Chicago ACT! USER GROUP
Meeting: April 12, 1994
Tips and Techniques from Open Forum
During our monthly open forum some topics we discussed included upgrading to ACT! 2.0,
scheduling events in ACT!'s calendar, and transferring documents back and forth between ACT!'s word processor
and Microsoft Word.
Installing ACT! 2.0. Some users have noticed that after upgrading older versions of ACT! to the
new 2.0 version (for Windows), ACT! still reverts to the older version when one first opens a
What's going on here, you might ask? Well, there have been some difficulties with the Install
program. Apparently the ACT! "ini" files are not being updated properly by the new Install program. The
solution is to modify the path defaults (under preferences).
Scheduling Activities in the Calendar Not Associated With A Contact. Suppose you wanted to
schedule a PTA meeting in your ACT! calendar. How would you do it? As you know, you just can't simply
enter the event date and time directly to the calendar screen. Activities need to be linked to a contact
record. There are a couple of ways to do this. The first option is to tag the event to "my record". Or, you
might choose to create a special record for the event. If you enter the organization name (in this case,
"PTA") under the contact name field, you can use ACT! to schedule your PTA meetings. Note that this trick
also works well for scheduling projects. Just create a record with the project name ("1994 Sales Plan", for
example) as the contact name and pick a time to review those sales figures.
While we're on the topic of scheduling, it's worth noting that ACT! permits you to schedule
regularly occurring events (such as monthly meetings) by simply specifying "how often" and "how long". In
Windows versions of ACT!, these parameters appear (and can be specified) within the Schedule An Activity
dialog box.Compatibility With Other Word Processing Software. As you know, ACT! features a full-functioned
word processor. But what if the greatest form letter you have ever written happens to be a Microsoft Word
document? Fortunately there is a way of transferring a document from Word to the ACT! word processor and vice
versa. The key is to import the Word document to ACT! as a "rich text format" (RTF) document. Rich text
preserves text attributes such as boldface type and underlining. Using the rich text format, documents can be
transferred back and forth between ACT! and Word 6.0.
Meeting Topic: Using ACT! 2.0's E-Mail Capability.
Historically, electronic mail - or E-Mail - evolved from the telex machines of the 60's and
70's. While E-Mail is used to convey a message - like a conventional letter or a fax - there is no hard copy;
no piece of paper. An E-Mail message typically only consists of basic ASCII text. Only one font size and type
is used. However, other files (documents, spreadsheets, etc.) can be attached to an E-Mail message. One
powerful feature of E-Mail is the ability to easily send a message to a group of people (perhaps a group of
As with conventional mail, the recipient of E-Mail has to look in his mailbox (an electronic one
which is leased from an on-line service like Compuserv) for mail. Otherwise, the recipient may never get the
message. The ACT! E-Mail function has three major commands: create a message, transmit a message, and receive
(read) a message. These commands are represented by icons and can be also accessed via Windows pull-down
menus and dialog boxes. In addition, ACT! provides the user with several options when sending a message. They
include priority level (urgent or not), return receipt requested (yes or no), send time (now or at a
specified later time), and the ability to attach a file such as a Lotus file or an ACT! contact record to the
Don't start sending messages just yet, though. You'll first want to purchase a modem, if you
don't have one yet, and you'll have to set up an account with Compuserv (the only on-line service that is
compatible with ACT! 2.0). For communication within an organization, an in-house E-Mail system such as
CC:Mail or Microsoft Mail is another option for ACT! users.
(c) Copyright 1994 by Alan M. Lee, all rights reserved. Other nonprofit computer user's groups
may reprint this material providing credit is given the author and C.C.S. Future rights for publication
reserved by Alan M. Lee. ACT! is a registered trademark of Symantec Corporation.