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Fast Tip Friday: “Backing Up” Your Sage ACT! Scratchpad Data #SageACT

by bwhalen_sage on ‎11-18-2011 08:16 AM (1,066 Views)

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As covered in an earlier Fast Tip Friday article about the Sage ACT! Scratchpad, this little tool helps you capture random tasks, or appointments, and eliminate the hassle of finding paper notes when you need them. You can even send relevant items to Sage ACT!, and associate them with Contacts, Groups, Companies, or Opportunities. If you have begun to depend on this tool, you may want to periodically “back up” your list. Here’s how!

 

“Backing Up” the Sage ACT! Scratchpad

 

1. Whether you want to back up, or move this data to another machine running Sage ACT!, you will first need to locate the XML file that contains your list. Depending on your Operating System, you will find the Sage ACT! Scratchpad list data in the following location:

 

  • Windows XP®: C:\Documents and Settings\%username%\Application Data\ACT\ACT Data
  • Windows Vista® or Windows® 7: C:\Users\%username%\Application Data\ACT\ACT Data

 

2. Locate file SageACT!Scratchpad.xml.

 

 

3. Copy this file to another location, preferably to removable media. If you would like to move this to another machine running Sage ACT!, simply copy it to the same location on the new machine.

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