ACT Software Frequently Asked Questions

Are ACT! 9.0 and ACT! 2007 the same product?
Yes, the product name is ACT! by Sage 2007 (9.0).

Is there a trial version of ACT! by Sage 2007 (9.0), ACT! by Sage Premium for Workgroups 2007 (9.0), and ACT! by Sage Premium for Web 2007 (9.0)?
Yes. For ACT! and ACT! Premium for Workgroups (EX Edition) trials are available via download or through the mail. If you would like to trial ACT! Premium for Workgroups (ST Edition) or ACT! Premium for Web (EX Edition) or ACT! Premium for Web (ST Edition), please contact CBS Sales.

Is ACT! 6.0 available for purchase?
Purchase and support of this product is no longer available.

Will ACT! Premium for Web work with ACT!?
No. ACT! Premium for Web works with ACT! Premium for Workgroups only. Further, ACT! Premium for Workgroups (EX Edition) is only compatible with ACT! Premium for Web (EX Edition), and ACT! Premium for Workgroups (ST Edition) is only compatible with ACT! Premium for Web (ST Edition).

Will ACT! synchronise with my Palm OS® or Pocket PC handheld device?
ACT! and ACT! Premium for Workgroups include ACT! Link for Palm OS and ACT! Link for Pocket PC. These products provide two-way synchronisation between the product and your device.

Will ACT! for Palm OS 2006 work with both ACT! 2006 and ACT! 2007?
Yes. There is an inline release of ACT! for Palm OS that is required to work with ACT! 2007.

Do the handheld links work with Web products?
Not at this time. Handheld links only work with the Windows version of ACT!.

Do you have a BlackBerry link?
Sage Software does not provide a BlackBerry link but instead works with a third party provider who does provide access to ACT! data from a BlackBerry.

How do ACT! and ACT! Premium for Workgroups differ?
ACT! is designed for individuals, sales professionals and sales teams of up to 10 users who share data. ACT! Premium for Workgroups is for sales teams, small business and corporate workgroups who require greater scalability and data sharing, more flexible deployment options, advanced workgroup functionality and additional administration and security features.

With ACT!, can I have more than 10 users who share the same database?
No. With ACT! you cannot have more than 10 users sharing data. If you require more than 10 users sharing data, you must use ACT! Premium for Workgroups or ACT! Premium for Web.

Can I run ACT! 2006 and ACT! 2007 on the same machine?
No. ACT! 2006 and ACT! 2007 cannot be running on the same machine.

If I’m in a workgroup, do all customers have to have the same version?
Yes. All users sharing a database must have the same version.

Can you run both ACT! and ACT! Premium for Workgroups side by side?
No. You can have only one version of the product line on the same machine.

Can ACT!, ACT! Premium for Workgroups, and ACT! Premium for Web be located behind a firewall?
Yes.

Can you limit which contacts can be viewed by certain users?
Yes. You can make contacts private so that other users in the database cannot access those contacts via ACT!, or if using Premium product, they can be restricted by user or team.

What is the difference between Microsoft® Outlook® Integration in ACT! 2007 and previous versions of ACT!?
This release focuses on deeper integration of Outlook Email and ACT!. Now, we’ve extended the integration inside of ACT!, allowing users to email using the Outlook email form. Sage Software has also improved the creation of histories sent from Outlook. This improvement matches on the contacts email address and creates a history when it finds a match. This means that users don’t have to specifically address email using the ACT! address book to record a history. We’ve also added new features to our Outlook integration including the ability to create ACT! contacts from the sender’s email address and add ACT! Premium for Web Address books to Outlook.

Do all my ACT! 2006 features exist in ACT! 2007?
Yes. ACT! 2007 is a superset of ACT! 2006, and all features are available in ACT! 2007. Please note, however, that menu and toolbar customisations do not convert.

Will all my data convert from ACT! 2006 to ACT! 2007, or from ACT! Premium for Workgroups 2006 to ACT! Premium for Workgroups 2007?
Yes. All your data will convert from ACT! 2006 to ACT! 2007, with the exception of menu and toolbar customisations.

Is the actual 2006 database converted, or just copied, when upgrading to 2007?
The actual 2006 database is converted. Before a conversion takes place, you are prompted to perform a backup.

Can I save my data back to previous versions?
No. Data cannot be saved back to a previous version. Once data has been converted, there is no way to get it back to its pre-9.0 state. It is for this reason that we recommend that all users back up their 2006 database, prior to moving to ACT! 2007.

Does all of my ACT! 6.0 functionality exist in ACT! 2007?
Certain features have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem–based database synchronisation, and SideACT!. Several aspects of the system requirements have been updated. It is recommended that you carefully review the system requirements for compatibility and acceptance prior to upgrading.

What are the differences between the EX Edition and ST Edition?
The features and functionality within both SKUs of ACT! Premium for Workgroups (EX and ST Edition) and both SKUs of ACT! Premium for Web (EX and ST Edition) are identical. The difference lies with the database engine and scalability. With a different database comes a different recommendation for networked user counts: Sage Software offers a recommendation of up to 30 users for ACT! Premium for Workgroups and ACT! Premium for Web (EX Editions) and up to 50 users for ACT! Premium for Workgroups and ACT! Premium for Web (ST Editions).

What database does each product ship with?
ACT! will ship with Microsoft SQL Sever™ 2005 Express Edition, ACT! Premium for Workgroups 2007 (EX Edition) and ACT! Premium for Web 2007 (EX Edition) ship with Microsoft SQL Server 2005 Express Edition, and ACT! Premium for Workgroups (ST Edition) and ACT! Premium for Web (ST Edition) ships with BOTH Microsoft SQL Server 2005 Express Edition and Microsoft SQL Server 2005 Standard Edition.

Can a Premium EX user synchronise with a Premium ST user?
No. Premium EX users can only sync or share databases with other Premium EX users. To connect to any SQL Standard database, users must purchase ST Edition.

If I don't have Microsoft SQL Server 2005, can I install ACT! Premium for Workgroups?
Yes. Each license of ACT! Premium for Workgroups includes an ACT! license of SQL. This version of SQL can also install next to SQL 2000.

What if I have an older version of SQL?
Installing ACT! will install an ACT! instance of SQL 2005 Express Edition or SQL 2005 Standard Edition (depending on the edition purchased) next to older versions of SQL. This instance is completely independent of any other SQL version on your machine. However, if you purchased ACT! Premium 2005 or ACT! Premium 2006, you will be prompted to uninstall the ACT! instance of SQL Server 2000.

How do I know when to purchase Premium EX or Premium ST?
If there are more than 30 users in your workgroup, it is recommended to purchase ST Edition. If there are less than 30 users, purchasing ST Edition might be a choice if server machine is running dual processors or a Server OS. SQL Express is not designed to leverage dual processors so this benefit will be noticeable when using SQL Standard. Also, if users plan to connect to any database hosted by SQL Standard, including ACT! for Web, they must purchase ST Edition.

Is there a way to determine which Edition of Premium I have?
Yes. This information is located in the Help About section of the product. In addition, the edition is noted on the CD artwork.

If I have Microsoft SQL Server, do I have to pay the full license price?
Yes. The ACT! instance of SQL is a specialised version of SQL. This SQL instance is only provided through ACT! installations. The SQL license provided with ACT! Premium for Workgroups is for exclusive use of your ACT! database.

Is concurrent licensing available?
No. At this time, each license is for a unique named user in a given database. Product requires activation and registration for each license.

Does the administrator need a license?
Yes. ACT!, ACT! Premium for Workgroups, and ACT! Premium for Web are licensed on a named user basis. Every user needs a license.

Do I have to buy each user a license of ACT! even if they are sharing the same machine?
Yes. Each named user in a database must have a unique ACT! license number. You will install the ACT! product on one machine, but if every machine user wants to share the same database, they will each need an ACT! license.