ACT! SDK Changes

As new functionality has been added to ACT! or existing functionality modified to allow greater flexibility or to repair defects, the ACT! SDK has changed as well. This document details those changes.

Contents

All *

Changes for ACT! 6.0 *

Database Object *

Changes for ACT! 3.0.6 *

Changes for ACT! 3.0.7 *

Changes for ACT! 4.0 *

Changes for ACT! 4.0.2 *

Changes for ACT! 5.0 *

Changes for ACT! 6.0 *

Application Object *

Changes for ACT! 4.0 *

Modified methods *

New properties and methods *

Changes for ACT! 5.0 *

New properties and methods *

Changes for ACT! 5.0.2 *

Modified methods *

New methods *

Changes for ACT! 6.0. *

Extensible Views and Tabs *

Changes for ACT! 5.0 *

Changes for ACT! 5.0.2 *

Changes for ACT! 6.0 *

Command Object *

Changes for ACT! 5.0.2 *

Database Tables and File Formats *

Changes for ACT! 4.0 *

Changes for ACT! 5.0 *

Changes for ACT! 6.0 *

Command IDs *

Changes for ACT! 6.0 *

All

Changes for ACT! 6.0

The 6.0 SDK now allows use on Windows 2000/ME/XP and with Microsoft Office 2002.

Documentation has been reorganized and reformatted. In some cases, text has been rewritten to improve clarity or to correct typos. The Table of Contents and Index encompass the entire book, not sections.

All diagrams and images have been revised for clarity or to accommodate changes.

The ACT! Software Development Kit Technical Reference Guide has been renamed the ACT! Developer’s Reference.

Code samples were inconsistent, sometimes within a sample, making some code inoperable. The variables objData and objDatabase have been standardized to objDatabase in all cases.

Database Object

The ACT! OLE Database Object requires ACT! 3.0.3 or later. This section lists changes to the OLE Database Object for ACT! releases 3.0.6 and later.

Changes for ACT! 3.0.6

The Relations object and the following properties and methods have been added for ACT! 3.0.6:

Object	New Properties	New Methods
Contact		LoadLookUpQuery
Database	Relations	ActVersion GetTableId GetTableNameFromId GetTableNameFromIndex TableCount Version
Fields	FieldIdAt
Relations (new)	Count	GetColumn1ID GetColumn2ID GetRelationTable GetRelationType GetTable1ID GetTable2ID UsesRelationTable
Users		CurrentUserAccess CurrentUserId CurrentUserName CurrentUserSecurity

Additional parameters have been documented for the following properties:

Object	Properties	Added parameters
ACT! database common objects	Data property Query property	szValue (optional) szString (optional)
Activity object	FirstScheduledWith property	szUniqueID (optional)
Database object	PhoneFormatting property	iValue (optional)
Fields object	DecimalPlaces property	iDecPlace (optional)
	EntryTrigger property	szExecutableName (optional)
	ExitTrigger property	szExecutableName (optional)
	Flags property	lFlag (optional)
	IsBlockSync property	True\|False
	Label property	szLabel (optional)
	Type property	iType (optional)
Users object	Security property	lValue (optional)

Changes for ACT! 3.0.7

The following methods have been added to the ACT! OLE Database Object for ACT! 3.0.7:

Object	New Properties	New Methods
Email		ClearContactScope SetContactScope
Fields	FieldId
Group		ClearContactScope SetContactScope

Changes for ACT! 4.0

The following properties and methods have been added for ACT! 4.0:

Object	New Properties	New Methods
ACT! database common objects		GetSort
Activity	NextScheduledWith
Contact		SetAsMyRecord
Database		GetDatabasePath DatabaseVersion OpenEx
Users		AddUser GetPassword CheckIsPhonebook SetAsPhonebook

Changes for ACT! 4.0.2

The following functions have been added to the ACT! OLE Database Object for ACT! 4.0.2:

Batch mode operations for faster import and update operations on locked ACT! databases.

Functions for getting and setting data to multiple fields in ACT! database tables in one operation.

Set function added to the IsCutHistory property of the Fields object.

The following properties and methods have been added for ACT! 4.0.2:

Object	New Properties	New Methods
ACT! database common objects		GetDataEx SetDataEx
Database	IsInBatchMode IsLocked	BeginBatchInsert BeginBatchUpdate EndBatchInsert EndBatchUpdate Lock Unlock
Fields	EntryRule	BeginBatch EndBatch

Changes for ACT! 5.0

The following objects have been added for ACT! 5.0:

ListTable object

Sales object

The following properties and methods have been added for ACT! 5.0:

Object	New Properties	New Methods
ACT! database common objects		FindDuplicates GetDuplicateCriteria LookupKeyword SetDuplicateCriteria
Activity		HasDetails IsOutlookActivity
Contact		LookupMyRecord
Fields	AutoPopulate	GetLinkToList SetDuplicateCriteria SetLinkToList UnLinkLists
Group		AddSubGroup AssignParent ChangeToParentGroup ChangeToSubGroup GetParent GetSubGroup GetSubGroupCount GetSubGroupList GroupType
ListTable		ClearScope GetScope SetScope
Sales		AssociateWithContact AssociateWithGroup CompleteSale ReopenSale

Changes for ACT! 6.0

The Database object BeginBatchInsert method documentation lacked a required parameter, which has been corrected.

The Database object BeginBatchUpdate method code sample lacked a parameter necessary to function, which has been corrected.

The Database object properties MajorVersion and MinorVersion were removed from documentation. The Version property returns a more accurate answer.

The Group object property Members is Read/Write, not Read Only as previously documented.

The Activity object methods Clear and UnClear return Booleans, not void as previously documented.

Application Object

The ACT! OLE Application Object requires ACT! 3.0.7 or later. This section lists changes to the OLE Application Object for ACT! releases 4.0 or later.

Changes for ACT! 4.0

Modified methods

The following methods have been modified for ACT! 4.0:

Object	Modified Methods	Change
Application	Command	Many values for lCommandID parameter added
Grid	GetColumnCount GetColumnID GetCurrentRow GetRowCount GetRowNumber	Return value on failure changed from 100 to -1
Preferences	GetEmailNewMsgInfo	Return string changed to: CreateHist\InitialText
	GetSchdActivityDefaults	PopupFields returned item added
	GetSynchSchedule	Return string changed to: SynchDays\SynchTime...
	SetEmailNewMsgInfo	The szInfo parameter changed to: CreateHist\InitialText
	SetSchdActivityDefaults	PopupFields parameter added
	SetSynchSchedule	The szInfo parameter changed to: SynchDays\SynchTime...

New properties and methods

The following new properties and methods have been added for ACT! 4.0:

Object	New Properties	New Methods
Common properties and methods		ClearError
Application		AddUser BackupDB ClearError GetCurrentUsername GetUserPrivilege GetVersion ProcessFile RestoreDB
ContactListView		AddNewContactEx
ContactView		AddNewActivityEx AddNoteHistoryEx AttachFile GetTabCount GetTabName LookupFieldEx NewContactDialog SelectContactDlg
Grid		GetFilter RefreshGrid SelectRow SetFilter
GroupView		AddNoteEx AttachFile GetTabCount GetTabName LookupFieldEx SaveQuery
Preferences	AttachMsgToContact AttachToMsgUsing CalMinDurationForBanner ContactSalutation GenerateSynchReport GetSynchScheduleInfo NewActivitiesSeparate PromptToPrintEnvelope ReceivedSynchLocation RemindToBackup ReturnReceipt UseTypeahead WaitTime	ClearError EnableSpeedLoader GetAttachmentInfo GetDataToSynch GetEmailSystem GetLastError GetSynchUpdateInfo SetAttachmentInfo SetDataToSynch SetEmailSystem SetSynchScheduleInfo SetSynchUpdateInfo
TaskListView		AddNewActivityEx
Views		ClearError GetLastError

Changes for ACT! 5.0

New properties and methods

The following new properties and methods have been added for ACT! 5.0:

Object	New Properties	New Methods
Common properties and methods	ViewState	CurrentFieldId CurrentRecord GetMode HasRecordChanged LookupKeyword
Application	ActVersion	RemoveOutlookActivities UpdateOutlookActivities
ContactView	¾	CompleteSale CreateLookup CreateSalesForecast DeleteContactFast Sales TriggerActivitySeries
EmailView	¾	GetOpenFolderMessageCount Sort
GroupView	¾	AddNewSubGroup ChangeToParentGroup ChangeToSubGroup Collapse DeleteGroupFast Expand GetSubGroupCount GroupType IsExpanded
MailComposeView	¾	AddBccRecepient AddCcRecepient
Preferences	ShowContactParsingDialog	GetDBMaintReminderInfo SetDBMaintReminderInfo
Views	¾	CreateEx

Changes for ACT! 5.0.2

Modified methods

The following methods have been modified for ACT! 5.0.2:

Object	Modified Methods	Change
ContactView	GetActiveGroup GrtCurrentID	For versions of ACT! prior to ACT! 5.0.2, these methods activate the Contact View upon return. For ACT! 5.0.2 or later, these methods do not activate the Contact View.

New methods

The following new methods have been added for ACT! 5.0.2:

Object	New Methods
Views	CreateBrowserView CreateBrowserViewFromUrl GetViewEx

Changes for ACT! 6.0.

The following obsolete or otherwise unused methods were pulled from documentation:

Object	Removed	Use instead
Application	GetActiveDB Method	GetOpenDBName Method
ContactListView	AddNewContact Method	AddNewContactEx Method
ContactView	AddNoteHistory Method LookupField Method	AddNoteHistoryEx Method LookupFieldEx Method
GroupView	AddNote Method LookupField Method	AddNoteEx Method LookupFieldEx Method
Preferences	GetSynchSchedule Method SetSynchSchedule Method UseDialer Method	GetSynchScheduleInfo Method SetSynchScheduleInfo Method
TaskListView	AddNewActivity Method	AddNewActivityEx Method

Due e-mail functionality changes:

o The EmailView and MailComposeView objects and all related properties and methods have been removed from documentation, with all accompanying information and all cross references with other parts of the document, as SDK no longer supports those functions. A few

o The SetEmailInboxSettings method in the Preferences object still requires the iDelete parameter, but the parameter no longer functions. The Deleted Items folder now stores all deleted e-mails pending final deletion or recovery as necessary.

o E-mail preferences may be wholly or partially obsolete. The SetEmailNewMsgInfo method in the Preferences object still requires the CreateHist entry in the szInfo string, but history creation is dependent on the user’s selection when sending the e-mail. The default setting creates a history item from the subject.

o CAIEmail and CAIMailCompose types in the type library are obsolete and no longer function.

The ProcessFile method specific to the Application object incorrectly stated that szFilename stored the name of the file to be launched. It has been fixed to state that the full path is required.

The UpdateOutlookActivities method specific to the Application object reversed the values for iUpdateDirection. Values are now accurate.

The Backup method specific to the Application object incorrectly defined iMode. Values are now accurate.

The GetFilter method specific to the Application class Grid object lacked parameters for the Sales Opportunity tab. The Ifilter parameter definition has been expanded to include Sales information.

The type library defines the AddUser method with only two parameters, when three are actually required to successfully add a user. The ACT! Developer’s Reference correctly documents the required parameters.

The documentation for the Preferences object method GetSynchSettings has been corrected to reflect that two, not three, values are actually returned.

The Application class method LookupKeyword returns a Long Integer with values S_ERROR or S_OK, not a void as previously documented.

Extensible Views and Tabs

Adding extensible views and tabs requires ACT! 4.0 or later.

Changes for ACT! 5.0

The following changes have been made for ACT! 5.0:

In ACT! 5.0, the button that starts a Floating view is located on the View bar or the Mini View bar. In ACT! 4.0, the button is on the Mini View bar.

The Commands section of a control file is ignored in ACT! 5.0. All buttons that can be defined in the Commands section for the navigation toolbar in ACT! 4.0 are automatically defined in ACT! 5.0.

Changes for ACT! 5.0.2

The following changes have been made for ACT! 5.0.2:

The MENU statement in the View section of the control file is now optional.

The value for the tooltip argument in the BUTTON statement in the View section of the control file is used as the name of the button on the View bar instead of the value for the command name argument in the MENU statement.

Support for buttons containing icon (.ico) files added to the BUTTON statement in the View section of the control file.

The CreateBrowserView method has been added to the Views object of the ACT! OLE Application Object to load a control file as needed instead of when ACT! is started. See the ACT! OLE Application Object section of the ACT! Software Development Kit (SDK) for more information.

A Print command has been added to the toolbar and the File menu.

Changes for ACT! 6.0

New documentation examples and sample files have replaced the old ones.

Command Object

The ACT! OLE Command Object requires ACT! 5.0 or later.

Changes for ACT! 5.0.2

The following methods have been added for ACT! 5.0.2:

AddAuxCommandEnabled

AddAuxCommandToMenu

AddAuxSubMenu

AuxCommandExistsInMenus

AuxSubMenuExists

RemoveAuxCommandFromMenus

RemoveAuxSubMenu

Database Tables and File Formats

This section describes changes for ACT! 4.0, 5.0, and 6.0.

Changes for ACT! 4.0

The Ticker Symbol field in the Contact table and record type 102 for the new E-mail record type in the Notes/History table have been added for ACT! 4.0.

Indexes have been added for the additional Company and Phone columns in the Task List.

In ACT! 4.0, the E-mail system is a preference and is stored in the Windows registry instead of being stored in the E-mail table as in ACT! 3.0.

Changes for ACT! 5.0

The List table, Sales table, and the Reminders file have been added for ACT! 5.0.

The following fields have been added to the Activity table: Details, External Id, and Record Status.

The following fields have been added to the Group table: Group Level, Industry, Number of Employees, Parent ID, Referred By, Region, Revenue, SIC Code, Ticker Symbol, and Web Site.

Changes for ACT! 6.0

Database information is now Chapter One. Folder information remains an appendix.

Import and export maps for the Contact and Group tables have been added.

The Revenue field has been clarified as a currency field of length 18, rather than a CHAR19.

An annual event field was added to the Contact table for new databases only: Birth date. Handle annual event fields like date fields.

Command IDs

Changes for ACT! 6.0

The list of Command IDs has been updated to include more menu options, and to remove nonfunctional options (E-mail view options and MoveTo… options).