What Is Your Act Database Name?

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: For users of Act, a popular contact management software, understanding their database name is essential for various purposes. In this tutorial, Tony Holowitz explains how to identify the database name in both the desktop and cloud versions of Act. By grasping this crucial distinction, users can provide accurate information when needed, ensuring a seamless experience with Act. Let’s explore the steps to determine your Act database name and how it can be useful.

Identifying Your Act Database Name:

  1. Desktop Version:

    • Open Act: Launch Act on your desktop or laptop computer.
    • Look in the Top Left Corner: In the top left-hand corner of the Act window, you will see the Act database name. It is typically displayed as “Act – [Database Name].” For example, “Act – Act Clever 2020” indicates the database name is “Act Clever 2020.”
    • Note the Database Name: Make a note of the database name, as it will be required for certain actions related to your Act software.
  2. Cloud Version (Remote Database):

    • Access the Cloud: If you are using Act’s cloud-based version, log in to the cloud platform using your credentials.
    • Observe the Database Name: In the cloud platform, locate your database name, which may be different from the desktop version. It is usually presented as a unique identifier, often consisting of a combination of letters and numbers. For example, “W14DBA3” or “Cloud2021DB” might be database names in the cloud.

Understanding the Distinction:

  1. Different Names, Same Database:

    • It’s important to note that the desktop version and the cloud version (remote database) are two instances of the same Act database. The data remains the same across both versions, but the way it is accessed and presented may differ.
    • The desktop version is installed on your local machine, while the cloud version is accessible through a web-based platform.
  2. Providing the Correct Database Name:

    • When asked for your Act database name, ensure you specify the appropriate version (desktop or cloud) to avoid any confusion. Each version has its unique identifier, and providing the wrong name could lead to complications in accessing or synchronizing your data.

Conclusion: Knowing your Act database name is crucial for smooth interactions with the software. By following the steps outlined in this tutorial, you can easily identify the database name in both the desktop and cloud versions of Act. Understanding the distinction between the two versions will help you provide accurate information when needed and ensure efficient use of the software. Take note of your Act database name, and enjoy seamless data management with Act.