How to Fix the Act! Record Manager field if history appears to have been written by a non-employee
A common mistake in Act! is a new sales rep joins the database, and instantly updates “My Record” with a prospect’s name instead. This can lead to your sales rep’s notes appearing to belong to someone who doesn’t work for your company.
Here is how to fix it:
- Login to Act! as the user you’re trying to change.
- Go to Lookup -> My Record. This will show that your sales rep’s “My Record” actually has a prospect’s name instead. and here is a video on how to do this.
- Go to Contacts -> Duplicate Contact -> Use All Fields. This ensures you have all the relevant info in a regular contact record.
- Go to Lookup -> My Record. Update the record with the sales rep’s correct info. So if the Act! user is “Chris Huffman”, but the contact name is “James Bond” on the My Record. You will change “James Bond” to “Chris Huffman”.
- Press CTRL-S
If you have notes, history or activities to move, you can cut/paste them to the correct record as well.
MondoCRM wins a sales and service award for Act! CRM
Here is our award for sales and service presented to Mark Mondo, founder of Mondo CRM, at the Swiftpage annual consultant conference in Scottsdale, Arizona.
E-Mail Merge for Custom Form Letter Crashes in Act!
I have witnessed Act! crashing when performing a mail-merge for a custom form letter in Act! to be sent via Outlook. In this case, the merge works a couple times, then it chokes with Act! crashing. Here is one possible cure.
- Close Act!
- Close Outlook
- Close Word
- Go to Task Manager (Start -> Run -> Taskmgr)
- End all instances for Microsoft Word (screen shot)
- Close Task Manager
- Find “normal.dotm” using Windows Explorer
- Press Windows Start -> Run -> %appdata%
- Find the directory C:\USERNAME\appdata\roaming\microsoft\templates
- delete normal.dotm
- Restart Act!
- Restart Outlook
- Test the Mail-Merge
Please note if you are on Act! subscription, this common tech support is covered by their phone support if this article is unclear. Or, you can contact us for fee-based support for this issue. This is just one possible cure for the mail-merge issue not working among the three programs (Act! + Word + Outlook).
Create Companies from Contacts Shortcut Guide for Act!
For Act! versions 2005 to 2013, Act! didn't make it easy create company records and link multiple existing contacts to them after an import or conversion from legacy Act!. This guide below shows you how to do this if you have these versions of Act!.
Alternatives;
- Upgrade to v16+ of Act!
- Purchase this utility that converts existing data.
Here is a guide if you don't want to upgrade or buy the plugin.
How to Fix Commas in Number Fields in Act!
Adding number fields in Act! produces an odd result. By default, the numbers get formatted with commas.
The commas get entered by default because Act! follows the Windows regional settings. This video shows you how to change the settings. Close Act!. Follow the video. Then reopen Act! to see the changes.
