When you install Sage ACT!, a demo database named ACT2012Demo is created on your machine. This database is intended for learning more about using the product without the worry of messing up your production database. However, it may not represent the data you work with, and you may want to test changes to your database rather than the demo. You can create your own test database with actual data from your production database quickly and easily as you’ll learn in this week’s tip!
Saving a Copy of Your Production Database for Testing
If you want to test possible field, layout, or other changes to your database without actually using your production database, you can quickly save a copy of your production database by following these steps:
1. In Sage ACT!, click File > Save Copy As…
2. In the Save Copy As box:
Type a friendly, distinguishable name for your database copy (e.g. Copy-My-Database).
Optionally, update the default Database Location.
Select Share this database with other users if the database will be shared and made accessible to other remote clients.
In the “Options” section:
Select Create a copy of the database to save a copy of the database, and include current data such as contacts, groups, companies, and opportunities.
Select Create an empty copy of the database to save a copy of the database structure, excluding data.
From the Database Version drop-down list, select an appropriate database version. If you are using Sage ACT! Premium, you will have the option to save the database as either a Sage ACT! Pro or Premium database. If the test database will be opened in Sage ACT! Pro, then select that option, otherwise leave the default selection.
3. Click OK.
Using Your New Copy:
After your database has been created and saved:
1. Click File > Close to close the current database.
2. Click File > Open.
3. If your new database is not listed, click The database I want is not listed.
4. Select the copy of your database, and then click Open.
Your database will be verified, and then you are prompted to login. After logging in, use the various field and layout tools to customize your database, and test the impact of various changes.