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. This operation can only be performed on the machine hosting the database.

If you are hosting the Act! database on your own machine, please proceed to the schema import section. If your Act! database is hosted on a different computer such as a server, or shared PC, then you will need to perform the initial schema import on that machine instead. If your database is hosted by a third party hosting company, please contact your hosting provider so they can assist you with the import.

Schema Import

1. After installing Insurance4Act and Tables4Act using the installer provided, please start up Act.
2. Enter your Insurance4Act and Tables4Act  serial number to activate the products.
3. Click on the menu Insurance4Act > Setup Insurance4Act
   
   
   
   
4. The schema importer will launch. Proceed through the wizard to import the Insurance4Act schema. 
   
   
   
   
5. Once complete, click Finish to view the newly imported "Insurance" custom table.