Remote-access Guide

act database remote access

by Dr. Lavinia Stark Published 3 years ago Updated 2 years ago
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How to Manage Remote Database Sync Sets in Act!

  • Launch Act!
  • Open the Publisher database.
  • Click the Tools menu, then go to Synchronize Database and click Synchronization Panel. The Synchronization - Select a Synchronization Task dialog box ...
  • Click Manage Sync Set from the Synchronization - Select a Synchronization Task. The Synchronization - Create, Copy, Edit, or Delete Sync Sets dialog ...
  • Click to highlight the Sync Set you would like to copy, and then click Copy Sync Set. The Synchronization - Enter Sync Set Name and Description dialog ...
  • This Sync Set will be named Copy of the original Sync Set. Walk through the wizard and make the needed changes to complete your new Sync Set.

You can create a remote database through Act!
...
Premium (Web) by following the steps below:
  • Go to Tools > Remote Database Synchronization.
  • In the Welcome window, choose to Create a Sync Set. ...
  • A Sync Set allows you to specify exactly which Contacts you would like to include in your remote database.
Nov 24, 2021

Full Answer

Why choose act’s customer database software?

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more. Why choose Act!’s customer database software? Quick, organised access to all your customer data and history in one central repository.

What is Act CRM?

- CRM & Marketing Automation in One With CRM, Sales, and Marketing Automation in one, Act! gives you everything you need for happier clients, more revenue, and less stress. With Act! you get all-in-one CRM, sales, and marketing that’s good for your bottom line on day one.

Why should I Use Act?

With Act!, you won’t just manage relationships, you’ll grow them. From how Act! works with all the things you’re already using, to how easy it is every step of the way, you’ll always have time to focus on what’s most important. And as you grow, we’ll grow with you.

Why choose Act!’s customer database software?

What is customer database?

What is customer database management?

Does Act have a CRM?

See more

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How do I access my ACT database?

Open Act!, click on the File menu, then choose Open Database and select the desired database from the Open window....Setting Up the Workstations:Open Act! on the server.Click the Help menu, and then click About Act!Click Database Info.The path to the . ... Browse to the location of the .

How do you share an ACT database?

0:282:47Feature Tour: Sharing Databases in Act! (Act! Tutorial) - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom the Tools menu. Click database maintenance and share database a confirmation message appears toMoreFrom the Tools menu. Click database maintenance and share database a confirmation message appears to make sure that you are aware that sharing your database.

How do I sync my ACT database?

Enabling synchronization and creating a sync setOpen your Act! database on the server.Click Tools, and select Synchronization Panel.In the Synchronization Panel, click Enable Synchronization.Click Manage Sync Set to create a sync set.

How do I move my ACT database to another computer?

PAD file to open the database.Ensure all other users are logged out of the database.Login to your database as an Act! ... In the Move Database Assistant screen, click Next to proceed.In the Database Location window, click Browse…Select the folder on your computer where you want to move the database, then click OK.More items...•

What database does act use?

Microsoft® SQL Server® Databasedatabase. Starting with ACT! 2005 (7.0), ACT! by Sage uses a Microsoft® SQL Server® Database structure.

How do I backup my ACT database?

Creating a backupLogin to your database as an Administrator or a Manager level Act! ... Click File > Back Up > Database…Click Browse…, ... Give the file a new name (if desired), then click Save.Decide whether or not you wish to include attachments by either leaving Include Attachments checked or by unchecking it.More items...•

Where are ACT database files stored?

The program installation can be found in the following locations, depending on whether you have installed Act! for Windows, or if you have installed Act! Premium (access via web). Preferences: Windows 7/Windows Server 2008/Windows 8/Windows 10: C:\Users\[WindowsUsername]\AppData\Roaming\Act\Act Data.

How do I save my act file?

The simplest way to save a copy of your ACT!...Program on the server.Click the File menu, then click Save Copy As. ... Enter the name for the new database in the Database Name field. ... Click the Browse button and click to highlight the folder where you would like to save the new database.More items...•

How do I sync act with Outlook?

Login to your Act! database.In Act!, click Tools > Preferences.Click Outlook Synchronization.On the "Act! ... Enter the web address you use to access your database across the web in the Web Service address field.Under the Database section, select the appropriate database.Enter your User name and Password, then click OK.

How do I integrate act with Outlook?

1:464:03Act! Training Video - Installing Outlook Integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can use either act email or Microsoft Outlook to integrate act with Microsoft Word and outlookMoreYou can use either act email or Microsoft Outlook to integrate act with Microsoft Word and outlook we're going to download the office integration component.

Act! Download Center

Browse our Act! download center to get links to access U.S., Canada, and international Act! product downloads, including hot fixes, updates, and documentation.

Enrollment Management Databases - ACT

The Enrollment Management Database includes data on multiple, recent ACT-tested high school graduating classes matched to college enrollment and second-year retention data obtained from the National Student Clearinghouse. It enables users to follow a graduating class from high school through the first two years of college. The database is structured into five topical areas: student background ...

Customer Database Software | Act! CRM Customer Database

Gain quick access to all your customer data and history in one central repository that enables you to be productive from wherever you work—the office, home, or the road. Boost teamwork and productivity with a database that allows you to share instant updates and customer information with your colleagues.

Google Maps

Find local businesses, view maps and get driving directions in Google Maps.

Why choose Act!’s customer database software?

Quick, organised access to all your customer data and history in one central repository.

What is customer database?

Your customer database is one of the greatest assets your business has so it is crucial to keep a clean and up to date data about your customers. As a minimum, you should probably have some processes in place to remove inactive contacts, identify and manage duplicates, and standardise your data entry. Check our blog article to learn more about maintaining a clean customer database .

What is customer database management?

Customer database management is the way a company keeps track of the information they have collected about their customers.

Does Act have a CRM?

Yes, Act! Companion, a CRM app designed for iPhone®, iPad®, and Android™ is included in your Act! Premium subscription at no extra charge. Learn more about Act!'s CRM Mobile App .

Build rewarding client relationships

Calling all financial advisors, brokers, consultants, lawyers, accountants, engineers, architects, creatives and more: here’s everything you need to keep tabs on the clients you have, and build your pipeline of new ones. With Act!, you won’t just manage relationships, you’ll grow them.

You need easy, you got it

From how Act! works with all the things you’re already using, to how easy it is every step of the way, you’ll always have time to focus on what’s most important. And as you grow, we’ll grow with you.

Why choose Act!’s customer database software?

Quick, organised access to all your customer data and history in one central repository.

What is customer database?

Your customer database is one of the greatest assets your business has so it is crucial to keep a clean and up to date data about your customers. As a minimum, you should probably have some processes in place to remove inactive contacts, identify and manage duplicates, and standardise your data entry. Check our blog article to learn more about maintaining a clean customer database .

What is customer database management?

Customer database management is the way a company keeps track of the information they have collected about their customers.

Does Act have a CRM?

Yes, Act! Companion, a CRM app designed for iPhone®, iPad®, and Android™ is included in your Act! Premium subscription at no extra charge. Learn more about Act!'s CRM Mobile App .

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