Setting up Act! Premium for Web with Outlook
For clients hosting with MondoCRM, you can connect Act! Premium for Web with your locally installed copy of Outlook. The most important thing to remember is only one type of integration works. It's either Act! for Windows or Act! Premium for Web to integrate with your locally installed copy of Outlook.
Here is the complete instructions from the Act! knowledge base.
How to Reset the Act! History Queue
If you see e-mail history from Outlook not showing up in Act!, this is one of several possible causes. Act! uses a service called act.outlook.service.exe located here in a typical Act! installation: C:\program files\act\act for windows\act.outlook.service.exe. Here is how to reset it (video on bottom of this post):
- Start Task Manager (Start -> Run -> Taskmgr)
- On the details tab, look for Act.Outlook.Service
- Right click on it to end the task
- Restart the service by (Start -> Run -> C:\Program Files (x86)\ACT\Act for Windows)
- Look for act.outlook.service.exe
- Double-click to start it
You can watch a video on how to access the log. In order for the e-mail to record to Act!, the contact in Act! must have the same email address as the Outlook message. Our most common problem is the contact didn't have the same e-mail address. For example, John Doe may have sent you an email with his G-Mail address; however you have his business e-mail in Act!. That won't match up.
Reset Outlook Integrate R1 Service
Outlook Integrate R1 usually has one error that pops up once in a while like this. I wrote two ways along with video to reset the service without a reboot.
Solution 1 - Easy way
- Close Outlook
- Download this script to your desktop
- Run the Script
- The DOS Window flashes quickly
- Restart Outlook
Solution 2 - Long Way
- Close Outlook
- Start Task Manager (Start -> Run -> Taskmgr)
- Find DesignR1.OIR1.Server.exe in the details (or Processes for Windows 7) tab
- Right click on it and press "Open File Location". An additional window opens up showing its location on the PC.
- Right click on DesignR1.OIR1.Server.exe and press "End Process"
- On the additional window, double click DesignR1.OIR1.Server.exe.
- Restart Outlook
Act! Doesn't Start After Applying Windows 10 Update
We have taken a few calls on this recently and read this on the boards. Apparently, Windows 10 slows down the SQL service starting up quickly as we want. This means you could get an error like the "Act! Database not found" or the database won't open.
For sync users and single users of Act!, you need to update the SQL service so it's a delayed start. Here are the steps:
- Press Windows "Start" (or CTRL-Escape)
- Type in "Services.msc"
- Find the service called "SQL Server (ACT7)"
- Right click and select "Properties"
- Change it from "Automatic" to "Automatic (Delayed)"
Act! Dialog Boxes Are Wrong Size
Sometimes, the Act! dialog boxes don’t appear correct, and the boxes are out of scale relative to the screen. This is because you need to change the text scaling to 100% DPI from 125%+. Yes, it makes other icons relatively small, but it’s a flaw in legacy code from Act! for Windows that hasn’t been migrated yet.
Follow the video below, and you will need to log out and log back into Windows.
