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ACT Firewall and Port settings

The following document is useful if you are setting up ACT and ACT for the Web and need to know how to tell your firewall to show ACT as an exception.  It also documents ports that need to be available. Adding Program Exceptions to Windows Firewall for ACT! and SQL Server Click the Windows Start button, click Control Panel Click Administrative Tools, select Windows Firewall with Advanced Features. Note: You will have to complete the following steps for

Act.Framework.MutableEntities.MutableEntity + FieldCollection + EmptyValueFieldException - Say What?

So you have a copy of our Duplicate Remover Wizard Expert for Act! and have set out to manage/reduce the duplicate contacts or companies in your Act! data base.  You run the program and it finds a good set of duplicates and you set the program to merging the records.  All indications are progress is being made.  Then, the next thing you see is this: The screen that then comes up appears to be filled with messages like this. Working on Fred Flintstone 8/31/2012

ACT slow to open - looking for bad URL #ACTCRM

Recently, a website was disabled that is called by ACT when it opens.  The missing website makes ACT open very slowly.  There is a fix for this.  This blog article will describe the fix and will give credit to the person who found this and documented it for us. A product called Sage ACT Connect is going away to be replaced by a soon-to-be-named alternative, but in the mean time, the URL that supported this tool - http://sageact.sageconnectedservices.com was turned off.  ACT

ACT Client versus Web differences

We get this question so often I thought I'd post a blog article showing the main differences.  ACT for Windows has more options because it runs on the Windows platform.  The web version, being accessed via a browser will have limitations because of the browser interface.  Quite a bit of functionality is in the Web version - it's amazing how much it looks and reacts just like the Windows version.  However, when you understand that you are on a browser it makes sense that

Tools I love to use every day

All of us have favorite tools we use every day to do our jobs. I own a computer consulting business so a lot of what I do centers around technology - but not all. Looking around at my desktop, both real and virtual, I realized I keep turning to the same products and tools. And I thought it might make a good blog article about what I use to keep productive. Here's my top 10 list of tools I use every day. 1. Google - One of these days I am actually going to keep a log of how many times a day I

ACT Fast Tip Tuesday - Revisiting some old friends

Sometimes it's the little things that matter.  You work with a software program for so long that you "assume" someone else knows the tricks and tips.  Ah, yes, you know what they say about assuming.  Well, it happened again.  While working with a client showing them my Company Wizard Plus add-on for ACT, I did one of my favorite tricks and the client went - "whoa, stop right there - what did you just do."  I had hit Ctrl A to highlight all contacts in the list. &

Swiftpage to buy Sage ACT

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We are super excited about the announcement that Swiftpage, one of our favorite companies, is purchasing Sage ACT.  This is a great  shot in the arm for ACT and we expect to see great things happen from this purchase. Here's a section of their press release from February 15th: "Swiftpage, provider of the leading digital marketing platform for small business, announced it has reached an agreement with The Sage Group plc to acquire the Sage ACT! contact management and Sage SalesLogix

Editing the Host file with Windows 7

After upgrading to Office 2010 I noticed I could no longer get a Record History box to come up after printing a mail merge document in Sage ACT.  This is how it has worked forever.  I did some research and found one of the solutions was to ensure that a line was on the Hosts file in Windows.  Microsoft had sent out an update to "protect" computers from malware and in the process commented out a line that ACT needed to make the Office and ACT connection work. So, armed with this

Patricia Egen Consulting, LLC

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