Document Title: What Changes Were Made in ACT! by Sage 2007
(9.0.1)
Product(s): ACT! by Sage 2007
(9.0); ACT! by Sage Premium for Workgroups 2007 (9.0); ACT! by Sage + FAct for
Financial Professionals; ACT! by Sage Premium for Workgroups + FAct for
Financial Professionals; ACT! by Sage Premium for Web 2007 (9.0)
Operating
System(s):
Situation:
You would
like to know what changes were made in ACT! 2007 (9.0.1).
Solution:
The
following list of partial improvements and resolved issues are included in the
ACT! 2007 (9.0.1).
Please
refer to the following Knowledge Base Answer for detailed information on
downloading and installing this update:
Title: How to Download
and Apply the Latest Version of ACT! by Sage 2007 (9.0)
Answer ID: 19811
For information on improvements and resolved
issues with ACT! by Sage Premium for Web 2007 (9.0), please refer to the
following Knowledge Base Answer:
Title: What Changes
Were Made in ACT! by Sage Premium for Web 2007 (9.0.1)
Answer ID: 20375
New Supported Operating Systems
ACT! is supported on Microsoft® Windows®
Note: ACT! by Sage 2007 Premium for Workgroups is currently unsupported on
Windows Vista operating systems. For information on compatibility with Windows
Vista operating systems, please visit www.act.com/vista2007 or refer to the
following Knowledge Base Answer:
Title: ACT! by Sage
Compatibility with Microsoft® Windows Vista™, Office 2007 and Internet
Explorer® v7.0
Answer ID: 20178
Calendar / Schedule Activity:
- You want to schedule an
activity from the Daily Calendar or Work Week calendar . You can schedule
an activity from this view by using either a combination of Shift Key +
Arrow Down Key or Shift Key + Arrow Up Key.
- The issue with the mini
calendar not updating immediately after rescheduling an activity has been
resolved.
Title: Mini Calendar Is Not Updated Immediately After Rescheduling
An Activity
Answer ID: 20437
- You can now change the minutes
portion of a start time and/or end time when scheduling activities.
Notes / History / Contact List View
- You can now have the cursor
default to the Look For field in the Contact List View.
- The issue with the preview
pane being blank when more than one note are selected has been resolved.
Title: Preview Pane Of The Notes Tab Is Blank When
Multiple Notes Are Selected
Answer ID: 20436
- You can now copy history from
one contact, look up another contact and paste the history to the new
contact.
- There is a preview pane on the
History Tab similar to the Notes Tab
Email/Outlook Integration
- Users now have the ability to
email a file from the Document Tab. Right click on the file and
choose Email Document or click the Email Document button at
the top.
- The issue with mail merge
documents being double-spaced has been resolved.
Title: Mail Merge Documents are Double Spaced
Answer ID: 19468
- The issue with Act.Outlook.exe
service spiking in the task manager when unresolved recipient names were
left in the History Queue has been resolved.
- The Profession field
for an Outlook® Contact is now left blank when opening vCards from ACT!
Email.
Lookups
- A Keyword search respects
security and does not find other users' private opportunities.
Reports/Report Designer
- Users can now filter custom
activity types in reports by using a new checked drop down option.
Synchronization
- Issues relating to attachments
for a remote database not being received in some environments with two or
more remote databases has been resolved.
Important Note: If you are upgrading to 9.0.1, synchronize and have missing file attachments and would like to reconcile them, please follow these instructions:
1. Run ACT! Diag report: Database Reports– Missing
Attachments
2. To
resolve any missing attachments found you can:
a. Re-attach the file on the host database to push it to
the remote again
b. Create
a new remote database
c.
Manually copy/transport the files listed in the missing attachments report to
every remote database’s attachment folder
For more
information please refer to the following Knowledge Base Answer:
Title: Attachments Missing After Synchronizing Remote
Database
Answer ID: 20439
Import/Export/Conversion
- Users now get a message
"You must map at least one field from the source database to field
in the destination database." when importing from a text file and no
fields are mapped.
- Fields are mapped correctly
when importing from a tab delimited text file into an ACT! database.
- Private notes, histories,
activities and opportunities that belong to a private contact are now
imported from one ACT! database to another.
- Users can now map fields into
First Name, Middle Name, Last Name, Company Name and Group Name fields
when importing from a text file into an ACT! database.
Globalization
- Decimals in custom numeric
fields are handled correctly when converting an ACT! 6 database to an
ACT! 9.0.1 database within the same regional settings.
Known Issues
This list encompasses the most frequently encountered items in ACT! 2007
(9.0.1). Most of these issues existed in previous versions of ACT!. Any new
issues have been called out separately. The formatting for known issues in the
ACT! 2007 (9.0.1) release includes a description along with any identified
workarounds or recommendations.
E-Mail/Outlook Integration
Existed in previous releases
- Images pasted in Outlook HTML
signatures are not sent when setting up Outlook as the default e-mail
program in ACT!
Workaround: Functionality works fine when you upload the image to a Web source such as an FTP server and add HTML code to your Outlook signature that loads the signature image from this web source. - Users cannot create a new
contact from an e-mail message if the OS is Windows 2003 Server
Enterprise Edition
- Microsoft changed the design
of meeting invitations with Service Pack 2 for Outlook 2003. When a user
accepts or tentatively accepts a meeting, either from a meeting request
or from a calendar item, the existing calendar item is deleted from the
calendar. Additionally, a duplicate of the calendar item is created for
the deleted item. Duplicate activities are created in ACT! when a user
accepts or tentatively accepts a meeting in Outlook.
Workaround: By default, this new meeting acceptance behavior is enabled in Outlook 2003 SP2. However, the behavior can be disabled or re-enabled by using a registry key. Detailed information about how to disable or re-enable the registry key can be found at http://support.microsoft.com/?id=899919. - If a user installs ACT! 2007
and immediately performs a mail merge to a single contact, the history is
not recorded. However, once ACT! is restarted, all future mail merges
will create the history as configured.
- To record histories using the
Microsoft Outlook e-mail integration, users cannot use Microsoft Word as
their default e-mail client. Users can change the default e-mail editor
by deselecting the ‘Use Microsoft Office Word to edit e-mail messages’
checkbox from the Outlook Options dialog on the Mail Format tab.
- When users attach an Outlook
e-mail to a contact, the resulting history records shows the time the
history was created, not the time when the e-mail was sent or received.
- Note: Upgrading ACT! by Sage 2006
(8.0.x) or ACT! by Sage 2005 (7.0.x) users will need to reattach their
ACT! address books after upgrading. This issue exists because an over
install of ACT! 2007 first uninstalls the Outlook add-in, along with the
address book settings, and then installs the ACT! 2007 Outlook add-in.
- Note: Upgrading ACT! by Sage (9.0)
to 9.0.a will not cause the address book to be setup again, however, the
database must be upgraded before Outlook Integration features will work.
- Note: Using Outlook 2000 e-mail
mail merge fails when using a Microsoft Word template with graphics. This
is a known Microsoft Outlook 2000 issue and we are unable to address it
since Microsoft no longer officially supports this version.
Recommendation: Users who perform mail merges with graphics should
consider using a later version of Outlook.
- Note: When the default history
option is “Attach e-mail” when recorded through Outlook e-mail
integration, attached e-mails appear as "Not Sent" when opened
from the ACT! history tab. They have, however, been sent. This is a
limitation related to the design of the feature to ensure all images and
other e-mail attachments are included in the e-mail history attachment
item. Workaround: Check the Sent Items folder in Outlook to verify
e-mails were actually sent.
Install/Uninstall/Setup/Startup
- ACT! will not install
correctly with FIPS Certified Cryptography enabled in Windows XP
Workaround: Leave the default setting “Off”. - Users should not use the
preference to launch ACT! with the Contact List view, as found on the
Preferences >> Startup tab, when using a back office link such as
ACT! Link for Peachtree. The Contact Detail View must be the default
preference in order for the Accounting tab integration to load.
- The first user to log on to a
new ACT! database must be an ACT! Administrator. A non-ACT! Admin user
will get an error message “There are not enough licenses in this database
to allow you to log in. Please contact your Administrator.”
Workaround: : Make sure that the first user who logs into an ACT! database is an ACT! Administrator. - Switching the preference “Open
each view in its own window” on and off and creating a contact history
after each preference change causes ACT! to shut down
- Note: Upon uninstall of ACT
2007, users need to manually uninstall the ACT7 Microsoft SQL Server 2005
Express Edition instance in order to reinstall ACT! 2006 (8.x) or 2005
(7.x).
- If a user attempts to create a
new DB from the Getting Started Wizard with another database already
open, the system freezes during the creation of the new database.
However, the new database is created and is available upon restart of
ACT!
Workaround: Use the File >> New Database command when creating a new database in situations where you already have a database open.
Handheld Links
Existed in previous releases
- The ACT! Link for Pocket PC
for ACT! Standard will not finish installing if ACT! Link for Palm OS® is
already installed (64093). This issue does not occur on ACT! Premium
Workaround: Uninstall ACT! Link for Palm before installing ACT! Link For Pocket PC - A public note created for a
private contact is viewable by other users in ACT after synchronizing it
from a device using ACT! Link for Pocket PC
- User changes an address in
ACT! and on the device for the same contact and then performs a two
way sync using ACT! Link for Pocket PC, a duplicate contact is created in
ACT!
- User creates a note for a
limited access contact on the device and then performs a two-way sync
using ACT! Link for Pocket PC, a duplicate contact is created in ACT!
- User changes the password in
ACT! and ignores the message to change the password for the Handheld Link
as well and then performs a two-way sync using ACT! Link for Palm, a
duplicate contact is created on the device if contact data was changed in
ACT! as well.
- User changes the password in
ACT! and ignores the message to change the password for the Handheld Link
as well and then performs a two-way sync using ACT! Link for Palm. The
ACT! authentication message is displayed asking for the new password but
does not save it which causes sync to fail until the password is changed
in the Handheld Link Setup Dialogue in ACT!
Activities/History/Notes
Existed in previous releases
- Users get the message “There
was an error opening the attachment. It may have been deleted by another
user or been created on a database that does not synchronize attachments”
when double clicking the attachment field on the details tab of an
activity
Workaround: Use the “Attach” button next to the attachment field to attach a document to an activity. - Users get the message “Object
reference not set to instance of an object” when removing a previously
attached file from an activity without saving the activity first
Workaround: Remove the attachment and save the modified activity. - Activity and History Records
cannot be deleted if they have a read-only file attached.
Workaround: Make sure that all files users want to attach are not set to read-only. - Changes to a shared note from
a company are automatically saved for all contacts. There is no warning
message.
Synchronization/Remote Databases
Existed in previous releases
- ACT! user must have Windows
Administrator rights to successfully create a remote database. A Standard
Windows user cannot create a remote database. A Windows Standard user will
get an “Access to path {…} denied.” message.
Workaround: Grant Windows Administrator rights to ACT! users who need to be able to create remote databases. - User gets message “ACT!
Network Sync Service is unavailable. Please install the service to run sync
server” when the Domain/Workgroup for the machine hosting the Network
Sync Services is changed. The Network Synchronization Service needs to be
reinstalled.
- Network Sync is always listed
as the default for a remote user even if Internet synchronization is set
up. User must manually change the connection type.
- Remote users are not notified
when the database has expired as soon as they log in. There is no
message.
Layouts
Existed in previous releases
- Users cannot select Record
Manager Field in any layout using a mouse click.
Workaround: Users can select the Record Manager Field using the field selector from the property grid. Once selected in this manner, the field can be moved with the mouse, using drag and drop. - User cannot attach a document
to a company record if the documents tab was removed from the contact
layout
Conversion/Import/Export
Existed in previous releases
- Conversion of an ACT! 6
database to a version 9.0.1 database is 97% slower than in 8.0.2.
- User can map fields into
fields that are read only but data is not imported
Companies
Existed in previous releases
- Note: Updating linked contacts for
a company is designed to update all linked contact fields with the
content of the company record on any change of the company record. That
means that the content of ALL linked contact fields is replaced with the
content of the linked company fields including blank fields whenever any
of the linked company fields changes.
Contacts
Existed in previous releases
- Duplicate checking will only
scan for public or limited access contacts. It will never consider
private contacts.
Citrix®/Terminal Server
Existed in previous releases
- ACT! users must have Citrix
Admin rights to set up ACT! preferences and Outlook Integration
correctly. When a user does not have Admin rights, the History Queue
folder and registry key are not getting created for each user; rather
each user is using the first Citrix user's preferences for e-mail
Workaround: Any user accessing ACT! on Citrix must be given Citrix Admin rights.
Globalization
Existed in previous releases
- Some country codes like The
Netherlands,