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Answer This documentation describes Hot Fix 1 for Sage ACT! 2011 for the following versions: Sage ACT! Pro 2011 Sage ACT! Premium 2011 Sage ACT! Premium 2011 (access via web)Do not apply this hot.

Act by sage premium 2010 how to#

Question You would like to know how to download and apply Sage ACT! 2011 Hot Fix 1. How to Download and Apply Sage ACT! 2011 Hot Fix 1.

Act by sage premium 2010 upgrade#

If you are upgrading an ACT! 6.0 database such as Act4Advisors 1x or 2x, there are two major parts to the upgrade 1.Do a custom conversion to bring the ACT! 6.0 database into the new ACT! SQL format – (See the separate document regarding the upgrade conversion. How to Import Data and Retain User Record::Multi-user Import for ACT! by Sage 2007-2010.ACT! Workspace Activities Customization Dashboard Dashboard Designer Finding Information Groups & Companies Importing Contacts Mail Merge Opportunities Outlook and Google Integration Printing. įeature Tours Click the links to open these Sage ACT! and Sage ACT! Premium Solutions feature tours. To do this, click on the Layout button at the bottom lef. To temporarily get to your data, load one of the plain ACT! layouts. This error only affects Act4Advisors layouts and not stock ACT! layouts.

To learn more about how to create and work with these and other fields types in your ACT database, download our free resource, How to Design Layouts and Create and Modify Fields in an ACT! Database.Troubleshooting Documents There were 86 articles found in this category:Īfter updating or reinstalling your ACT! software, you get the message "Error loading layout".

Act by sage premium 2010 software#

Begin with a needs assessment of requirements or reach out to an ACT! Certified Consultant who can help you with ACT! software consulting and can provide ACT! software training.ĭid you miss Part One of customizing your ACT! database? Click here to read last week’s post on checkboxes and customizing your layout. Of course, database design must support your company’s strategy, business processes, and reporting requirements. Next time we’ll look at how the Picture field can add personality to a record, showcase products, or maintain a record of property or equipment.Īll instructions presume Administrator level privileges.

Memo fields are added to a layout by using its corresponding field type of Memo in the layout designer.Īre there other benefits of using a memo field in your database?.

A memo field is created in Tools > Define fields by creating a new field and assigning the Field data type of “Memo”.

What you need to know about the Memo field: For example, add product notes on a product tab, marketing notes on a marketing profile tab, and so forth.

Associate different types of notes with various sets of data.

Maximizes “screen real estate,” with virtually unlimited data added to a small field area.

Keeps high priority notes front and center on the contact detail area, regardless of the tabs being viewed.

Since extensive notes and histories can still be added to records, why wouldn’t we just use them instead? The benefits of using a memo field: Because you can scroll through the text, the field doesn’t need to take up much room on the layout. The memo field solved the character-limit issue that existed in Classic ACT!! Now you can add a virtually unlimited amount of information into a field, provided that it’s defined as a memo field. The image below showcases all the field types we’re exploring in this series in the Contact Detail view. The Memo field gives you the option of adding extensive notes within a field in Contacts, Groups, Companies, and Opportunities. In Classic ACT! (prior to version 2005) the maximum number of characters a field could contact was a mere 255. This week we look at adding Memo fields to an ACT! customer database.