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:

  1. 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:                 
                  

  2. 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.

  3. 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
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