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  • How do i set up the Knowtifier?
      In this article, we will briely go over setting up the Knowtifier. Before continuing, please ensure you are running Knowtifier while being logged in as ...
  • How do i install Act4Mortgages?
    In order to use Act4Mortgages, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • How do I set up Act4Outlook?
    Installation Download the Act4outlook setup file to your desktop or download directory. The location has to be easily accessible to you. Close Act! And Outlook. Double-click on the ...
  • How do I set up Act4Wealth?
    After installing Act4Wealth, Launch Act!.  You will see the following screen:  Enter the Activation Key Click Activate  Click Close  Click on Act4Wealth on the Act Menu Bar and select Act4Wealth ...
  • How do I setup Act4Realty?
    In order to use Act4Realty, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • How do I find my Act! database PAD file?
    To find your database PAD file, please follow the steps below: Log in to your Act! database. Click on the menu Help > About Act Click the button Database Information The ...
  • How do I force Act! to reload plugins that previously failed to load?
    In cases where an Act plugin is not loaded correctly either due to missing dependencies or other issues, it may be necessary to force Act ...
  • How do I set up Act4CASL?
    In order to use Act4CASL, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the database. If ...
  • How do i set up the Primary Contact Tool?
    In order to use the Primary Contact Tool, a custom Yes/No field called "Primary Contact" must be created. This operation can only be performed on the ...
  • How do i add a field to the Contact layout?
    The Act Contact layout can be modified by users with roles of "Manager" or "Administrator". To add a field to the Contact layout, follow the ...
  • How do I update my Act4work product?
    To run the Act4Work updater manually, please follow the steps below. You can either run the updater via the Windows Start menu, or navigate to ...
  • How do I register my Act4Outlook installation?
    From the Home tab of Outlook, click Act4Outlook Settings Click the About menu near the top left of the screen. Click the Register button. In the Activation Key textbox, enter your new license key and ...
  • How do i set up Tabs4Act?
    After installation, open the layout editor by clicking Tools > Design Layouts. To display Tabs4Act control, right click anywhere in the toolbox on the leftside of ...
  • How do i set up Quoting4Act?
    In order to use Quoting4Act, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • How do I set up Optin Manager?
    In order to use Optin Manager, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the ...
  • How to re-download all available updates for Act4Work products?
      Launch the Act4Work Updater from either the Start menu or directly through file explorer.If you wish to know how to launch the updater, please see ...
  • How do i set up Insurance4Act?
    In order to use Insurance4Act, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • How to migrate Knowtifier Lite settings to the full version of Knowtifier
    Once the user upgrades to the full version of Knowtifier, the Knowtifier Lite settings can be migrated easily so the user does not have to reset ...
  • How to set up MailManager4Act
    In order to use MailManager4Act, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the database. If ...
  • How to setup Act4Mail
    Installation Please note that the latest Act! Web API (version 1.0.409.0 or higher) must be installed on a server which has direct access to the Act! database before ...
  • How to setup Act4OutlookWeb APFW Plugin
    In order for Act4OutlookWeb "Go To Contact" feature to function, the Act4OutlookWeb APFW files must be installed on the server that is publishing the Act ...
  • How to retrieve the Act! Web API URL when using Act! Connect Link
    If you are trying to connect to an application that requires an Act! Web API URL but you do not possess an SSL certificate, you ...
  • How to setup OptinManagerWeb
    In order to use Optin Manager, a custom field and dropdown menu must be created. In addition, you will need access to the main database using the ...
  • How to set up a Book2Act Account
    Have you reviewed compatiblity of your Act! database? If not, please see the following article before proceeding: http://kb.act4work.com/index.php?solution_id=1075   Note: Before proceeding, please ensure that you have access ...
  • How to setup Quoting4ActWeb
    Note: Before proceeding, please complete the Schema Import section of the Quoting4Act (Windows) article available here: http://kb.act4work.com/index.php?solution_id=1025    Setting Quote Preferences Navigate to any existing or new Opportunity, and click on ...
  • How to uninstall Act4Work program when the uninstaller is not working
    If you are having issues uninstalling any Act4Work program, it is possible your registry is corrupted. Please download and run the following program provided by ...