Introduction: In this helpful tutorial, Tony Holowitz addresses a common issue faced by Act CRM users – encountering the “Oops! Something Went Wrong” screen upon opening the software. Tony explains that this message is related to Act’s Web API, which allows integration with external software. He provides straightforward solutions to quickly bypass this screen and access the main contact database.
Understanding the “Oops! Something Went Wrong” Screen: Tony starts by explaining the reason behind the appearance of the “Oops! Something Went Wrong” screen. Certain versions of Act CRM use APIs to connect with external software, enabling seamless data exchange and interactions. However, in some cases, this can lead to users encountering this screen when opening Act CRM.
Solution 1: Expanding the Side Bar: To overcome the issue, Tony presents two simple solutions. First, he directs users to locate the orange arrows pointing to the left and two small arrows nearby on the screen. By clicking on these arrows, the side blue bar expands, providing access to the main contact database.
Solution 2: Using the Person Icon: Alternatively, users can click on the person icon, which Tony highlights with a green arrow. This icon serves as a shortcut to the main contact in the database, also known as “My Record.” Clicking on the person icon immediately navigates users to the main contact screen, bypassing the “Oops! Something Went Wrong” message.
Optional Setting Change: For users who prefer the contact screen to appear at startup rather than the “Welcome Screen” (Oops! Something Went Wrong screen), Tony mentions that it is possible to change the preferences. However, he notes that this topic would require a separate tutorial for detailed instructions.
Conclusion: Quick and Simple Solutions for Act CRM Users: In conclusion, Tony Holowitz addresses the frustration of encountering the “Oops! Something Went Wrong” screen in Act CRM. He provides two quick and simple solutions to navigate past the issue effortlessly. By expanding the side bar or using the person icon, users can access the main contact database and continue using Act CRM as intended. Tony’s clear explanations and easy-to-follow instructions make troubleshooting Act CRM a hassle-free process for all users.