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  • Creating/Editing Templates in MailManager4Act
    You can access the template editor by clicking the menu Write > MailManager4Act > Create/Edit Templates Once the template editor opens, a "Open File" window will be ...
  • Convert native Act! Templates to MailManager4Act Templates
    If you have one or more existing templates in the native Act! template format, you can easily convert these to the new MailManager4Act format using ...
  • Creating an Email Notice in Knowtifier
    From the main Knowtifier screen after logging in, click the Add button. On the Notice Type screen, select the Email Notice  option and press Next. Enable the notice by enabling the Notice Enabled checkbox. Enter ...
  • Creating Activity Workflow notice in Knowtifier
    From the main Knowtifier screen after logging in, click the Add button. On the Notice Type screen, select the Activity Workflow  option and press Next. Enable the notice by enabling the Notice ...
  • Creating an Email Report Notice in Knowtifier
    From the main Knowtifier screen after logging in, click the Add button. On the Notice Type screen, select the Email Report  option and press Next. Enable the notice by enabling the Notice Enabled checkbox. Enter a ...
  • Creating an Activity Email Alert in Knowtifier
    From the main Knowtifier screen after logging in, click the Add button. On the Notice Type screen, select the Activity Email Notice  option and press Next. Enable the notice by enabling the Notice ...
  • Creating Remote Database Sync notice in Knowtifier
    From the main Knowtifier screen after logging in, click the Add button. On the Notice Type screen, select the Remote Dataabse Sync Notice  option and press Next. Enable the notice by ...
  • Creating a Reporting4Act Notice in Knowtifier
    Before beginning,  please note that Reporting4Act program must not be running when the Knowtifier service runs each to day process these Reporting4Act notices. If your ...
  • Creating Contact from Act4OutlookWeb
    Right click on an email and click  Create Contact in Act!  By default, the Contact name and email should be prepopulated. If you would like to add/remove ...
  • Create Activity from Act4OutlookWeb
    Right click on an email and click Create Activity in Act! In the Create Activity window, enter the Date/Time and other details of the activity similar to ...
  • Creating a Custom Table
    Click Custom Tables > Manage Custom Tables. Under Table Management, click Create Table. Enter a Table Name which is the name the table will be given within ...