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  • Knowtifier: How do i set up the Knowtifier?
    Answer:   In this article, we will briely go over setting up the Knowtifier to send a basic birthday email to Contacts in your Act! database. More ...
  • Knowtifier: Unable set up a Gmail account in an Act4 Product
    Answer: If you are unable to use a Gmail account in the Email settings section of any Act4 Products, then you will likely need to disable ...
  • Act4Mortgages: How do i install Act4Mortgages?
    Answer: In order to use Act4Mortgages, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • Act4Outlook: How do I set up Act4Outlook?
    Answer: Installation Download the Act4outlook setup file to your desktop or download directory. The location has to be easily accessible to you. Close Act! And Outlook. Double-click on the ...
  • Act4Realty: How do I setup Act4Realty?
    Answer: In order to use Act4Realty, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • Act4CASL: How do I set up Act4CASL?
    Answer: In order to use Act4CASL, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the database. If ...
  • Primary Contact Tool: How do i set up the Primary Contact Tool?
    Answer: In order to use the Primary Contact Tool, a custom Yes/No field called "Primary Contact" must be created. This operation can only be performed on the ...
  • Act4Outlook: "Object Reference" error when clicking Act4Outlook Settings Button
    Answer: If you receive the following error when clicking the Act4Outlook Settings button, follow the steps below.   Issue with Exchange Account If you are using an Exchange account and ...
  • Quoting4Act: How do i set up Quoting4Act?
    Answer: In order to use Quoting4Act, certain fields and custom tables must be created. This will be referred to as the "Schema Import" in this article. ...
  • Optin Manager: How do I set up Optin Manager?
    Answer: In order to use Optin Manager, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the ...

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