General questions
Are ACT! 9.0 and ACT! 2007 the same product?
Yes, the product name is ACT! by Sage 2007 (9.0).
I just bought ACT! 2006. Do I get ACT! 2007 at no charge?
If ACT! 2006 was purchased within 60 days prior to the launch of
ACT! 2007 (date of the actual shipping day, not the day of the
mail drop), you are allowed to return the product with proof of
purchase for a full refund. At that time, you could then
purchase ACT! 2007.
Is there a trial version of ACT! by Sage 2007 (9.0), ACT!
by Sage Premium for Workgroups 2007 (9.0), and ACT! by Sage
Premium for Web 2007 (9.0)?
Yes. For ACT! and ACT! Premium for Workgroups (EX Edition)
trials are available via download or through the mail. If you
would like to trial ACT! Premium for Workgroups (ST Edition) or
ACT! Premium for Web (EX Edition) or ACT! Premium for Web (ST
Edition), please contact
Innovative Solutions at 800-322-1049.
Is ACT! 6.0 available for purchase?
Purchase and support of this product are no longer available.
Do you have hosted solution?
Sage Software does not currently provide a hosted version of
ACT! however, many partners and ACT! CC’s maintain ACT! Premium
for Web licenses on their equipment for their customers. In this
“IT Maintenance” model ACT! licenses remain the property of the
customer and are non-transferable to others, but those licenses
are maintained by the third party on behalf of the customer.
What is the return policy for ACT! 2007?
You may return ACT! for any reason if you are unsatisfied within
60 days of the date the product was shipped to you for a full
refund.
Learn more.
Where will copies of the ACT! and ACT! Premium for
Workgroups User’s Guides be available?
When they are finalized, they will be available on the ACT!
Web site in the Downloads area. A copy is included with every
new product, if you are an upgrading user, you can request to
receive a user’s guide.
Do the Mini-boxes have everything that the full-sized
packages contain?
Yes. Mini-boxes come with all of the same in-box items as
the full-sized packages.
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Technical Support
What is the ACT! 2007 support policy?
Each purchase of ACT! includes free Getting Started Support
which has a term of 30 days from the date of registration. For
coverage after that, customers may purchase a support plan or
purchase service on a pay per call basis. We recommend that
customers follow instructions in the appropriate User’s Guide or
Administrator’s Guide and call us when something does not seem
to be working properly or there is an error message.
Learn more
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Compatibility with
products
Will ACT! Premium for Web work with ACT!?
No. ACT! Premium for Web works with ACT! Premium for Workgroups
only. Further, ACT! Premium for Workgroups (EX Edition) is only
compatible with ACT! Premium for Web (EX Edition), and ACT!
Premium for Workgroups (ST Edition) is only compatible with ACT!
Premium for Web (ST Edition).
Will ACT! synchronize with my Palm OS® or Pocket PC
handheld device?
ACT! and ACT! Premium for Workgroups include ACT! Link for Palm
OS and ACT! Link for Pocket PC. These products provide two-way
synchronization between the product and your device.
Will ACT! for Palm OS 2006 work with both ACT! 2006 and
ACT! 2007?
Yes. There is an inline release of ACT! for Palm OS that is
required to work with ACT! 2007.
Do the handheld links work with Web product?
Not at this time. Handheld links only work with the Windows
version of ACT!.
Will ACT! Link for use with QuickBooks® 2006 work with
both ACT! 2006 and ACT! 2007?
Yes. There is an inline release of ACT! Link for use with
QuickBooks that is required to work with ACT! 2007.
What versions of Peachtree can I link with ACT! 2007?
ACT! 2007 and ACT! Premium for Workgroups 2007 will work with
Peachtree by Sage 2007. ACT! Link for Peachtree 2007 is
available no additional cost.
Learn more
Will my existing add-on products work with ACT! 2007?
This depends on what version of ACT! you are currently using.
ACT! 6.0 add-on products and links will have to be replaced with
ACT! 2007 compatible versions. Most ACT! 2006 add-on products
should be compatible with ACT! 2007. To find out if the ACT!
add-ons you are currently using will work with ACT! 2007, please
contact the product vendor.
Learn
more
Do you have a BlackBerry link?
Sage Software does not provide a BlackBerry link but instead
works with a third party provider who does provide access to
ACT! data from a BlackBerry.
Learn more
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Functionality and
features
How do ACT! and ACT! Premium for Workgroups differ?
ACT! is designed for individuals, sales professionals and sales
teams of up to 10 users who share data. ACT! Premium for
Workgroups is for sales teams, small business and corporate
workgroups who require greater scalability and data sharing,
more flexible deployment options, advanced workgroup
functionality and additional administration and security
features.
With ACT!, can I have more than 10 users who share the
same database?
No, with ACT! you cannot have more than 10 users sharing data.
If you require more than 10 users sharing data, you must use
ACT! Premium for Workgroups or ACT! Premium for Web.
Can I run ACT! 2006 and ACT! 2007 on the same machine?
No, ACT! 2006 and ACT! 2007 cannot be running on the same
machine.
If I’m in a workgroup, do all customers have to have the
same version?
Yes, all users sharing a database must have the same version.
Can you run both ACT! and ACT! Premium for Workgroups side
by side?
No, you can have only one version of the product line on the
same machine.
Can ACT!, ACT! Premium for Workgroups, and ACT! Premium
for Web be located behind a firewall?
Yes.
Can you limit which contacts can be viewed by certain
users?
Yes, you can make contacts private so that other users in
the database cannot access those contacts via ACT!, or if using
Premium product, they can be restricted by user or team.
What is the difference between Microsoft® Outlook®
Integration in ACT! 2007 and previous versions of ACT!?
This release focuses on deeper integration of Outlook E-mail and
ACT!. Now, we’ve extended the integration inside of ACT!,
allowing users to e-mail using the Outlook e-mail form. Sage
Software has also improved the creation of histories sent from
Outlook. This improvement matches on the contacts e-mail address
and creates a history when it finds a match. This means that
users don’t have to specifically address e-mail using the ACT!
address book to record a history. We’ve also added new features
to our Outlook integration including the ability to create ACT!
contacts from the sender’s e-mail address and add ACT! Premium
for Web Address books to Outlook.
Do all my ACT! 2006 features exist in ACT! 2007?
Yes, ACT! 2007 is a superset of ACT! 2006 and all features are
available in ACT! 2007. Please note, however, that menu and
toolbar customizations do not convert.
Will all my data convert from ACT! 2006 to ACT! 2007, or
from ACT! Premium for Workgroups 2006 to ACT! Premium for
Workgroups 2007?
Yes, all your data will convert from ACT! 2006 to ACT! 2007 -
with the exception of menu and toolbar customizations.
Is the actual 2006 database converted, or just copied,
when upgrading to 2007?
The actual 2006 database is converted. Before a conversion takes
place, you are prompted to perform a backup.
Can I save my data back to previous versions?
No, data cannot be saved back to a previous version. Once data
has been converted, there is no way to get it back to its
pre-9.0 state. It is for this reason that we recommend that all
users back up their 2006 database, prior to moving to ACT! 2007.
Does all of my ACT! 6.0 functionality exist in ACT! 2007?
Certain features have changed or are no longer available,
including inbound caller ID functionality, WinFax integration,
recording and playback of macros, e-mail/modem–based database
synchronization, and SideACT!. Several aspects of the system
requirements have been updated. It is recommended that you
carefully review the system requirements for compatibility and
acceptance prior to upgrading.
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EX Edition vs. ST Edition
What are the differences between the EX Edition and ST
Edition?
The features and functionality within both SKUs of ACT!
Premium for Workgroups (EX and ST Edition) and both SKUs of ACT!
Premium for Web (EX and ST Edition) are identical. The
difference lies with the database engine and scalability. With a
different database comes a different recommendation for
networked user counts: Sage Software offers a recommendation of
up to 30 users for ACT! Premium for Workgroups and ACT! Premium
for Web (EX Editions) and up to 50 users for ACT! Premium for
Workgroups and ACT! Premium for Web (ST Editions). Actual
scalability and number of users supported will vary based on
hardware and size and usage of your database. Sage Software
scalability recommendations are based on in-house performance
tests using the recommended server system requirements found at:
www.act.com/2007systreq.
Published minimum system requirements are based on single user
environments. You must purchase one license of ACT! per user.
What database does each product ship with?
ACT! will ship with Microsoft SQL Sever™
2005 Express Edition, ACT! Premium for Workgroups 2007 (EX
Edition) and ACT! Premium for Web 2007 (EX Edition) ship with
Microsoft SQL Server 2005 Express Edition, and ACT! Premium for
Workgroups (ST Edition) and ACT! Premium for Web (ST Edition)
ships with BOTH Microsoft SQL Server 2005 Express Edition and
Microsoft SQL Server 2005 Standard Edition.
Can a Premium EX user synchronize with a Premium ST user?
No, Premium EX users can only sync or share databases with
other Premium EX users. To connect to any SQL Standard database,
users must purchase ST Edition.
If I don't have Microsoft SQL Server 2005, can I install
ACT! Premium for Workgroups?
Yes. Each license of ACT! Premium for Workgroups includes an
ACT! license of SQL. This version of SQL can also install next
to SQL 2000.
What if I have an older version of SQL?
Installing ACT! will install an ACT! instance of SQL 2005
Express Edition or SQL 2005 Standard Edition (depending on the
edition purchased) next to older versions of SQL. This instance
is completely independent of any other SQL version on your
machine. However, if you purchased ACT! Premium 2005 or ACT!
Premium 2006, you will be prompted to uninstall the ACT!
instance of SQL Server 2000.
How do I know when to purchase Premium EX or Premium ST?
If there are more than 30 users in your workgroup, it is
recommended to purchase ST Edition. If there are less than 30
users, purchasing ST Edition might be a choice if server machine
is running dual processors or a Server OS. SQL Express is not
designed to leverage dual processors so this benefit will be
noticeable when using SQL Standard. Also, if users plan to
connect to any database hosted by SQL Standard, including ACT!
for Web, they must purchase ST Edition.
Is there a way to determine which Edition of Premium I
have?
Yes. This information is located in the Help About section
of the product. In addition, the edition is noted on the CD
artwork.
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Licensing, Registration,
and Upgrade Assurance
If I have Microsoft SQL Server, do I have to pay the full
license price?
Yes. The ACT! instance of SQL is a specialized version of
SQL. This SQL instance is only provided through ACT!
installations. The SQL license provided with ACT! Premium for
Workgroups is for exclusive use of your ACT! database.
Is concurrent licensing available?
No. At this time, each license is for a unique named user in
a given database. Product requires activation and registration
for each license.
Does the administrator need a license?
Yes. ACT!, ACT! Premium for Workgroups, and ACT! Premium for
Web are licensed on a named user basis. Every user needs a
license.
Do I have to buy each user a license of ACT! even if they
are sharing the same machine?
Yes, each named user in a database must have a unique ACT!
license number. You will install the ACT! product on one
machine, but if every machine user wants to share the same
database, they will each need an ACT! license.
What is Product Activation? How does it work?
ACT! Product Activation is a technology designed to protect
ACT! customers from purchasing pirated software. Product
Activation helps assure a safe and easy-to-use software
experience. ACT! product activation is a quick and easy process
to complete and is designed as part of the general process of
product registration. You will be prompted to register when you
first launch the product. Follow the brief wizard to submit your
registration information and serial number via internet or phone
activation methods. If you do not register and activate, the
product will run in trial mode until you do, for up to 30 days.
After that time, the product will not run unless you register
and activate.
What is Upgrade Assurance?
Upgrade Assurance is a purchase made at the time of your
ACT! purchase that provides you with the next release free of
charge of ACT!, ACT! Premium for Workgroups, or ACT! Premium for
Web (depending on which you buy) if it ships within 12 months of
your purchase.
I bought Upgrade Assurance for ACT! 2006/ACT! Premium for
Workgroups 2006/ACT! Premium for Web 2006. Do I get ACT!
2007/ACT! Premium for Workgroups 2007/ACT! Premium for Web 2007
for no additional cost?
Yes, provided your Upgrade Assurance term has not expired prior
to the release of ACT! 2007, if you are on ACT! 2006, you will
get one copy of ACT! 2007 for each Upgrade Assurance seat you
purchased at no additional cost. If you are on ACT! Premium for
Workgroups 2006, you will receive one copy of ACT! Premium for
Workgroups 2007 for each Upgrade Assurance seat you purchased at
no additional cost. If you are on ACT! Premium for Web 2006, you
will receive one copy of ACT! Premium for Web 2007 for each
Upgrade Assurance seat you purchased at no additional cost.
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