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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 ...
  • 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 ...
  • Act4Wealth: How do I set up Act4Wealth?
    Answer: After installing Act4Wealth, Launch Act!.  You will see the following screen:  Enter the Activation Key Click Activate  Click Close  Click on Act4Wealth on the Act Menu Bar and select Act4Wealth ...
  • 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. ...
  • Knowtifier: How do I find my Act! database PAD file?
    Answer: To find your database PAD file, please follow the steps below: Log in to your Act! database. Click on the menu Help > About Act Click the button Database Information The ...
  • 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: Sent emails are not attached to Act!
    Answer: Sent messages may not attach properly to the Act! database because of one or more of the following conditions    Emails send to Act! users without enabling the Act4Outlook ...
  • 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. ...

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