Tips for ACT! 2.0 Users
-----------------------

This document is intended for people who previously used ACT! 2.0
and are upgrading to ACT! 3.0.

This document is divided into two sections. The first section lists
tips for ACT! 2.0 users who are looking for similar functions in
ACT! 3.0. The second section lists the ACT! 2.0 menu commands by their
functions and shows the equivalent menu commands in ACT! 3.0. 

SECTION ONE
-----------

The following is a list of tips for ACT! 2.0 users that describe
equivalent functions in ACT! 3.0.

* In ACT! 2.0, you clicked on an activity in the calendar to go to the
  linked contact. In ACT! 3.0, select the activity, click the right
  mouse button, then choose Go To Contact from the shortcut menu.

* To create a lookup in ACT! 2.0, you clicked the Lookup button at the
  bottom of the Calendar or Task List dialog box. In ACT! 3.0, click
  the Lookup button on the toolbar, or choose the Lookup command from
  the shortcut menu.

* To filter an activity in ACT! 2.0, you made selections directly on
  the Calendar or Task List dialog box. In ACT! 3.0, click the Filter
  button on the toolbar, or choose the Filter command from the
  shortcut menu.

* To narrow down the current lookup of contacts in ACT! 2.0, you used
  the Tag and Untag commands on the Contact List. In ACT! 3.0, use the
  Omit Selected and Lookup Selected commands to perform the same
  functions. To use these commands, select the required contacts in
  the Contact List, click the right mouse button, then choose the
  command from the shortcut menu.

* In ACT! 2.0, you could switch layouts using the View > Layout
  command. In ACT! 3.0, use the layout drop-down list at the bottom of
  the Contact window to switch layouts. You can still use F6 to switch
  to the previous layout.

* In ACT! 2.0, you could access additional user fields by switching
  layouts. In ACT! 3.0, you can still switch layouts, or you can use
  the tabs at the bottom of the default contact and group layouts to
  view all your fields.

* In ACT! 2.0, you could create general queries using the Lookup >
  Other command. In ACT! 3.0, use the Lookup > By Example command.

* The Mobile Link add-in for ACT! 2.0 provided database
  synchronization. These functions are now integrated into ACT! 3.0,
  and are available using the File > Synchronize command.

* ACT! 2.0 supported only the ACT! word processor. ACT! 3.0 continues
  to support the ACT! word processor, and adds support for both
  Microsoft Word and WordPerfect.

* To open the Calendar, Task List, and other views in ACT! 2.0, you
  clicked a button on the toolbar. In ACT! 3.0, you can move to a
  different ACT! window by clicking one of the eight buttons in the
  lower-right corner of the Contact window.

* To refresh your list of e-mail messages in ACT! 2.0, you held down
  the Shift key and clicked the sort arrow. In ACT! 3.0, the Refresh
  List command is located on the shortcut menu in the E-mail window.
  Click the right mouse button anywhere in the list of messages, then
  choose Refresh List from the shortcut menu.

* Shortcut keys provide quick access to commands. In ACT! 2.0, the
  shortcut keys were fixed. In ACT! 3.0, you can modify existing
  ACT! shortcut keys or add new shortcut keys. Use the Tools >
  Customize command, then click the Keyboard tab.

* To modify the CompuServe session settings in ACT! 2.0, you held
  down the Shift key while you connected to CompuServe. In ACT! 3.0,
  the Modify Session Settings command is located on the shortcut
  menu. Click the right mouse button over the CompuServe Inbox
  folder, then choose Modify Session Settings from the shortcut menu.

* To delete history items in ACT! 2.0, you selected the items in the
  history list, then clicked the Remove button at the bottom of the
  screen. In ACT! 3.0, select the history or note you want to delete,
  click the right mouse button, then choose Delete from the shortcut
  menu.

* The pop-up menus for user fields in ACT! 2.0 are now drop-down
  lists in ACT! 3.0. Click in a field with a drop-down list
  (indicated by a drop-down arrow), then choose an entry from the
  list. You can still use F2 to display the Edit List dialog box.

* To customize your user fields in ACT! 2.0, you used the Edit >
  Field Attributes command. In ACT! 3.0, use the Edit > Define Fields
  command.

* In ACT! 2.0, you could change the attributes of the existing user
  fields. In ACT! 3.0, you can now add new fields to a contact or
  group database. First, create a new field using the Edit > Define
  Fields command. Then add the new field to your layout using the
  Tools > Design Layouts command.

* In ACT! 2.0, you could schedule activities for yourself only. In
  ACT! 3.0, you can also schedule activities for other users. Use
  the Scheduling for Another User group box in the Select Contacts
  dialog box.

* In ACT! 2.0, you could use the Lookup commands to find contacts
  based on a single search criterion. In ACT! 3.0, you can use the
  Narrow Lookup option in the Lookup dialog box to refine your set
  of contacts and eliminate contacts who do not match these criteria.

* In ACT! 2.0, you could send a fax from the ACT! word processor
  using the File > Print command. In ACT! 3.0,  you can still send a
  fax using File > Print, or you can send a fax faster using the
  File > Send > Fax command. If you are using Microsoft Word or
  WordPerfect, use the File > Send Fax Using ACT! command.

For more information on new features and enhancements in ACT! 3.0, see
the online help topics under "What's New in ACT! 3.0".

SECTION TWO
-----------

This section lists the ACT! 2.0 menu commands by their function and
shows the equivalent menu commands in ACT! 3.0. 

Work With Contacts
------------------

* Add a new contact record to the database with information from the
  Field Defaults screen
	ACT! 2.0: Edit > New Contact > Default button
	ACT! 3.0: Contact > New Contact

* Add a new contact record to the database with information from the
  primary fields of the current contact record
	ACT! 2.0: Edit > New Contact > Primary button
	ACT! 3.0: Contact > Duplicate Contact > Duplicate Data From
		  Primary Fields option

* Add a new contact record to the database with information from all
  fields of the current contact record
	ACT! 2.0: Edit > New Contact > All button
	ACT! 3.0: Contact > Duplicate Contact > Duplicate Data From
		  All Fields option

* Initiate deleting the current contact from the database.
	ACT! 2.0: Edit > Delete Contact > Contact button
	ACT! 3.0: Contact > Delete Contact > Contact button

* Initiate deleting the current lookup of contact records from the
  database
	ACT! 2.0: Edit > Delete Contact > Lookup button
	ACT! 3.0: Contact > Delete Contact > Lookup button

* Display the Field Attributes dialog box
	ACT! 2.0: Edit > Field Attributes
	ACT! 3.0: Edit > Define Fields
	Note: This displays the Define Fields dialog box in ACT! 3.0.

* Open the Field Defaults screen
	ACT! 2.0: Edit > Field Defaults
	ACT! 3.0: Edit > Define Fields
	Note: This displays the Define Fields dialog box in ACT! 3.0.

* Open the blank Edit Lookup screen
	ACT! 2.0: Edit > Current Lookup
	ACT! 3.0: Edit > Replace
	Note: This feature works a bit differently in ACT 3.0.
	      See the ACT! 3.0 documentation for more information.

Finding Contacts
----------------

* Execute a lookup of all contact records in the current group
	ACT! 2.0: Lookup > Everyone
	ACT! 3.0: Lookup > All Contacts
	Note: This executes a lookup of all contact records in the
	      database in ACT! 3.0.

* Re-execute the lookup prior to the current lookup
	ACT! 2.0: Lookup > Previous
	ACT! 3.0: Lookup > Previous
	Note: This includes a lookup to a previous Advanced Query in
	      ACT! 3.0.

* Open the query screen with the last executed query displayed
	ACT! 2.0: Lookup > Other
	ACT! 3.0: Lookup > By Example
	Note: This opens the By Example query screen in ACT! 3.0. No
	      previous query is displayed.

* Display the Lookup Priority dialog box
	ACT! 2.0: Lookup > Priority
	ACT! 3.0: Lookup > All Contacts > View > Task List then Edit
		  > Filter (select filter options > OK button) then
		    click the right mouse button > Create Lookup
	Note: This feature works a bit differently in ACT 3.0.
	      See the ACT! 3.0 documentation for more information.

* Display the Custom Lookup dialog box
	ACT! 2.0: Lookup > Custom > Modify Menu
	ACT! 3.0: Lookup > Modify Menu
	Note: This displays the Modify Menu dialog box in ACT! 3.0.

Schedule Activities
-------------------

* Display the Schedule An Activity dialog box defaulted to call as
  the activity type
	ACT! 2.0: Schedule > Call
	ACT! 3.0: Contact > Schedule Call

* Display the Schedule An Activity dialog box defaulted to meeting as
  the activity type
	ACT! 2.0: Schedule > Meeting
	ACT! 3.0: Contact > Schedule Meeting

* Display the Schedule An Activity dialog box defaulted to To-do as
  the activity type
	ACT! 2.0: Schedule > To-do
	ACT! 3.0: Contact > Schedule To-do

* Initiate clearing a call
	ACT! 2.0: Schedule > Clear > Call
	ACT! 3.0: Select activity > Contact > Clear Activity

* Initiate clearing a meeting
	ACT! 2.0: Schedule > Clear > Meeting
	ACT! 3.0: Select activity > Contact > Clear Activity

* Initiate clearing a to-do
	ACT! 2.0: Schedule > Clear > To-do
	ACT! 3.0: Select activity > Contact > Clear Activity

Work With Groups
----------------

* Display the View Group dialog box
	ACT! 2.0: View > Groups
	ACT! 3.0: Groups button on the lower toolbar
	Note: This creates a lookup of the contact records associated
	      with the selected group in ACT! 3.0.

* Display the Group Membership dialog box
	ACT! 2.0: View > Group Membership
	ACT! 3.0: Groups tab at the bottom of the Contact window
	Note: This opens the Groups tab in ACT! 3.0.

* Display the Edit Groups dialog box
	ACT! 2.0: View > Edit Groups
	ACT! 3.0: View > Groups > choose the desired command from the
		  Group menu
	Note: Commands for creating and deleting groups appear in the
	      Group menu in ACT! 3.0.

Write Letters and Memos
-----------------------

* Open the standard letter template in the ACT! word processor
	ACT! 2.0: Write > Letter
	ACT! 3.0: Write > Letter
	Note: This opens the standard letter template in the selected
	      word processor in ACT! 3.0.

* Open the standard memo template in the ACT! word processor
	ACT! 2.0: Write > Memorandum
	ACT! 3.0: Write > Memorandum
	Note: This opens the standard memo template in the selected
	      word processor in ACT! 3.0.

* Display the Select Letter dialog box
	ACT! 2.0: Write > Other
	ACT! 3.0: Write > Other Document
	Note: This displays the Open dialog box in ACT! 3.0.

* Display the Select Form Letter dialog box
	ACT! 2.0: Write > Form Letter
	ACT! 3.0: Write > Mail Merge
	Note: This displays the Open dialog box in ACT! 3.0.

* Display the Select Letter dialog box
	ACT! 2.0: Write > Edit Template
	ACT! 3.0: Write > Edit Document Template
	Note: This displays the Open dialog box in ACT! 3.0.

* Display the Custom Letter dialog box
	ACT! 2.0: Write > Modify Menu
	ACT! 3.0: Write > Modify Menu
	Note: This displays the Modify Menu dialog box in ACT! 3.0.

Make Telephone Calls
--------------------

* Dial the main contact phone number (local)
	ACT! 2.0: Phone > Local
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Dial the main contact phone number (long distance)
	ACT! 2.0: Phone > Long Distance
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Dial the main contact phone number (international)
	ACT! 2.0: Phone > International
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Dial the main contact phone number (alternate)
	ACT! 2.0: Phone > Alternate Access
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Set the dialing options (Home location)
	ACT! 2.0: Phone > Location > Home
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Set the dialing options (Office location)
	ACT! 2.0: Phone > Location > Office
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Set the dialing options (Mobile location)
	ACT! 2.0: Phone > Location > Mobile
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Display a dialog box listing all available phone numbers for the
  current contact
	ACT! 2.0: Phone > List
	ACT! 3.0: Contact > Phone Contact
	Note: This displays the Dialer dialog box in ACT! 3.0.

* Display a short list of frequently called contacts
	ACT! 2.0: Phone > Quick List
	ACT! 3.0: No equivalent (select other contacts for autodialing
		  in the Dialer dialog box)

* Display the Call History dialog box
	ACT! 2.0: Phone > Call History
	ACT! 3.0: Contact > Record History
	Note: This displays the Record History dialog box in ACT! 3.0.

* Display the Timer dialog box to initiate timing a call
	ACT! 2.0: Edit > Start Timer
	ACT! 3.0: Tools > Timer > Start button

* Terminate timing of the previously started timer operation
	ACT! 2.0: Edit > Stop Timer
	ACT! 3.0: Tools > Timer > Stop button

Create Faxes
------------

* Open the standard fax cover sheet template in the ACT! word processor
	ACT! 2.0: Write > Fax Cover
	ACT! 3.0: Write > Fax Cover Page
	Note: This opens the standard fax cover sheet template in the
	      selected word processor in ACT! 3.0.

Use E-mail With ACT!
--------------------
* Create a message	
	ACT! 2.0: File > Mail > Create Message
	ACT! 3.0: Write > E-mail Message

* Open the E-mail window (Inbox)
	ACT! 2.0: File > Mail > Inbox
	ACT! 3.0: View > E-mail or click on the E-mail icon

* Open the E-mail window (Outbox)
	ACT! 2.0: File > Mail > Outbox
	ACT! 3.0: View > E-mail or click on the E-mail icon

* Open the E-mail window (Briefcase)
	ACT! 2.0: File > Mail > Briefcase
	ACT! 3.0: View > E-mail or click on the E-mail icon

* Display the E-mail Addresses dialog box
	ACT! 2.0: File > Mail > E-mail Addresses
	ACT! 3.0: Contact > E-mail Addresses

* Disconnect ACT! from remote E-mail service
	ACT! 2.0: File > Mail > Disconnect
	ACT! 3.0: E-mail > Disconnect

Produce Reports
---------------

* Initiate running the Activities Completed report
	ACT! 2.0: Report > Activities Completed
	ACT! 3.0: Reports > Activities/Time Spent
	Note: This initiates running the Activities/Time Spent report
	      in ACT! 3.0.

* Initiate running the History Summary report
	ACT! 2.0: Report > History Summary
	ACT! 3.0: Reports > History Summary

* Initiate running the Future Activity report
	ACT! 2.0: Report > Future Activity
	ACT! 3.0: Reports > Task List
	Note: This initiates running the Task List report in ACT! 3.0.

* Initiate running the Task List report
	ACT! 2.0: Report > Task List
	ACT! 3.0: Reports > Task List

* Initiate running the Status report
	ACT! 2.0: Report > Status Report
	ACT! 3.0: Reports > Contact Status
	Note: This initiates running the Contact Status report in
	      ACT! 3.0.

* Initiate running the Contact information report
	ACT! 2.0: Report > Contact Report
	ACT! 3.0: Reports > Contact Report

* Initiate running the Notes report
	ACT! 2.0: Report > Notes
	ACT! 3.0: Reports > Notes/History
	Note: This initiates running the Notes/History report in
	      ACT! 3.0.

* Initiate running the Directory report
	ACT! 2.0: Report > Directory
	ACT! 3.0: Reports > Contact Directory
	Note: This initiates running the Contact Directory report
	in ACT! 3.0.

* Initiate running the Phone report
	ACT! 2.0: Report > Phone
	ACT! 3.0: Reports > Phone List
	Note: This initiates running the Phone List report in ACT! 3.0.

* Display the Select Report dialog box
	ACT! 2.0: Report > Other
	ACT! 3.0: Reports > Other
	Note: This displays the Open dialog box in ACT! 3.0 to allow
	      selecting a custom report to run.

* Display the Select Report dialog box
	ACT! 2.0: Report > Other (for ACT! 2.0.4 and above, use File >
		  Print > Printout Type > Reports option)
	ACT! 3.0: File > Print > Printout Type > Reports option
	Note: This displays the Print dialog box in ACT! 3.0 to allow
	      selecting a mailing label or envelope template to run.

* Display the Select Report dialog box
	ACT! 2.0: Report > Edit Template
	ACT! 3.0: Reports > Edit Report Template
	Note: This displays the Open dialog box in ACT! 3.0 to allow
	      selecting a report template for editing or creating a
	      custom report from an existing report.

* Display the Select Report dialog box
	ACT! 2.0: Report > Modify Menu
	ACT! 3.0: Reports > Modify Menu
	Note: This displays the Modify Menu dialog box in ACT! 3.0.

Customize ACT!
--------------

* Display the Record Macro dialog box
	ACT! 2.0: Edit > Macro > Record Macro
	ACT! 3.0: Tools > Record Macro

* End recording and save the macro
	ACT! 2.0: Edit > Macro > Stop Macro
	ACT! 3.0: Tools > Stop Recording Macro

* Display the Run Macro dialog box
	ACT! 2.0: Edit > Macro > Run Macro
	ACT! 3.0: Tools > Run Macro

* Display the Delete Macro dialog box
	ACT! 2.0: Edit > Macro > Delete Macro
	ACT! 3.0: Tools > Delete Macro

Import, Export, and Exchange Data
---------------------------------
* Display the Import File dialog box
	ACT! 2.0: File > Import/Exchange > Import
	ACT! 3.0: File > Data Exchange > Import
	Note: This opens the Import Wizard in ACT! 3.0.

* Display the Merge or Merge Source File dialog box
	ACT! 2.0: File > Import/Exchange > Merge
	ACT! 3.0: File > Data Exchange > Import
	Note: This opens the Import Wizard in ACT! 3.0, which merges
	      the imported data into the current database.

* Display the Transfer Contacts dialog box
	ACT! 2.0: File > Import/Exchange > Transfer
	ACT! 3.0: File > Data Exchange > Export
	Note: This opens the Export Wizard in ACT! 3.0, which merges
	      the data into a new or existing ACT! 3.0 database.

* Display the Save Contacts dialog box
	ACT! 2.0: File > Save As
	ACT! 3.0: File > Data Exchange > Export
	Note: This opens the Export Wizard in ACT! 3.0.

* Display the Direct Link dialog box
	ACT! 2.0: File > Import/Exchange > Direct Link
	ACT! 3.0: File > Data Exchange > Link

Perform Database Administration
-------------------------------
* Delete a file
	ACT! 2.0: File > Delete		
	ACT! 3.0: File > Administration > Delete Database
	Note: This displays the Delete Database dialog box in ACT! 3.0.

* Display the Save Contacts dialog box
	ACT! 2.0: File > Save As
	ACT! 3.0: File > Save Copy As
	Note: This displays the Save Copy As dialog box in ACT! 3.0.

* Display the Database Settings dialog box
	ACT! 2.0: File > Administration > Database Settings
	ACT! 3.0: File > Administration > Set Password
	Note: This displays the Set Password dialog box in ACT! 3.0.

* Display the Maintenance dialog box
	ACT! 2.0: File > Administration > Maintenance
	ACT! 3.0: File > Administration > Database Maintenance

* Display the Users dialog box
	ACT! 2.0: File > Administration > Users
	ACT! 3.0: File > Administration > Define Users

* Display a list of users logged into the ACT! database
	ACT! 2.0: File > Administration > Reports > Current Users
	ACT! 3.0: File > Administration > Define Users
	Note: This feature works a bit differently in ACT 3.0. See the
	      ACT! 3.0 documentation for more information.

* Display a list of all users with rights to the database
	ACT! 2.0: File > Administration > Reports > Users
	ACT! 3.0: File > Administration > Define Users

* Display a list of all groups established for the database
	ACT! 2.0: File > Administration > Reports > Groups
	ACT! 3.0: View > Groups or click the Groups icon

* Display a list of all groups, the group sharing, and the group owner
	ACT! 2.0: File > Administration > Reports > Group Membership
	ACT! 3.0: No equivalent (no longer has specific user sharing)

* Lock database or display a list of all users currently logged in
	ACT! 2.0: File > Administration > Lock Database
	ACT! 3.0: File > Administration > Lock Database
	Note: This feature works a bit differently in ACT 3.0. See the
	      ACT! 3.0 documentation for more information.

* Display the Lock Message dialog box
	ACT! 2.0: File > Administration > Lock Message
	ACT! 3.0: No equivalent (Lock Message is fixed)

* Display the Launch dialog box
	ACT! 2.0: File > Launch
	ACT! 3.0: Not applicable (use Windows 95 Start > Run)

Work With the ACT! Windows
--------------------------

* Display the Contact List dialog box
	ACT! 2.0: View > Contact List
	ACT! 3.0: View > Contact List
	Note: This opens the Contact List window in ACT! 3.0.

* Display a list of available optional contact screen layouts
	ACT! 2.0: View > Layout
	ACT! 3.0: Layout button on the lower toolbar
	Note: This displays a list of available optional Contact or
	      Group window layouts in ACT! 3.0.

* Display the Activities dialog box for the current contact
	ACT! 2.0: View > Activities
	ACT! 3.0: Activities tab at the bottom of the Contact window
	Note: This opens the Activities tab in ACT! 3.0.

* Open the Notes screen for the current contact
	ACT! 2.0: View > Notes
	ACT! 3.0: Notes/History tab at the bottom of the Contact
		  window
	Note: This opens the Notes/History tab in ACT! 3.0.

* Display the History dialog box for the current contact
	ACT! 2.0: View > History
	ACT! 3.0: Notes/History tab at the bottom of the Contact
		  window
	Note: This opens the Notes/History tab in ACT! 3.0.

* Display the View Totals dialog box
	ACT! 2.0: View > Totals
	ACT! 3.0: No equivalent (use the History Summary report with
		  the appropriate runtime filters)

* Open the day calendar for today
	ACT! 2.0: View > Day
	ACT! 3.0: Day icon on the lower toolbar

* Open the week calendar for the current week
	ACT! 2.0: View > Week
	ACT! 3.0: Week icon on the lower toolbar

* Open the month calendar for the current month
	ACT! 2.0: View > Month
	ACT! 3.0: View > Calendar or Month icon on the lower toolbar

* Display the Task List dialog box
	ACT! 2.0: View > Task List
	ACT! 3.0: View Task List
	Note: This opens the Task List window in ACT! 3.0.

* Open the ACT! word processor document listed in the Library field
	ACT! 2.0: View > Reference Library
	ACT! 3.0: No equivalent (attach reference documents to Notes/
		  History)

* Display mini calendar for the current month
	ACT! 2.0: View > Calendar
	ACT! 3.0: View > Mini Calendar
	Note: This displays the mini calendar for the current month,
	      the preceding month, and the following month in ACT! 3.0.

* Arrange open windows as adjacent horizontal windows
	ACT! 2.0: Window > Tile
	ACT! 3.0: Window > Tile Horizontal

* Arrange open windows as adjacent vertical windows
	ACT! 2.0: Window > Tile
	ACT! 3.0: Window > Tile Vertical

* Organize icons for screen reduced to icons
	ACT! 2.0: Window > Arrange Icons
	ACT! 3.0: No equivalent

* Hide or reveal the status bar on the main contact screen
	ACT! 2.0: Window > Hide (Show) Status Area
	ACT! 3.0: No equivalent

Use the Online Help
-------------------

* Open the ACT! Help dialog box
	ACT! 2.0: Help > Contents
	ACT! 3.0: Help > Help Topics

* Open the online help index
	ACT! 2.0: Help > Index
	ACT! 3.0: Help > Help Topics > Index tab

* Open the About dialog box with information about the ACT! program
	ACT! 2.0: Help > About
	ACT! 3.0: Help > About ACT!