Knowledge Base
PROGRAM: Act CRM Helpful Links

Table of Contents
Act Installation / Configuration
Act Users
Act Opportunities
Act Office Integration
Microsoft Word
  1.  How do I perform a mail merge in Act! Premium Cloud?
  2.  How to install and configure Microsoft Word integration for Act! Premium (access via web)

  3. Errors
  4.  When trying to edit a template I receive the Error: "Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'."
  5.  Error: "Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'..." when attempting to merge to Microsoft Word
  6.  Error: "Unable to cast COM object of type 'Redemption.SafeMailItemClass' " when attempting to perform a mail merge
  7.  Mail Merge in Sage ACT! Premium (access via web) Prompts for Microsoft Word Integration to be Installed Each Time When Accessing Through Internet Explorer 64-Bit
Microsoft Outlook
  1.  How do I use Microsoft Outlook as my email client with Act! Premium Cloud?
  2.  How to set the Act! address book as the default address book in Microsoft Outlook
  3.  How do I change the default email address that Microsoft Outlook opens with when sending to an Act! Contact?
  4.  What processes are used for Microsoft Outlook history recording?
  5.  How to prevent e-mails from recording history to user records in Act!
  6.  Can I merge data from Act! to the subject line of an email?
  7.  Microsoft Exchange compatibility with Act! v20.1 and later
  8.  How to enable trace logging for Microsoft Outlook integration in Act!
  9. Attach to Act Contacts Progress
  10.  What is the Attach To Act! Contacts Progress window?
  11. Scroll down to "Clearing the icon from the Windows system tray."
  12.  How to use Quick Attach to attach Microsoft Outlook emails to Contacts in Act!

  13. Errors
  14.  Outlook® is Missing as an Option in the ACT! E-mail Setup
  15.  Act! icons missing from Microsoft Outlook toolbar when using Act! 20.1 or later
  16.  Act! Addin becomes inactive after restarting Outlook 2013 and later
  17.  Microsoft Outlook email history does not record when using Outlook 64-bit after upgrading from Act! v18 to a newer version of Act!
  18.  No history created or recorded in Act! v20.1 and later when sending e-mail from Microsoft Outlook 2013 and later
  19.  "RPC Server not available." When attempting to send an e-mail using Microsoft Outlook
Act Video Library
Act System Requirements
Administrative Tasks & Repair Functions
Act Connect
Act Insights
Act Premium Web
Act Growth Suite & Marketing Automation
Act Growth Suite
  1.  What is Act Growth Suite?
  2.  What is the Act! Growth Suite Getting Started Menu found in Trial Accounts?
  3.  What are the Act! Marketing Automation feature differences between the Growth Suite Tiers?
Act Marketing Automation
  1.  What is Act! Marketing Automation
  2.  Getting Started with Act! Marketing Automation
  3.  What is required to start using Act! Marketing Automation
  4.  How to send marketing emails in Act! Marketing Automation
  5.  Email Authentication for Act! Marketing Automation
  6.  What is the Act! Marketing Automation Campaign Calendar?
  7.  How do I update the company details in my Act! Marketing Automation footer?
  8.  Landing Pages in Act! Marketing Automation
  9.  How can I edit the message that appears when clicking 'Unsubscribe'?
  10.  How can I remove contacts from my Act! Marketing Automation suppression list?
  11.  How do I allow my database users to use Act! Marketing Automation?
  12.  How can I import an HTML template into Act! Marketing Automation?
  13.  What exceptions do I need to whitelist for Act! Marketing Automation?
  14.  How does the Specific Date/Time feature work in Drip Marketing campaigns in Act! Marketing Automation?

  15. Help Videos
  16.  Act! Video Training Library: Overview
  17.  Act! Video Training Library: Templates
  18.  Act! Video Training Library: Drip Marketing
  19.  Act! Video Training Library: Assets
  20.  Act! Video Training Library: Landing Pages
  21.  Act! Video Training Library: Recorded Webinars

  22. Errors
  23.  Groups drop-down list is empty in Act! Marketing Automation
  24.  Why have I received an 'Over Email Sending Limit' message when activating my Act! Marketing Automation campaign?
  25.  Error: "Invalid JWT Token" when accessing Act! Marketing Automation
  26. Marketing Automation Screen is blank
  27. Error known by Act but is not posted anywhere in their Knowledge Base
    Close Act. In services.msc, restart "Act Web API Host" service. Reopen Act.
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