What Changes Were Made in ACT! by Sage 2008 (10.0.2)
	Question
	You would like to know what changes were made in ACT! 2008 (10.0.2).
	Answer
	The following list of improvements and resolved issues are included in the ACT! 2008 (10.0.2) Service Pack. Compatibility ACT! 2008 (10.0) ACT! 2008 (10.0) and (10.0.1) users cannot share the same database with ACT! 2008 (10.0.2) users. All users in a workgroup must be on the same version to access and take advantage of the new release. Mixed ACT! by Sage Premium and ACT! by Sage Premium for Web Environments ACT! Premium and ACT! Premium for Web users who share a database must also be on the same version number in order to access and share data. Administrators for these mixed environments should wait to update to ACT! Premium 2008 (10.0.2) until both Web and Windows versions are available. Synchronization Services If synchronization is employed, and any users are on version 10.0.2, the sync service must be upgraded. Note: Updated Sync Services are included in the full ACT! 2008 (10.0.2) product download. Accounting Link Users All current ACT! 2008 compatible accounting link products will continue to work with ACT! 2008 (10.0.2) To avoid reinstalling Accounting Link product, install ACT! 2008 (10.0.2) in the same location as your previous installation. If you are using an ACT! Accounting Link, you must upgrade your database to ACT! 2008 and then close and reopen ACT! before Accounting link information will be viewable. Accounting Link users should not change the startup view preference to launch the Contact List view, as found on the Preferences >> Startup tab. The Contact Detail view must be the first view launched in order for the Accounting tab integration to load. Targeted to fix in subsequent releases of the Accounting Link products. ACT! for Palm OS® 2.0 Users If you are using ACT! for Palm OS 2.0, it will not be compatible with ACT! 2008. A new version ACT! for Palm OS 3.0 will be available in the early part of 2008. New System Support ACT! 2008 has expanded support and works with new operating systems and productivity tools. New to Release Overview Document Apple® Macintosh® computers that feature a dual boot Microsoft®  Windows®  OS feature can run ACT! 2008 on the Windows OS and are supported as long as the PC meets listed minimum system requirements. Existed in previous release documents All editions of Windows Vista®  are now supported with the release of ACT! 2008 including Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise. Note: Windows Vista Business, Windows Vista Enterprise, and Windows Vista Ultimate editions limit the number of concurrent users to 10. ACT! 2008 now integrates with Microsoft Office 2007 including Microsoft Word 2007, Excel®  2007, and Outlook®  2007. The ACT! Link for Pocket PC now includes support for Windows Mobile®  5.0 Smartphone Editions. ACT! 2008 now integrates with Microsoft Internet Explorer® 7.0. Not Supported 64-Bit ACT! 2008 is not supported on 64-bit Windows OS’s. We have updated online system requirements to specify that ACT! only runs in a 32-bit environment. Discontinued Support Microsoft Windows 2000 ACT! 2008 will no longer run and is not supported on Windows 2000 OS's. Microsoft Office 2000 ACT! 2008 will no longer integrate with Microsoft Office 2000 products. Return To Top New Added Features The following items listed below identify new features added to the product in this release: Microsoft® Outlook® E-Mail Integration/Email/Mail Merge Improved usability when sending e-mail from the Opportunity, Task List, and Calendar Views. Now, users selecting a record from these views and then Write> E-mail, e-mail toolbar icon, will create an e-mail to the contacts that own the selected record. Special rules have been implemented to control what occurs when invoking an E-mail from the Opportunity, Task List, and Calendar views: If the record has contacts with e-mail address, the new e-mail will appear addressed to these contacts. If there are no contacts associated with the record, no contact is added to the To line of the new e-mail.  There is a new tracking table to record each successful logon via the Windows and Web application. If the contact has no email address, the contact is not added to the To list. Lookups Release adds the ability to lookup Users via the Advanced Query dialog. Users can now add the “Is User” field to an advanced query. Reports Unsorted reports now follow current Contact List view sort. In past releases, an unsorted report automatically sorted by Contact and Company. Now unsorted reports will follow the selected Contact List view sort. SDK Release enables one–to–many custom sub-entity creation via the SDK. These custom entities can be associated with Contacts, Groups, or Companies. Return To Top Fixed Issues The following items listed below provides an overview of important in-market issues corrected in the ACT! 2008 (10.0.2) release. Contact Management Corrected performance issue on the contact list where a user sorts by clicking on the column heading. In past releases, the contact list performance degraded when sorted on non-default columns. This condition has been corrected and performance in the scenario has been restored. Fixed issue with weather lookup for the Canadian locale. Now ACT! passes the appropriate address to Yahoo.com so that the correct weather reports show according to the current contact’s address. In past releases, adding new users when default layouts were not present created a loading error. Groups and Companies In previous releases performing a Group or Company Lookup in the Advanced Query dialog, followed by a second Group or Company lookup created unexpected results by displaying a previously viewed Group. This no longer occurs and the appropriate Group or Company is displayed. Corrected issue were Company names were being incorrectly parsed in labels. SDK ACT! 2008 (10.0.2) now automatically creates spillover tables when the maximum 8k limit is reached by creating db fields via the SDK. Custom dashboard components that implement IFrameworkDashboardComponent now get their framework component set to null when the component is going to be unloaded. This occurs when the user switches the dashboard view or closes the database. In past releases, the SDK method GetSessionUsers() in ActDatabaseManager was not being called. This call performs housekeeping on the CTL_USERSESSION table and as a result, old login sessions were being orphaned in the database table. This could have caused false positives when invoking Database Lock or problems when reporting through the OLE Db provider. This release performs the necessary housecleaning so that user login information is not orphaned. Define Fields Define fields used to allow invalid field types when linking specific company fields to contact fields. This is now prevented in the Define Fields UI and only compatible field types can be linked. Install/Uninstall/Setup/Startup In past releases, scheduled tasks in the ACT! Scheduler were lost upon applying an ACT! update. This no longer occurs and tasks are retained when applying an update Conversion Prior to ACT! 2006 v.8.0.2, situations could occur where contact note records could be orphaned upon db conversion. This issue was corrected in v. 8.0.2 but when users attempted to update a db made with an ACT! version prior to 8.0.2, the db update could have failed. Now, the db update process checks for orphaned Notes and enables the conversion to complete. Activities/Calendar/Alarms/Microsoft Outlook Calendar Integration Corrected issue in past releases where custom activity types could be deleted even if they were in use. This no longer occurs and custom activity types can only be deleted if the activity and associated history type are not being used in the db. Fixed loss of details issue when an activity was rescheduled from the scheduling conflict dialog. This problem no longer occurs and details are retained when rescheduled. In previous releases Activities scheduled through an activity series did not schedule for the correct user when using a different 'Schedule for' user. Corrected usability issue and error when selecting a new start date on monthly calendar printing. When clearing private activities past releases displayed the wrong icon. This has been corrected and the appropriate icon appears. Microsoft® Outlook E-Mail Integration/E-Mail/Mail Merge Corrected Object Error received by users when sending an attached document to a Mail Recipient directly from Microsoft Word or Excel. The error no longer appears. In past releases, after adding two ACT! databases as Outlook address books, users were unable to delete either one. This has been corrected and users can delete unnecessary address books as needed. Dashboard Initial user filter settings were set to all users in the default opportunity dashboard components instead of just the logged-in user, in previous releases. This is no longer the case and the logged-in user is set by default for opportunity dashboard components. In past releases, users adding a custom “Activities by User” vertical graph allowed the legend to consume more space than the graph. This release corrects the issue so that the graph is larger than the legend. This release has various improvements to the preview mode for dashboard components to make them look more like the final working component. This includes making buttons active and the background match the final working component. Corrected issue where the Dashboard Schedule at-a-glance list wouldn’t display activities if the day ACT! was opened was Sunday. This problem only occurred on Sunday and is corrected with this release. Backup Corrected issue where the backup filename reverted to the default name when a task was edited in the ACT! Scheduler. The backup file name now retains and changes made by the user. Added intelligence to distinguish backups from different databases. In past releases, ACT! didn’t distinguish between backups created from different databases and would only maintain a total number of backups as set in the scheduler preference. Now the total number of backups are maintained per database. Opportunities Users no longer receive an “Object reference…” error when printing from the Opportunities, details tab. Synchronization Corrected error with users with a username and/or contact name of more than 25 characters. This caused an error when enabling Synchronization and has been corrected in this release. Fixed data type issue in sync which displayed the error “Synchronization has failed. Server Error Description: Error converting data type int to tinyint. Contact your administrator for assistance.” Release changes in how some internal ID’s are stored so that this error no longer appears and sync works correctly. Release clears TBL_LOGONHISTORYrecords from Sync Delete Log table during schema updates. This was done to correct any sync sessions which are stuck/incomplete due to excessive records in this table. Return To Top Known Issues The following items listed below encompass the most frequently encountered items in ACT! 2008 (10.0.2). Unless otherwise indicated, these issues existed in previous Known Issue Documents. Any new issues added to the list or newly introduced in the release have been called out separately. The known issues include a description along with any identified workarounds or recommendations. Activities/History/Notes Existed in Previous Releases 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. Consecutive addition of histories causes memory usage to rise when hundreds of histories are added. Workaround: Restart ACT! or the computer after adding hundreds of history records. Reports Existed in Previous Releases The total number of the opportunities shown on the Opportunity by Company report counts opportunities multiple times when they are with more than one contact. However, the totals are correct. 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. E-Mail/Outlook Integration New to Release Overview Document Syncing an ACT! recurring activity to Outlook 2003 doesn't update free/busy information and mini-month calendar for the days that contain an instance of the pattern. Existed in Previous Releases 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! 2008 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. Install/Uninstall/Setup/Startup Existed in Previous Releases When uninstalling ACT 2008, users need to uninstall ACT!7 Microsoft SQL Server®  2005 Express Edition from add/remove programs in order 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 when you already have a database open. On Windows Vista operating systems, you must Run As Administrator when performing an ACT! Update, sharing a database, using the Scheduler or Registering the product Workaround: To run as Administrator, right mouse click on the ACT! shortcut and select “Run as Administrator.” Conversion/Import/Export Existed in Previous Release User can map fields into fields that are ready-only, but data is not imported. Citrix/Terminal Services Existing Known Issue Users are unable to attach a Web page to an ACT! contact in a Citrix environment using the "Attach Web Page to Contact" feature. Workaround: Save page locally and then attach it as a file. Groups/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. Synchronization/Remote Database Existed in Previous Releases On Windows Vista operating systems, you must Run As Administrator when creating a Remote DB Workaround: to run as Administrator, right mouse click on the ACT! shortcut and select “Run as Administrator.” 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.