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Using GMail or Yahoo with Mail Merge or Web Prospect

If you want to use GMail or Yahoo Mail with Mail Merge or Web Prospect there are a few settings on your account that will need to be adjusted. First, you can't have 2-step authentication enabled on your Gmail account. Second, you need to enable "less secure apps" in your Gmail account. For Yahoo, you can edit these settings at https://login.yahoo.com/account/security. For the account settings, you should be using the following for Gmail: SMTP server = smtp.gmail.com SMTP Login Username =

How to remove a campaign from a database

When you run a campaign on a database for the first time, SAM adds 2 Contact fields to that Act! database. One holds the stage of the contact for the campaign, and the other holds the date that the campaign was last run on that contact. To remove a campaign from a database, you do the opposite...you go into your Act! database and delete those 2 fields. When you remove the fields it's also good to remove them from your Contact Layout (if they were added). Then you can also delete or archive the

Using SAM to check for a blank date field

Oftentimes in our workflows we need to compare a date field in our database to determine what happens next.  However, what do you do if there is no value in the date field you are comparing? The idiom to test if a date field in Act! is non-blank (contains a valid date) is to use the Compare Field pre-condition. Set the Fieldname to be the Act! date field you're comparing, the Operation to "x*y" (contains), the Value to the constant "/" (with the quotes), and set Type (optional)  

The exception was: Root element is missing starting Sales Automation Manager

You start Sales Automation Manager and get a pop-up like this: Unfortunately that message is accurate - the file where SAM keeps most of the options set on the SAM screens is corrupt and unreadable. To fix it, you delete the file, restart SAM, and reset your options on the screen. The easiest way to find the file is to open up Windows File Explorer and type %APPDATA% in the address bar at the top of the screen. Then drill down from there into the directories Northwoods Software and then

Using Web Prospect with Microsoft Hosted Exchange

If your mail is hosted with Microsoft Exchange, and you are using Web Prospect to pull mail in from an Exchange mailbox, you'll need to use the following settings: POP Server = smtp.office365.com POP Username = this is your email address POP Password = the password for your email address POP Port = 995 + make sure you put a check in the Use SSL box The settings should look like the image below: Click the "test mail settings" button, and if your settings were entered

Using Mail Merge with Microsoft Hosted Exchange

If your mail is hosted with Microsoft on Office365/Hosted Exchange, these settings should work in Mail Merge as long as you enter the correct account information: SMTP server = smtp.office365.com SMTP login User name = the email address of the account you want to use SMTP Login Password = the password for the email address of the account you want to use From Email Address = the email address of the account you want to use Port = 587 Use SSL/TLS = checked Please note that this information

ID/Status field is not merging into Mail Merge document template

In order to insert the "id/status" field from Act! into your Mail Merge template, you must update the field in your Word document template to be "IDStatus" instead of "ID/Status".

Script error when launching Mail Merge

If you see this error when you open Mail Merge, it is a bug that shows up on some versions of Windows trying to show the default "Mail Merge News" page from our web site in version 17. Just click No. It does not affect the functions of Mail Merge.

Mail Merge Script Error

Manually defining the required fields for Sales Automation Manager to your Act! data base.

You may be in a situation where you are using Sales Automation Manager on your workstation and you have an Act! Remote data base on your workstation.  The Master data base is elsewhere (such as in a Cloud Web hosting environment) and not directly accessible by the SAM program.  The problem is SAM wants to define the fields that are needed for managing the Campaign for you and this is not possible if SAM only has direct access to a Remote data base. SAM assumes it has access to

Moving your CRM Automation programs to a new computer

Moving your CRM Automation programs (Mail Merge, Sales Automation Manager (SAM), and Web Prospect) settings and other files to a new computer is straight forward.  Here are the steps involved. Install the programs on the new computer but do not run them until the files have been copied from the old computer. Mail Merge and SAM store their "public" files, like merge templates and campaigns, by default on directories in your Windows My Documents folder.  You may have moved these files

Patricia Egen Consulting, LLC

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