How to Add a Line Break to a Memo Field in Act!

For Act! users, a memo field (aka notes) field is useful to add to the top half of your contact screen.  This allows you to have an important message that doesn’t get lost in history.  If you want to write a note that requires to press enter between lines, it won’t respond.

The solution is to press CTRL-Enter to get the line break between lines.  Memo fields behave a little differently than standard notes or history in Act!.

Act! Training Video Channel on YouTube

Before Act! published their own library, I created , a service that offered Act! software training videos.  Here are a few freebees of my YouTube channel. The keystrokes remain the same even if the icons have changed slightly over the years.  Here is a sample from the channel:

Change Preferences between Act! Word Processor and Microsoft Word

To change between Microsoft Word <-> Act! Word Processor, do this:

  1. Tools -> Preferences -> Communication
  2. Change Word processor to the other choice

This solves the problem of “I cannot find my templates” also.  Act! Word Processor templates are .tpl file extension while Word templates are .adt.

Please note there is no conversion utility to automatically migrate between these formats.

How to Fix the Act! Record Manager field if history appears to have been written by a non-employee

A common mistake in Act! is a new sales rep joins the database, and instantly updates “My Record” with a prospect’s name instead.  This can lead to your sales rep’s notes appearing to belong to someone who doesn’t work for your company.

Here is how to fix it:

  1. Go to Lookup -> My Record.  This will show that your sales rep’s “My Record” actually has a prospect’s name instead. and here is a video on how to do this.
  2. Go to Contacts -> Duplicate Contact -> Use All Fields.  This ensures you have all the relevant info in a regular contact record
  3. Go to Lookup -> My Record.  Update the record with the sales rep’s correct info.
  4. Press CTRL-S

If you have notes, history or activities to move, you can cut/paste them to the correct record as well.

How to lookup the Act! My Record
Copy and paste history between Act! records.

E-Mail Merge for Custom Form Letter Crashes in Act!

Act! and Outlook 2016

I have witnessed Act! crashing when performing a mail-merge for a custom form letter in Act! to be sent via Outlook.  In this case, the merge works a couple times, then it chokes with Act! crashing.  Here is one possible cure.

  1. Close Act!
  2. Close Outlook
  3. Close Word
    1. Go to Task Manager (Start -> Run -> Taskmgr)
    2. End all instances for Microsoft Word (screen shot)
    3. Close Task Manager
  4. Find “normal.dotm” using Windows Explorer
    1. Press Windows Start -> Run -> %appdata%
    2. Find the directory C:\USERNAME\appdata\roaming\microsoft\templates
    3. delete normal.dotm
  5. Restart Act!
  6. Restart Outlook
  7. Test the Mail-Merge

Please note if you are on Act! subscription, this common tech support is covered by their phone support if this article is unclear.  Or,  you can contact us for fee-based support for this issue.  This is just one possible cure for the mail-merge issue not working among the three programs (Act! + Word + Outlook).