ACT! for Windows 2.0.8
Read Me 3-14-96

This file contains information about changes made since the 
documentation went to press.  Please review this information before 
running ACT!.  You may also want to print a copy for future reference.


ATTENTION ACT! USERS: What is ACT! Mobile Link?
-----------------------------------------------
ACT! Mobile Link is an add-on to ACT! that provides automatic 
two-way merging of ACT! data for mobile users.  ACT! Mobile Link 
is available directly from Symantec or through your local computer 
store.


Table of Contents
-----------------
New for version 2.0.8
New for version 2.0.7
New for version 2.0.6
New for version 2.0.5
Important Information About ACT! for Newton
LANtastic 6.0
Novell 4.0
Network Installation
Converting Your ACT! for Windows 1.X Databases
E-mail
Envelope Printing
Label Templates
Reports
Dialing with ACT!
WinFax PRO
Transfer from ACT! 2.0 to ACT! for Palmtops
Color Printing on DeskJet 5xx Series Printers
Microsoft Office ODBC Drivers
ACT! Administrator Utility


New for version 2.0.8
---------------------
ACT! updates:
* Edited note entries are no longer duplicated during merge.
* Activities which are added from the Newton are marked public or 
private depending upon the Preferences setting in ACT! for Windows.
* Conflict with MS Exchange inbox polling has been resolved.


New for version 2.0.7
---------------------
ACT! updates:
* Version 2.0.7 was available only with ACT! for the Newton.  See 
"Information About ACT! for Newton" below for more details.  All
ACT! 2.0.7 enhancements are included in ACT! 2.0.8.


New for version 2.0.6
---------------------
ACT! updates:
* Enhancement of interoperability with ACT! for Macintosh 2.5. - Windows 95 
compatibility issues have been addressed.
* DDE (dynamic data exchange) enhancements have been implemented.
* Queries on the Phone field using <<>> to find blank fields now function 
properly.
* Overflow pages on Month calendar printing are now printed appropriately.
* Compress and reindex no longer affects the Edit Time and Edit Date fields of
all records.
* MS Mail Remote users without "ServerPath" information in MSMAIL.INI file can 
now access e-mail through ACT!


New for version 2.0.5
---------------------
ACT! updates:
* Compressing and re-indexing an of ACT! database no longer effects
the Edit Time and Edit Date fields.
* MS Mail Remote users without "ServerPath" information in MSMAIL.INI
file can now access e-mail through ACT!.


Important Information About ACT! for Newton
-------------------------------------------
Activities which are added from the Newton are marked public or private 
depending upon the Preferences setting in ACT! for Windows.

Deleting Personal Information from the Newton Name File:
When you launch ACT! for Newton for the first time, contact information 
in the Newton Name File is copied to ACT! for Newton.  If you have a 
personal record (or records) in the Newton Name File that contains 
information about you (your name, phone number, and so on), delete this 
record before you launch ACT! for Newton for the first time.  You should 
have only one personal record (called the My Record in ACT!) in your ACT! 
for Newton database. 

Because ACT! for Newton automatically creates your My Record using the 
personal information contained in the Newton Preferences area, personal 
information in your Name File record will conflict with the information 
in your ACT! My Record and cause problems if you try to synchronize data 
between your ACT! for Newton database and an ACT! for Macintosh or ACT! for 
Windows database.

Linking Your Newton PDA to a PowerBook:
If you want to use a serial connection between your Newton PDA and a 
PowerBook with a combined Printer/Modem port,  make sure the Network Control 
Panel on your Macintosh is set to Ethernet.  If you want to connect using 
LocalTalk, switch the Network Control Panel setting to LocalTalk.

Linking Your Newton PDA to Your Desktop Computer:
* It is extremely important that you enter your personal information in your
Newton EXACTLY as it appears in the My Record of your desktop ACT! database.

* Due to storage limitations on the Newton PDA, it is best to store most 
of your contacts' notes and histories on your desktop ACT! database.  
After you link, you can delete the notes and history items on your Newton to
save memory; these notes and history items will remain in your desktop database.

* There are two types of notes in ACT! for Newton--ACT! for Newton Notes, 
and the notes you can add to contact cards.  Any text you write in the 
notes area of a contact card is not transferred when you link ACT! for 
Newton to your desktop database.  To ensure that contact card notes are 
transferred when you link, you can create a new ACT! for Newton Note and 
re-enter the information, or select and move the text from the contact card 
to the ACT! Note slip.  For more information on moving and selecting text on 
your Newton PDA, refer to your Newton documentation.

* If you delete a contact from your Newton or from your desktop database between
links, that contact is not re-added to the database on the other platform unless
you schedule an activity with that contact.  For example, if you had a contact 
named Amy Morris on both your desktop and Newton databases, deleted Amy's record 
from the desktop, and then performed a link, Amy's record would not be re-added 
to the desktop.  However, if you deleted Amy's record from the desktop, scheduled
a meeting with Amy in ACT! for Newton, and then performed a link, Amy's record 
would be added to the desktop again.  If you want to delete a contact record 
permanently, make sure you delete it from both your desktop and Newton databases.

* After you link your Newton and desktop databases, a message telling you that 
your Newton is disconnecting may remain on your Newton screen for some time.  
This is normal and does not indicate a problem with the connection or with your 
Newton PDA.

Handling Alarms:
If you tap X to close an alarm slip that appears to notify you of an activity, 
that activity remains in the Task List, but is no longer identified as having 
an alarm associated with it.

Show/Hide Option in the Newton 2.0 Operating System:
The Show/Hide option in the ACT! General Preferences area allows you to show 
or hide ACT! for Newton by tapping the Names button on your Newton.  If you 
are using ACT! for Newton with the Newton 2.0 operating system, you can make 
any application in the Extras drawer your default background application, also 
called the backdrop.  If you choose ACT! for Newton as your backdrop, the Show/Hide 
feature will not work.


LANtastic 6.0
-------------
To run a multi-user ACT! database on LANtastic 6.0, you must first 
install the update patch to the LANtastic network operating system 
(dated 7/13/94 or later). You can obtain this file (NOS600.EXE)
directly from Artisoft, Inc.

When running LANtastic 6.0 with Internal Share enabled, set Name Space (a 
LANtastic Net_Mgr Internal Share setting) to at least 4K to properly 
handle long directory paths.


Novell Netware - Client VLMs
----------------------------
When running Novell Netware VLMs with ACT! for Windows, the following 
statement must be added to your NET.CFG file under the "Netware DOS
Requester" section: TRUE COMMIT = ON. For example:

Netware DOS Requester
     FIRST NETWORK DRIVE=F     
     TRUE COMMIT=ON

The NET.CFG file is normally located in your NWCLIENT directory.


Network Installation
--------------------
After updating a shared installation of ACT! , you will need to reinstall 
all license packs (bump disks) to reset the license counter correctly.
     
When performing a network install the " Install /A" command line is not 
enabled. To do a network install choose "Custom" and ACT! will install 
all the files that are necesary to run a shared executable.


Converting Your ACT! for Windows 1.X Databases
----------------------------------------------
NOTE: Before converting your databases, you should first compress and 
re-index them using the version of ACT! with which they were created.

To maintain the integrity of your ACT! 1.X for Windows data, the ACT! 
2.x for Windows files are installed to the ACTWIN2 directory. You can
convert your 1.X databases easily by following this procedure:

1. Launch ACT! 2.0 and choose Open from the File menu.

2. Select the drive and directory where your ACT! 1.X databases are
located. Unless you specified a different location, you will find your 
1.X databases in the directory C:\ACTWIN\DATABASE.

3. Select the database file you want to convert and click OK.

4. When prompted, choose Yes to update the file.

5. Click OK to retain the original database name or rename it. 
ACT! updates the database and places it into the ACTWIN2\DATABASE 
directory.

You can also convert your ACT! 1.X documents, templates, and reports in a 
similar way:

1. Launch ACT! 2.0 and choose the Open command from the File menu.

2. Check to see that the Document, Letter Template, or Reports option is 
selected in the List Files of Type list box depending on the type of file 
you want to convert.

3. Select the drive and directory where your ACT! 1.X documents, templates, 
or reports are stored. Usually you will find them in: C:\ACTWIN\DOCS, 
C:\ACTWIN\TEMPLATES, and C:\ACTWIN\REPORTS.

4. When prompted, choose Yes to update the file.

5. Click OK to retain the original file name or rename it.
ACT! updates the file and places it into the appropriate ACTWIN2 
sub-directory.


E-mail
------
To send a message to someone with a CompuServe address, you must first create 
an address book using the CompuServe software. 

Attaching files to CompuServe e-mail may result in the message "Binary message 
not valid for receiver." This is due to a conversion that occurs if the message is 
routed through an Internet gateway. If this happens, you will need to send the file 
using CompuServe's software instead of ACT!

If you are using cc:Mail Mobile, both the Mobile and LAN post office paths are 
identical the first time that you log on to cc:Mail from ACT! and correspond to 
the path used in the last cc:Mail session. By default, the Mobile button is selected. 
To set your post office path(s), select the appropriate connection type, and manually 
type in the path. If you do not know your post office paths, you can look them up in 
the cc:Mail Logon dialog box, or you can get them from your network administrator. 
After you enter the cc:Mail post office paths, they are saved in the ACT! preferences 
file (ACTWIN2.INI), and ACT! will now remember the paths as well as your last 
connection type (LAN or Mobile).

Some multi-user and e-mail features may not function properly if you are using 
previous versions of ACT! with ACT! 2.0.8 for Windows. For example, if 
you send a Microsoft Mail message to multiple recipients, any of the 
recipients who are using an older version of ACT! 2.0 for Windows will be unable 
to reply to all recipients of the message unless they manually remove 
the single quotation marks around the addresses, or they upgrade to ACT! 2.0.8 
for Windows.


Envelope Printing
-----------------
If your envelope does not print correctly, you need to edit the ENVELOPE.TPL 
template. Every printer handles printing envelopes differently, so you may need 
to adjust this template slightly.

If your envelope is not printing in the correct direction, choose the Printer 
Setup command from the File menu. Most printers use Landscape 
orientation for printing envelopes, but some printers require Portrait 
orientation. This depends on how the envelopes are fed into your printer.

If you are using an envelope feeder, change the paper size to Envelope, 
if your printer has an envelope option. However, most of the time, a paper 
size of Letter 8.5 x 11 inches is fine.

To change the paper size to Envelope when your printer has no envelope 
option, choose the Page command from the Format menu.  Set the Top 
Margin to 1.00 inches and set the Bottom Margin to .50 inches, then try 
printing again. You may need to make further adjustments, as every printer 
is different.

When your envelope prints correctly, save the changes to the default template 
ENVELOPE.TPL. This will ensure a correctly printed envelope each time.

After you print a group of form letters, you can then print a group of envelopes. 
To print a group of envelopes, follow the same steps you used to print the form 
letters, but select the ENVELOPE.TPL template instead. 


Label Templates
---------------
Some of the label templates have been revised to eliminate shifting problems.
The ACT! Mobile Link installation program does not install these new 
label templates. Please call Technical Support to request the revised 
templates. When you receive the new templates, you may have to make 
slight adjustments to ensure proper printing on your individual printer.

A new feature lets you specify the number of rows of labels that will appear on a 
page before an automatic page break. To specify the number of rows per page 
before a page break, insert the number of rows after the number of columns in the 
<85Start_Contact> field. For example, to create a template with three columns and 
six rows of labels, insert the following as the first line in the template:
<C:3:R:6:85Start_Contact>

For best results with this kind of label template, follow these steps:

1. Set the bottom margin to zero.

2. Set the top margin so that the first line of the first label prints at the top of the 
first label.

3. Make sure that the total line spacing for all the lines of the template (except 
for the Start Contact line) adds up to the exact height of one label.


Reports
-------
The contact (CONTACT.REP) and status (STATUS.REP) reports now 
include all contacts that you select, regardless of whether 
the contacts have note, activity, or history information. To be 
included in any of the other reports, contacts must have either note, 
activity, or history information.


Dialing With ACT!
-----------------
Q. When  I access my Phone List and try to use the Auto WinFax option, 
ACT! displays my phone numbers as International, or in another incorrect format. 
Why does this happen?

A. Make sure that you have set your location and dialing codes correctly in the 
Dialing Preferences dialog box.


WinFax PRO
----------
If your database is shared or password protected and you are using 
ACT!PhoneBook as your default, you will receive an error message when 
launching ACT! from WinFax. This error message says that it cannot 
communicate with the application program that provides the phone book. 
To fix this problem, press ALT+TAB until ACT! 2.0 is selected, enter your 
password and/or user name to open the database, then press ALT+TAB until 
WinFax is selected again. Now you can see your contacts displayed in the 
Phonebook list box. An alternative to this method is to make sure that ACT! 2.0 
is running before launching WinFax Pro.


Transfer from ACT! 2.0 to ACT! for Palmtops
-------------------------------------------
To avoid getting duplicate notes records when receiving from the HP Palmtop, 
the date and time formats on the PC and the HP Palmtops should be the same. 
Make sure that the PC date format is set for leading zeros for day and month.


Color Printing on DeskJet 5xx Series Printers
---------------------------------------------
To print in color using the DeskJet 5xx series, driver version 
5.00, you must open the Printers control panel, click Setup, 
and set the ColorSmart Printout option to Color Graphics. This 
ensures that ACT! will print color text.

ACT! Calendars do not print in color.


Microsoft Office ODBC Drivers
-----------------------------
New databases created in ACT! 2.0.8 are identified as FoxPro 2.5  which means 
they can be read using the FoxPro 2.5 ODBC driver that is included with 
Microsoft Office applications. This driver lets you use the Microsoft Word 6 
Mail Merge features with your ACT! contact data. You can also use MS Query to 
bring ACT! contact data into an Excel 5 spreadsheet. Note that although you can 
read your ACT! contact data in Microsoft Office applications, you should 
only edit ACT! data in ACT!

If you have a database that was created in a previous version of ACT! 2.0x for 
Windows, and you want to access it as a FoxPro 2.5 database you must use the 
conversion utility available from tech support or on supported on-line services:
CompuServe, AOL, Symantec BBS.


ACT! Administrator Utility
--------------------------
If you are upgrading from a previous version of ACT! 2.0 for Windows, the 
Administrator Utility (AAU) icon may still be present. You should delete 
this icon because the AAU has been incorporated into the ACT! 2.0.8 
application.