Act! Premium Cloud | New Lookup Interface
As of June 18th, 2025, the lookup screen is different. Please note this article only applies to our clients that have Act! LLC hosting their database. It doesn't affect self-hosted databases or databases hosted at the MondoCRM data center.
Training video:
Training article:
Related Articles
How to Reduce the Number of Act! Users
If you need to reduce the number of users on your Act! license, it’s best to do this before the renewal charge hits your credit card. This video shows you how to accomplish this. Otherwise, Act! will throw up an error message when there are too many ...
How to Determine Disk Space Used by Your Act! Database
When migrating your Act! database to a hosting provider or to a new server, it's a best practice to know how much disk space you'll need. Watch the video to learn how its done, especially paying attention to the attachments folder.
SMTP Relay Settings for Microsoft Office for Act! Advantage
In order for to use Office 365 to notify you of new appointments using the Act! Advantage online scheduling tool, you need to have SMTP Authentication activated for the user's mailbox. This security setting may be turned off by default, and you need ...
How to Backup up an Act! Database and send it to MondoCRM
We recommend logging into the server where the database is hosted with the Windows Administrator credentials. Then run the following steps: Creating a backup Login to your database as an Administrator or a Manager level Act! User Click File > Back Up ...
Reset Act! Workstation Preferences
<br> Steps: Rebuilding the preferences file Rebuilding the Act! Preferences can resolve a number of issues. There are two methods to rebuild your preferences file - using the Act! Diagnostics utility and manually rebuilding ...