Tasks don't show up after migrating from PC to srvr (Prem 08-10.0 (ST Edition); Server-MS 03 R2) [ Edited ]

[shadrack]

All filters are open (ie: 'All' everything). Why wouldn't new tasks show up in Task Window? Tx . .Shadrack

Message Edited by shadrack on 10-14-2008 09:58 AM

[dlunceford · Accepted solution]

Are Select User filters set properly?

[dlunceford]

It is helpful if you can provide your ACT! version number, operating system, and any other details on what you were doing when the problem occured, so that our members can more easily assist you.

[shadrack]

Tx, D. Working on it; will get back shortly (I hope) . .

[shadrack]

ACT ver info: ACT! by Sage Premium 2008 (10.0) (ST Edition) Version 10.0.2.191

Server info: MS 2003 R2

Hope this helps . .

[dlunceford · Accepted solution]

Are Select User filters set properly?

[GLComputing]

You say you migrated from PC to Server... are you sure you're logging into the database with the same user?

[shadrack]

That was the issue. I figured that out about an hour after I posted my reply to you. Tx, Mike.

Now I have a couple other problems w/Importing CSV's:

  * Don't know how to import 'Notes' for ea contact (did this months ago but forgot how).

  * When Importing Company records (after I've Imported the Contacts), it's confusing. Is it necessary to import all the same fields (ie: City, State, Zip, etc) as w/the Contacts? AND . . .why are certain Company fields not showing up (they don't show upin Contacts screen either). Tx again, Mike (in advance) . .LS

[GLComputing]

1. Import Notes for current or new contacts?

2. One problem with the ACT! import of Companies is that it doesn't automatically link the contacts to the Companies... if this is an issue, you might look at using itImport to do the importing

Yes you do need to add the address details and contacts might not always have the same address