Newest KB Articles in ACT! Premium for Web

Outlook Integration for Web with Terminal Services

Fri, 15 May 2015 16:35:44 GMT

Step 1. Download the APFW outlook integration on an administrators account
Step 2. Install the Application and configure the application
Step 3. Log into another user account on the TS
Step 4. Upon opening another user profile the user will be greeted with an error message from the integration.
Step 5. Import the attached registry key.
Step 6. Add the Act! address book in Outlook
Step 7. The address book will be incomplete the url and the database will be filled out (You could fill those out in the registry key prior to importing.)
Step 8. Add the correct username and password for the database and press ok

To test that the user doesn’t have the application crash error restart the user session. The user preferences are kept in the correct location. The only downside that I see is that the admin user that installed the application has to logged in.

Based on my observation adding the attached registry key will do the following.

- Stop the crashed outlook integration crash message upon logging into the user account.
- Gives a user the ability to use the integration w/o installing the software
- Runs the act.integration.exe as the logged in user
- The APFW.Outlook.Service.exe runs as the installed user which works well for a TS but the short fall is that the user has to be logged in
- The logged in users preferences are stored in the appropriate location in the users appdata/roaming folder
- The sync works

How to uninstall Internet Explorer 9

Mon, 22 Oct 2012 18:30:10 GMT

Only perform these steps if the user is on windows 7 and has IE 9.

Go To Control Panel
Click on "Program and Features."
Click the left side link "View installed updates"
Locate and uninstall "Windows Internet Explorer 9"
Follow the prompts to uninstall, and reboot when prompted.
Once you are back on IE8, follow these steps.
http://www.myactlogin.com/IE_Settings.html

Everyone should be able to follow along these simple steps and get up and running.

How To Configure Firefox to Access ACT! Premium for Web (version 2011 only)

Wed, 22 Sep 2010 21:35:23 GMT

See the following Sage knowledge base article:

http://kb.swiftpage.com/app/answers/detail/a_id/26838/

How to Install and Configure Microsoft® Outlook® as Your E-mail Client in ACT! by Sage Premium for Web

Thu, 22 Apr 2010 21:10:06 GMT

In order to use Outlook as your e-mail client in ACT! Premium for Web as a Web user you must download the Outlooksetup.exe file to record history/attach e-mail from Microsoft Outlook to contacts in ACT! Premium for Web, Add your ACT! database(s) as an Outlook address book(s), and configure the ACT! History Options in Outlook. Use the following steps:

Downloading and Installing Program:

Launch Internet Explorer, browse to the ACT! Premium for Web login page, and then login to any database.
Click the Tools menu, and then click the Preferences option. The Preferences -- Web Page Dialog dialog box appears.
Click the E-mail option. The E-mail Preferences -- Web Page Dialog dialog box appears.
Click the Download button. The following File Download - Security Warning dialog box appears.
Click Run. The following Download Status dialog box appears.
When the download is complete, The following Internet Explorer - Security Warning dialog box appears.
Click Run. The following ACT! Premium for Web Outlook Integration - Select the folder where you want to unzip the files to dialog box appears.
Click OK. You will briefly see a progress indicator followed by the following ACT! Premium for Web Outlook Integration dialog box.
Click OK. The following Open File - Security Warning dialog box appears.
Click Run. the following InstallShield Wizard - Preparing to Install dialog box briefly appears.
When the installation is prepared the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Welcome dialog box appears.
Click Next. If Outlook is open the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Application Detection dialog box appears. Click Back the ACT! Premium for Web Outlook Integration - InstallShield Wizard - Welcome dialog box reappears. Close Outlook and then click Next, otherwise,

the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Choose Destination Location dialog box appears.
Click the Browse button to change this destination or click Next to use the default location (recommended). The ACT! Premium for Web Outlook Integration - InstallShield Wizard - Setup Status dialog box appears.
When the installation is finished the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - InstallShield Wizard Complete dialog box appears.
Click Finish to complete the installation.

Adding Your ACT! Database(s) as Address Book(s) in Outlook:

Outlook 2007 (ACT! 2008, 2009)
Outlook 2003 & 2002(XP) (ACT! 2007, 2008, 2009)

Launch Outlook.

Click the Tools menu, and then click E-mail Accounts. The following E-mail Accounts - Wizard dialog box appears.

Enable the Add a new directory or address book option, and then click Next. The E-mails Accounts - Directory or Address Book Type dialog box appears.

Enable the Additional Address Books option, and then click Next. The E-mail Accounts - Other Address Book Types dialog box appears.

Select the ACT! Premium for Web Address Book option, and then click Next. The Address Books dialog box appears.

Click the Add button. The Add Address Books dialog box appears.

Ensure that the correct Web address to your database is in the Web Service address field, click your database from the ACT! Premium for Web Database drop-down, and then type your User name and Password (if necessary) in the appropriate fields.

Note: If you are unsure what this address is login to your database; click the Tools menu, click the Preferences option, click the E-mail option, and then click the Click here to view the Web Service Address used for setting up address books in Microsoft Outlook option. The following ACT! -- Web Page Dialog dialog box appears with the Web Service Address for your database.

Click OK. The Address Books dialog box reappears with you database listed.

Click Close. The following ACT! warning message box appears.

Click Ok. the following Add E-mail Account message box appears.

Click OK. Close and then re-launch Outlook. Open a new message, and then click the To button. The Select Names dialog box appears.

Click the Show Names for the drop-down and locate ACT! Web - (your_database_name) to ensure that you have integrated your ACT! Premium for Web with Outlook.

Outlook 2000 (ACT! 2007 only)

Launch Outlook.

Click the Tools menu, then click Services. The Services dialog box appears.

Under the Services tab, click Add. A list of available services appears.

Click ACT! Premium for Web Address Book, then click OK. The Address Books dialog box appears.

Click the Add button. The Add Address Books dialog box appears.

Ensure that the correct Web address to your database is in the Web Service address field, click your database from the ACT! Premium for Web Database drop-down, and then type your User name and Password (if necessary) in the appropriate fields.

Note: If you are unsure what this address is login to your database; click the Tools menu, click the Preferences option, click the E-mail option, and then click the Click here to view the Web Service Address used for setting up address books in Microsoft Outlook option. The following ACT! -- Web Page Dialog dialog box appears with the Web Service Address for your database.

Click Next. The Address Books dialog box reappears with you database listed.

Click Close. The following ACT! warning message box appears.

Click Ok. the following Add E-mail Account message box appears.

Click OK. Close and then re-launch Outlook. Open a new message, and then click the To button. The Select Names dialog box appears.

Click the Show Names for the drop-down and locate ACT! Web - (your_database_name) to ensure that you have integrated your ACT! Premium for Web with Outlook.

Setting the Default E-mail History Option:

Note: ACT! Premium for Web Outlook integration will only create history to the default database. If you have added more the one ACT! database to the Outlook address book, you must ensure the default is set as desired.

This is done in the History Options section of the ACT! Premium for Web tab in the Outlook Options. The default database is displayed in the Record history to contact in the following database field. Simply changing this field allows history to be created in that database, as long as the e-mail address is associated with a contact in that database.

Launch Outlook.

Click the Tools menu, and then click Options. The Options dialog box appears.

Under the ACT! Premium for Web tab click the History Options button. The ACT! History Options dialog box appears.

Ensure the correct Web address and database are listed in the Record history to contacts in the following database field, set the When sending e-mail, set my default history option to, and History format options as desired, and then click OK. The Options dialog box reappears.

Click Apply, and then OK to return to Outlook.

Creating a New Message:

When creating a new e-mail message from Outlook you can either set the ACT! Premium for Web option to Record history or Do not record history. If you would like to change the type of history is created you must go to the ACT! History Options before creating a message.

To select a contact from you ACT! Premium for Web database you can either type their name in the To field to allow Outlook to resolve it or click the To button change the Show Names from the drop-down box to the correct ACT! database, select the name from the Name box, and then click OK.

Set Internet Explorer to Load ACT for Web Page Every Visit

Fri, 12 Mar 2010 17:05:15 GMT

In Internet Explorer, go to the Tools menu. Click on Internet Options.

Click the Settings button under Browsing history:

On the next screen, choose Every time I visit the webpage:

Click OK and close the Internet Options dialog. Restart Internet Explorer.

Notes Preview Pane Doesn't Show Preview of Note

Tue, 30 Jun 2009 22:52:28 GMT

This may be resovled by the following:

The column width may be too small to see. Try resizing the columns in the notes view.
The ACT for Web user's profile may need to be rebuilt on the server. Please contact Remote Tech Group support.

"Object Required" script error when performing lookups in ACT for Web

Fri, 22 May 2009 19:53:39 GMT

This error occurs when you are using Internet Explorer 8, which is not supported as of ACT for Web version 11.1.

You may use the work-around of "Compatibility view" in IE 8 to get around this error.

In Internet Explorer 8, go to Tools > Compatibility View. Be sure Compatibility View is checked. Go to Tools > Compatibilty View Settings:

Add "myactdb.com" to the website addresses:

My Act Login Error Codes

Wed, 04 Mar 2009 15:18:48 GMT

A01 : Bad Password

A02 : Database is Disabled

A03 : RTG users account is disabled. OR no APFW services. OR the password is wrong(dbl check it)

CANADA A03 Notes.. if the database is French and the user is english and there are no english servers, you will get an A03 error as well.

How To Configure Safari® to Access ACT! Premium for Web 2009 (11.0)

Wed, 17 Dec 2008 21:41:44 GMT

	How To Configure Safari® to Access ACT! by Sage Premium for Web 2009 (11.0)

	Question
	You would like to know how to configure Safari for use with ACT! Premium for Web.

	Answer
	NOTE: Safari is only compatible with ACT! Premium for Web 2009 (11.0). The following features of ACT! Premium for Web 2009 are NOT supported with the Safari web browser: Outlook® integration ACT! Word Processor functionality Mail Merge functionality You will need to accept cookies and enable JavaScript® for ACT! Premium for Web functionality with the Safari Browser. Please use the following steps for configuration: Note: The following information is provided as a convenience. Sage does not provide support for Apple Products. For more information on this topic go to Apple.com Accepting Cookies: Launch Safari. Click the Safari menu, and then click Preferences. Under the Security Tab, select either the Always or Only from sites you navigate to option for Accept Cookies. Click the red X in the top-left corner to exit the Security dialog box. Enabling JavaScript: Launch Safari. Click the Safari menu, and then click Preferences. Under the Security Tab, check the box to Enable JavaScript. Click the red X in the top-left corner to exit the Security dialog box.

ACT! for Web Outlook Error Database cannot be found

Thu, 12 Jul 2007 11:06:49 GMT

Affected ACT! Versions: 9.00 & greater
Other Software: Microsoft Internet Explore 6.0 & greater

The Error:
Users experience and error when trying to use the Outlook address book with ACT! Premium for Web. They receive the error " The ACT! Premium for Web database cannot be found. Please contact your administrator for assistance."

The Cause:
This is caused by a bug in the server side application.

RTG's Suggested Action:
Contact RTG and let them know you are getting the error and they will reset the server software and the error will clear up.

Resolution
At this time there is no permanent resolution to this issues.

Written by Jeremy Wesley @ RTG