01-31-2014 04:37 PM
I am using a trial version of Act Pro v16 (trying to decide whether it will work for me) and I can't seem to create a simple template in Outlook or Word. I am using Office 2013, the 32 bit version on a Windows 7 64 bit machine. When I click in Act on "Create new email/letter template" it goes to Outlook, but there is no list showing the Act merge fields. If I click on the "Add ins" tab in Outlook and then on "Act" and "Show fields list" I get an error "Could not connect. The Act application is not running." Any ideas?
I've tried using an existing template and changing things around but it won't save it in the adt format. When I tried saving it in "documentname.adt" with quotation marks around it, it saved it but it froze Act when I tried to use the template.
I phoned Act support but there is no support unless I buy the product. I'm not going to buy it if it can't do a simple thing like create a template.
02-03-2014 07:46 AM
This could be caused by your antivirus program being set to scan Microsoft word documents. You can test this by temporarily disabling your antivirus. If it works, then you will need to add exceptions to your antivirus for Act! to be able to integrate with Office. You can find that information here: http://kb.swiftpage.com/app/answers/detail/a_id/25125
02-05-2014 09:00 AM
Try disabling the antivirus/firewall and uninstalling Act!. Then, with the antivirus/firewall still disabled, reinstall Act!. See if it works without the firewall enabled, and if it does, then turn the firewall back on and see if you are still able to create or edit a template.