, the higher the priority, the higher the allowable cost would be for it to be approved.

So, in order to have the best chance of getting your requests addressed, you should try and put it in terms to answer as many of the points mentioned.

I would write more, but the challenge limits us to 400 words….

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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GL Computing wins @ExpertsExchange Titan award – 3rd time!

Experts-Exchange Titan 2010 

For the 3rd consecutive year, GL computing has earned a spot as a Top Expert in the 7th Annual Expert Awards.

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

TitanTitan Award - 2010

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.”

Mike has won the Titan Award in 2008, 2009 and is the only Experts-Exchange Certified ACT! Sage

It is truly gratifying to have received this award, along with those others I’ve been honoured with recently.

Sadly, I still get no acknowledgement from Sage for the effort I put in to support users - including over 9,400 posts to their own ACT! Community Site and hosting the ACT! Fanatics Group.

Wishing you all a very festive season from GL Computing

I would like to thank all the readers of this blog and hope you have enjoyed the information I have shared during 2010 and found it useful.

I’d especially like to thank:

  • Rich Bohn of SellMoreNow who honoured me with a Willy 2010 award for being a CRM Unsung Hero: Willy10-lg
  • Tony Holowitz of GetMyACT! Together for this very nice post titled: I Like Mike

These wonderful tributes encourage me to keep assisting users and resellers of ACT!

I thought I'd let you know that I won't be taking a break over this time, so feel free to post a comment here on the blog, to the ACT! Fanatics Group or the GL Computing Facebook Page should you have any questions I can help you with.

Please also feel free to post any suggestions for the types of content you’d like to see from me in the new year - your opinions are important to me.

I'd like to wish all of you and your families a safe, wonderful and successful new year.

Kindest Regards,
Mike Lazarus
ACT! Evangelist

GL_Computing_Logo - smallMy LinkedIN Profile
ACT! Fanatics Group
GL Computing Facebook Page

ACT! 2011 - The string was not recognized as a valid datetime

Last week, I was asked to look into a problem by an ACT! Consultant in Australia. They have a client in New Zealand who is experiencing the following problem.

On starting ACT!, they get the following error:

The string was not recognized as a valid datetime. There is a unknown word starting at index 5

That’s not too bad, as after clicking OK, everything seemed ok. However when they try to schedule an activity, they got this error:

Resolution of the dependancy failed, type = "ACT.ULAvailControl" name = "Exception message is: The current build operation (build key Build Key{Act.UL.AvailControl, null}; failed. The string was not recognised as a valid Date Time. There is a unknown word starting at index 5. (Strategy type BuildPlanStratefgy, index 3)

They contacted Sage Australia tech support and were told:

Please be advised that it is a Locale, Data/Time specific issue and has been identified as a known issue with the software version for New Zealand and Mexico and is under investigation. We should get a fix for it in Service Pack 1 which may be couple of months away. In the mean time, you can follow the below step to work around the issue –

Close and open database [File > Close] without closing ACT completely.

You will be able to access the date/time related features without any problem. If you have any questions, please feel free to reply to this email or call Support

Obviously, as this problem only happens in those countries, there is a problem with those who didn’t beta test it prior to release.

I wondered who might have seen this, so I posted a message about it to the ACT! Community Forums and the LinkedIN ACT! Fanatics Group … the answer came on the LinkedIN group from José Roberto  dos Santos from Brazil. He said:

Change the Regional Settings in Windows Control Panel from "am" and "pm" to "AM" and "PM".

I am glad to report that this simple fix worked perfectly and I thought I’d post it here for others in those regions who have this error.

 

What’s New in Sage ACT! 2011 #SageACT

Normally I try to get this out during the beta period. But, for various reasons, I’ve only been able to get to this now.

Sage ACT! 2011 has added a whole swag of new functions, improvements in usability and fixes to issues. I’m going to try and cover the ones that I have found to be most useful. Unfortunately, a couple are only useful to those within North America… but such is the lack of ability of the regional offices to test the functions and respond.

For the full, public list, please refer to these ACT! Knowledgebase Articles:

Obviously, before you upgrade you should ensure your system, and any add-ons or plugins, support the new version or if they need an update as I suggested in the article: Upgrading ACT!, especially when you are using add-ons

One change worth noting first is the product name changes:

  • ACT! by Sage is now Sage ACT! Pro
  • ACT! by Sage Premium is now Sage ACT! Premium (access via Windows)
  • ACT! by Sage Premium for Web is now Sage ACT! Premium (access via web)

Other than ongoing improvements in stability and speed, the biggest new items are:

Smart Tasks

Smart Tasks allow you to schedule a series of common and connected steps. You can use the Smart Task templates that Sage ACT! provides* or create your own using the Smart Tasks Manager. Smart Tasks can be run manually or scheduled to run automatically.

Note: I think this feature is the one that should easily justify the upgrade for most users.

You should have a look at the ACT! 2011 Smart Tasks video on YouTube

Outlook Contacts and Calendar Integration

Outlook Integration allows you to synchronize your activities and contacts between Sage ACT! Premium and Outlook. You can set synchronization options to determine what information is synchronized. Synchronization can be scheduled to run automatically or manually run at any time.

Note: I strongly suggest users be careful with using these options as I’ve found some odd behaviour. While some of the bugs have now been fixed with Hotfix 1 for Sage ACT! 2011, others are still problems. For example, the fact that it doesn’t sync the country code with phone numbers makes it useless for anyone who wants to call internationally or to use the numbers when travelling – this is the same as one of the bugs I identified in ACT! Mobile Live.

Sage Business Info Services for ACT!

Sage Business Info Services for ACT!* (provided by Hoover's™) provides tools to access critical business information for your contacts and companies. With Sage Business Info Services for ACT!, you can:

Build a list of companies and people and then import these lists directly into your database. Access links from the contact and company Web Info tab. These links provide key information about your contacts' and companies' profile, financial details, company contacts, industry information, and company news. Subscribe to alerts to notify you when key changes occur for the contact or company.*Requires additional subscription.

Note: This service provides very limited benefit to those of us outside North America or United Kingdom as you can see from the Hoovers' Companies By Geography list

 

Sage E-marketing for ACT!*

  • Sage E-marketing for ACT! is replacing the name for the connected E-marketing service, formerly ACT! E-marketing. There is a new icon for the contact toolbar as well. *Requires additional subscription.
  • Sage E-marketing for ACT! is integrated “out of the box” with Sage ACT! 2011 Smart Tasks (3 Smart Task templates require a subscription to Sage E-marketing for ACT!).
  • Email templates can now be launched as landing pages (web pages hosted by Swiftpage™).
  • The service now has an Advanced Template Editor that can be used to edit imported templates.
  • The template manager has been redesigned to help users manage, edit, publish/distribute, and launch landing pages easier.
  • Swiftpage has added support for Microsoft® PowerPoint®, Microsoft Excel®, and text files as documents that can be linked from an email template.
  • Documents and images can be managed in a library format instead of uploaded individually for each template. The document library can store up to 100 documents, and the image library can store up to 500 images.

Security, Administration and Other Improvements

  • Increased Security for Attachments and Notes/History Editing Within Your Database
  • Company Security
  • Import Data Changes: New Express Method, Ability to Create New Fields On-the-Fly During Import, and Synonym Mapping
  • Installation and upgrading seems much more reliable
  • Installation without MS SQL on workstations
  • Now uses MS SQL 2008 Express by default
  • Full support for MS Office 2010 - in 32bit mode only as per Office 2010 support with ACT! by Sage
  • Parallels (for Mac users) now officially supported as well as VMWare, Sun Virtual Box and Citrix
  • Web version now supports native Firefox 3.5 and 3.6 … I’ve also found it seems to run ok in a brief test with Firefox 4.0b6 and Google Chrome, but these aren’t “officially” supported