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ACT! 2010 and Office 2010 Compatibility

by larryr on ‎08-23-2010 05:10 PM - last edited on ‎07-28-2011 11:08 AM by (18,947 Views)

Dear ACT! Stakeholder,


A number of stakeholders have inquired as to why ACT! 2010 is not compatible with Office 2010.  I will mention in advance there is not a single right answer and recognize there are varying points of view.  I am not asking for agreement, but do want share perspective on this challenging topic.  I will also provide reference to resources that can help affected customers be successful with ACT! and Office 2010.


ACT! 2010 began shipping in September of 2009.  We provided an “in-line” update in March 2010.  Office 2010 was released for retail sales in June 2010 which was about 10 months after ACT! 2010 shipped.  During development of any version of ACT!, we carefully consider common applications and operating systems that are likely to be used by our customers.  We develop and test ACT! to assure compatibility with these in-market applications so that a new version of ACT! will work with what our customers already haveWe then list the compatible applications, operating systems, etc. in our system requirements.  Since Office 2010 was introduced so long after ACT! 2010, we worked to include full compatibility for Office 2010 (32 bit) with ACT! 2011 which begins shipping next month.


One can certainly ask why not create a patch or update for ACT! 2010?  It’s common in the software industry to sell a maintenance/subscription plan which provides new features and updates during a period, which is typically a year and can be subsequently renewed.  We offer maintenance plans for ACT! starting at $89, which provides such updates.  For example, ACT! 2010 customers on such a plan will receive comparable licenses of ACT! 2011.  If you view ACT! as a strategic part of your work, a maintenance plan ensures ongoing updates.  If you view ACT! as a point purchase and don’t expect a lot of changes you can buy without maintenance and elect to purchase an upgrade later.    


I realize there are cases where an existing ACT! 2010 user buys a new computer with Office 2010 pre-installed.  Or someone buys a new PC with Office 2010 pre-installed and then buys ACT!.   There is limited compatibility between ACT! 2010 and Office 2010.  If the order of installation and set-up was first ACT! and then Office 2010 many functions will work.  If Office 2010 was installed before ACT! 2010 you will need to apply an updated file to get to the same point.  We have an article that will help you understand what functions and what does not by going to the Knowledge Base link below.  Also, the Sage Customer Service team can talk you through options by calling 866-873-2006 .


ACT!/Office 2010 Knowledgebase article:


I realize this topic is causing some customers frustration and I apologize for the inconvenience  I encourage any North America customer to check out the resources above.  I wanted to explain and provide some guidance to resources that can help you.



by larryr
on ‎12-05-2010 09:37 AM



I couldn't find any record of open cases by yourslef or company regarding Office 2010 support in our database.  I have your number and will give you a call.



by kenwiens
on ‎12-16-2010 11:01 AM

For people that purchased ACT 2010 believing the information on the SAGE wesbite (implying that support for Office 2010 was imminent), is Sage going to provide some financial incentive to upgrade to 2011?


Having reviewed all the features in ACT 2011 (and carfully tested the 2011 demo software), support for Office 2010 is the only feature of any value to our organization,  We'd be willing to pay, say $20 per copy for an upgrade to Act 2011.  What is Sage planning to do to support its customer base here?

by larryr
on ‎12-16-2010 12:20 PM



Office 2010 compatibility is available with ACT! 2011.  As previously mentioned, there is some limited compatbility with ACT! 2010 as described in the Knowledge base.   If you would like to discuss please contact Customer Service, a local ACT! Certified Consultant or our Sales Staff.



by mpruner
on ‎12-19-2010 05:29 AM

I purchased ACT 2011 but while it does state it is compatible with MS Office 2010, it is not compatitable with the 64bit version.  Is there any word from Sage on when this will be corrected?

on ‎12-19-2010 05:51 AM

mpruner, It's unlikely to happen till next version. There are still quite a few products (including some of Microsoft's themself) that are not compatible with Office 2010 x64. The only solution is to install Office as 32-bit


Mike Lazarus
ACT! Evangelist
GL Computing, Australia

Join the LinkedIN ACT! Fanatics Group -

by best
on ‎01-01-2011 02:21 PM

So you confirm ACT! 2011 is Outlook 2011/32 bits compatible?


Mike Jimenez

best software, inc.

Panama, Republic of Panama

on ‎01-01-2011 02:25 PM

No. ACT! 2011 is Outlook 2010/32bit compatible

Outlook 2011 is only for the MAC, not Windows


Mike Lazarus
ACT! Evangelist
GL Computing, Australia

Join the LinkedIN ACT! Fanatics Group -

by dmavromates
on ‎03-02-2011 10:34 AM

I wanted to know if there has been any update with regard to this issue.  We just purchased new PCs that have Office 2010 installed and realized that ACT will no longer allow me to access my Word templates or export to Excel, two features that I use quite extensively.


We have 5 licenses of ACT in our small non-profit organization and purchasing a new version of ACT is cost-prohibitive for us.  Please advise.

‎03-02-2011 10:45 AM - edited ‎03-02-2011 10:46 AM

Hello dmavromates,

Welcome to the Sage ACT! Community. Unfortunately, there are no plans to make ACT! 2010 compatible with Office 2010. ACT! 2011 is the current version that will work with Office 2010 (32-bit version only). You can get some integration with Outlook 2010 and ACT! 2010 per the instructions in the following Knowledgebase article:

by Striker67
on ‎03-10-2011 06:54 AM

This is disappointing as Ipurchased new computers with our office and just spent the money to have Office 2010. I have Act! for Financial professional and now cannot access either word or outlook without workarounds. I am not a techician so I don't know th reasons behind it, but the way Larry Ritter speaks above is that we have to upgrade or go on a subscription plan if we want seamless integration with these applications. All this has truly caused me to do is look at other applications as well as the upgrade. Office of any version is one of the most important on most computers. The idea is just horrible to not provide compatibilty with a version I just bought 1 1/2 years ago. Not a happy camper at all!!! If I make the switch to something else I will not be back anytime soon.

by Wendego
on ‎03-30-2011 11:25 AM

Unbelievable! You guys are a scam. I have been doing IT for 14 years, and other than Intuit I have yet to encounter an evil company like yours. I am sure its a fairly easy process to make this change, since not a lot of fundamental changes have been made on office 2010, but no why would you make it easy on customers if you can suck more money out of us! This is unbelievable! I am furious at you guys, and will make my recommendations to all my clients to move to other cloud based solutions! Your product is slow, its buggy, it took us 7 months to figure out the "web" feature only to drop it all together. Your support is incompetent to say the least, and now this!? Shame on you Sage! Shame on you! 

on ‎04-01-2011 02:48 PM will allow office 2010 32-bit to work with ACT! 2010

on ‎05-19-2011 12:12 PM