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Act! Documentation

Select whether you’re a new, upgrading, or Act! (access via web) user to view the guides you need to help you get installed, set up, and using Act!. Or, get help with Troubleshooting.

New Users

Installing Act! for New Users

Explains how new users can install and register and activate Act!.

Quick Start for New Users

Explains how to get started using Act!. You’ll learn about the workspace, databases, adding contacts, tracking your schedule, and more.
(For Windows desktop users)

(For web users)

Quick Reference Card

Provides tips and shortcuts for the tasks you do most often in Act!.

Upgrading Users

Upgrading from ACT! Versions 2005 and Later

Explains how to upgrade to the latest version of Act!. You’ll learn how to prepare your database, install and activate Act!, and understand the new features in this release. Instructions also include how to downgrade from a premium database.

Upgrading from ACT! Versions 3.x, 4.x, 5.x (2000), or 6.x (2004)

Explains how to upgrade to the latest version of Act!. You’ll learn about converting your database and supplemental files, preparing your database for conversion, and installing and activating Act!.

Quick Reference Card

Provides tips and shortcuts for the tasks you do most often in Act!.

Users of Act! (access via web)

Quick Reference Card for Act! Premium Mobile

Provides tips and shortcuts for the tasks you do most often in Act! Premium Mobile.

Act! Premium Web Administrator’s Guide

Explains how to complete your Act! (access via web) installation. You’ll learn how to plan your installation, set up user access, and integrate with applications, such as Microsoft Outlook®, Word, or Google®.

Users of Act! Web API

Act! Web API Administrator’s Guide

Explains how to complete your Act! Web API installation.

Troubleshooting

Act! Diagnostics Utility User's Guide

Explains how to use the Act! Diagnostics utility (ActDiag), to repair and maintain Act! databases and manage some aspects of the local Microsoft® SQL Server® instance for Act!.

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