Connecting your CRM system Act! with your ERP system offers you many possibilities and advantages. Both sides are integrated into the awarding and processing of contracts and orders. Your company can inspect the ERP data for their contacts in Act! and new contacts are synchronised automatically.
A lot of times we receive requests by Act! users who don’t know their user name anymore and cannot log in to the system, saying “What is my Act! user name?” This article is interesting as well for administrators who want to check on the history of user logins.
What are the differences between the two export possibilities – the comparison: the export with Act or EXPORTIT? Every variant has different settings, features und functions.
If the error “Index was outside the bounds of the array” appears, you have two opportunities to solve this problem.
After you updated your Act! database to version 16 or 17 and opened it, you should get the following error after a few seconds:
If you are using your act! database with administrative rights you are able to use the dashboard
In the administrative dashboard you can get information about the latest user log-ins and the remote database status, if you activated the synchronisation. The dashboard will give you a overview across three parts:
- status of the users
- sync status of the remote databases
- information of the remote databases
A daily backup of your Act! database is absolutely necessary and should be checked regularly for errors. We will present multiple methods, a combination of which is perfect.
The main Act! database is secured by the administrator regularly. But what about your personal data?
You have the possibility to save it separately. You should make use of this possibility when you change your settings. For this feature you don’t need administrative rights.
Act! is a workaround application, which means everyone sees everything. There are more than enough reasons to prohibit this policy. This article about Act! security and access permission will bring this to light. In Act! there are multiple user roles, these limit functionalities more than access permission for data.
Surely everyone has come accross the question when he or she is creating a new contact, what the differences are between administrative, standard and other security roles. I have created a list so that you can get a better feel of what each role entails.