ACT! 2.0 for Windows
Readme 3/8/94

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.


Mail
----
If installing ACT! 2.0 to a server, make sure to set the path for your 
Briefcase and Outbox paths to your local drive. (To do so, choose the 
Preferences command from the Edit menu, and then select the Path 
Defaults option.) Setting the path to your local drive avoids sharing your 
messages with others using the same ACTWIN2.EXE file.

If you are running cc:Mail version 1.1, you probably have VIM DLLs 
which are out of date. You must contact your mail administrator or 
Lotus/cc:Mail representative to get the latest version of the VIM.DLL set.

See the E-mail and Q&A sections of the online help for more information 
and trouble-shooting tips. (To access the online help, press F1 when 
running ACT!.)

Long Date Format
----------------
The format for the day of the week, as displayed by the word processor, is 
controlled by your Windows settings. To view these settings, choose the 
Insert Date command from the Edit menu, and then select the Long Date 
option. To change these settings, choose International from the Control 
Panel group in Program Manager. For more information, consult your 
Microsoft Windows documentation.

Address Book Printing
---------------------
If you select "double sided" printing in the Address Book Options dialog,
do not enable your printer's "duplex" or "double-sided" printing capability
when printing your address book. 


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 right 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 ½ x 11 inches is fine.

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

*Once 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.

Working with Name Separators--Last Name Suffixes
------------------------------------------------
ACT! has a number of different last name suffixes for you to choose from, 
such as John Smith, MD or Martha Edwards, PhD. Before you add a 
contact, make sure the suffix you plan to use is available. To check this, 
choose the Preferences command from the Edit menu, and select the Name 
Separators option. When the Name Separators list box appears, select the 
Last Name Suffixes option. If the suffix you would like to use is not on the 
list, click the Add button, enter the new suffix, and then click OK.

Also, do not use periods in your suffixes since the program cannot 
determine the text correctly, and your first and last name searches will not 
execute properly.

Using activity fields in letter/report templates
------------------------------------------------
When customizing or creating user-defined letter/report templates, note 
that the Call, Meeting, and To-Do contact fields will only print out for 1 
contact. The structure of the Activities database in comparison to the 
Contact database does not allow for each individual Call Date, Call Time, 
and Call Regarding field to print out on the finished document, if the 
document is created as a form letter. It will only contain the information for 
the first contact in the Lookup/Group.

Dialing with ACT! 2.0 for Windows
---------------------------------
Q. Every time I access my Phone List, it displays my phone numbers as 
International, or otherwise incorrect, why?

A. This means you did not enter your phone number information when you 
first installed the product. To reset your phone numbers, you can use a text 
editor to edit the ACTWIN2.INI file, or you can create a new database in 
ACT! 2.0 for Windows and change the My Record information. By 
changing the My Record information, the new information is written 
automatically to the ACTWIN2.INI file.

The [Me Record] section of the ACTWIN2.INI file should have all of the 
information filled in, as shown in the following example:

[Me Record]
Me Country Code=1
Me Company=Corporate Image Products
Me Name=Chris Huffman
Me Addr1=32432 St. Thomas
Me Addr2=
Me Addr3=
Me City=Irving
Me State=TX
Me Zip=76062
Me Phone=214-555-9665
Me Extension=
Me Country Index=85
Me Fax=214-555-9876

WinFax
------
When sending international faxes, the Auto WinFax facility does not utilize 
the contact’s country code. Instead, the country code must be entered 
manually in the WinFax PRO Send Fax dialog box. To do this, remove the 
scheduled fax from the Recipient List, enter the country code in the Fax
field, then click the Send button. You will not be able to broadcast a form 
letter fax with international destinations.

If your long distance numbers are not appearing correctly in the WinFax 
PRO Send Fax dialog box, make sure that your phone number is specified 
correctly in the [Me Record] section of the ACTWIN2.INI file. The 
ACTWIN2.INI file is located in your Windows subdirectory. The Auto 
WinFax facility will not work unless the phone and fax numbers are 
specified with dashes, for example, 408-555-1212. To reset your phone 
numbers, you can use a text editor to edit the ACTWIN2.INI file, or you 
can create a new database in ACT! 2.0 for Windows and change the My 
Record information. By changing the My Record information, the new 
information is written automatically to the ACTWIN2.INI file.

If you are running ACT! from a shared ACTWIN2.EXE file on a Windows 
for Workgroups network server, you will not be able to use your ACT! 
phonebook in WinFax. Dynamic Data Exchange linking is not available 
since you cannot set your path (in the AUTOEXEC.BAT file) to a 
Workgroups drive.

If your database is shared or password protected, 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 phonebook. To fix this, press ALT+TAB until ACT! 2.0
is selected, enter your password and/or user name to open the database, and 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.

For further information regarding the WinFax facility, consult your WinFax 
Pro documentation.

DDE (Dynamic Data Exchange)
---------------------------
If you are running ACT! from a shared ACTWIN2.EXE file on a Windows 
for Workgroups network server, you will not be able to use DDE. Dynamic 
Data Exchange linking is not available since you cannot set your path (in 
the AUTOEXEC.BAT file) to a Workgroups drive.

Using DDE and Microsoft Word version 6.0:
Microsoft Word version 6.0 does not recognize the DDE linking format.
Thus, the Paste Link option is dimmed. However, you can access the Paste Link
option by using an embedded field code in your Word document, as outlined in
the following steps.

1. To open a field code, press CTRL+F9. Word inserts two bold braces 
and leaves the cursor in the middle of them.

2. Inside the braces, type:
DDEAUTO ACTWIN2 <filespec> <field> \* MERGEFORMAT \T 
where <filespec> is the complete path and filename of the database using 
double backslashes, that is, C:\\ACTWIN2\\DATABASE\\FOO.DBF 
and <field> is the ACT! DDE field name (that is, Company, State, and 
so on).

3. To update and display the field, press F9.

4. To edit the field code, press ALT+F9 to toggle the View Field Code 
mode.

Note: Word version 6.0a fixes all the DDE problems listed above.