ACT! Mobile Link 2.0
ACT! 2.0.4 for Windows
Read Me 3-6-95

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.

Table of Contents
-----------------
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
Data Synchronization and Time Zones
Synchronizing With An Unregistered User
ACTMAIL.INI File
ACT! Administrator Utility
ACT! Mobile Link User's Guide Errata

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). You can obtain these files (NEWNOS.BAT, 
NEWRED.EXE, and NEWSRV.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
--------------------
If you currently have ACT! for Windows installed on a network drive, and 
you install ACT! Mobile Link on the network drive, you must then run the 
ACT! Mobile Link workstation install on each individual workstation that
will use ACT! Mobile Link. This ensures that the appropriate .DLL files
are installed.

Synchronizing a database on a network drive requires that a large 
number of files be open at the same time. This number exceeds the default 
allowed by Novell NetWare. To synchronize a database on a network drive,
you must do one of the following:

1. Reduce the load on the network by setting the Synch default path to a 
   directory on a local drive; or

2. Increase the number of network files that can be open at one time. To do 
   this, create a SHELL.CFG file (or NET.CFG if you are using ODI network 
   drivers) in the root directory of your startup drive (the directory 
   containing the AUTOEXEC.BAT file), or open the SHELL.CFG file if it 
   already exists. Add the following line to the file:
   file handles = 50

Converting Your ACT! for Windows 1.X Databases
----------------------------------------------
NOTE: Before converting your databases, you should first compress and 
reindex 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 the Open command 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 subdirectory.

E-mail
------
When dialing the ACT! Mail Server by modem, you must enter the 
Dialing Prefix manually.

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! 2.0.4 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! 2.0.4 
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 ½ 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 when I 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.

Microsoft Office ODBC Drivers
-----------------------------
New databases created in ACT! 2.0.4 can be read using the 
FoxPro 2.5 ODBC driver that is included with the 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 the 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! 2.0 for Windows, and you want to use ODBC with this 
database, you must rebuild your database. 

To rebuild your database:

1. Choose Save As from the ACT! File menu. The Save Contacts 
   dialog box appears.

2. Select Active Lookup and click OK. The Mini Month calendar 
   appears.

   NOTE: You must select Active Lookup; if you select Active
   Group, your database will be copied but not rebuilt.

3. Click All Dates. The Save Lookup As dialog box appears.

4. Enter a name for the new database and click OK. The Enter "My
   Record" Information dialog box appears.

5. Click the Use From Current Database button. A dialog box 
   appears with a name and password field.

6. Enter a password, or leave the password field blank if you
   don't want to assign a password for the database, and click
   OK.

The database is rebuilt, contact by contact.

Data Synchronization and Time Zones
-----------------------------------
To ensure that the time stamp on database changes is accurate for remote 
users in different time zones, verify the following:

1. The computer system date and time must be set correctly for the remote
   user's time zone.

2. The Current Time Zone must be specified in the ACT! Synchronization
   Preferences dialog box.

Synchronizing With An Unregistered User
---------------------------------------
If you try to synchronize data with an unregistered user, you will be 
prompted twice that this user is not registered. Click OK to accept the 
unregistered user. Now the user will appear twice in the Synchronize 
Settings dialog box. You should delete the duplicate name by following 
these steps:

1. Choose Synchronize from the File menu.

2. Click the Settings button.

3. Select the duplicate user name, and click Delete User.

4. Click Yes to confirm the deletion, and click Close.

ACTMAIL.INI File
----------------
You should make a backup copy of your ACTMAIL.INI file after you have 
made a peer connection with ACT! Mobile Link or you have connected with 
your ACT! Mail Server. The data in the ACTMAIL.INI will not be recreated 
if it is accidentally deleted unless you reinstall ACT! Mobile Link.

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! 2.0.4 
application.

ACT! Mobile Link User's Guide Errata
------------------------------------
The following are corrections to the ACT! Mobile Link User's Guide:

Page 7-11, step 7 incorrectly states that "your e-mail ID and the user's e-mail ID 
appear in the Select E-mail Address dialog box."  When you are registering with
another user by modem, only the other user's e-mail ID is added to your Address
Book; your name does not appear in the Address Book unless you are registered
with an ACT! Mail Server. If your name does not appear, you must manually
enter it. Your ACT! Mail ID is your name as you entered it in the Registration
dialog box.

Page 7-13. If you select the Remember Password option, you will no longer 
see the Login dialog box for ACT! Mail. If you later decide that you want 
the Login dialog box to appear, disconnect from all mail systems by choosing 
Disconnect from the Mail submenu in the File menu, then hold down the Shift 
key when you open the ACT! Mail inbox or the ACT! Mail address book. This 
causes the ACT! Mail Login dialog box to appear.

Page 7-19, step 4 incorrectly states that the "Connections dialog box displays
for 60 seconds, and if you don't click OK, it starts ACT! Mail Background."
The Connections dialog box does not time out after 60 seconds unless it is
being used to get contacts during synchronization.

Page 7-19, step 8: The prefixes and postfixes are not applied to the first
number in the list. The first number in the list is automatically set to the
number that you typed during registration, including the prefix, if any. If you
registered with a server over the network, the first number in the list is 
unused, and the second number contains the telephone number of the server. 
Because this number is in the second position, you can change its prefix.

Page 7-25, step 4: The Accept Calls check box is not available for entries
in the ACT! Mail Server address list. It applies only to entries for other 
ACT! Mail users.
