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Help with Act

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New Member
Posts: 8
Country: United States
Accepted Solution

Help with Act

Hi, we recently upgraded to the new version of Act. Though we are familiar with the program,  we have some questions with the new version:

 

1. We have 3 computers that are networked- though we can schedule activities for each other, there seems to be an issue with the 'notes' being synchronized. No one can see the other person's recent notes, which is a problem since we keep double calling our customers

 

2. the tag mode: in the past, it was quick and simple- we would press tag mode, quickly type in the first few letters of the customer, once the name shows up we would click it which would result in a plus sign near the name etc.. now we can't seem to figure out the system; it doesn't allow us to quickly type in a name- since it's not alphabatized, it's impossible to scroll through thousands of names on the database to find the one we need. It also automatically includes the contact once the mouse accidentally highlights the name.. there must be a simple way to do this

 

3. The cover sheet for the faxes no longer list the contact company- it only states the name of the person, without including their company name.

 

4. how do we fix margins and the font size in the body of the fax cover page

 

 

thank you


Accepted Solutions
Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Help with Act


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Moderator
Posts: 4,395
Country: USA

Re: Help with Act

1. Check Select User filters in the notes tab.

 

2. Click on the Contact column header to sort the names alphabetically.  You can also go to Edit > Sort.

 

3. You can customize the Fax Cover page to include additional fields (Write > Edit Template).

 

4.  Edit the template and go to File > Page Setup to change margins.

New Member
Posts: 8
Country: United States

Re: Help with Act

David,

 

Thank you for responding.All your suggestions worked.

 

I jstill have a question regarding the fax template though. According to the book a 'mail merge' box should pop up with the fields I can can add to the templates.However, nothing pops up and when I try to add it manually it doesn't show up on the faxes printed.

 

Thanx again for your time and help.

Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Help with Act

If you're using Office 2003, follow the KB article below.

 

Unable to Access the ACT! Menu Option on the Microsoft® Word or Excel® Tool Bar

New Member
Posts: 8
Country: United States

Re: Help with Act

I downloaded the new version- before I go to the next step of 'verifying registry settings, is the menu box supposed to pop up when I go to edit template? nothing popped up.
Moderator
Posts: 4,395
Country: USA

Re: Help with Act

Yes, the field list should popup when editing templates.
New Member
Posts: 8
Country: United States

Re: Help with Act

Thank you so much! After changing the value data to 3 it worked.

 

Have a wonderful day!