Act: How to Apply a Software Product Update

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Hello, everyone! I’m Tony Holowitz, and in today’s tutorial, I’ll be walking you through the process of applying a software product update in Act. Keeping your Act software up-to-date is essential for accessing the latest features and improvements. I’ll guide you through the steps to ensure a smooth and successful update. Let’s get started!

  1. Accessing the Update: On the bottom right-hand side of your Act screen, you’ll notice a notification stating “Act Product Update.” This indicates that a new update is available for your Act software.

  2. Dealing with the Error Message: When you click on the update prompt, you might encounter an error message indicating that you don’t have permission to apply the update. No worries, we can easily resolve this issue. Follow these steps: a. Click “OK” on the error message. b. Close Act. c. Right-click on the Act icon and choose “Run as Administrator.” d. Now, the update process will proceed smoothly since you’ve logged in as an administrator.

  3. Backing Up Your Data: Before applying the update, it’s crucial to back up your data to prevent any potential loss. Here’s how: a. Access “Help” in the Act menu. b. Click on “Act Notifications” to get the update prompt again. c. The notification will now ask you to back up your data. d. Click “Yes” to proceed with the backup. e. Choose a backup name, and click “OK.” f. Wait for the successful backup confirmation.

  4. Applying the Update: Once your data is backed up, the download process will begin. Allow the download to complete, and follow the on-screen instructions to apply the update. a. Close any applications that might interfere with the update (e.g., Outlook, Word, Excel). b. The update will start applying automatically. c. After completion, you’ll receive a confirmation message. d. Click “OK” to finish the update process.

  5. Verifying the Update: To confirm that the update was successfully applied, follow these steps: a. Click on “Help” in the Act menu. b. Select “About Act.” c. Note the version number to see if it matches the latest update (e.g., “Version 20 Premium Update 7”).

Conclusion: Congratulations! You’ve successfully applied the software product update for Act. Keeping your Act software up-to-date ensures optimal performance and access to the latest features. Remember to periodically check for updates to stay current with the advancements in Act. If you encounter any difficulties during the update process, don’t hesitate to seek assistance from Act support or knowledgeable experts like myself.

I hope this guide has been helpful in simplifying the update process for you. If you have any questions or need further assistance, feel free to reach out. Thank you for reading, and have a fantastic day!