For example, the DIAL|IT shows the country code 44 in the UK and
therefore the contact is not recognized.
This issue happens if the logged in user is not located in the
country that is set in ACT!
Database or international dialing is not set.
...
If you pc/Phone is using Tapi drivers to connect to your Phone,
before considering to update to
Windows 64Bit, you might want to check with the manufacturer of the
phone if there is a tapi driver for 64Bit.
there are a bunch of drivers out there, b...
If you get the message that ACT needs to shut down while running an
Add-on, you must full fill following steps so we could investigate the
Issue
1. use the email button on the Support Tab to send us the recent log
files
2. describe exactly what you...
ACT! is programmed in that way to push it self ito the front. As this
is a good feature in ACT!, it unfortunaly takes the focus away from
Windows that you are just working on like the History window.
You have 2 ways how to solve this
1. you can plac...
The Icons disappeared after installing a new version of ACT
1. Update from i.e. ACT! 10.01 to ACT! 10.03
1. you must uninstall the Addon before updating ACT!,
2. After installing the latest version of ACT!, you must run the
installer again
2. Upd...
Yes, that are normal ACT! Tables and will be backed up as a part of
the normal ACT! backup
the right response to the question can Modems be used with dial|it is
a "it depends"
* most modems had own drivers for windows2000, at that point the
clear response was yes it will
* for XP most modems, did not provide own drivers, and using the
...
If you get the following warning message, please be advised that it
does not cause any issues with Scan|IT's performance. It is related to
the CardScan software. Please follow recommendations provided in this
warning message to get rid of it:
If you get the following warning message, please be advised that it
does not cause any issues with Scan|IT's performance. It is related to
the CardScan software. Please follow recommendations provided in this
warning message to get rid of it:
For testing Custom Tables and ACT!, please don't use the Demo Database
or a copy of it, there are problems and bugs with the Demo Database
and Custom Tables. Please create a new Database and use it.
You can deactivate ACT Dialer with the Following Steps:
Open ACT!
Choose "Tools" -> "Preferences"
Choose Tab "Communication"
Click "Dialer Preferences"
Uncheck "Use Dialer"
Click "Ok"
Click "Ok" again
Close ACT!
Now your ACT Dialer is deactivated...
If you would like to import some default product you need to import
Opportunities first
of all and then import Extended Products. During the Extended Products
import
you can specify custom expressions for such import in the Virtual
Columns section.
...
If you want to install Dial|it on Windows8 and use skype, you must
download & install Skype from the webpage www.Skype.com [1]
the built in Skype version is not accepting any connections from any
other program.
Links:
------
[1] http://www.sk...
If you have installation problems or problems with starting an Addon,
please follow these instructions:
1. At first, please close ACT! and uninstall Addon, also the
CRMADDON DevExpress and CRMADDON GeneralFiles for Addon's, you will
find all of thi...
You can disconnect incoming and outgoing calls. But with incoming
calls you can disconnect the call in the in the pop up window or later
in the history window:
Incoming call:
With an incoming call a pop up opens that shows you who is calling.
In t...
Do I have to write the phone number in a specific format to use
DIAL|IT?
You should use the standard ACT fuction; i.e.use the button to define
the country (if the country field is filled with the right country the
country code will be predefined) yo...
Does the tapi driver need to be installed on all 5 PC's that will be
using DIAL|IT?
The driver needs to be installed on every pc using act that wants to
run DIAL|IT.
Here you find information and tools to test the TAPI Interface of
your phonesyst...
If you receive the following error this means that the policy was
changed and the password should be reentered. However, the window for
password changing was blocked by your pop up blocker: To resolve
the issue you need to allow pop ups in your br...
_HOW CAN I USE EXPORT|IT WITH MY ACT! FOR WEB DATABASE?_
If you want to export data out of your ACT! for Web database you have
2 possibilities to do that.
* You have to be logged in on the server where your ACT! Windows is
installed. Therefor you...
When exporting sub-tables (e.g.: Notes, History, Activities, etc)
ACT! has no Company Name / Contact Name Stored in the related Table.
ACT! stores a UID (Unique Identity) for the Company or for the
Contact. If you want to merge the data you must exp...
If you want to export Documents you need to follow these steps:
* Create a new schema with the type _HISTORY_
* On the tab 'FILTER' you need to include the following history
types:
* Library document
* Library document attachments
* Then r...
It is possible, that Fetch|IT does not save a scheme, if you named
the scheme with special characters. We are working on it and in our
next update it will be fixed.
Please be sure, that you dont name your schemes with special
characters until then.
History keeps minimized and is only visible in the taskbar.
Please start the Configuration of DIAL|IT
Go to Tab Application Settings, then Tab Display and click on Button
Reset userrelated WindowsSettings, then restart ACT!
The popup screen allows each individual user to customize the
information that is shown in four fields.
The first field is always reserved for the calling parties phone
number, while fields 2,3 and 4 can be customized on a user by user
basis.
To ch...
1. Click on the IT Support Icon
2. Click on VoIP AddOn or Dial Tab
3. Unclick the checkbox next to Show Contact on Answer
4. Hit Ok
How is DIAL|IT going to read out our numbers?
DIAL|IT is able to access all "Phone" fields, no matter if it are 5 or
50.
Are the use of " " blank spaces, "-" dashes, and parenthesis "( )" a
problem?
We ignore all blank spaces, dashes and parenthesis...
TITLE IMPORT EXAMPLE
In case your source file contains tiles like Dr., Ph.D. or Prof. and
you would like to add them to your salutations in ACT! during import.
This is possible with Custom Expressions feature available in the
Virtual Mapping tab. Wh...
This article describes the situation when the source file contains
extra data in the 'date' field. During the import process ACT! imports
to the field of 'date' type and thus may convert data or import
improperly. In this situation it is recommended to...
With Data Suite package it is possible to export data from one
database and import data to another database. First all data should be
exported. PLEASE NOTE that UID should be exported together will other
details since it will be used for linking record...
If you export documents from one database and import to another one
there are 3 ways of documents importing to ACT! Database.
* If you have all your data (Contacts and Documents) in one file
then you can import everything during Contacts import by ...
When importing opportunities Import requires importing Process and
Stage values as well as specifying a parent record for the
Opportunities. However, if you source file does not have Process and
Stage elements, you'd need to set a default value for the...
As soon DIAL|IT and Skype is installed, you are ready to use DIAL|IT
with Skype.
Following points must be done upfront:
1. Skype must be installed and Running
2. you must go to the skype tab in the config, and select any field,
i.e Messenger, t...
If your Contacts are not linked to Companies in your ACT! Database,
you can do this with Import|IT. The first step will be to export your
contacts using built in ACT! Export Wizard. To start it you need to
follow File / Export: Then, please follow...
ACT is based on MS-SQL, and in big companys you can see a DBA [1]
taking care of the maintenance.
in ACT you have the Database Cleanup in 3 different ways... so as
this is so present, you should really consider to do it latest once a
week
1. Via...
Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want ...
REMOVE COMPUTER FROM LICENSE
This option allows moving the license to another machine. It is
possible to change computers only twice then it will not be possible
to reset a license. For example if you have a single machine license
you can change the...
This mode when enabled will process all fetched emails automatically
once the email is received. This solution should be used if your
customers send you requests via some type of web forms and you would
like to add the data from them to your ACT! datab...
If your Dial window is not showing a button to Dial like shown below
It is most likely that your setup is corrupt. Please open the DIAL|IT
setup, Click on the tab Dial
And check the Tapi Settings. In most cases this field will be empty.
You mu...
Of course you can use DIAL|IT with Hosted PBX.
But you need one of the following requirements at least:
1. Your phone is tapi compliant
2. Your phone system is tapi compliant
-> You can check thison our website with phone.exe
Testtool...
Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want ...
Import|IT may use up to 40% of your processor load, in the same time
SQL process may also consume about 40%. So if you are going to make
imports while other users are working with ACT! we do not recommend
installing ImportIT application on your server ...
To assign your Activities, Opportunities, Notes and Histories to the
right Contacts, Companies or Groups you should have the field imported
to your Contacts, Companies or Groups that can be used for data
records linking.
The below example will show ...
If you have installation problems or problems with starting an Addon,
please follow these manual:
1. At first, please close ACT! and uninstall the Addon, also the
CRMADDON DevExpress and CRMADDON GeneralFiles for Addon's, you find
this all in the "So...
To make it easy for "standard" installs and to avoid issues with
redirected My Document folders, we added the config into a folder
under c:\Program files\...\ACT\Plugins
in a terminal Server / Citrix envoirment, this will not work, as the
addon woul...
When your dial device isn't shown in the DIAL|IT configuration, you
can do the following things to check where the problem is:
!! FOR EVERY STEP IN THIS DESCRIPTION, ACT MUST BE CLOSED. !!
1. Use the Phone.exe
Testtool: PhoneExe (x86) [1]
T...
When you are making an outbound call and the tool is not opening a
History window, this is a setting in the setup of the tool.
To fix this, please open the Dial|IT Config , goto the Tab, select the
subtab History, and check if "do not suppress History...
If no Pop Up comes up if you receive a call please look at the
configuration of DIAL|IT.
These are the steps you have to do:
1. Go to DIAL|IT Configuaration (Tools - CRMAddon - DIAL|IT
Configuration)
2. Go on Addon Settings - Field Selection...
If you get one of the following messages during ACT! Startup or while
ACT! is running, please follow the steps described below
1. Go into the configuration of DIAL|IT
2. On the tab Tapi Settings check whether your Tapi device is
selected.
1. ...
When uninstalling or updating an Addon, it might happen that the old
Icons are still dispayed. in this case, you must go to Tools |
Customize | Reset Menus and Toolbars, then Restart ACT! and you should
be fine.
If the icons are still shown, somethin...
_PARENTENTITYTYPE_ of a table can be:
* Contact
* Company
* Group
* Contact-Company
* Contact-Group
* Company-Group
* Contact-Company-Group
This can NOT be changed after the table has been created.
Your phone numbers are not recognized?
This can be if you've selected in the configuration that each
incoming call should have a "0" in front of the phone number.
Because there is the possibility that DIAL|IT confiused a
international with an nat...
When Phone.exe is not showing Tapi drivers (or grayed out) and you
can use it with other Apps (like outlook) the problem is normaly that
the tapi driver is not configured in the right way. Outlook and other
apps are normaly using a specific driver (plu...
Pops up the wrong contact record
If sometimes the contact's phonenumber in the popup does not match
with phone number of the incoming call please check the settings in
the DIAL|IT Configuration. Do some tests with the Minimum Length.
Incoming Pho...
If you have good Internet connection using Skype for
phone calls and integration with DIAL|IT addon is one of the best
solutions. It
is convenient and intuitive in usage, cheap and can be easily
integrated with
DIAL|IT without additional software and h...
If you have any problems to dial out with our DIAL|IT, please check
if the ACT! dialer is inactiv.
If not, please deactivate it.
It might be that the dialer is reactivated after restarting ACT!. In
this case, please change the phone line which is...
If you can not connect to Skype with DIAL|IT please check
1. Skype Installation on the computer see Skype
2. Skype Configuration within DIAL|IT see Online Help
3. Register the Skype component manually
Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI,
Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a
TAPI driver or Skype. If both are installed you can decide - again
depending on the version - which service you want ...
Before the installation of DIAL|IT you have to install a tapi driver
or skype. If both are installed you can choose how you want to use
DIAL|IT. But if you haven't installed either of them, it doesn't make
sense to install it.
Why using a tapi driver...
Sometimes the internal Phone list is buggy, we could see this issue
when
- you updated your database from ACT5/6/2004
- you used some Addons that modifyed the Phone numbers
- you had issues with Syncing
then you might need to Repair the Intern...
If you have problems with DIAL|IT (like history pop up can not be
opened in the tasklist)
so please open configuration of DIAL|IT!:
Configuration DIAL|IT - Addon Settings - Display
Now click on "Reset Settings" and the Windows Settings will be...
Is it possible to save the DIAL|IT settings centrally?
1. set up DIAL|IT as it is desired on computer A.
2. copy the XML file from computer A to computer B.
3. if the name of the Tapi interface is different assigned for each
employee you need to...
My Scan|IT does not show Pictures in Act!
At first, you have to check your Act! Layout (Tools=>Design
Layout=>Contact), if you added two picture fields and mapped them
right.
Also you have to map the front side and back side of the Vcard with
the...
Problem:
Scan|IT is only showing empty or not correct filled fields.
Solution:
Please follow the steps in the written order:
* Try to scan the same card with the CardScan Software
* If the CardScan Software also fails with the recognitio...
If the shedule call list stays on top over other windows
* if it is possible please open the DIAL|IT Configuration and
uncheck the option "Start with ACT!
* if you can not open the DIAL|IT Configuration you have to set the
option to false in the ...
SHOW CUSTOM TABLE FIELD DATA ON CONTACT DETAIL VIEW
_In the Custom Table Manager please, find a function called "Summary
Up"._
Using this function you can show data of custom table fields on the
Contact View.
Depending on the field data type y...
If your call have a scratching problem or broke often. It´s a
\"CONNECTION PROBLEM\" not a DAIL|IT error.
1. Use a wired LAN connection when you make a call. Test this for a
while. (WLAN connection can make problems)
if you already have problems ...
I keep on having this message, but I do not want to use skype
anymore, which I uninstalled, after having tested it, so how can I get
rid of this anoying message, which pops up again and again ... you
just have to go to the config of DIAL|IT there go to...
Here is a short list with different conditions you have to look for
when you want to use DIAL|IT
General conditions for DIAL|IT
DIAL|IT is available for the ACT! Versions 7 - 15 (2005 - 2013
Using a telephone system
Using Skype
A Tapi compli...
You need Support and to get more accurate log files please set a
higher TraceLevel and activate 'TapiTrace'
To set the TraceLevel follow these steps:
1. Start ACT!
2. Open the Config of DIAL|IT
3. Go on the tab Support
4. Set the TraceLevel o...
If the countrycode of your country is always shown in the "Call a
contact" window and all settings are correct, you might have the
following problem:
Problem: Different ACT! language and system language:
This must ALWAYS be the same on each machi...
Transfering phone calls:
If you want to transfer incoming calls to another person in your
company and you want that the incoming number is shown on the display
of the person who receives the call, please use our tool Phone.exe to
find out which call...
Check here if your telephone system is tapi compliant.
Instruction:
- Download Phone.exe
- select your Tapi device
- click on "Start Session"
- enter a phone number in the Phone # field
- click on "Make Call".
Testtool: PhoneExe (x64) [1...
If you want to use a Snom Phone with DIAL|IT you must install a 3
Party Tapi Driver on Your PC to enable your PC to talk with the Snom
Phone.
You can download the Snom Driver from Xtelsio this must be installed
and configured, as soon this is done, yo...
Vonage hardware is not providing a TAPI interface therefore you can't
use DIAL|IT with it.
There are two ways to go here:
1. If Vonage allows to use other brands, e.g. the Snom phone or
Way2call modem which come with a TAPI driver, it will work witho...
What needs to be done on these PCS in order to make them talk to the
phone system? (I assume ACT and DIAL|IT needs to configured in order
for the system to work)
Just one thing, the setup will work with any phone i.e. Linksys,
Grandstream Only in th...
When using Asterisk as a soft switch, can we listen in to the agents
extension real time whilst they are on the phone to clients?
Real time attending can be done if the agent sets up a conference
call. Any call initiated by the agent will be stored on ...
DIAL|IT is able to show popups for additional incoming calls.
* If you are on the phone and someone else calls you a second popup
will show up with the number and the information about this caller.
* If this is not the case please ask your provid...
If the customer record is not pulling up when you answer your phone,
please follow these instructions.
1. Click on the IT support icon
2. Click on ACT! Phone Fields Tab
3. Make sure the Incoming Phone Number Search has a checkmark in it's
box
4....
WHY SERVICE TASKS DO NOT START AUTOMATICALLY
If your service tasks do not run automatically, probably this means
that CRMAddon Import Service is set to run manually or disabled. To
check these settings, please follow Start>Run and type a command
SER...
Will DIAL|IT be useable on my system?
To use DIAL|IT your phone system needs an installed TAPI driver.
You can also use it with your Skype account.
The driver for the device will be delivered from the manufacturer /
provider of your device.
TAPI C...
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