Activities
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Q. |
Can I set an Alarm/Notification? |
A. |
Yes. High Calendar Integration needs to be set up. Set the Lead Time and place a checkmark in the Set Alarm checkbox. |
Q. |
Can I schedule activities for people other than the users in the ACT! for Notes contacts database (e.g. other contacts or people in the Notes Name and Address Book)?
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A. |
No. ACT! for Notes activities are designed to be scheduled for users only. These user were were created from the Notes Name and Address Book. |
Q. |
Can I schedule a repeating activity?
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A. |
This feature is not currently available through ACT! For Notes. |
Q. |
Can I have my ACT! For Notes activities display in my Personal Mail File Calendar?
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A. |
Yes. There are two levels of calendar integration. |
Q. |
When I try to create a PopUp for the Regarding field in the Activity form, I receive no popup values found.
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A. |
The Regarding field popup can be populated based on the type field. |
Q. |
Can I synchronize activities with my PDA?
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A. |
Yes. With low calendar intgration ACT! For Notes activities automatically display on your Notes Calendar. The idea is to then use a conduit which synchronized with Lotus Notes. Additional Information. |
Q. |
When I use the "Pull Mail File Calendar Changes" action, where do non-ACT! For Notes activities display in ACT! For Notes?
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A. |
Activities that were created in the Notes Mail file calendar display under your User document as well as in all activity and calendar views. (They will all be assigned to you). |
Q. |
Is it possible to filter out specific users when viewing activities or calendars (other than Private vs Public Calendar)?
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A. |
While you cannot select a group of users to view activities, you can use the Activities by Assignment view which will allow you to view specific user's activities. |
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Alarms |
Q. |
The Alarms are not working. |
A. |
Alarms only work when High Calendar Integration is set up. (Even if AFN alarm was set, alarm must be enabled in the Notes calendar.)
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Q. |
Can I set an Alarm/Notification? |
A. |
Yes. High Calendar Integration needs to be set up. Set the Lead Time and place a checkmark in the Set Alarm checkbox.
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Calendar Integration |
Q. |
Can ACT! for Notes scheduling/calendar and Lotus Notes calendar integrate? |
A. |
There are two different types of calendar integration. |
Q. |
Can I have my ACT! For Notes activities display in my Personal Mail File Calendar? |
A. |
Yes. There are two levels of calendar integration. |
Q. |
Can I synchronize activities with my PDA? |
A. |
Yes. With low calendar integration ACT! For Notes activities automatically display on your Notes Calendar. The idea is to then use a conduit which synchronized with Lotus Notes. Additional Information. |
Q. |
AFN 2.05a: Is there a way to make calendar entries in the Notes mail file private and have them STAY private when synched with ACT! for Notes? |
A. |
Yes, if the ACT! for Notes mail file template is modified as follows. |
Q. |
When I use the "Pull Mail File Calendar Changes" action, where do non-ACT! For Notes activities display in ACT! For Notes? |
A. |
Activities that were created in the Notes Mail file calendar display under your User document as well as in all activity and calendar views (they will all be assigned to you). |
Q. |
Is there any difference in capability between the ACT! for Notes mail template for Notes R4.5 and Notes R4.6? |
A. |
There is no difference between the ACT! for Notes mail template for Notes R4.5 and Notes R4.6. |
Q. |
AFN Calendar entries made by User One for User Two - which are then pushed into User Two's Notes calendar - cannot be seen by User One within User Two's notes calendar. |
A. |
Notes calendar entries can only be created by the mail file owner (User One). Even if someone else (User Two) makes entries for the User One, User One has to " accept and thereby own the entry before it gets placed into User Ones mail file calendar for Two to view. Notes does this via email or decline process.
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Conversions |
Q. |
What are the general guidelines for ACT! for Windows 2.x Conversions? |
A. |
The conversion from ACT! for Windows to ACT! for
Notes does work... |
Q. |
What are the general guidelines for ACT! for Windows 3.x Conversions? |
A. |
General guidelines for ACT!
for Windows 3.x Conversions... |
Q. |
What are the general guidelines for ACT! for Windows 4.x Conversions? |
A. |
See FAQ entry for: What are the general guidelines for ACT! for Windows 3.x Conversions?
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Q. |
When I run a Data Conversion for ACT! For Windows to ACT! For Notes I receive Error 91, what can I do to resolve this issue? |
A. |
This error indicates that a problem was encountered while opening of the ACT! For Windows database.
The following conditions can cause this problem:
1. The username or password of a secured ACT! For Windows database is incorrect. Verify that the username
and password are correct.
2. A component of the ACT! For Windows database is missing. Make sure the .dbf and all supporting files are
available within the same directory. Try to open the database using Act! For Windows. This may give you a
more informative error message.
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Documentation |
Q. |
How can I obtain the User Guide and Admin Guide for ACT! For Notes? |
A. |
Once you have purchased the software, the Admin and User guides are included on the FTP site. If you have overlooked them when downloading and are now in need of a copy, please contact us at support@g2x.com
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Errors |
Q. |
When I attempt to open an email that I brought in from my mail file, I receive the following message "You have attempted to load or place a layout region into a table. Layouts are not allowed within tables.". What can I do to resolve this issue? |
A. |
When opening this note, you will have to use the Action | Open Note with Layout Region in order to open this note. |
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Exports |
Q. |
How can I save information into a Lotus 123 or Microsoft Excel spreadsheet? |
A. |
Select the documents you want to export, then use the Other | Export Utility action. |
Q. |
When using the ACT! for Notes Export utility (in the Other menu) I get gobbledygook for the .txt output |
A. |
Make sure that when you are selecting the fields for export that the Contact field is also selected.
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Fax Headers |
Q. |
Is it possible to have more than one Correspondence Header for outgoing faxes? |
A. |
At this time, it is currently not possible to have multiple fax headers. |
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Import |
Q. |
Can ACT! for Notes synchronize with the people in my Notes Name and Address Book? |
A. |
Yes. You must use this feature as if you were going to synchronize contacts with your PDA. |
Q. |
Can ACT! for Notes import with the people in my Notes Name and Address Book? |
A. |
ACT! for Notes 3.0 can import people from a Notes Name & Address Book by using the Other | Import from Address Book action.
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Q. |
What are the general guidelines for importing a spreadsheet into ACT! for Notes 3.0? |
A. |
Importing from a spreadsheet. |
Q. |
When I import contacts from a spreadsheet, the first and last name columns are blank. |
A. |
You must have two additional columns on the spreadsheet, FirstName and LastName (in addition to Contact column which has the contact's full name). |
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Installation |
Q. |
What should I do if I get an error message that includes: "...certificates not in common..."? |
A. |
1. Sign databases (go to File -> Tools -> Server Administration -> Database Tools -> select the databases and select "Sign a database", hit Sign). 2. Try whatever you were doing again. |
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Pipeline |
Q. |
AFN 3.x I am having trouble setting up ACT! For Notes and Pipeline. |
A. |
See AFN & Pipeline ReadMe file. |
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Pop-Up Lists |
Q. |
Why doesn't my Pop-Up lists appear in my contacts database? (AFN 2.05) |
A. |
Make sure the description file db containing the Pop-Up Lists is linked to the Contacts Database
via the Preference Document. If your description file db does not contain any data - copy the default
entries/data from the Default Description file db located in the Installer to the empty one. See FAQ on
Preference Documents for more information to see how the Preference Document should be filled out.
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Q. |
What fields are available for creating PopUp Entries? |
A. |
A list of fields on the company , contact , note and activity can be found here. |
Q. |
How can I limit Users to choose just from the PopUp list of values? |
A. |
All of these fields are set up be default to allow additional values. This change would be
considered a customization and you would need to discuss your options with the G2X sales team. |
Q. |
How do I convert customized PopUps from ACT! For Notes version 2.x to ACT! For Notes version 3.x? |
A. |
On the server, the database administrator must move the User Field labels and Pop-up lists via the
Copy-and-Paste method from the stand alone Description File database into the User Field Labels and
Pop-ups views of ACT! for Notes v3.0 Contacts database. NOTE: The User Field label for Category has
been changed to Groups. Your preexisting Pop-up entries should be changed accordingly. |
Q. |
When I try to create a PopUp for the Regarding field in the Activity form, I receive no popup values found. |
A. |
The Regarding field PopUp can be populated based on the type field. |
Q. |
When I try to create a PopUp for the Regarding field on the Note form, I receive no popup value found. |
A. |
The Regarding field PopUp can be populated based on the Type field. |
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Preference Document |
Q. |
What are some general guidelines for filling out a Preference Document? |
A. |
Preference General guidelines for filling out a Preference Document. |
Q. |
Can Manager Groups in the ACL of an ACT! for Notes database create or edit a Preference Document? |
A. |
No. Only Person Managers can edit a Preference Document
|
Q. |
When I choose to Create Based on Current, I still receive a blank new document. |
A. |
The Administrator needs to edit the Preferences document and turn inheritence on.
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Q. |
When I choose to Create Based on Current, all the fields that I want to be on the new document are not all there. |
A. |
The Administrator needs to edit the Preferences document and enable inheritence for those fields. List of fields that can inherit.(13)
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Q. |
After upgrading from ACT! For Notes 2.05 to ACT! For Notes 3.x, create based on current is producing a blank new document |
A. |
The Administrator will need to open the Preferences document in edit mode, check that
inheritence is enabled and save the document again. (The important step here is to refresh the
document by opening it in edit mode and re-saving.)
|
Q. |
Whenever I click on the Help action button, I receive a message that says "Check Preferences document to indicate Help Database." |
A. |
The Administrator must open the preferences document and specify in both the server and local fields the location of the ACT! For Notes Help Database.
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Product Literature |
Q. |
Where can I obtain documentation on ACT! for Notes? |
A. |
When you download the installation file from the FTP site, ensure that you also download the Admin Guide and User Guide.
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Read Me |
Q. |
What things should I know about ACT! for Notes before I use it? |
A. |
ACT! for Notes Version 2.0 ReadMe |
Q. |
What things should I know about ACT! for Notes 3.0 before I use it? |
A. |
Before using ACT! for Notes 3.0 make sure the following have been set up. |
Q. |
ACT! for Notes 3.0 ReadMe |
A. |
ACT! for Notes 3.0 ReadMe |
Q. |
ACT! for Notes 3.05 ReadMe |
A. |
ACT! for Notes 3.05 ReadMe |
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Replication |
Q. |
I want to replicate a database to multiple servers. How can I do this without having paths to Description and Help files replicating to all the servers? |
A. |
Go to database properties, click on "Replication Settings", click on "Advanced", click on the
"Fields" checkbox, click on "Define...", change "All Fields" to "Custom", de-select the fields you do not
wish to have replicated (this will probably be "Pathname" and the fields directly following it). |
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Searching |
Q. |
AFN 2.x: What is the proper way to search for documents in ACT! for Notes (e.g. I only want the contact documents as the result?) |
A. |
First your ACT! for Notes database must be Full Text Indexed (see Properties of database. Second, when
adding a condition (click Add Condition in the search bar), select "By Form" and then use form "ACT! Search".
From that point you can select your search criteria. If you need to, you may add additional conditions to the
one you have finished creating.
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Security |
Q. |
In general, how does security work in ACT! for Notes? |
A. |
Document Security
|
Q. |
In AFN 2.05a When you edit a document in the Contact by Company view, the field "Last Editor"
does not show the name when you re-visit the document. |
A. |
This is because the LastEdit field on the Security/Create subform is Computed for display
instead of just Computed.
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Speed |
Q. |
AFN 2.x: ACT! for Notes is slow to open views and save activities. What can I do to resolve this? |
A. |
If you are using AFN 2.0 and the ACT! for Notes database is taking a long time to open you can
upgrade to AFN 2.05a where the Open Database scripts have been modified for faster opening. If you are
using Calendar Integration the ACT! for Notes database may take longer to save an activity due to the
additional updating that is required.
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User Documents |
Q. |
Where do user documents display in ACT! For Notes? |
A. |
User documents will display in all contact views (as users are also considered contacts) as well as
in a User List under the Admin Navigator.
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Q. |
How can I create all my Users at once? |
A. |
Use the Other | Import From NAB action, ensuring that you switch the type of document to be
created to User.
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User Fields |
Q. |
What is a User Field? |
A. |
A User field is a customizable field for each company to define.
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Q. |
How many user fields are available in ACT! For Notes? |
A. |
20 fields on the Company document, 20 fields on the Contact document, 20 fields on the User
document and 4 fields on the Activity document.
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Q. |
How are User field values customized? |
A. |
Defining User Fields.
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Q. |
How do I convert customized User Fields from ACT! For Notes version 2.x to ACT! For Notes version 3.x? |
A. |
On the server, the database administrator must move the User Field labels and Pop-up lists
via the Copy-and-Paste method from the stand alone Description File database into the User Field Labels
and Pop-ups views of ACT! for Notes v3.0 Contacts database. NOTE: The User Field label for Category has
been changed to Groups. Your preexisting Pop-up entries should be changed accordingly.
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Web Access |
Q. |
Errors either accessing documents from the web or accessing ACT! For Notes from the web. |
A. |
Basic guidelines for web access.
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WinFax |
Q. |
What versions of WinFax is compatible with ACT! for Notes? |
A. |
Winfax Pro 8.0 or higher |
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