What Changes Were Made in ACT! by Sage Premium for Web 2008 (10.0.2)

 

 

Question

 

You would like to know what changes were made in the ACT! by Sage Premium for Web 2008 (10.0.2)

 

 

Answer

 

The following list of improvements and resolved issues are included in the ACT! by Sage Premium for Web (10.0.2) Service Pack.
Feature Request
The list below identifies new features added to the product in this release based on ACT! Certified Consultants, BP, and user input.

Reports

  • Unsorted reports now follow current Contact List view sort. In past releases, an unsupported report automatically sorted by the 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 Contact, Groups, or Companies.

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.

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Fixed Issues
The following lists fixed issues in the ACT! Premium for Web 2008 (10.0.2) release.

Microsoft® Outlook® Email Integration/Email/Mail Merge

  • File attachments to email messages are no longer lost on "Attach to ACT! Premium for Web (APFW) Contacts." In previous versions of APFW attachments would only be retained if the APFW history option was selected to include email attachments.
  • Corrected issue where the Copy email info dialog was cut off on the right side.
  • In past releases an error appeared when using the built in email form and selecting the sending an activity to contacts checkbox. The error, 'emailSystem' is undefined when sending activity email, no longer appears in this circumstance and email is processed normally.

Activities

  • Corrected application crash that occurred if a user selected the Current Lookup from the Schedule Activity dialog and then selected a letter. This problem occurred when the current lookup included all contacts. This problem has been corrected and the crash no longer occurs.
  • Corrected issue in past releases where custom activity types can only be deleted if the activity and associated history type are not being used in the db.

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 lager 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.

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

  • In previous versions when creating an opportunity from Company Detail view, the Opportunity tab did not refresh. This no longer occurs and the Opportunity tab refreshes appropriately.
  • Corrected issue with field mask on custom opportunity fields. In past releases, field masks were not respected.
  • Corrected issue where the '&' character did not display correctly in an Opportunity User Field drop down. Drop down selections with this character now display correctly.
  • In previous releases the Opportunity Pipeline graph didn't honor "Current Opportunity lookup" option. This has been corrected in this release and the option is honored in the resulting graph.
  • Corrected an issue in the opportunity product list where users could not enter an adjusted price of 0.00 without the amount reverting to the original number. Now users can enter the adjusted price of 0.00 without the amount reverting.

Lookup

  • Corrected issue where users were unable to perform a lookup after doing a keyword search. This problem has been corrected and users can now perform a lookup after running a keyword search.

Layouts

  • Release makes Memo read-only fields more obvious that they are read only. In past releases, memo fields read-only behavior was protected but the fields itself was not visually obvious.
  • APFW now refreshes the group/companies tab on the Contact detail view when using the tool menu to customize columns.

Groups/Companies

  • 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.

Install/Uninstall/Setup/Startup

  • Corrected new database issue where a new database was created via the Getting Started Wizard. This issue occurred when users called the Getting Started Wizard from the Help menu.
  • 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.

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.

Sync

  • 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.

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Known Issues
This list encompasses the most frequently encountered items in ACT! Premium for Web 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

Email

  • Existed in previous releases
    • Some formatting may be lost when sending a work processing document to an email format that contains tables. The following items will not format correctly when placed inside a table cell and then sent via email:
      • Bullets
      • Hard returns
      • Small fonts, less than 10 pts
    • Workaround: Place formatted text outside of tables.

Contacts

  • Existed in previous releases
    • APFW does not validate required fields on tabs that are not visible when the contact record is saved.
      • Workaround: Where possible, place required fields on the top portion of the contact record so that they are visible and they will validate appropriately.
    • List views don't display country codes on phone fields according to preference.

Dashboard

  • Existed in previous releases
    • First load of dashboard views is very long in comparison to both other views and login time.

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.

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.

Install/Uninstall/Setup/Startup

  • Existed in previous releases
    • If you are upgrading from a previous version of ACT! Premium for Web we recommend resetting IIS prior to installing this version - this ensures IIS has released all the files used by previous versions of APFW so that they may be uninstalled.
    • ACT! will not install correctly with FIPS Certified Cryptography enabled in Windows XP.
      • Workaround: Leave the default setting "Off".
    • Note: When uninstalling ACT! 2008, users need to uninstall ACT7 Instance of Microsoft SQL Server® 2005 Express Edition from add/remove programs in order to reinstall ACT! 2006 (8.x) or 2005 7.x).
    • 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".

 

  • Existed in previous releases
    • User can map fields into fields that are read-only, but data is not imported.

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Compatibility

Mixed ACT! Premium and ACT! Premium for Web Environments
ACT! Premium and ACT! Premium for Web users who share a database must be on the same version number in order to access and share data.

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! Premium 2008 (10.0.2) product download.

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System Support

ACT! Premium for Web has expanded support and works with new Operating systems and productivity tools.

New System Support

  • Business editions of Windows Vista are now supported with the release of ACT! Premium for Web 2008 including Microsoft Windows Vista Business, Vista Ultimate, Vista Enterprise.
    • Note: Vista Business, Vista Enterprise, and Vista Ultimate editions limit the number of concurrent users to 10.
  • ACT! Premium for web 2008 now integrates with Microsoft Office 2007 including Microsoft Office 2007 including Microsoft Excel® 2007, and Outlook 2007.
  • ACT! Premium for Web 2008 now works with Microsoft Internet Explorer® 7.0.

Discontinued Support

Microsoft Windows 2000

  • ACT! Premium for Web 2008 will no longer run and is not supported on Windows 2000 OS's.

Microsoft Office 2000

  • ACT! Premium for Web 2008 will no longer integrate with Microsoft Office 2000 products.