Act and AVG Anti-Virus

avg-logo[1]July 10, 2015 - AVG Anti-Virus didn’t do us any favors for Act! clients when it rolled out it’s latest update this week. Maybe you are affected. How do you tell?

  • If you have AVG Anti-Virus installed.
  • If you have AVG set up for automatic updates.
  • If your Act! CRM (all Windows versions) either opens, then closes, or doesn’t open at all.
    …then you have the AVG issue.

The fix is simple enough. All you have to do on affected machines is add some key files and folders to your exception list in AVG.
Open AVG and go to Options > Advanced Settings to get to exceptions.

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The Exception List.
Exception 1:
Exception Type; Application or File
Browse To: C:\Program Files (x86)\ACT\Act for Windows\Act.Scheduler.exe
Do not check anything under “Ignore This File:”
Check All under “Use This Exception For:”

Exception 2:
Exception Type; Folder
Browse To:C:\Program Files (x86)\ACT\Act for Windows\
Check All under “Use This Exception For:”

Exception 3:
Exception Type; Application or File
Browse To: C:\Program Files (x86)\ACT\Act for Windows\ActSage.exe (or Act.exe for later versions)
Under “Ignore This File:”, Check “Even when this file is moved to a new location.”
Check All under “Use This Exception For:”

Exception 4:
Exception Type; Application or File
Browse To: C:\Program Files (x86)\ACT\Act for Windows\ActEmail.exe
Under “Ignore This File:”, Check “Even when this file is moved to a new location.”
Check All under “Use This Exception For:”

Exception 5:
Exception Type; Application or File
Browse To: C:\Program Files (x86)\ACT\Act for Windows\Act.Outlook.Service.exe
Under “Ignore This File:”, Check “Even when this file is moved to a new location.”
Check All under “Use This Exception For:”

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Enable Act! Address Book Plugin for Outlook

One reason, among many, Act! doesn’t record history to Outlook is the address book connection doesn’t activate.  In Outlook 2013+, it doesn’t wait long for any plugins.  If Outlook senses a delay (even as low as 2 seconds), it will turn it off so the inbox appears no matter what.

One trick is force the add-in to always start.  Instructions below for Office 2016 and 2013.

If this doesn’t work, resort to this DIY checklist.  If you are on Act! subscription or current with their support contract, they can be reached at 866-578-7875 or we provide fee-based support.

For Outlook 2016, follow this:

Click File in Outlook
Click Manage COM Addins
Enable the Act! Plugin.

Restart Outlook.  The add-ins tab will appear in Outlook.

Click the Add-ins tab to see the Outlook integration.

For Outlook 2013, follow this:

Click "File" in Outlook
Click Manage COM Addins.
Click Manage COM Addins.
Click Always Enable this add-in.
Click Always Enable this add-in.

Restart Outlook.  The add-ins tab will appear in Outlook.

Click the Add-ins tab to see the Outlook integration.

Restart SQL for Act!

This is a common problem with Act! running sync databases or sole practitioners with laptops running Act!.  These are the 4 means to reset the SQL service so the Act! database opens as expected.

Option 1 - Manually Restart SQL Service

Step 1

From the Act! server (host or sync database), Start -> Run-> services.msc

Start SQL Service on Act!

Step 2

Right Click on SQL Server (ACT7) and select restart

Start SQL Step 02
Right Click on SQL Server (ACT7) and press restart


Option 2 - For Windows 10 Users

Step 1 – Watch this video on how to change the SQL service to a delayed start. In some cases, Windows doesn’t start SQL. The delayed start option might delay Act! for a couple minutes; however, this ensures Act! opens consistently. Please note the video requires Adobe flash to be enabled on your browser.


Option 3 - Create a Job in Windows Task Scheduler

Option 3 – This public post shows you how to create a job in the Windows task scheduler. This resets the SQL service at a certain interval.


Option 4 - Download a Reset SQL Instance App

Option 4 – 

.  Right click on this and select “Run as Administrator”.  This forces the Act! instance to start.


History Fix for Act CRM

The easiest way to record a phone conversation in Act! is to lookup a contact record and press CTRL-H.  But, it defaults to "Appointment Completed" in Act! 2011+.  Most of my clients prefer "Call Completed", and there is no way to change this within Act!.  This fix applies to Act! 2011, Act! 2012, Act! 2013, Act! v16 and Act! v17.

The solution is to download this free tool allows you to change the default setting from "Appointment Completed" to "Call Completed" or a customized entry for Act! 2011+.

History Fix


Microsoft Office 2010 & ACT Integration

Be warned ! Microsoft Office 2010 32 bit edition only works with ACT! 2011.  If you have an earlier version of ACT!, you have to either upgrade ACT! or downgrade Microsoft Office to 2007 or 2003.

Also please note Microsoft Office has to be installed before ACT! does.  This allows ACT! to "see" that Microsoft Office exists and will add the necessary connections.

Here is the article from Sage.