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Sage ACT! Documentation


New Users

Installing Sage ACT! 2012 for New Users Explains how new users can install and register and activate Sage ACT!.
Quick Start for New Users Explains how new users can install and register and activate Sage ACT!.
(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! 2012 from ACT! Versions 2005 (7.x) through 2011 Guide Explains:
  • How to prepare for upgrading.
  • How to install, register and activate Sage ACT! 2012.
  • How to upgrade your database. Also explains interface changes for customers upgrading from a version earlier than ACT! by Sage 2010.
  • How to upgrade from ACT! by Sage for Financial Professionals and ACT! by Sage for Real Estate.
Upgrading to Sage ACT! 2012 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! 2012.
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 2012 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!.