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  • How do i set up the Knowtifier?
      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 ...
  • How do i install Act4Mortgages?
    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. ...
  • How do I set up Act4Outlook?
    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 ...
  • How do I set up Act4Wealth?
    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 ...
  • How do I setup Act4Realty?
    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. ...
  • How do I find my Act! database PAD file?
    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 ...
  • How do I force Act! to reload plugins that previously failed to load?
    In cases where an Act plugin is not loaded correctly either due to missing dependencies or other issues, it may be necessary to force Act ...
  • How do I set up Act4CASL?
    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 ...
  • How do i set up the Primary Contact Tool?
    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 ...
  • How do i add a field to the Contact layout?
    The Act Contact layout can be modified by users with roles of "Manager" or "Administrator". To add a field to the Contact layout, follow the ...
  • How do I update my Act4work product?
    To run the Act4Work updater manually, please follow the steps below. You can either run the updater via the Windows Start menu, or navigate to ...
  • How do I register my Act4Outlook installation?
    From the Home tab of Outlook, click Act4Outlook Settings Click the About menu near the top left of the screen. Click the Register button. In the Activation Key textbox, enter your new license key and ...
  • How do i set up Tabs4Act?
    After installation, open the layout editor by clicking Tools > Design Layouts. To display Tabs4Act control, right click anywhere in the toolbox on the leftside of ...
  • How do i set up Quoting4Act?
    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. ...
  • How do I set up Optin Manager?
    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 ...
  • How to re-download all available updates for Act4Work products?
      Launch the Act4Work Updater from either the Start menu or directly through file explorer.If you wish to know how to launch the updater, please see ...