Opportunity Status Field is not Available for Act! Reports

If you are running Act! with a 3rd party reporting tool like TopLine Dash , Crystal Clear Essentials or Durkin ImpactSuite; then, you may run into a problem with this field missing from the field selector.

The problem is the in OLDEB provider.  The OLDEB provider is a bridge for Act! report writers to see the tables and relationships in Act!.  For reasons unknown, when Act! is upgraded from v15+, the OLEDB provider doesn't add this field to the provider.

The solution is to download this fix and run it on the server that hosts Act!, and you must have full administrator rights to install this patch.  Restart your reporting application, and you should see this work.


DesignR1 Plugin Fix

If the DesignR1 suite of apps icons don't show up, we need to fix the machine.config file in .NET

Checking Microsoft .NET Framework machine.config File

  1. For Act v16, 17 & 18
    Using File Explorer, navigate to this folder: C:\Windows\Microsoft.NET\Framework\v4.0.30319\config\
  2. For Act 2013 & older
    Using File Explorer, navigate to this folder:
    C:\Windows\Microsoft.NET\Framework\v2.0.50727\CONFIG
  3. Locate the machine.config XML configuration file.
  4. Take a look at the file size and verify that it is more than 50KB. If not, this is likely the issue.
  5. To fix the issue, proceed to a workstation that has a working version of the DesignR1 App on the same database.
  6. Copy the machine.config file from that workstation over to the affected workstation.
  7. Before adding that file to the folder listed above, add 'old' to the original machine.config file name.
  8. Copy the new machine.config file into that folder.
  9. Restart Act!.

If that doesn't fix it, add these steps

  1. Remove the DesignR1 .DLLs in the \plugins folder
  2. Uninstall the application if it's in the control panel
  3. Delete the dependentdlls.xml file in the \%appdata%\act folder
  4. Reinstall the DesignR1 App

Using Microsoft Power BI to put Act! Contacts on a Map

Put your Act! database on the map with Microsoft Power BI.

With Act!, you can get one contact at a time into a Google map, but what if you wanted to get all contacts on a map without buying a dedicated mapping program? I found Microsoft Power BI to do this. In just two clicks I can find customers by state with a map.

There are plenty of other ways to visualize Act! data, and we can even join it with data from Quickbooks and Excel workbooks at the same time. With Power BI, you can stay on screen to get the answers you need. Contact us if you want this setup at your office.


Determine if Reps Have Synchronized Act! in Two Clicks

If you have reps in the field, and they synchronize the database, you don't have to ask them whether they have synchronized recently.  Just click on the Act! dashboard first from your main (aka publisher) database.

If the rep hasn't synchronized recently, they can go to Tools-> Synchronize Panel -> Synchronize Now in Act! then synchronize the data.

CampaignA-ActDashboard-Sync

If you have trouble implementing this or troubleshooting errors, we can help.  MondoCRM has been working with Act! synchronization since 1998.

 


About Social Selling - Ditch The Elevator Pitch

I met Mark Carter in 2006 at a local networking event in Chicago, and I consider him one of the best at on-site networking to generate new business. In this interview, Mark and Brynne discuss how to use social media and avoid leading networking events just talking about you and your sale.



So how does this relate to CRM ? Out of the box, CRM usually requires a degree of customization; otherwise, it remains under utilized. CRM software is feature-rich, and I help people put on the final touch to really help my clients close more deals.