PC User 1998 October

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ACT! 4.0 for Windows 95/NT Trial Size Read Me 4/15/98 Copyright 1998 Symantec Corporation. All rights reserved. Welcome to the Trial Size version of ACT! 4. You can use ACT! Trial Size for as long as you want; ACT! Trial Size does not have an expiration date. ACT! Trial Size is identical to the full retail version of the product with the following exceptions: * Do not create more than 25 contact records using ACT! Trial Size. ACT! Trial Size will not open a database with more than 25 contacts. The full retail version of ACT! allows you to create a virtually unlimited number of contacts and you can import contacts you create with the Trial Size version into a database created with the full retail version of ACT! * You can send faxes from within ACT! using WinFax; however, you cannot use an ACT! database as a WinFax phonebook, automatically log Winfax events in Notes/History, or automatically create an activity reminder to resend failed faxes. In the full retail version of ACT!, these features are available in the WinFax Options preferences. * You cannot convert an ACT! 3.0 or 2.0 database to ACT! 4.0, or an ACT! 4.0 database to ACT! 3.0 using the ACT! Trial Size. * You cannot use LiveUpdate in ACT! Trial Size. * Linking with handheld devices (personal digital assistants) is not supported in ACT! Trial Size. Getting Assistance with ACT! Trial Size ======================================= If you need assistance using ACT! Trial Size, you can display ACT! help on your computer in the following ways: * From the Help menu, choose Help Topics. * In any dialog box, press F1 for assistance with using that dialog box. Or, right-click on any option for a brief description of that option. If you installed ACT! Trial Size from a compact disc, you can also get assistance in these ways: * In any dialog box displaying the ViaGrafix button, click the button to display multimedia training on your computer. * From the Help menu, choose Getting Started with ACT! 4.0 and select a topic to display multimedia training. * From the Help menu, choose Online Manuals and select an ACT! guide to display on your computer using Adobe Acrobat. What's new in ACT! 4? ===================== ACT! 4 contains many new features. For additional information on any feature, see the online help or the "Moving to ACT! 4.0" guide. * Access to the most popular Internet web sites for business information * Access to Internet directories to search the WWW for e-mail addresses * Additional support of popular e-mail services, including Eudora Pro and Internet mail * SideACT!, a standalone application that lets you jot down your activities when ACT! isn't running, then add them to your ACT! database * Database backup to diskettes, with automatic reminders to back up your database * Improved WinFax integration * Improved Synchronization Wizard * Enhanced printing, directly from the Contact and Groups windows * Enhanced list views, including improved filtering of the Task List and Notes/History and Activities tabs * Simplified mail merge * Enhanced activity scheduling * Support for newer versions of word processors * Online multimedia training materials * New Quick Start Wizard for setting up default software and new databases * Enhancements to improve your efficiency, including new keyboard shortcuts, expanded shortcut menus, and "typeahead" in many dialog boxes * Expanded use of Lookup By Example * New Contact Layout and new Ticker Symbol field * Online versions of the "ACT! 4.0 User Guide" and the new "Moving to ACT!4.0" guide * Ability to exchange contacts and activities with Outlook users Additional information ====================== This section contains changes and additions made since the ACT! documentation and online help were completed. Installing ACT! on a Windows NT server -------------------------------------- When using ACT! 4.0 with Windows NT, ACT! should be installed and uninstalled by a user with Administrator privileges. Installing other applications ----------------------------- During installation, some programs (such as the one that installs Office 97) may report an error message similar to "MFC40.DLL is already in use." This message appears because ACT! Speed Loader is running, and it uses a Microsoft DLL (MFC40.DLL). While ACT! Speed Loader is running, the other application's installer cannot update MFC40.DLL. To correct this problem, press Ctrl+Alt+Delete. In the Close Program dialog box, click "actldr" (at the end of the list) and click the End Task button. If another dialog box appears that also includes the End Task button, click this button, too to close ACT! Speed Loader. Opening an ACT! 4 database in ACT! 3 ------------------------------------ Do not open an ACT! 4 database with a prior version of ACT! To use an ACT! 4 database in ACT! 3, save the database in ACT! 3 format. See the ACT! 4 User's Guide for more information. Viewing the ViaGrafix multimedia training ----------------------------------------- On some computers, part of some ViaGrafix multimedia training modules appear black. To fix this problem, remove and reinstall audio and video compression: 1. Click the Windows Start button and choose Settings > Control Panel. 2. In the Control Panel, double-click Add/Remove Programs. 3. Click the Windows Setup tab, select Multimedia, and click the Details button. 4. Select the Audio Compression and Video Compression options and click OK. 5. Click the Apply button. 6. Reinstall audio and video compression by repeating steps 3-5. 7. Restart your computer. Using Lotus cc:Mail with ACT! ----------------------------- If you include the Lotus cc:Mail components when you install ACT!, several Lotus cc:Mail files are copied to your computer. These files and their version numbers are listed below. If you have problems accessing your cc:Mail account from within ACT!, check the following before calling ACT! Customer Support. 1. Attempt to access your cc:Mail account using a supported cc:Mail client. If this action fails, contact your local cc:Mail administration for help in identifying the problem. 2. Contact your local cc:Mail administration to verify that the file versions listed below are still supported by your local cc:Mail post office. Updated versions of these files can be obtained from the cc:Mail web site at http://www.ccmail.com. 3. Check for other solutions in the ACT! User's Guide or online help. Lotus cc:Mail files: Ccregmod.exe......11/2/97 Cmw800.dll........8.00 Cdfw800.dll.......8.00 Medb632.dll.......198 Cdmw800.dll.......8.00 Mew802.dll........8033 Cfw802.dll........8.02 Vim32.dll.........6.03.01.2 Chrset32.dll......6 Vmefnw32.dll......6.03.01.2 Ciw802.dll........8.02 Using Eudora Pro with ACT! -------------------------- If you use Eudora Pro with ACT!, it may take ACT! longer to display your Eudora Pro inbox. Try filing your e-mail from the inbox to another folder in Eudora Pro. We are working with Qualcomm to resolve this problem. Failing to start a word processor from within ACT! -------------------------------------------------- If your networked computer name contains an @ symbol, you cannot start any word processor from within ACT! To correct this problem: 1. On the Windows desktop, right-click Network Neighborhood and choose Properties from the shortcut menu. 2. In the Identification tab, remove the @ in the computer name. Using WordPerfect with ACT! --------------------------- ACT! 4 is fully compatible with WordPerfect 7.0.2. If you use WordPerfect 7.0 as your default word processor in ACT!, you may experience problems due to the incompatibility of WordPerfect macros. You should upgrade to WordPerfect 7.0.2. Integration with Outlook 98 --------------------------- Using the new Microsoft Outlook 98 integration in ACT! 4, you can share contact and calendar information via e-mail with Outlook users. To exchange contact and activity information, double-click the attachment to merge the information into an ACT! database or Outlook program. If you send contacts or an activity via e-mail from ACT! as a vCard or vCalendar attachment, Outlook users can read the attachment and add it to their Outlook contacts or calendar. Outlook users can send you contact and calendar information, which is automatically formatted using vCard or vCalendar standards, and you can add it to your ACT! database. When sending an e-mail message from within ACT!, you can attach your contacts to the e-mail message. To attach contacts, choose Attach To Message > Contact from the E-mail menu or right-click and choose Attach > Contact. Choose the contacts to send and the format to use. To send contacts to users of programs like Outlook, select vCard format. You can also attach an activity when you send an e-mail message. In a Calendar view, select the activity and choose Send Activity from the Contact menu or right-click and choose Send Activity. To send to users of programs like Outlook, select vCalendar format. If an e-mail message you receive from an Outlook user or another ACT! user has an attachment with a filename extension of .VCF (for contacts) or .VCS (for activities), double-click the attachment. Complete the questions in the dialog box to add the contacts or activity to your database. Known software and hardware compatibility problems -------------------------------------------------- * Adobe Type Manager -- If an older version of Adobe Type Manager (ATM) is on your computer, you may have problems previewing ACT! printouts and reports. To avoid these problems, turn off Adobe Type Manager and restart Windows. * S3 video cards -- If you use an S3 video card or S3 integrated video, Windows may freeze when you view some ACT! dialog boxes. This problem has been traced to the S3 Trio 64V+ chip, but other S3 chips may have the same problem. Update your current S3 video card driver to the latest version, available on the S3 web site (www.S3.com). Go to the area for downloading drivers and utilities. As of this writing, it is http://www.s3.com/bbs/0main/topindex.htm. Download any driver with a date of, or after, August 19, 1997. Before downloading a driver, identify your chipset using the S3ID.EXE utility, which is available on the S3 web site. Using Eudora Pro with ACT! -------------------------- If you use the 30-day demo of Eudora Pro, an error message may appear when you try to send or read e-mail in ACT! This message appears six days before the Eudora Pro demo expires. You cannot continue working until you close the message in Eudora. To close the message, open Eudora Pro and click OK in the message. You can then return to ACT! and continue using Eudora Pro. You must close the warning message in Eudora each time you use Eudora Pro with ACT! The message no longer appears if you upgrade to the full version of Eudora Pro. Using cc:Mail version 8.0 with ACT! ----------------------------------- If you log into a cc:Mail 8.0 post office using cc:Mail 8.0 client software, you may not see some folders in your cc:Mail inbox. If you use cc:Mail version 6.0 client software, you can see these folders. Lotus is currently working to fix this problem and a solution should be available in a future release of cc:Mail 8.0. Setting up Microsoft Exchange for use with ACT! ----------------------------------------------- The Microsoft Exchange panel of the E-mail Setup Wizard says "To set Windows Messaging settings, you must launch the program." However, if you already set up MS Exchange, ACT! detects your MS Exchange settings. You need not launch MS Exchange and specify settings unless you want to change the MS Exchange profile. Using Microsoft Fax with ACT! ----------------------------- If you send a fax from ACT! using Microsoft Fax and receive a message that the modem is in use, choose Preferences from the ACT! Edit menu, click the Dialer tab, and turn off the "Modem has speaker phone capabilities" option. If you turn off this option, the "Lookup Contact Using Caller ID" option will not work. Using ACT! on a Novell network ------------------------------ If you use a Novell network, you get the best results with the Minimum patches, available at http://support.novell.com. If you use Novell Client32, upgrade to the latest version, which is 2.20 at this time. Under the Advanced setting of the Client32 properties, change the True Commit value to ON. Using long filenames on a Novell network server ----------------------------------------------- If you have a database with a long filename on a Novell network server, you may receive a message saying the database is locked if you try to open it by dragging it from the server and dropping it on the ACT! icon on the Windows 95 desktop or in Windows Explorer. You may also receive this message if you saved the database in a folder with a long name. If you receive this message, open the file in ACT! This error doesn't occur if you use ACT! on Windows NT. Additional dialer information ----------------------------- * 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 are in effect only when your computer is docked. When your computer is undocked, you need to configure the dialer again. * Setting dialing properties for the U.S. -- If you see 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 did not enter 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 other digit to reach an outside line. Make sure that you selected United States of America (1) in the "I am in" field. This ensures that Windows 95 telephone services 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 must change the name of a file: 1. From the Windows Start menu, choose Find > Files or Folders. 2. Type TELEPHON.CP$ in the Named field and click Find Now. 3. Right-click the file name when it appears in the lower part of the Find dialog box. 4. From the shortcut menu, choose Rename. 5. Change the name to TELEPHON.CPL 6. From the File menu, choose Close. A Telephony icon now appears in your control panel. * Using voice modems and TAPI phones with ACT! -- The modem setup software that comes with voice modems and TAPI phones that use the Microsoft TAPI service provider (TSP) (including Phone Blaster) configures the Windows 95 Unimodem or Unimodem V driver for the modem or phone. For Caller ID to work properly, your Windows 95 installation must include the Unimodem V driver, available on the ACT! 4 CD in the SUPPORT folder. You can also download the Unimodem V driver from the Microsoft web site. Change in Contact Layout label colors when switching between applications ------------------------------------------------------------ If you run ACT! and another application at the same time, field label colors may change in Contact Layout 4.0 when you switch between applications. If this problem occurs, change the Windows color setting to High Color or True Color or use the 16-color version of the default Contact Layout.