12-30-2011 09:58 AM
New to this job and ACT, here is my situation: person before set up ACT and installed it. No one was able to use it effectively. We need a CRM system running, trying to figure out how the database was set-up, which I think is the problem. Is there a way I can clear the database set-up and start over without having to uninstall and reinstall? I have already exported all the data to an excel file and will manually input it back in once i have the database set-up correctly.
12-30-2011 10:07 AM
Just create a new database with the ACT! program. the database isn't part of the program. By the way you can import the Excel into the new database. However, you may want to contact and ACT! Certified Consultant to help get the database setup properly for your application.
12-30-2011 10:21 AM
If I delete the files, all of them - .pad and the folders, will this clear everything and still leave the prgoram intack? not he best with tech stuff. just want to make sure beofre I do somethign too drastic
12-30-2011 10:23 AM
Also, if there were fields created that I do not want to use this time around, how do I delete them, if I cannot find them? When i look up a contact there is no field in view with the data I have exported, are fields hidden somehow?
12-30-2011 11:27 AM
You can have more than one database. When you create a new database it will be a default database and include nothing from the previous database. You can then modify the database to suit your needs.