This page will guide you through configuration and basic use of the Level365 CRM Connect Act! 2010+ Add-in. It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.
Act! 2010+ and the database used to store your contact data should already be installed and working normally before proceeding with this integration.
Level365 CRM Connect must also be installed already with the initial configuration completed.
Information You'll Need
- Windows account username and password
- Act! 2010+ database name and filepath, username and password (if password protected)*
*Instructions on where to find this information are given below if required.
Right-click the Level365 CRM Connect tray icon in the system tray menu and then left-click Configuration option from the menu that pops up, this will open the 'Configuration' screen. In the 'Integration' area, click the Add new button, select Act! 2010+ from the 'Type' drop-down box and then click the Set button.
On the 'Configuration' group, you need to enter the details of your Act! 2010+ database.
To find out where it is stored, go into Act! 2010+, open the 'File' menu and click 'Open/Share Database' option.
Back on the Level365 CRM Connect 'Configuration' group, click the Browse… button, navigate to the location you just made a note of and then click on the Act! 2010+ database you wish to integrate with; you're looking for a .pad file. If you're not sure which the correct file is, consult your system administrator.
If the database is password protected, enter the 'Username' and 'Password' to use to open the database.
The 'Tab to Pop' option allows the user to choose which tab window is to be displayed on Screen Pop. To set the Tab to be displayed on Screen Pop, select the 'Tab to Pop' within ACT! that you require. The default will be first tab on the contact screen. The Tab's displayed on the 'Tab to Pop' list, 'Notes', 'History', 'Activity', 'Opportunity' and 'Web Info' are relevant for Company and Contact records whereas 'Group', 'Secondary Contact' and 'Relationship' are relevant for Contact records only.
Next the Create entry allows the option to Screen Pop to either the 'New History' window or 'New Note' window.
For the record popping to work, ACT! will need to be open.
Select which of your Act! 2010+ contact types you want to be used by ticking the corresponding boxes in the 'Entities' section.
Click the Save button to store the information you've entered and apply the configuration.
To test if the configuration worked, enter a phone number from your Act! 2010+ account into the 'Telephone' box in the 'Integration test' area and click the Search button. The results will be displayed after a few seconds.
If the test does not work, go to the 'Log' page of configuration and see if there are any errors in the log.