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The Act Knowledgebase: http://kb.act.com

My experience has been that with computer software you can run into glitches. Maybe that is an understatement. As an act software user there is a great deal of information stored in the act knowledgebase. I have often found solutions to many problems using this great tool.  If you have a question about act software, Google it.

My experience has also been that many act software users run into problems when they don’t know the right question to ask when trying to find a solution to a problem. That is a great time to give me a call.  A few days ago, a client asked me to add a few options into the act scheduling drop-down options. I must confess, although I knew you could do it, I don’t think I was ever in a situation where this needed to be done. Therefore, I Googled it and found my answer. I Googled “add schedule types in act” and this is what it found:


The Act Knowledgebase: http://kb.act.com

How to create and manage custom Activity Types in Act!

Answer ID 13870   |    Updated 12/15/2016 04:48 PM

Question:  How do I create or manage custom Activity Types in Act!?

Product Details:
Product Family:  Act!
Product:  Act! Pro, Act! Premium
Version: 2011 and later

Answer:

Note: The steps below cannot be completed from a remote database. You must be logged into the main database as an Act! administrator in order to create custom Activity Types. Once created, remote users can synchronize their databases to pull in the new custom activity types.

Creating a new Activity Type

  1. In Act!, click the Schedule menu, then Manage > Activity Types…
  2. In the Manage Activity Types window, click Add…
  3. In the Name field, give the Activity Type a name
  4. If desired, click the Browse… button to locate a different icon, otherwise skip to the next stepNote: If you choose to locate a different icon to represent your new Activity Type, you must either create one or already have your own file. Icons must have the file type of *.ico.
  5. If you wish to rename the existing results, select a Result Name, then click Edit… to rename the result, then click OK when done
  6. If desired, you can create additional Result Names by clicking Add…, filling in a name for the new result, then clicking OKNote: The results that are created by default cannot be deleted, so if you wish to have results that are named differently, it is recommended to edit their names before creating new results unless you need more than two results for the Activity Type
  7. Ensure that Set as Default is checked for the result you wish to be the default result when clearing activities
  8. When satisfied, click OK

Note: If you create a new Activity Type on a database that acts as a sync server, then synchronize a remote database to that server, you will need to close and reopen Act! on the remote computer in order to view the Activity Type after synchronization has occurred.

Editing Existing Activity Types

Appointment, Call, Meeting, and To-do Activity Types cannot be edited, however custom Activities, Personal Activity and Vacation Activity Types can have their names and their Result Names edited. Additionally, they can be set to inactive.

Changing the name of an Activity Type

Note: Renaming an activity type will change all currently schedule activities of the same name.

  1. From the Manage Activity Types window, select the Activity Type you wish to edit, then click Edit…
  2. Enter the new name you wish to have into the Name field, then click OK
  3. When prompted if you’re sure, click OK

Changing a Result Name

  1. From the Manage Activity Types window, select the Activity Type you wish to edit, then click Edit…
  2. Select the Result Name you wish to change, then click Edit…
  3. Choose whether you wish to change all occurrences of the same result type or if you only want to Change the future occurrences
  4. Enter the new name for the result, then click OK

Adding a new Result

  1. From the Manage Activity Types window, select the Activity Type you wish to edit, then click Edit…
  2. Click Add…
  3. Enter a name for the new Result, then click OK
  4. Click OK again when done

Deleting a custom Result

  1. From the Manage Activity Types window, select the Activity Type you wish to edit, then click Edit…
  2. Select the custom result you wish to delete, then click Delete

Deactivating an Activity

You can deactivate an Activity so that it is not an option when scheduling new activities.

  1. From the Manage Activity Types window, select the Activity Type you wish to edit, then click Edit…
  2. Uncheck the checkbox next to Active – allow new activities of this type
  3. Click OK

Note: This can be undone by following the same steps to re-check the checkbox.

Deleting an Activity Type

With the exception of Personal Activity and Vacation Activity Types, default Activity Types cannot be deleted. Custom Activity Types can only be deleted if an activity has never been scheduled for that type. If you have scheduled an activity for a custom activity type, even if you deleted the activity, the activity type cannot be deleted. For Activity Types that can be deleted:

  1. From the Manage Activity Types window, Select the Activity Type you wish to delete
  2. Click Delete

WARNING! This KB article (including any software and related documentation) is provided “AS IS.” Swiftpage disclaims all express or implied warranties of any kind with respect to the article, including but not limited to, any implied warranties of merchantability or fitness for a particular purpose.

©2016 Swiftpage ACT! LLC. All rights reserved. Swiftpage, ACT!, and the Swiftpage product and service names mentioned herein are registered trademarks or trademarks of Swiftpage ACT! LLC, or its affiliated entities. All other trademarks are property of their respective owners.

 

 

 

Act Error Message: Resolution of the dependency failed or Exception has been thrown by the target of an invocation.

First and foremost, who makes up these Act Error messages?  According to the Act Knowledgebase, there are a number of reasons that this can happen. Here is the list that they provide:

  • Program shortcut failed to update after upgrading to Act! v16 or later
  • Windows User Account Control settings are stopping Act! from opening
  • Act! program preferences are damaged
  • A third-party add-on is causing a conflict
  • Windows font, Tahoma, is missing or damaged
  • Act! installation is damaged
  • Missing Microsoft .NET Framework 3.0 registry key
  • Damaged Microsoft .NET Framework installation

 

They offer some solutions to the above issues which can be found right here: http://kb.act.com/app/answers/detail/a_id/25865/~/error%3A-resolution-of-the-dependency-failed-or-exception-has-been-thrown-by.

This is from answer ID 25865 in act’s knowledgebase which can be found here: http://kb.act.com.

 

Is Act 2010 compatible with Windows 10? From Marsha H.

Act! Compatibility Matrix
Answer ID 29767 | Updated 02/26/2018 06:56 PM
Summary: This article lists Act! compatibility with different operating systems, databases and integration.

Every now and again I get questions about Act software compatibility with Windows and Microsoft Office. To be honest, I always must double-check because there are so many old versions of the software available to users of Act. After I received Marsha’s email I decided this would make a good blog post…thank you Marsha. Fortunately, the good folks at Swiftpage, the makers of Act, have created a knowledge base article that addresses just that issue. I will list the link to that below. Before I share that link with you a couple of my comments:

• I have seen versions that are not supposed to be compatible work just fine
• I have seen versions that are not compatible, according to the chart, work and then they suddenly stop working
• Some of the compatibility issues are related to reinstalling the software on new computers
• Many times, things that work are impacted by Windows updates and other updates as well

As a rule of thumb, if you are dealing with old software you need to reevaluate its use in the value of upgrading to a newer version. My specialty is teaching people how to make more out of Act software and I am confident I can make it worth the price you pay for it. Regardless of the version you decide on purchasing. In addition to that, you have so many more options available to you as an Act user.

Link: http://kb.act.com/app/answers/detail/a_id/29767/~/act%21-compatibility-matrix

Act Knowledgebase Article: Error: “Creating an instance of the COM component with CLSID

u

Reposted from the Act Knowledgebase. Thank You Swiftpage.



Visit the Act Knowledgebase here: http://kb.act.com/


Visit kb.act.com for more information.

Error: “Creating an instance of the COM component with CLSID {000209FF-0000-0000-C000-000000000046} from the IClassFactory failed due to the following error: 80010001 Call was rejected by callee…” when attempting to write a letter in Act!

Answer ID 38228   |    Updated 07/19/2018 04:31 PM

Symptom:
When attempting to write a letter in Act!, I am receiving the Error:

“Error: “Creating an instance of the COM component with CLSID {000209FF-0000-0000-C000-000000000046} from the IClassFactory failed due to the following error: 80010001 Call was rejected by callee. (Exception from HRESULT: 0x80010001 (RPC_E_CALL_REJECTED)).”

Product:
Product Family: Act!
Product: Act! Pro, Act! Premium


Cause:
UnknownWorkaround:

Note: Prior to proceeding with these steps, it is strongly recommended that you create a backup of your registry. For information on creating a backup of your registry, refer to the following Microsoft documentation:

How to back up and restore the registry in Windows

You will need to modify a registry key named LoadBehavior. It needs to have its value changed from 3 to 9. It can be found in the following locations:

For 32-Bit Version of Windows

  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Word\Addins\ACT7.OfficeAddIn
  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Word\Addins\ActOffice2007Addin.Connect
  • HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\ACT7.OfficeAddIn
  • HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\ActOffice2007Addin.Connect

For 64-Bit Version of Windows

  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Word\Addins\ACT7.OfficeAddIn
  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Word\Addins\ActOffice2007Addin.Connect
  • HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\ACT7.OfficeAddIn
  • HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\ActOffice2007Addin.Connect

WARNING! This KB article (including any software and related documentation) is provided “AS IS.” Swiftpage disclaims all express or implied warranties of any kind with respect to the article, including but not limited to, any implied warranties of merchantability or fitness for a particular purpose.

How Do I Install or Upgrade Act by Swiftpage

 

 

 

If you have recently purchased Act for the first time or have decided to upgrade your version of Act, this knowledgebase article will describe the steps you need to take to make this a simple process.

If you have never used Act, installing the software is pretty straightforward if you know how to download the software and run it. If not, call me for help (Tony 781-728-9777). What can become tricky is knowing when to uninstall the previous version of Act and the engine that runs it: SQL. As a rule of thumb, always uninstall Act before you install the newest version. If you go to the Control Panel and uninstall Act there, you will only uninstall the software but not your data.

Having stated that, it is so important to make sure that you are continuously backing up your Act data. If you do not know how to do this or you have not scheduled Act to do it automatically, this is a good reason to reach out to me for a little bit of training. Your data is too valuable to mess around with ever.

Here is the knowledge base article that describes this process: http://kb.act.com/app/answers/detail/a_id/38867/kw/Installing%20Act.

 

Act Knowledgebase Article: What issues have been fixed in Act! updates?

What issues have been fixed in Act! updates?

Answer ID 36573   |    Updated 08/07/2018 12:54 PM

Question:
What issues have been fixed in Act! updates?

Product:
Product Family: Act!


Note: This list only includes issues that have been fixed in service pack releases, hotfixes, and update releases. It does not include fixes that were implemented in full version major releases of Act!. For information regarding issues that have been fixed in full version major releases of Act!, refer to the following knowledgebase article:

Issues fixed in Act! full product releases

    • Answer ID 38887

To download any of these updates please visit the Act! Download Center.

If you are experiencing an issue that is not listed here, there may be a DBFixer released for that issue. For a list of DBFixers, refer to the following knowledgebase article:

Image Service Packs for Act! v20

Image Updates for Act! v20

Image Service Packs for Act! v19

Image Updates for Act! v19

Image Service Packs for Act! v18

Image Updates/Hotfixes for Act! v18

Image Service Packs for Act! v17

Image Updates/Hotfixes for Act! v17

Image Service Packs for Act! v16

Image Hotfixes for Act! v16

Image Service Packs for Sage ACT! 2013

Image Hotfixes for Sage ACT! 2013

Image Service Packs for Sage ACT! 2012

Image Hotfixes for Sage ACT! 2012

WARNING! This KB article (including any software and related documentation) is provided “AS IS.” Swiftpage disclaims all express or implied warranties of any kind with respect to the article, including but not limited to, any implied warranties of merchantability or fitness for a particular purpose.