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Sage ACT! Documentation

Select whether you're a new, upgrading or Sage ACT! Premium (access via web) user below to view printer-friendly detailed guides designed to help you get installed, setup, and using Sage ACT! products successfully. Or, get help with Troubleshooting.

New Users
Upgrading Users
Users of Sage ACT! Premium (access via web)
Troubleshooting

New Users

Installing Sage ACT! 2013 for New Users	Explains how new users can install and register and activate Sage ACT!.
Quick Start for New Users	Explains how users can get started using Sage ACT!. Use this guide to understand the workspace, learn about databases, add contacts, set email preferences, and more.	(For Windows desktop users) (For web users)
Quick Reference Card	Provides tips for adding information to the database; scheduling meetings, calls, and to-do's; sending letters and email messages to contacts; and more.

Upgrading Users

Upgrading to Sage ACT! 2013 from ACT! Versions 2005 (7.x) through 2012 Guide	Explains: How to prepare for upgrading. How to install, register and activate Sage ACT! 2013. How to upgrade your database. Also explains interface changes for upgrading customers. How to downgrade from a premium database.
Upgrading to Sage ACT! 2013 from ACT! Versions 3.x, 4.x, 5.x (2000), or 6.x (2004) Guide	Explains: What you should know before you convert your database. How to prepare your database for conversion. How to install, register and activate Sage ACT!. How to convert your database and supplemental files to Sage ACT! 2013.
Quick Reference Card	Provides tips for adding information to the database; scheduling meetings, calls, and to-do's; sending letters and email messages to contacts; and more.

Users of Sage ACT! Premium (access via web)

Sage ACT! Premium 2013 Web Administrator’s Guide	Explains: How to plan and organize the installation. How to set up user access. How to install integration with other supported applications, such as Microsoft Outlook®, Word, or Google®. How to troubleshoot the software.

Troubleshooting

Sage ACT! Diagnostics Utility User's Guide	Explains how to use the ACT! Diagnostics utility, known as ACTDiag, to repair and maintain Sage ACT! databases and manage some aspects of the local Microsoft® SQL Server® instance for Sage ACT!.