Act! Preventive Maintenance
Tips on Act! Maintenance
Here are a couple quick ideas on maintaining Act!, which can be automated from the Act! server also by going Tools -> Act! Scheduler.
- Go to File -> Backup. Do this early and often!
- Go to Tools -> Database Maintenance -> Check and Repair
Act! License Service Discontinued for Act! v17 v16 2013 2012 2011 2010 2009 2008 2007 2006 2005
- Attempting to install Act! on new hardware
- Modifying existing hardware
- Modifying your user count
- For a complete list of actions, click here.
If you are on a legacy version of Act!, and you wish to continue using Act!, you will need to upgrade.
- v17
- v16
- 2013/v15
- 2012/v14
- 2011/v13
- 2010/v12
- 2009/v11
- 2008/v10
- 2007/v9
- 2006/v8
- 2005/v7
- v20
- v19.2 (Not available for 19.0 or 19.1)
- v18.2 (Not available for 18.0 or 18.1)
How to Disable Internal Emails Attaching to Act! Records
Although many Act! users like e-mails attached to Act! records, they may not want internal e-mails to attach to Act!.
Click the image to see a video on how to disable Act! from attaching internal e-mails. To see the screen below, click on Tools -> Preferences -> Admin to get to this screen. If this option it’s disabled, login as the Act! Administrator.
Act! Premium for Web Logs Out without Warning
In Act! Premium for Web, two things could be the cause:
- Press “log off” instead of using the “X” on the browser window instead. Usage of the “X” in the top right corner of the browser app will close the browser, but does not close the Act! Premium for Web application’s session on the server. Hence, so the session counts down anyway. When that countdown hits the end of the 20+ minutes, Act! closes the session and any other sessions that the user may have open at the time.
- Use of cut and paste from MS Outlook and web pages into notes and history. By doing this, there is a likelihood that mismatched HTML code embedded in the text causes the browser to choke and kick out the user. If you need to paste data from these sources, paste as text to eliminate the embedded HTML. In other words, from Outlook, you would copy the message to notepad; then, to Act!. That eliminates the variable, but you lose some formatting.
Act! v20.1 Outlook Synchronization Best Practices
Here is an article on how to prepare the upgrade as well as a video on the contact sync module.
For optimal performance, Office 365 subscribers need to change the update channel (aka frequency) for Outlook updates. Sometimes, Microsoft moves features ahead of Act!’s development.
Microsoft KB – Version and build numbers of update channel releases
Microsoft KB – Overview of update channels for Office 365 ProPlus
https://docs.microsoft.com/en-us/DeployOffice/overview-of-update-channels-for-office-365-proplus