Act Tech Support Archives | MondoCRM https://www.mondocrm.com/category/act/act-tech-support/ Your Business in Context. Illuminated by Contextual CRM Wed, 26 Feb 2025 19:25:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://www.mondocrm.com/wp-content/uploads/2017/10/favicon.gif Act Tech Support Archives | MondoCRM https://www.mondocrm.com/category/act/act-tech-support/ 32 32 Export Notes from Act! https://www.mondocrm.com/export-notes-from-act/ https://www.mondocrm.com/export-notes-from-act/#comments Mon, 24 Feb 2025 15:45:29 +0000 https://www.mondocrm.com/?p=61631 The post Export Notes from Act! appeared first on MondoCRM.

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How to Export Notes from Act!
(Hint: You cannot do this within the native program)

Export Notes from Act!

In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!.  For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP.  For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here.  Our service can export the notes from Act! into a CSV format along with the unique IDs.

Sources:

For current Act! users, here are a couple ideas.

Keystroke Dash Screenshot

If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash .  Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.

Moreover, you can create dashboards, charts or lists with Keystroke Dash.  Overall, we find it very easy to train people on this program and it offers extensive customization.

We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business.  As an illustration, check out our case study.

Options:

We offer alternatives to Act!, and we convert the data.

Check out our approach.

MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.

Additional Platforms:

If your CRM or ERP isn’t listed here, we can still help.

Export Abstract
Photo by Kevin Ku from Pexels

We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import.  We have done this for companies in the US, UK and Israel moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.

How We Work

  • Contact us to review your current situation and timeline.
  • Give us a backup of your Act! database.
  • We’ll send you a sample set of 100 records from your database.
  • If you like it, we’ll finish the export.
  • We’ll email you a link to download the ZIP file for the rest of the data after the invoice is paid.
Fee:

  • Budget $700.00 (£565.00 + VAT) per database.

The post Export Notes from Act! appeared first on MondoCRM.

]]> https://www.mondocrm.com/export-notes-from-act/feed/ 1 Export Notes from Act! to Housecall Pro https://www.mondocrm.com/export-notes-from-act-to-housecall-pro/ https://www.mondocrm.com/export-notes-from-act-to-housecall-pro/#respond Sat, 12 Oct 2024 16:47:02 +0000 https://www.mondocrm.com/?p=63229 The post Export Notes from Act! to Housecall Pro appeared first on MondoCRM.

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How to Export Notes from Act! to Housecall Pro
(Hint: You cannot do this within the native program)

Act! to Housecall Pro

To export notes from Act! to Housecall Pro, you’ll need help. On your own, you can export some of the data, but not all the data out of Act!.  For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into Housecall Pro.  If you follow the Act! Knowledge Base and employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here.  Our service exports the notes from Act! into a CSV format along with the unique IDs so the House Call Pro Data Transfer team can migrate the data for you.

Sources:

Try us out at no charge.

Check out our approach.

To prove that our service works before you hire us, we’ll send you a 100 record sample set of your Act! database at no charge.

How We Work

  1. Schedule a meeting to review your requirements.
  2. We’ll guide you through the database backup process.
  3. We’ll send you a link so you can securely upload the database to us.
  4. We’ll send you a ZIP file with the contents and explain how the data lays out.
  5. Upon your approval, send us a final backup; then, we’ll send you the data after the invoice is paid.

Who Puts The Data into Housecall Pro?

Export Abstract
Photo by Kevin Ku from Pexels

Once you have the CSV (Excel) files from us, you’ll work with the Housecall Pro Data Transfer Team to put the data into the system.  Their team has previous experience taking the results from our export utility.

Our Fees:

  • Budget $700.00 per Act! database.

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]]> https://www.mondocrm.com/export-notes-from-act-to-housecall-pro/feed/ 0 Export Act! Notes to Salesforce https://www.mondocrm.com/export-act-notes-to-salesforce/ https://www.mondocrm.com/export-act-notes-to-salesforce/#respond Sun, 11 Aug 2024 16:31:42 +0000 https://www.mondocrm.com/?p=63198 The post Export Act! Notes to Salesforce appeared first on MondoCRM.

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Smoothly Export Notes Act! to Salesforce
for Advanced Enterprise CRM Capabilities

Act! to Salesforce Export Service

To export Act! notes to Salesforce eases the burden of transitioning between CRM systems.  We built our practice on Act! and supported Act! since 1997, and we realize some clients will eventually change CRM systems. Since we’re product agnostic, we provide a service to export Act! notes to Salesforce.

Our Act! export notes to Salesforce service will prepare the Act! contacts, notes, histories, activities and opportunities so it can imported into Salesforce.    Act!, by itself, won’t export the history or notes so it can be imported into other systems as cited by their knowledgebase. Once your data is ready for import, you can begin the process of setting up your Salesforce account. This will involve creating custom fields to match the data from Act! and setting up any necessary integrations with other tools your business uses.

Need a Salesforce Partner? We’ll hook you up.

Migrate Act! to Hubspot Partnership

Since we’re not certified in Salesforce, we can refer you with a Salesforce certified partner in the United States or United Kingdom if you don’t already have someone in mind.  We recommend working with a certified Salesforce partner because it’s a meticulous process.  Furthermore, Salesforce does not offer an “undo” option if a mistake was made on the import.  You must delete those records assuming they are easy to find; then, start over.

No matter which CRM you choose after Act!, it’s important to train your team on how to use Salesforce effectively. This may involve setting up training sessions or providing access to online resources. You should also plan to have a support team in place to assist with any issues that may arise during the migration process.

In summary, when you migrate Act! to Salesforce, you will provide your business with advanced sales and marketing capabilities and access to powerful analytics, automated workflow and reporting features. By following a structured approach and properly preparing your data, you can ensure a smooth transition and start taking advantage of the benefits of Salesforce.

How We Work

  • Give us a backup of your Act! database.
  • We’ll send you a sample set of 100 records from your database.
  • If you like it, we’ll finish the export.
  • We’ll email you a link to download the ZIP file for the rest of the data after the invoice is paid.

Our Fee:

  • Budget $700.00 (£565.00 + VAT) per database.

The post Export Act! Notes to Salesforce appeared first on MondoCRM.

]]> https://www.mondocrm.com/export-act-notes-to-salesforce/feed/ 0 Format Data from Act! to Zoho migration https://www.mondocrm.com/format-data-from-act-to-zoho-migration/ https://www.mondocrm.com/format-data-from-act-to-zoho-migration/#respond Mon, 15 Apr 2024 16:20:38 +0000 https://www.mondocrm.com/?p=63146 The post Format Data from Act! to Zoho migration appeared first on MondoCRM.

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Prepping Act! contact records for a migration to Zoho.

This video reviews how to prepare the data before converting from Act! to Zoho. This video focuses tells you how to standardize the company names for contacts so Zoho sees multiple contacts at company as one account once they arrive in Zoho.

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]]> https://www.mondocrm.com/format-data-from-act-to-zoho-migration/feed/ 0 How to Determine Disk Space for an Act! Database https://www.mondocrm.com/act-crm-database-disk-space/ https://www.mondocrm.com/act-crm-database-disk-space/#respond Fri, 01 Mar 2024 18:53:22 +0000 https://www.mondocrm.com/?p=63064 The post How to Determine Disk Space for an Act! Database appeared first on MondoCRM.

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When migrating Act! to a hosting service like ours or another CRM system like WiredContact, disk storage fees are usually an extra fee.  This video shows you where to find how much storage you use in the attachments folder.

Determine disk spaced used by an Act! database.

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]]> https://www.mondocrm.com/act-crm-database-disk-space/feed/ 0 Act! Pro License To Be Sunset on 9/15/2023 https://www.mondocrm.com/act-pro-license-discontinued/ Wed, 02 Aug 2023 13:00:52 +0000 https://www.mondocrm.com/?p=61289 The post Act! Pro License To Be Sunset on 9/15/2023 appeared first on MondoCRM.

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Supported or Unsupported

On September 15, 2023 you will no longer be able to purchase an Act! Pro license.  It’s the end of an era.  From April 1st, 1987 until September 15th, 2023, you could buy an Act! Pro license for a one-time price and install it locally.  If your business process or technology stack didn’t change much, you can leverage it for 3+ years.   The business software pricing landscape  has changed. no matter the application.

With the advent of rapid changes by Microsoft and the web as a whole, desktop technology for a complex program like Act! is simply too expensive to develop and support with a one-time license.   Other industry giants like Autodesk, Adobe and Sage have migrated desktop software to a subscription model as well.  Quickbooks desktop offers a one-time fee, but they discontinue services like payroll or credit card processing to force those upgrades.  Moreover, in 2024, Intuit has phased new licenses for Quickbooks desktop in favor of Quickbooks Online.  Oh, don’t forget Microsoft as well with Office 365.

We have laid out some options here, but feel free to contact us to evaluate your unique situation.

Act! Logo

Act! Premium CRM

Recommended for:

  • Clients that want to remain on Act! for 3+ years.
  • Clients that need software updates for Microsoft compatibility and new features of Act!.
  • Clients that want to integrate with additional applications via Zapier or the Web API.
  • Clients that don’t want radical change of business process and invested heavily in custom programming or commercial addons.
  • Clients that need web access to the database as well as full offline access to the database.

Changes Required:

  • Act! will be billed on an annual basis.
  • Upon cancellation of the subscription, the software will no longer access the database.
  • No walk-away one-time license purchase is available.

For Act! Pro users, you can upgrade to Act! Premium CRM for $400/user/year (Year 1 promotional price subject to change by Act! corporate).  Year 2+ , budget $450/user/year.

Learn more about our services.

WiredContact Logo

WiredContact Enterprise

Recommended for:

  • Clients that want to keep an Act!-like user interface without radical change for the sales reps.
  • Clients that no longer want to deal with desktop support issues.
  • Clients that want to automate more process.
  • Clients that simply don’t believe in paying a subscription and prefer a one-time fee.

Changes Required for Self-Hosting:

  • Clients need to install a dedicated Windows server.
  • Clients need either an in-house I.T. department or a MSP (Managed Service Provider) to maintain the server.
  • An evaluation to make sure all the features you want will translate into WiredContact.

WiredContact Enterprise is available as a one-time purchase, a buy once+hosting fee model or a monthly subscription.

Learn more about Act! vs. WiredContact.

Zoho Logo

Zoho CRM

Recommended for:

  • Clients that want to integrate CRM with their ecosystem of 40+ applications known as Zoho One.
  • Clients that want to outsource CRM hardware and software management.
  • Clients that want an affordable alternative to SalesForce.
  • Clients that want to automate more processes.
  • Clients that want a DIY approach to CRM customization and programming before hiring a consultancy like us.
  • Workgroups less than 3 users who need a basic edition of Zoho CRM for free.

Changes required:

  • An evaluation to make sure all the features you want will translate into Zoho since its a different approach to CRM vs. Act!.
  • Budget a fee for conversion, database re-design and training on a new platform.

Learn more about Zoho.

Zoho Bigin Logo

Zoho Bigin

Recommended for:

  • Clients that a basic CRM that’s easy to customize without a consultant’s fee.
  • Clients that want to outsource CRM hardware and software management.
  • Clients that want a contact centric approach, not an account-centric approach like Salesforce or Zoho CRM.

Changes required:

  • An evaluation to make sure all the features you want will translate into Zoho since its a different approach to CRM vs. Act!.
  • Budget a fee for conversion, database re-design and training on a new platform.

Learn more about Bigin.

The post Act! Pro License To Be Sunset on 9/15/2023 appeared first on MondoCRM.

]]> Migrate Act! to Hubspot https://www.mondocrm.com/migrate-act-to-hubspot/ https://www.mondocrm.com/migrate-act-to-hubspot/#respond Mon, 13 Mar 2023 23:43:27 +0000 https://www.mondocrm.com/?p=62476 The post Migrate Act! to Hubspot appeared first on MondoCRM.

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Smoothly Migrate Act! to HubSpot
for Advanced Sales and Marketing Capabilities

Migrate Act! to Hubspot

To migrate Act! to HubSpot can be a significant step forward for your business.  We built our practice on Act! and supported Act! since 1997, and we realize some clients will eventually change.  Or, you found us here, but we never supported Act! for you.  Since we’re product agnostic, we provide a service to migrate Act! to Hubspot.

Our Act! export service will prepare get the Act! contacts, notes, histories, activities and opportunities ready for Hubspot.    Act!, by itself, won’t export the history or notes so it can be imported into other systems as cited by their knowledgebase. Once your data is ready for import, you can begin the process of setting up your HubSpot account. This will involve creating custom fields to match the data from Act! and setting up any necessary integrations with other tools your business uses.

Need a Hubspot Partner?
We’ll hook you up in the USA or the UK.

Migrate Act! to Hubspot Partnership

Since we’re not certified in Hubspot, we can refer you with a Hubspot certified partner in the United States or United Kingdom if you don’t already have someone in mind.  We recommend working with a certified Hubspot partner because it’s a meticulous process.  Furthermore, Hubspot does not offer an “undo” option if a mistake was made on the import.  You will have to delete those records assuming they are easy to find; then, start over.

No matter which CRM you choose after Act!, it’s important to train your team on how to use HubSpot effectively. This may involve setting up training sessions or providing access to online resources. You should also plan to have a support team in place to assist with any issues that may arise during the migration process.

In summary, when you migrate Act! to HubSpot, you will provide your business with advanced sales and marketing capabilities and access to powerful analytics and reporting features. By following a structured approach and properly preparing your data, you can ensure a smooth transition and start taking advantage of the benefits of HubSpot.

How We Work

  • Give us a backup of your Act! database.
  • We’ll send you a sample set of 100 records from your database.
  • If you like it, we’ll finish the export.
  • Once our fee is received, we’ll email you a link to download the ZIP file for the rest of the contacts.

Our Fee:

  • Budget $700.00 (£565.00 + VAT) per database (Export Act! only)
  • Complete Conversion: Quoted per Project

The post Migrate Act! to Hubspot appeared first on MondoCRM.

]]> https://www.mondocrm.com/migrate-act-to-hubspot/feed/ 0 Sending Activities to Outlook from Act! Using Act4Outlook https://www.mondocrm.com/sending-activities-to-outlook-from-act-using-act4outlook/ https://www.mondocrm.com/sending-activities-to-outlook-from-act-using-act4outlook/#respond Mon, 03 Jan 2022 22:16:10 +0000 https://www.mondocrm.com/?p=61894 The post Sending Activities to Outlook from Act! Using Act4Outlook appeared first on MondoCRM.

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This commercial plugin enables you to send activities from Act! to Outlook and vice versa.  We recommend this for multi-user sites since it eliminates the chance for the sync engine to break and create duplicate entries on either side.

The Act4Outlook/Act4Mail products only transfers the date, subject line and the details field from Act! to Outlook.

Buy Act! Addon Here

The post Sending Activities to Outlook from Act! Using Act4Outlook appeared first on MondoCRM.

]]> https://www.mondocrm.com/sending-activities-to-outlook-from-act-using-act4outlook/feed/ 0 How to Reduce the Number of Act! Users https://www.mondocrm.com/how-to-reduce-the-act-user-count/ https://www.mondocrm.com/how-to-reduce-the-act-user-count/#respond Tue, 30 Nov 2021 14:36:10 +0000 https://www.mondocrm.com/?p=61858 The post How to Reduce the Number of Act! Users appeared first on MondoCRM.

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If you need to reduce the number of users on your Act! license, it’s best to do this before the renewal charge hits your credit card.  This video shows you how to accomplish this.  Otherwise, Act! will throw up an error message when there are too many users against the license count.

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]]> https://www.mondocrm.com/how-to-reduce-the-act-user-count/feed/ 0 How to Determine Disk Space of an Act! Database https://www.mondocrm.com/how-to-determine-disk-space-of-an-act-database/ https://www.mondocrm.com/how-to-determine-disk-space-of-an-act-database/#respond Tue, 23 Nov 2021 20:24:33 +0000 https://www.mondocrm.com/?p=61850 The post How to Determine Disk Space of an Act! Database appeared first on MondoCRM.

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When migrating to a new server, hosting provider or a new CRM, it’s a best practice to know how much disk space Act! uses.  The video demonstrates how you can determine this for your own database.

The post How to Determine Disk Space of an Act! Database appeared first on MondoCRM.

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