dwlasas.blogg.se - Act by sage knowledge base

#ACT BY SAGE KNOWLEDGE BASE HOW TO#
#ACT BY SAGE KNOWLEDGE BASE FULL#
#ACT BY SAGE KNOWLEDGE BASE SOFTWARE#
#ACT BY SAGE KNOWLEDGE BASE WINDOWS#

If you are using v20.0 or earlier, the locally installed version of Outlook that comes with your Office 365 subscription is supported as long as you are using a local Outlook profile. Office 365, as a web based service, is only supported on Act! v20.1 and later using the Act! Outlook Integration feature. For information, please see: Known issues and workarounds for using Microsoft Outlook 2016 with Act! v18 and v19Ģ007, 2010 (32-bit only), 2013 (32-bit only), 2016 (32-bit only)Ģ007, 2010 (32-bit only), 2013 (32-bit only)įor information about Microsoft Office 2016, please see: Is Act! compatible with Microsoft Office 2016?Ģ003, 2007, 2010 (32-bit only), 2013 (32-bit only) * Please note that whilst Office 2019 is supported with Act! v21, due to the timing of the release final certification has not been completed against it.

#ACT BY SAGE KNOWLEDGE BASE WINDOWS#

Microsoft® Exchange and Office 365 for contact and calendar synchronization for Windows (Further information around Exchange support is available here)Ģ013 (32-bit & 64-bit), 2016 (32-bit & 64-bit), 2019 (32-bit & 64-bit)* Please refer to the table below for the versions of Office supported by each version of Act! (ACT! 2005 and higher). You would like to know which versions of Microsoft Office are supported by which versions of Act!.

#ACT BY SAGE KNOWLEDGE BASE SOFTWARE#

No Access(available in Premium versions only) – These fields will appear as empty with a gray background.įull Knowledge Base Article (Answer ID 19185): Act CRM Software and Microsoft Office Compatibilityīy Tony Holowitz | | Act CRM & Microsoft Outlook, ACT CRM Sales Software Tips, Act CRM Software Fundamentals, Act CRM Software Knowledgebase (KB) Articles | 0 comments.

Read Only -Allows for these users to view this data but can not change it.

#ACT BY SAGE KNOWLEDGE BASE FULL#

It allows users to have full control of these fields limited only by their assigned Security Roles in ACT!.*

Full Access – This is the default option for all fields when created.

This will allow you to hide or restrict access to data in sensitive fields such as credit card or social security numbers.ĪCT! field level security has three permission levels: How to Manage Field Level Security in Act CRM : Source Act! Knowledge Baseīy Tony Holowitz | | Act CRM Software Knowledgebase (KB) Articles | 0 commentsįield level security is a method that allows you to limit access to certain fields by either Team association or by individual users. As a Keystroke Partner I have dedicated software engineers and Act experts that I can refer you to if I can’t solve a problem on my own, or in a timely inexpensive manner. If you need help with the report please reach out to me. See what I mean, this stuff can be frustrating. This article, describes a known issue with getting the sort to work properly after you modify it (Answer ID 26657): Incorrect Sort Order In Reports When Sorting By Create Date Or Creation Date

#ACT BY SAGE KNOWLEDGE BASE HOW TO#

The following article describes how to change the sort order of a report (Answer ID 13681): How to Change the Sort Order in an Existing Report To overcome that, I reviewed the situation via Act’s knowledgebase and found a possible solution and a known issue. I don’t do it very often and I find it somewhat frustrating when I do have to modify them because it’s not very intuitive. If you go at it with that mindset and you recognize it will take some time to master editing reports I think you’ll have a better experience. I always tell my clients to think of Act’s report editor as a completely different program. Having said that, you need to learn how to edit the reports and it can be time-consuming and challenging. Act has many preformatted reports and you have the ability to edit those to your liking. She has a staff member that is recording notes in Act and she would like to have that report sorted by the date the note was entered. Ask me why I think Groups are Better.Ī client reached out to me and asked me how to change how a report is sorted. However, some of my clients need them and want to modify the way they perform.