PC World Interactive 4/PC World Interactive 4.iso/share/ofis/act3ts/144_1/README.TXT

Text File | 1997-09-23 | 20KB | 413 lines

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