ACT! 3.0 Trial Size for Windows 95/NT Read Me 12/5/96 Welcome to the ACT! 3.0 Trial Size version. You can use all of the features in this version, but you cannot open a database containing more than 25 contacts or 25 groups. If you want to try importing or adding more than 25 contacts or groups, you can do so, but you will not be able to reopen that database. To order the full version of ACT!, contact Symantec Customer Service at 800-441-7234, or visit your local computer software store. For information about using the product, see the ACT! online help. You can view the online help by choosing Help Topics from the Help menu. You can also get help about a specific option in a dialog box by clicking the right mouse button. To get general help information about a dialog box, right-click in a blank area of the dialog box. This file contains information about changes and additions made since the online help was completed. Please review this information before running ACT! You can also print a copy of this file for future reference. The following topics are covered in this file: * Known software compatibility problems * Scheduling a once-a-year activity * Finding contacts associated with a specific activity * Specifying duplicate-checking criteria for importing (merging) ACT! 3.0 databases * Snoozed alarms in converted ACT! 2.0 databases * Reopening the Mail Merge Fields dialog box in Word or WordPerfect * Problems using Microsoft Fax with ACT! * Printing an address book for the current lookup * Specifying how data is displayed in fields in a layout * Adding items to field drop-down lists * Installing ACT! on a Windows NT version 3.51 server * Using WordPerfect with ACT! on a Windows NT 3.51 system * Using bitmap (BMP) files in ACT! layouts * Additional synchronization information * Additional dialer information * Problems using ACT! hotlinks with Excel spreadsheets * Dimmed commands in the Write menu * Losing commands you've added to the Lookup, Write, or Reports menus * LiveUpdate and Internet Firewalls Known software compatibility problems ------------------------------------- If you have Adobe Type Manager (ATM) on your computer, you will experience problems previewing ACT! printouts and reports. To avoid these problems, turn off Adobe Type Manager and restart Windows. Scheduling a once-a-year activity --------------------------------- You can schedule an activity that occurs once per year using the Recurring Settings tab of the Schedule Activity dialog box. To schedule a once-a-year activity: 1. Open the Monthly Calendar by clicking the Monthly Calendar icon at the bottom of the ACT! window. 2. On the Monthly Calendar, select the month and day on which you want to schedule the yearly activity. 3. From the Contact menu, choose Schedule Call, Schedule Meeting, or Schedule To-do. The Schedule Activity dialog box appears. 4. Specify activity options in the Activity Information tab, then click the Recurring Settings tab. 5. In the Recurring Settings tab, select the Custom option. The day that you selected on the Monthly Calendar is selected on the mini-calendar in the Recurring Settings tab. 6. Enter 12 in the Every _ Months field. This will specify an activity that occurs once per year. 7. Choose a date from the Until drop-down date selector, or type a date in the field. This is the date on which the activity will stop recurring. 8. Click OK. Finding contacts associated with a specific activity ---------------------------------------------------- The Go To Contact command has been added to the shortcut menu in the Calendar and Task List window. This command lets you view the contact or contacts with whom you have scheduled an activity. To find contacts associated with an activity: 1. Make sure that either the Calendar or Task List window is active. 2. Select an activity. 3. Press the right mouse button and choose Go To Contact from the shortcut menu. The contacts with whom you have scheduled the selected activity appear in the Contact window. Specifying duplicate-checking criteria for importing (merging) ACT! 3.0 databases -------------------------------------------------------------- When you import another ACT! 3.0 database into a currently open ACT! 3.0 database, ACT! checks for duplicate records using the criteria specified in the Match Duplicates Using group box in the Advanced tab of the Define Fields dialog box. By default, ACT! considers two contact records to be duplicates if they have the same contact name, company name, and phone number. You can set different criteria for this in the Match Duplicates Using group box in the Advanced tab of the Define Fields dialog box. Snoozed alarms in converted ACT! 2.0 databases ---------------------------------------------- If you convert an ACT! 2.0 database in which you have snoozed alarms, the alarms will appear immediately after you convert the database to ACT! 3.0 format. Reopening the Mail Merge Fields dialog box in Word or WordPerfect ----------------------------------------------------------------- If you close the Mail Merge Fields dialog box when you are editing a word-processing template in either Word or WordPerfect, you can now reopen the dialog box by choosing ACT! Mail Merge Fields from the Word or WordPerfect Insert menu. Problems using Microsoft Fax with ACT! -------------------------------------- If you try to send a fax from ACT! using Microsoft Fax and you receive a message saying that the modem is in use, choose Preferences from the ACT! Edit menu, click the Dialer tab, and make sure that the "Modem has speaker phone capabilities" option is turned off. Note that if you turn off this option, the "Lookup Contact Using Caller ID" option will not work. Printing an address book for the current lookup ----------------------------------------------- If you experience problems printing an address book for the current lookup, sort the lookup by company name before you print. To sort by company, choose Sort from the ACT! Edit menu, and select the Company option from the Sort Contacts By list. Specifying how data is displayed in fields in a layout ------------------------------------------------------ You can no longer change the formatting of numeric, date, time, or currency fields in a layout using the Format tab in the layout designer's Object Properties dialog box. Data in numeric, date, time, and currency fields will be formatted according to your current Windows settings. Adding items to field drop-down lists ------------------------------------- If you create a new field, but experience the loss of items added to the drop-down list using the Edit List command, you will then need to go to the Define Fields dialog box, select the Drop-down tab, and click OK. Doing this will ensure that any field drop-down items that you added in the layout will remain in the field's drop-down list. Using WordPerfect with ACT! on a Windows NT 3.51 system ------------------------------------------------------- To use WordPerfect 6.x with ACT! on a system running Microsoft Windows NT 3.51, you will need to move the TEMP variables from the User Environment Variable list to the System Environment Variable list in the Windows System control panel. For information about moving the variables from one list to another, see your Windows online help. Using bitmap (BMP) files in ACT! layouts ---------------------------------------- If you create bitmap (BMP) files in a graphics application such as Adobe Photoshop so that you can add them to a background of an ACT! contact or group layout, you will need to use the Windows color palette to select colors. If you use the Photoshop color palette (or the color palette in another graphics application) to specify colors, the bitmap may not keep its color settings when you use it in an ACT! layout. Additional synchronization information -------------------------------------- * Synchronizing using a modem --------------------------- If you have trouble connecting to a remote user's modem during synchronization, first make sure that the remote user is ready to receive synchronization messages. If you are making a long-distance call, try reducing your modem's maximum speed. For example, if your modem's maximum speed is set to 57600, reduce the maximum speed to 19200. * Sending and receiving My Record information ------------------------------------------- The My Record is included in a synchronization update even if the My Record contact is not part of the synchronization group. * Setting up synchronization with other users for the first time -------------------------------------------------------------- To save time when initially synchronizing data with other users, you may want to make a copy of the database and give the copy to each user before setting up the users for synchronization. Then, each user will need to set up their synchronization users prior to making any changes to the database. After everyone sets up their synchronization users, they can synchronize data with one another. Note that if you set up a synchronization user before distributing the copies of the database, you will receive an error message the first time you attempt to apply a synchronization update. To fix this, delete the sync user, then reapply the update. * Receiving a synchronization update from a new user -------------------------------------------------- The first time you receive a synchronization update from a new user, you will be prompted to set up the new user for synchronization. To ensure that you have only one user name for this user, do not change the user's name during the setup process. If you assign a different name for this user, you will have two entries for the user in your synchronization user list. * Synchronizing data effectively with another user ------------------------------------------------ Before synchronizing data with another user, make sure that both of your databases have the same field attributes, especially for the field type and field size. * Sending and receiving users unexpectedly ---------------------------------------- Users are automatically included in a synchronization update if they are the Record Creators of a contact or group that is being included in the synchronization update. * Synchronizing notes ------------------- When you synchronize notes, exiting notes that have been edited by more than one user are not merged together as they were in ACT! Mobile Link version 2.0. Instead, the most recently created or edited note is added and older changes to a note are ignored. * Synchronizing efficiently using CompuServe ------------------------------------------ If you use CompuServe to synchronize data, you can minimize your connection time by sending and applying synchronization updates separately. If you send and apply updates simultaneously, you will stay connected to CompuServe while ACT! compiles its update to be sent. However, if you send and apply updates separately, ACT! creates the synchronization update before connecting to CompuServe. * Using cc:Mail Mobile for synchronization ---------------------------------------- If you send a synchronization update to yourself through cc:Mail and then try to apply the update using cc:Mail Mobile, the update will not be applied if you select the Apply Updates option in the Synchronize dialog box. To apply the update, open the cc:Mail Inbox in the ACT! E-mail window, open the message containing the update, and double-click the update to apply it. * Using the "Clear the synchronized records to be deleted" option --------------------------------------------------------------- Turn on the "Clear the synchronized records to be deleted" option in the Synchronize dialog box prior to applying a synchronization update if you want to clear the current lookup of contacts to be deleted and receive a new set of contacts to be deleted. Turn off this option if you want the newly deleted contacts to be appended to the current lookup of contacts to be deleted. * "Cannot apply synchronization update" error message --------------------------------------------------- If you receive an error message that says "Cannot apply synchronization update. The synchronization update may be from a previous version of ACT!, it may be damaged, or there may not be sufficient disk space to apply the update" you may simply have unnecessary temporary files in the Sync folder. If you see this error message, try deleting all files in the Sync folder that do not have the .SNC extension, then try to reapply the update. * Synchronizing attachments ------------------------- Files that are attached to contact or group records are not sent with synchronization updates--only the shortcuts to the files are sent. If the attached document and the application used to create the document exist on the computer receiving the update, the user receiving the update can relink the attachment to the contact or group record. Additional dialer information ----------------------------- * New dialer option ----------------- A new option called "Dial as a toll call" has been added to the dialer. Select this option if you are dialing a number within your area code that requires a 1 before the number. Note that you do not need to select this option if you are dialing a number in a different area code. * Using the dialer on a notebook computer --------------------------------------- ACT! keeps separate dialer configuration settings for each Windows 95 hardware profile. Therefore when you boot your computer while it is docked, the dialer settings that you select will be in effect only when your computer is docked. When your computer is undocked, you will need to configure the dialer again. ACT! automatically keeps track of the dialer settings for each hardware profile. * Setting dialing properties for the U.S. --------------------------------------- If you are seeing an extra 1 in the Number to Dial field of the ACT! Dialer, open the Windows 95 Dialing Properties dialog box and verify that you have not entered a 1 in either field of the "To access an outside line, first dial __ for local, __ for long distance" option. These fields are for telephone systems that require you to dial a 9 or another digit to reach an outside line. Make sure that you have selected United States of America (1) in the "I am in" field. This ensures that the Windows 95 telephone services will dial a 1 for long distance calls. * Using Windows 3.x telephony drivers under Windows 95 ---------------------------------------------------- If you have a telephony (TAPI) driver that was originally designed for Windows 3.x, it may not install completely under Windows 95. The Windows 3.x driver instructions may have instructed you to open the Telephony icon in the control panel. Before you can do this in Windows 95, you will need change the name of a file by doing the following: 1) From the Windows Start menu, choose Find > Files or Folders. 2) Type TELEPHON.CP$ in the Named field. 3) Click Find Now. 4) Right-click the file name when it appears in the lower part of Find dialog box. 5) From the shortcut menu, choose Rename. 6) Change the name to TELEPHON.CPL 7) From the File menu, choose Close to close the Find dialog box. A Telephony icon will now appear in your control panel. * Using Creative Labs Phone Blaster with ACT! ------------------------------------------- The modem setup software that comes with the Phone Blaster configures the Windows 95 Unimodem or Unimodem/V driver for the Phone Blaster. For Caller ID to work properly, your Windows 95 installation must include the Unimodem/V driver. You can download the Unimodem/V driver from the Microsoft FTP site. All testing with ACT! has been performed with only the Phone Blaster 28.8 PnP model. Following are issues we have found in testing the dialer with the Phone Blaster 28.8 PnP model: Issue: During an incoming call, the Answer button is always dimmed. Answer: The Unimodem/V driver configuration for the Phone Blaster incorrectly reports that it cannot answer an incoming call; therefore the Answer button is dimmed. You will need to use a telephone that is connected to the same line to answer incoming calls. Issue: The Lookup Contact Using Caller ID option does not seem to work. Answer: You must have the Unimodem/V driver installed. After you have installed the Unimodem/V driver, install the modem drivers from the Phone Blaster disk. When the correct drivers are installed, make sure that the Lookup Contact Using Caller ID option and the Modem Has Speaker Phone Capabilities option are selected in the Dialer tab of the Preferences dialog box. * Problems using the Lookup Contact Using Caller ID option with your modem -------------------------------------------------- If you have a modem with Caller ID capabilities, but you can't get the Lookup Contact Using Caller ID option working with ACT!, your modem is probably using the Unimodem or Unimodem/V driver. These drivers cannot take advantage of the Caller ID feature with ACT! Contact the modem manufacturer to obtain a telephony (TAPI) driver that is not based on Unimodem or Unimodem/V but that includes support of Caller ID for the modem. Problems using ACT! hotlinks with Excel spreadsheets ---------------------------------------------------- If you participated in the ACT! 3.0 beta program, you may experience problems if you try to use the Paste Special command to insert ACT! contacts into an Excel spreadsheet. To correct this problem, you'll need to remove the ACTWIN3 entry from the Windows Registry HKEY_CLASSES_ROOT. The ACTWIN3 entry was added to the Registry when you used the ACT! 3.0 beta software, but it is no longer needed. Dimmed commands in the Write menu --------------------------------- If you participated in the ACT! 3.0 beta program and you are using Microsoft Word as your default word-processing application, you may occasionally see dimmed commands in the Write menu after performing a word-processing function. If you experience this problem, you will need to delete the Act_main.dot file from the Winword/Startup folder. Losing commands you've added to the Lookup, Write, or Reports menus ------------------------------------------------------------------- If you have used the Modify Menu command in the Lookup, Write, or Reports menus and you no longer see the commands that you added to the menus, choose Customize from the Tools menu and click the Menus tab. Scroll through the menus and make sure that the last command in the Lookup, Write, and Reports menus is "Modify Items." If this command is missing, you can add it back to the menus. This will bring back the items that you had previously added to each of the menus. LiveUpdate and Internet Firewalls --------------------------------- If your Internet connection is protected by a firewall, you may not be able to use LiveUpdate. If this is the case, you will need to have your network server administrator configure a packet-filtering router to allow for transmission on the following port: Host: update.symantec.com Outbound data port: 21 Inbound data port: 20 Protocol: FTP