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  1. BluebirdCRM

    ACT 9 Problem with Mail Merge Template

    Check the exact location of your template when you edit/save it (follow the full 'path' to the folder) and when navigating the mail merge wizard, ensure you browse to the same folder (if you have multiple databases on your PC, the mailmerge wizard is probably looking in the wrong folder) Will...
  2. BluebirdCRM

    Act v6 conversion to Act 2008 Premium

    You could try deleting some of the older Note/History records prior to attempting conversion. In database maintenance, try deleting all notes/history older than 365 days (for example) and running the conversion again. If the corrupt data is archaic, this may allow the conversion to complete...
  3. BluebirdCRM

    Unique Reference Number Allocation

    The process of exporting your ACT! contact records in CSV format and then appending a unique serial number (using Excel for example) and then re-importing them is basically sound. If this isn't working, I'd suggest that you check the 'Contact Merge Option' settings during the import wizard to...
  4. BluebirdCRM

    Help Please!! - Multiple users connecting to main DB file remotely

    Hello, I certainly wouldn't advocate remote users opening the main database across a wide area network through a VPN tunnel unless excellent bandwidth can be guaranteed (otherwise user frustration levels will soar!), but to set them up as synchronising users would be a good solution. You could...
  5. BluebirdCRM

    How to export documents from one ACT! Database to Another?

    Hello Alex, Have you tried to achieve this through the normal export wizard? if so, what exactly happened? Were you able to sucessfully export contact data but not the documents? If so, are documents stored in the standard ACT! supplemental folder assoiated with the database you are exporting...
  6. BluebirdCRM

    Automatic Contact-Company linking

    Hello - there is a way you can do this by utilising an ACT Add-on called 'company maker' you can download a trial version of this utility from here: http://www.actaddons.com/products/2005/companymaker.asp Company Maker works its way through existing contacts and links them to existing companies...

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