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How do I get started?

New Member
Posts: 1
Country: United States

How do I get started?

Hello all,


I'm an IT professional but completely new to ACT.  One of my clients, who has ACT! Premium for Workgroups 2007 (9.0) Ex Edition, asked to setup a server to host his ACT system.  He presently has four people on the system and would like to add two more.  In addtion, he would also like to setup it up to work with his QuickBooks.


Where do I find the information to achieve these goals? 

Is there a manual or documentation some where on this website that I can refer to?

How should I get started?


I'll be most grateful for any direction, comments or suggestions.


Thank you so much,


Active Newbie

Platinum Elite Contributor
Posts: 14,584
Country: Australia

Re: How do I get started?

Here are the steps to set up on the server:


I don't know if additional licenses or the QuickBooks link as still being sold for ACT! 2007... if you can't find them, you may need to upgrade