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Premium and have limited the access rights at the contact level, those access rights cascade down to the report level. For example, you may be worried that one of your sales people could run the Contact Report and consequently have a nice listing of all of your customers.
However, if you have limited the access to those customers so that your sales person can't access them, the sales person can still run the report, but it will not contain any of the contacts to which he has no access.
Once you've found a report that provides you with the information you need, you are ready to run with it. As usual, ACT! As you have already learned, the procedure for running a report generally starts by creating a Lookup of the contacts that you want to include in the report, followed by a trip to the Reports view. Click on the Run Report button. The Define Filters dialog window will open. Click the Send the report output to: drop-down arrow. By default, the Send the report output to: field is set to Preview.
This is a good option because it allows you to view the report, and optionally print the report as well from the Print Preview window. The Print Preview comes equipped with a nice selection of tools. As you hover your cursor over each one of them, a tooltip will magically appear telling you what the button does. Maximize the Print Preview window and select the zoom-in tool the small magnifying glass on the toolbar to zoom in on a section of the report you would like to see a bit more clearly.
Unfortunately the Print Preview window can be a little small for most of our eyes! Click the right-pointing arrow in the Print Preview window to move to the next page in the report, or the Last Page icon to view the last page of the report which often contains report totals. When you are ready to print the report, click the Printer icon.
Click the red X to close the Print Preview window. In order to preview a report you must have Adobe Acrobat reader installed on your computer. Fortunately, it's included on the ACT! Once you've run the report, and optionally printed it, the Print Preview window remains open. At this point you can close the Preview window and run the report again selecting a different output option. If you are really happy with the report, you can click the File Save icon in the top left corner of the Print Preview window to save the report.
From the Save As window that opens you can choose to save the report in Adobe. Saving a report as a PDF is a great idea if you want to permanently preserve the data in a report. If you don't save the report, the report might look a bit different if your data has changed since the previous run. In addition to the Preview option, there are six other output options. Five of them can also be run from the Print Preview window.
The sixth one, e-mail, is a really helpful feature. When you choose this option a new e-mail message will appear—with a copy of your report already attached! It's nice to keep things organized, especially when you're working with over 60 reports. By tweaking the Reports view, you will be insured that you will be able to find exactly the report you want.
Before you go about changing the Reports view, it's a good idea to familiarize yourself with the various reports so that you know which ones will work for you. When you install ACT! You might want to open the demo database and preview any of the reports that sound appealing. Once you have had a chance to view them, jot down a list of your favorites. Navigate to the ACT! Reports view. Click on the Edit Properties button. The Edit Properties dialog box will open like the following screenshot:.
Enter a new name for a report in the Name field that will make it easier for you to identify in the future. Optional Enter a new description for the report in the Description field. Click OK to close the dialog box and save your changes.
As you modify the properties of an item listed in the Reports view, the corresponding report will update as well if you had already added it to the Favorite Reports. The main reason for changing the report properties is to help you organize the reports in a way that makes sense to you. For example, many companies are used to using what they call a Face Sheet and may want to rename the Contact Report accordingly. Please try again later. Verified Purchase. Once you learn how to use the program it becomes much easier.
At first there is a mild learning curve depending on your knowledge of software and computers. I was able to change many things to my liking and some things, I just couldn't figure out. I would recommend this product for the person that wants to keep track of their clients all in one place and be able to keep records and notes with a time stamp. The program will also alert you about appointments and other dates and times that you need to remember.
I have had nothing but problems with this product since I bought it. I wish I could return it and buy something better. If you want support from sage you need to get it within the first 30 days or pay for it. I have had problems with everything I want to do with this product. I should have bought Microsoft Access. See reviews of ACT online, none of the reviewers have anything good to say about it. One person found this helpful.
Pro is designed to work with up to 10 users. Customer registration and activation are required. Your system must meet the minimum requirements to be eligible for technical support.
In a shared environment, Act! Pro is designed to work with up to 10 users and Act! Premium is designed to work with more than 10 users. Recommended server system requirements are for environments of more than one user.
Customer registration and activation are required and you must purchase one license of Act! Individual performance may vary based on actual database size, hardware variations, and product usage. Compatibility Mode is no longer required or recommended.
Hosting Why Host your Database? Conversion Services Act! Database Repair General Act! Services Act! Training Act! Classroom Booking Act! Training Program Free Act!
Training Videos Campaign Automation Act! Don't see an Act! Send Message. English Act! Versions v17 and older can be downloaded and installed, but can no longer be activated. Accordingly, these versions can only be used for the day trial period only. When installing versions Version Reference Materials Act! Quick Reference Card Please click on any of the hyperlinked products listed below to begin your download.
Premium for Web 24 Update 1 Act! Premium WebAPI. Premium 23 Act! Premium for Web 23 Act! Pro v Premium Premium for Web Pro v22 Act! Use to test that your ASP. NET process account exists and the service is started. User Account tab. Use to specify and test the Windows user account for ASP. NET impersonation. Use to assign or remove a Sage ACT! Premium database to or from your virtual directory. Options tab. Use to change the session timeout limit for Sage ACT!
Premium access via web users. By default, the timeout limit is set to 20 minutes. The Web Site Administration tool also does the following: Encrypts the user name and password. Sets up ASP. NET impersonation using the specified user. Verifies that the impersonation user can access the required files and folders.
Verifies that the ASP. Premium access via web creates a default virtual directory called "apfw". Users will need this default virtual directory name and the URL of your web server to access the product.
Premium databases to this virtual directory. Then, users can open their web browser and type in the web address to open the product and log on to an assigned Sage ACT! Premium database. You can test whether your configuration can access the files and folders required for Sage ACT!
You should do this test whenever you make changes to the configuration, such as adding or removing databases or changing passwords. You can find additional information about Sage ACT! Premium access via web Secure Sockets Layer SSL uses an encryption key to encrypt data between a web server and client so that others cannot access it. Premium access via web with another application, such as Outlook.
Premium access via web and Outlook are secure. You can secure the entire Default Web Site or only a specific virtual directory or page. The Sage ACT! Premium access via web logon page and all child pages will be secured with SSL. You must precede all URLs with "https" rather than "http. Premium access via web software logon page is set up. The logon page and all pages within Sage ACT! Premium access via web will be secured with SSL. Premium access via web : Add an exception for port the default port for SSL.
If you plan to integrate with another application, such as Outlook, open the Web. See "Editing the Outlook Service Web. Users accessing the web site will need to check their browser settings to allow caching.
Premium access via web Users" on page Premium access via web stores user preferences in a WebPreferences. Preferences let users customize name and salutation settings, change background colors and fonts, create custom spelling check dictionaries, and set other options for how they use Sage ACT! In some cases, you may want to distribute web requests across multiple web servers.
If you do this, each web server will have a unique set of stored user preferences. If a user changes a preference when logged onto server 1, that change will not be reflected on server 2. To make sure users have the same settings, you can set up a shared location to store user preferences. Then, when a user logs on, their user preferences will be the same no matter what server responds to their logon request.
Because the storage location for user preferences changed after the ACT! To restore these user preferences, copy all files and folders from the old preference location to the new preference location and reset IIS. See Help for steps on how to reset IIS. The steps to set up a shared location for user preferences is explained in "Setting Up Shared Preferences Across Web Servers" on page Follow the checklist for your user type.
Important: Be sure to complete both sets of steps. Sync Services. Provide users with access information Set up shared preferences across web servers Have users configure supported browsers Have users integrate Sage ACT! Premium access via web with other applications. Important: Be sure to recycle the application pool after users have installed integration components. Upgrading to Sage ACT! Important: Ensure the database remained shared.
If not, share it. Note: If you used previous versions of ACT! Important: Be sure to recycle the application pool after users have installed integration components Sage ACT! Important: Ensure you select the "Share Target Database" option.
Users must configure a supported browser and get the web address URL from the Administrator. You will have a Windows user account for ASP.
This impersonation user should not be affected during upgrade or previous version uninstall. You may want to test the Windows user account after upgrading. Provide access to the software from inside and outside a common network. Set up shared user preferences across web servers optional.
In addition, users will learn how to configure supported browsers to allow access to Sage ACT! In a multiple-server configuration, the impersonation user account should: Be a standard domain user. Note: Depending on your operating system, the following steps may differ. Create a Windows user account for ASP. NET impersonation 1. To create a new user account, open Local Users and Groups. Specific steps to do this depend on your operating system. Expand Local Users and Groups, and then click the Users folder.
Use your operating system's menus to create a new user. Type a User name this would be the user s logon name, for example, "sageactimpersonator" and a Full name this can be the same as the User name. Type a password and confirm it. Clear the User must change password at next logon check box. Click Create. Then, click Close. Write down the User name and password because you will need it later when you use the Web Site Administration tool to test the impersonation user.
Next, add the new user to a group that has access permissions. For the impersonation account, add it to the Administrators group. Right-click on the name of the user you created. Click Properties. The step might differ for your operating system. In the Properties dialog box, click the Member Of tab. Click Add. In the Select Groups dialog box, in the Enter the object names to select box, type the word Administrators.
Click Check Names to resolve the Administrator s group. The group name will appear underlined. Click OK. Close all dialog boxes. You do not need to exit the tool as you move through the tabs to complete the setup. If you removed the database from your ACT!
Premium access via web , you will need to assign the upgraded database to the web site so that users can access it. For the first task, an Administrator must validate that an ASP.
NET process account exists and is correctly configured on the web server. See your operating system's help for how to do these tasks first.
Test the ASP. NET process account 1. On the Tools menu, click Web Site Administration. On the Web Server tab, click Test. A message appears. If the test is successful, click OK. If the test is not successful, an error message appears. This may indicate that an ASP. NET process account does not exist or is incorrectly configured. Click OK to close the message.
Premium access via web " on page Correct any errors and repeat step 2 until the test is successful. The test must be successful before you can access the User Account tab. The second task is to specify and test the Windows user account for ASP. Your existing Windows user account for use in ASP.
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