Special Note for Handheld Link Users:
If you are using either Handheld Link for ACT! with Palm OS® or Microsoft Pocket PC®, it is strongly recommended that you synchronize before creating back ups. You will be required to uninstall your current linking software and install the upgraded version to continue using your handheld device with ACT!.

Special Note for ACT! for Palm OS Users:
You will be required to upgrade your current version of ACT! for Palm OS software. Please refer to the following Knowledge Base Answer for detailed information:

Windows System Requirements:
It is required that you have the following updates to your version of Windows®
• Microsoft Windows XP Home (Service Pack 2)
• Microsoft Windows XP Professional (Service Pack 2)
• Microsoft Windows 2000 Professional (Service Pack 4)
• Microsoft Windows 2000 Server Standard Edition (Service Pack 4)
• Microsoft Windows Server 2003 Standard Edition (Service Pack 1)
• Microsoft Windows Server 2003 Enterprise Edition (Service Pack 1)
• Microsoft Windows Server 2003 Web Edition (Service Pack 1)
• Microsoft Windows 2003 Small Business Server operating systems (Service Pack 1)
How to determine what Windows update you have installed:
Use the following steps:

Right-click your My Computer icon on the Windows Desktop, and then click Properties. The System Properties dialog box appears.



--or--

1. Launch the Windows Control Panel.
2. Double-click the System option. The System Properties dialog box appears.
    

Window Installer 3.1:
It is recommended that you update your copy of the Windows installer to version 3.1 before installing. This update is required to install ACT!. It has been included and will automatically be installed if not present. This will decrease the time needed for the installation of ACT!. Please refer to the following Microsoft Knowledge Base document if you would like to install before installing ACT!:




 

Software-Based Firewall Users:
If you use a software-based firewall, you must temporarily disable it to install ACT!. (This does not apply to hardware-based firewalls.) Once you have installed ACT!, you can enable the firewall software and use it with ACT!.
We suggest the following process:
 

1. Disconnect from the Internet (disconnect the cable leading to your computer).
2. Disable the firewall software, following the software vendor's instructions.
3. Install ACT!.
4. Enable the firewall software, following the software vendor's instructions.
5. Re-connect to the Internet (reconnect the cable leading to your computer).

Installation Information:
You can install ACT! by Sage 2007 (9.0) without needing to uninstall ACT! by Sage 2006 or ACT! 2005. The installer will detect the presence of the previous version of ACT! and uninstall it before installing the newer version. However, it is best practice to uninstall the previous version of ACT! 2005 and ACT! 2006 through the add\remove programs before installing ACT! 2007. There is no need to remove ACT! 6.0 or earlier versions. Both ACT! 2004/6.0 (or earlier versions) and ACT! by Sage 2007 (9.0) can co-exist on the same computer.

Installation of Microsoft SQL Server 2005 SP1:
When you install ACT! by Sage 2007 (9.0), Service Pack 1 (Sp1) of Microsoft SQL Server 2005 is applied. If you are running other software that uses SQL Server 2005, some components might also be updated by the installation of SP1. Pleaser refer to the online system requirements for information about supporting service packs.

Upgrading Your Database:
Once you have installed ACT! you must upgrade your databases. Each database will upgrade automatically upon opening. This upgrade takes approximately 3-5 minutes. Open all databases to upgrade the structure of each. Use the following steps:


1. Launch ACT!.
2. Open the database you would like to upgrade. The following ACT! dialog box appears:

                               Click OK. The following Working indicator appears.

Outlook Users:

Outlook Cache Mode:
If you use ACT! e-mail with Outlook 2003 and Outlook is set to cached mode, several issues can occur, including, but not limited to the following:
 
• When closing/exiting ACT! e-mail, an error occurs.
• When deleting messages from the Drafts folder, the wrong e-mail is deleted.
• When deleting messages in the message list, the focus jumps to the top message (rather than the previous or next message).
• When you delete the top message in the message list, the preview remains.
• Sent messages remain in the Outbox until you perform a Send/Receive from Outlook.
• The Find Message feature in ACT! e-mail finds only one message, but duplicates that message in the list of found messages.