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Act4Advisors Addons:

Act4Advisors Support


Act4Advisors Support:
Monday through Friday from 9:00 am to 6:00pm EST
To contact support please enter here.

Act4Advisors provides conditional installation support for the first 30 days upon purchase.

After the 30 days, you may email support - support@software4advisors.com or telephone in to support 770.475.9213--You have the option to purchase a support contract or per incident basis.

Allied Financial Software, Inc is committed to helping our customers get the most out of our services.

This area contains documents to help answer questions that you may have. We will be adding more documents to this section when ever new topics are brought to our attention. If you have a question that you'd like to see answered here, please email support@software4advisors.com.

Act4Advisors Self Help

Act4Advisors 2.0/ACT! 6.0 (2004) Maintenance - Very Important that you read this!
 

Note: Allied Financial Software, Inc. the makers of Act4Advisors is not responsible for lost or damaged database. If you need support on repairing your database please contact Allied Financial Software, Inc will try to fix the problem for you - a consulting fee will be required $129 per hr.. Please enter here for request.

Tips on Making Your ACT! Database More Stable
How to Backup and Restore Your ACT! Database
How to Perform Database Maintenance on an ACT! Database
Important Issues Concerning Sharing an ACT! Database Over a Network
How to Resolve Network Performance Issues with ACT

Troubleshooting Act4Advisors 2.0/ACT! 6.0 (2004)
I am able to enter data in some fields but not in others - fields are missing
I have Act4Advisors Open and I am able to enter data in some fields but not in others. The fields are missing on the Insurance tab, Investment tab, etc.. Why is this happening?

Alt L to do a lookup
When I use Alt L to do a lookup, I get passed to the Loans tab. Is there anything I can do to correct this?

Setting Up Scan and Organizer (Updated 09/30/2005)
Download-Important Dates Generator (NEW BUILD 5/26/2005)
Download-RMD Updater

Importing existing Data Act4Advisors 2.0/ACT! 6.0 (2004)
Please read "Tips on Making Your ACT! Database More Stable" first before importing your existing ACT! data into Act4Advisors. We recommend that you backup your database, scan your database for corruption using ActDiag, and finally compress and reindex your database before importing to Act4Advisors.
 
Importing existing ACT! Data
How do I import my existing ACT! Data into Act4Advisors - Single User
How do I import my existing ACT! Data into Act4Advisors - Multi-User
 
Importing existing Act4Advisors Data
How do I import my existing Act4Advisors Data into Act4Advisors 2.0 - Single User
How do I import my existing Act4Advisors Data into Act4Advisors 2.0 - Multi-User
 
Importing or Exporting other Data
Importing data from other programs
Getting Client Data from Albridge Solutions (formerly Statement One)
into Act4Advisors
 
How to Export to CSV for Mailing Company

 

Problems Importing Database into Act4Advisors 2.0/ACT! 6.0 (2004)

If you do import your database into Act4Advisors and it freezes or doesn't finish importing, your database maybe corrupted. Please enter here for instructions on repairing your database. Note: For version Act4Advisors 2.0/ACT! 6.0 (2004)

Allied Financial Software, Inc. the makers of Act4Advisors is not responsible for lost or damaged database. If you need support on repairing your database please contact Allied Financial Software, Inc will try to fix the problem for you - a consulting fee will be required $129 per hr.. Please enter here for request.

 

How to - For version Act4Advisors 2.0/ACT! 6.0 (2004)
ACT! 2004/ACT! 6.0 MS Office 2003 Bugfix
How to get rid of annoying Outlook Messages
How to Mail Merge using Home Address Mailing Address
How to Mail Merge word document
Customize labels - Christmas Labels
Do a lookup of everyone living in Florida and print labels (example)
How do I create a lookup of contacts based on the activities that I have scheduled with them?
How do I clear several activities at the same time?
Once I'm in the Schedule Activity dialog, how can I navigate the calendars using only keystrokes?
How can I simultaneously reschedule several activities? I want to move all of them to the same day.
How do I schedule company holidays so they show on the calendar? I do not want my name to appear alongside the activity (for example, "John Doe New Year's Day").
How do I perform a mail merge to a group but have the mail merge use e-mail?
Track Commissions and Fees with ACT!
Create an activity in the Activity Series 
Linking Received Emails to the ACT! Contact
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