ACT 6

Download Software
1	Download the Software in to ACTSetup On Computer #1 only, download the ACT! installation software from: Each ZIP file contains the EXE 1ACT6Setup.zip 2ACT!603Update.zip 3ACT!HotfixforWord2003.zip Right Click and Download Save to to C:\TEMP	Right Click to Download When done it looks like this
ACT! Software Installation, 6.03 Update and Word 2003 Patch
2	Download installation files to C:\TEMP folder
3	Copy with Ctrl+C the appropriate ACT! Installation Code which will look something like this: RD123-ABCDE-FGHIJ-KL456 for the location you are at. Then (click Back to return here)	You will need this later at the installation dialog in the next step, so you can Paste it See the Serial Number in on the white CD envelope that comes with ACT!
4	Install ACT! from Web or #1 1SetupACT6.exe from the web or from Computer #1 (through local LAN) C:\Program Files (x86)\ACT6 Later on, you can check the Serial Number with the Help, About ACT! dialog	This installs the basic ACT! software You will be prompted for your Software License Number to install from the Web Follow the prompts of the wizard, and enter the Installation code Click Next on most of the dialogs At the User Information Screen enter Name: Company: Serial No: The Serial No's are for Simultaneous Use. So make sure the #1 and #2 computers use different Serial No's. Plus each #1 must be different than the main computer's code: No computers should use either of the above codes, otherwise synchronization may not work. ACT! checks for the uniqueness of the code because it is included in the header of the synchronization packet sent by email during synchronization.
5	Installation Destination C:\Program Files (x86)\ACT6 Select Windows Availability: All Users The current user account Program Folder	When it asks to Choose Destination Location click on Browse then enter Answer Yes to create the folder. Country Version: United States We need to have it available for All Users who may log in to this machine. The Program Item Folder is ACT! 6
6	Icon Placement	Choose where to place icons for ACT! and SideACT! Add ACT! and SideACT! icons to the desktop Add ACT! icon to your Quick Launch toolbar Start SideACT! when Windows starts (NO) Wait while it installs
7	ACT! Installation Wizard Internet Print the registration form	You can get a list from Status Chart Prefix: First Name: Last Name: Company: Job Title: Address: City: State: Zip Code: Country: Phone: E-mail: NEXT Bypass the Survey I prefer not to have my information provided to other companies Print the form to any available printer. If necessary, you can install the Generic TXT printer. You do not need to register through the Internet, as this may create confusion.
8	QuickStart Wizard The Startup Wizard may prompt you for a word processor. Select Word 2000/2002/2003 Word processor	Now to set up defaults. We will use Microsoft Word instead of ACT!'s word processor. Set the default Word Processor to Word, not ACT's own internal word processor which is not very good.
9	The Startup Wizard may prompt you for which email program, choose Internet Mail	We will use ACT!'s own internal Email client, so we do not interfere with their Outlook settings or email. Use Internet Mail (ACT!'s) instead of Outlook to prevent interfering with their personal email settings. In rare situations we may have to use Outlook. But we will try ACT!'s first. Click on New Account: Default account (Username): Atlanta Outgoing SMTP server: mail.HondurasEmbassy.US Incoming POP server: mail.HondurasEmbassy.US Real Name: Atlanta Consulate Organization: Honduras Embassy My e-mail address: Atlanta@HondurasEmbassy.US Remember my password
10	Set up database now Skip database setup	We already have databases set up for them, so we can Skip the database setup.
11	Finished Basic ACT! Installation You can skip the Read Me file View Readme File
12	You do NOT have to Restart Windows Yes, I want to restart my computer now No, I will restart my computer later
13	You may have difficulty in exiting ACT! This may be because the Registration Dialog is behind the other windows and it may be difficult to get the mouse and cursor to it. Try the Alt+Tab to get to it. You may have to Ctrl+Alt+Del out of it.	The patch for version 6.03 is supposed to fix this problem.
14	Install ACT! Update from the Web or #1	This installs the latest ACT! upgrade to install from the Web
15	First you must close ACT! Then click on 2ACT!603Update.exe from the web Restart computer I will restart my computer later	You do NOT really have to restart or reboot the computer This fixes the "ACT Hang" where on some machines you have to Ctrl+Alt+Del to exit ACT! It also updates the FINIS.EXE file which helps ACT! exit normally and fixes a bug in version 6.0
16	Word 2003 Patch (optional) from the Web or #1 Check to see what version of Word they have and record it on the Status page. Skip this step if using Word 2000 or 2002 (This patch may corrupt non-2003 Word) 3ACT!HotfixforWord2003.exe to install from the Web	The Microsoft Word 2003 patch may be necessary. Open Word, then check Help, About to see if it says 2003.
17	Combining the 2 ACT! Folders in to 1 Look inMy Documents Move and Integrate C:\MyDocuments\ACT Cut and Paste to M:\ACT also known as C:\ACTFiles\ACT You can click on	ACT! defaults to the "My Documents" folder, the actual folder for which varies by users. We need something consistent that we can count on. You can Cut the entire folder called "ACT" then Paste in to C:\ACTFiles where there is another folder called "ACT" Answer Yes to Overwrite, so all ACT! folders are in the same place: C:\ACTFiles\ACT\Database C:\ACTFiles\ACT\Document There will not more "My Documents\ACT" This makes 1 folder named "ACT", not 2. My Documents\ACT to ACTFiles which is known as ACTShare when shared This is very important for the Database installation step coming up soon. It also simplifies the situation, so we have only one folder called ACT! Note: You will have to do this upon Installation and Re-Installations of ACT!
18	Check the ACT folder structure for consistency instead of spread out in to 2 redundant folders.
Starting up ACT!
19	Starting up ACT! Start from the Windows Desktop	Let's clean it up a bit With Windows XP you may need to minimize all windows
20	Put SideACT! icon in Recycle Bin to the	We don't need this icon. It will only create confusion. SideACT is a small, relatively worthless add-on to ACT!
21	Put the ACT! icon where it can be seen. Start Up ACT!
22	File Open	File Open to look for the Consulate DBF At the main screen of ACT! you may find yourself in the Demo database ACT! provides a start up demo with the name Chris Huffman - the "Joe Customer" of ACT!
23	Login as ACT Admin and Each Individual (test)	With no password In case someone put a password on ACT Admin, you can use Duane Anderson's PassGET add-on.
24	Now we see the default Screen	This is the default screen appearance of ACT! We have customized additional Screen formats, which we will now prepare to use. Note that the Contact Layout button only contains Contact Layout Essentials etc. Where are the Spanish ones? We will see..
25	View Bar remove	Most of the screens we will use will need all the room we can get. So the View Bar on the left side of the screen will have to go. After you squeeze it to the left, a prompt will ask if it is ok to go to the Small View Bar. Yes
26	For Your Information Click on Edit Preferences..	Note that the Default Folder for Database and other types of files is still "My Documents" We ant to change these automatically to the M:\ACT\Database, M:\ACT\Document, etc. We also do not want envelope printing, for example. When printing letters, prompt for printing an envelope For now, just select Will we have to do this manually?! No, that would be too tedious. Rick had created Visual Basic Scripts to automate the process in to one click. Let's go on for the fine tuning Customizations!
27	Turn off all Reminders File, Set Reminders...	Hardly anyone follows them, and it just builds a bad habit of pressing Cancel to the prompt. For each, you can set it to Don't remind me again Backup Database maintenance Roll over activities to today's calendar Run group membership rules Synchronize Update Outlook and ACT! calendars