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
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 to rebuild OleDb views Some applications require the use of the Act OleDb provider to display or search your Act! data. In some cases, the Oledb views are out
How to use the Keystroke Sql Login Creator? Some Keystroke products might require a direct connection to the Act! database using SQL. To allow for this, the Keystroke SQL Login Creator app can
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
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 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 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 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 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? This program has gone through a few iterations since it was originally developed. In 2019 it was rewritten to remove the requirement for custom tables
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 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 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 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 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 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 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 remove Keystroke Tables manually In some cases, installing/uninstalling Keystroke Tables does not update or delete files from the Act program folder. This could cause problems with the program and
How to setup QSales for Act In order to use QSales for Act v13, the QSales API needs to be installed on a server running a Windows Server or Windows Professional
How to setup and use Guid2Field? Guid2Field can be used to easily copy the internal record Id to a user selected field.
After installation, first do a lookup of records you wish