What to do after ACT! Upgrade
QwikQuote as the leading sales quoting
software and quotation software
that integrated lively with famous contact manager and CRM program ACT!
To address the issue that ACT has a
number of releases – almost each year with a major release,
our quoting software and quotation software has to use a group of DLL files each
year.
Before the QwikQuote runs, our quoting software and quotation software need to
know the version of ACT running on your computer
so as to decide what group of DLL files to be user in your quoting software and
quotation software setup to work properly with ACT.
In case you updated you ACT to newer
version, or you find QwikQuote is not working properly with your ACT version,
you need to check first the version of ACT your copy of QwikQuote quoting
software and quotation software can support or not,
and then run a little program called QQLinksACT2006.exe
to set QwikQuote to use the right group of DLL files working with
ACT!
And if there is still glitch when our sales quoting software works with your
ACT, then you should do a few more checks below.
In case you cannot resolve with the
help of information in this document, please contact us by email at support@qwikquote.com
or call us at +1.248.238.8101
1. Check the Version of ACT! your Quoting Software and Quotation Software Supports
First check to make sure your copy of
QwikQuote the Quoting Software and Quotation Software supports the ACT! Version
you upgraded similar as screenshot image shown below:
For example, the group of DLLs with *_09.dll is to support ACT!
2009
and the group of DLLs with *_10.dll is to support ACT!
2010
and the group of DLLs with *_11.dll is to support ACT!
2011
and the group of DLLs with *_12.dll is to support ACT!
2012
and the same rules to follow in future ACT and QwikQuote
releases
If you do not find the group of QwikQuote DLL files to support the version of
ACT running on your computer
you need to update you QwikQuote the sales quoting software and
invoicing software to newer version
so that it will work with the ACT! Version you upgraded on your quote
software system.
2. Run QQLinksACT2006.exe to set the right group of DLL files working with ACT!
After your
ACT upgraded, you need to run a little program in the
C:\Program
Files\QQ6\QQLinksACT2006.exe for 32 bit Windows
C:\Program
Files (x86)\QQ6\QQLinksACT2006.exe for 64 bit Windows
Such
as the screenshot picture displayed below:
]
The program is a DOS command line
executable file that runs very fast.
You might notice that a DOS command window flashed once or you may feel nothing
happened on a faster computer.
This will set the right group of DLL files working with ACT in your Quoting
software and quotation software setups.
After you run this little program QwikQuote
can know the new ACT editions you updated to and working with it in bring in
contact information
and feedback quote information into ACT correctly and seamlessly in your sales
quote software and invoice software system.
Also try
always to find your contact you are going to work with in ACT first,
and then back to QwikQuote the quoting software and quotation software to
use 
button
to bring the contact you working with in ACT into QwikQuote.
This
is faster and use less mouse clicks and ensures the quoting information in the
quotation software and quoting software
to be always saved and synchronized with ACT UI so that you can see
the changes immediately
in your sales quote software and invoice software system.
Such as the screenshot picture demonstrated below:
Note: If you accustomed to the old approach
to find contact in ACT by pressing the Find Contact 
button
you can still do that way. But its major usage is for old versions ACT with
ACT 6.x or earlier versions.
Note: If your ACT and QwikQuote works just fine after
the above 2 steps,
there is no need for you to do the rest of checks.
3. Confirm ACT Load QwikQuote Plugins Properly
For the
function to operate
properly, QwikQuote plugins module to ACT UI must be loaded properly by ACT at
runtime.
This can be confirmed by an entry "QwikQuote live links to ACT!"
shown in the ACT Tools menu as screenshot shown below:
If you do not see the menu command entry
QwikQuote live links to ACT! 
,
you should first try to close and then re-start ACT and check to see if it come
out then.
If it still does not come out, then you should check the file name DependentDlls.xml at:
Sage ACT! 2011 - 2012
Windows XP: C:\Documents and
Settings\*username*\Application Data\ACT\Act Data\
Windows Vista and Windows 7: C:\Users\*username*\AppData\Roaming\ACT\Act
Data\
ACT! 2005 - ACT! by Sage 2010
Windows XP: C:\Documents and
Settings\*username*\Application Data\ACT\ACT For Windows {version}\
Windows Vista and Windows 7: C:\Users\*username*\AppData\Roaming\ACT\ACT
for Windows {version}\
for contents similar as screenshot shown below:
You can try to delete the file DependentDlls.xml and then re-start ACT to see if it
re-created correctly with the right contents in it.
If not, you can try to re-run the little tool program QQLinksACT2006.exe named in the
QwikQuote main installation folder ..\QQ6\
If all those steps are not able to get it working, then you might need to
make a backup copy of your ACT Contact Databases and then un-install your
ACT!, and then re-install your ACT with all as default settings.
If it still not working with QwikQuote quoting software we suggest you to
contact us by send us an email at support@qwikquote.com
for help
and we need to use GoToMeeting support to remotely look over your computer
for possible problem spot.
4. Check the access rights for the ACT Plugins Folder
In some rare case that your computer
might installed and running some very strict protecting program
that will limit the access rights from your sales quotation software and
invoice software to ACT installation folder and sub folders,
then you need to check and make sure you have FULL Control rights over
ACT main folder
or the sub folder named Plugins under ACT main installation folder.
This will ensure the sales quotation software and invoice software are able to
work properly:
C:\Program
Files\ACT\Act for Windows\Plugins for 32 bit Windows
C:\Program Files
(x86)\ACT\Act for Windows\Plugins for 64 bit Windows
Such as the screenshot below:
5. Check for Rights to Manage Product List
If you use QwikQuote feature to create and update ACT Sales Opportunity linked with the sales quotes in your quotation software system , you most possibly need the right to manage the ACT Product List. This is because you need to add, modify, or delete the quote product/service items in the current quote so that it is able create and update the Sales Opportunity regarding the current sales quote you are working on. If you do not have the rights, then you will get the error message regarding failed to add, modify, or delete quote items in the ACT Product List.
You can check to see if you have the
rights to do this task by try to display and do Product List management tasks
in the ACT UI
Similar as screenshot shown below:
or before ACT 2009 and earlier version that is similar as the following
screenshot.
Note: For ACT single user,
you normally have the rights to do ACT Product List management tasks.
This is because you normally are the Administrator of your ACT
contact database you created.
In case of shared ACT contact databases, you should ask your ACT Contact
database manager
to give you the rights to manage the ACT Product List if you decide
you need it
so that you can working properly in your sales quotation software and
invoice software system.
6. Reporting Error you Encountered
The following are typical error cases
you might encounter. Basically, you should follow the above checking points to
resolve the issue. However, the following case by case event might give you
more lure to resolve the problem you encountered in your quotation software
system.
When you encounter an issue that ACT
and QwikQuote does not working normally
in your quotation software and invoice software setup, please try to check with
the following cases and follow the suggested approaches to resolve them. If
you cannot resolve the issue or encounter issue not listed below, please take a
screenshot of the error message and send it to QwikQuote Support Team for help.
Case 1: QwikQuote showing Logon
Messages:
When you see the ACT
Logon message similar as below:
This error message will not happen when ACT works normally.
Depending on what you are trying when this error message happens in your
quotation software and invoice software setup
If it happens after you try to press the button to
find ACT Contact, then check:
1. If
you are running ACT 2005 or later editions, we strongly suggest you to change
the way you find your contact in ACT.
You should try to find your contact you are working with in
ACT first, and then come back to QwikQuote
and press the button 
to bring the
current contact in ACT to quote contact in QwikQuote.
As you can see from this document above, in this new
approach, there is no need to logon from QwikQuote.
The ACT user has logged on already when they start and
run ACT.
After a few practices, you will find out that this new
approach is more straight forward and faster.
2. If
you really want to use old approach for you have accustomed to that way,
then you need to make sure your logon information is
correct on the QwikQuote Options dialog as below:
In this case, you need to provide the exactly same User ID,
Password, and ACT contact database PAD file
as the one you are using in the ACT in your quotation
software and invoice software system.
Otherwise, the logon processes will failure.
When logon is failed, it will try to use the default Demo
database logon information or lost time logon information.
This is the intended design strategy – to check if it is
actually a program issue or only the logon information issue.
After you press button 
when asking you
to logon to the ACT Demo contact database,
and you then see the contacts information with in ACT
demo contact database,
you know the problem is the logon information not
correctly imputed,
but your quotation software and invoice software is
alright.
Otherwise, the problem might be within QwikQuote link
module to ACT
that should be addressed by install right module of
QwikQuote links to ACT in your quotation software system.
If it happens when you save a quote file that is trying to feed quote
information into ACT:
1. Make
sure ACT is open. If the ACT is not open and running,
the Quotation software and invoice software will try to call
ACT Contact database directly
and this will require logon programmatically – and hence need
the right logon information.
When the programmatically logon failed, you see the above
error message.
2. If
act is open and running in your quotation software and invoice software system,
try to check if the QwikQuote plugins are loaded into ACT.
Such as the above screenshot showing in the ACT Tools menu as
this 
.
Case 2: Permission Errors:
Depending on the working environment and tasks you are doing, you may encounter
ACT Permission errors for the internal actions in your quote software system,
such as the screenshot shown below:
This situation happens if you do not have ACT Manager or Administrator rights
over the ACT Contact database you are working on in your quotation software
system. This situation usually does not happen for the single user copy of ACT
– in single user case, you normally are only user in the ACT for yourself - and
in this case you normally are the only user and you are the creator of your ACT
Contact Database, so you are default to be the administrator of the ACT
Contact database you are using now and you have all rights for any actions.
This situation usually happens in a shared ACT Contact database where normal
ACT user rights are not able to manage Product List, delete
notes history, or delete old sales opportunities in you sales quoting
software setup.
To fix this error situation, you may have several choices depending on your
quote software working environment:
- Give ACT
User at least Contact Database Manager rights over the ACT Contact
Database in use
If your company working environment allows to do so, this is the most simple approach.
Such as the screen shot shown below:
- Avoid or
remove the permission causes
This approach needs you to analysis your working environment and tasks you need to do in your quote software system
and then do whatever you need to make a normal user will not encounter permission issue when run QwikQuote quotation software..
For example, try to set QwikQuote Links to ACT Options to do not delete any history items
and try to import all QwikQuote product/service items into ACT Product list items
so that there will be not issue to adding item into ACT Product List at when saving quote information into ACT opportunity
or you can choose to not use ACT Sales Opportunity – this option will avoid most of permission issues.
- Use
Another User with Higher rights Logon to do Higher Rights Actions
This approach needs you to provide another logon ID and Password,
save them on ACT Server computer in your quote software and invoice software system
so that when QwikQuote detect there is rights issue then will log on to ACT by using that user with higher rights programmatically
to do the job for the normal user and then automatically logged off programmatically without normal user’s notice.
The normal ACT users just do their job as normal and have no idea what happened in your quote software system.
You need to set this up by using a little tool program named qqServerOptions.exe
such as screenshot shown below:
When the little program running by you doubl-mouse-clicking at it
you need to find the ACT PAD file corresponding to the ACT Contact database to use in your sales quote software system
by using the browse
button and
then
enter the User ID and Password (if have one) and then
do the test log on by pressing the test
button.
such as the screenshot shown below:
If the information you picked is OK to logon, the you can see the logon test OK message
similar as screenshot shown below:
You can refer to the document named as "How to use QwikQuote Server Options.doc"
in the QwikQuote main installation folder ..\QQ6\ for details of how to use this approach.
Note: If you need to user more than one ACT Contact database for your users in your quote software and invoice software system
the trick for this approach is to use the same User ID and Password with higher rights over all ACT Contact Databases.
This is because only you know it will work on the server for all ACT Contact databases that might be used.
Case 3: To be Listed
...
…: