Knowtifier: How do i set up the Knowtifier? Answer:
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 ...
Knowtifier: Creating an Email Notice in Knowtifier Answer:
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 ...
Act4Mortgages: How do i install Act4Mortgages? Answer: 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. ...
Act4Outlook: How do I set up Act4Outlook? Answer: 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 ...
Act4Wealth: How do I set up Act4Wealth? Answer: 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 ...
Act4Realty: How do I setup Act4Realty? Answer: 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. ...
General Knowledgebase Articles: How do I find my Act! database PAD file? Answer: 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 ...
Act4CASL: How do I set up Act4CASL? Answer: 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 ...
Primary Contact Tool: How do i set up the Primary Contact Tool? Answer: 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 ...
Act4Outlook: Emails messages are not attached to Act! automatically Answer: If Act4Outlook is enabled, activated, fully configured, and Email messages are still not attaching properly to the Act! database, it may be because of one ...
