How Do I Install or Upgrade Act by Swiftpage

by | Oct 2, 2021 | Act CRM Software Fundamentals




If you have recently purchased Act for the first time or have decided to upgrade your version of Act, this knowledgebase article will describe the steps you need to take to make this a simple process.

If you have never used Act, installing the software is pretty straightforward if you know how to download the software and run it. If not, call me for help (Tony 781-728-9777). What can become tricky is knowing when to uninstall the previous version of Act and the engine that runs it: SQL. As a rule of thumb, always uninstall Act before you install the newest version. If you go to the Control Panel and uninstall Act there, you will only uninstall the software but not your data.

Having stated that, it is so important to make sure that you are continuously backing up your Act data. If you do not know how to do this or you have not scheduled Act to do it automatically, this is a good reason to reach out to me for a little bit of training. Your data is too valuable to mess around with ever.

Here is the knowledge base article that describes this process: