Monthly Archives: February 2017

The New Act! v19 Upgrade – How To Get There

By | Act!, Administrative, Business Management, CRM, Maintenance, Tips and Tricks, Training | No Comments

So now that you’ve read our post and information page about the great new features of Act! Premium v19, what’s the way forward? Here’s a road map to preparing for and implementing a smooth v19 upgrade with Caldere.

v19 upgrade signCheck Your Vehicle

You will need to inspect all parts of your system to make sure they are operating properly and meet the minimum system requirements. If you’re not sure, we’re here to help.

If you need a license for v19, we can arrange this. (Some users, such as those with subscriptions or some of those who recently purchased v18, may already have a license.) Contact us and we’ll help make sure your license is in order for your v19 upgrade.

If you are upgrading from a version of Act! other than v18 Premium, and you are using or may use remote database access (such as for users who work from home, or mobile users), you must make sure that your SQL database engine is properly updated. We can assist you.

Backing up your databases before you upgrade isn’t just a good idea, it’s a critical step in any upgrade in case something turns out to be incompatible or not to work as intended. Backing up before, and in the worst case, restoring after, an upgrade can be intimidating and technically tricky. If you haven’t done this before, it’s critical that you do it (you would be surprised how many users we’ve seen who don’t know how). Some older databases may even need to be converted before the v19 upgrade. We are experts in this and can show you how to make sure you’re protected.

Most importantly, make sure your data is clean and organised. A clean database, free of accumulated garbage and duplicates, eliminates most everyday data issues and makes your work faster and more efficient. We know some tips and tricks that will help you tune up your data fast so you don’t also upgrade your problems!

Look Both Ways and Behind

If you are currently a Premium Cloud user, it’s important that you don’t attempt to upgrade on your own, or you could lose your ability to synchronise your data. Contact us to get a readiness assessment and understand what your next steps are.

If you share a database with other users (even if the other users are just the other computers you use), do not upgrade only your machine, or only some machines and not others. The versions of the database and the users must match. Contact us to help navigate the ins and outs of upgrading your server and organising all of your users, both direct-access and remote.

Checking your existing software for compatibility is always worth the small time investment. This includes making sure any customisations within Act! itself, as well as any add-on software, operate as expected in the new version. We can help you avoid roadblocks and known issues that can make your new installation troublesome or even cause crashes.

Know Where You’re GoingYour destination - v19

Act! v19 comes with brand new features and useful functionality that you may not have considered implementing until now! To get the full value for your subscription and the fullest use of your valuable data, we recommend you think about ways you can integrate these things into your business. We can discuss ways in which we’ve seen other businesses use these strategies, and help you get up to speed.

When it’s time to apply the actual upgrade, you can put us in the driver’s seat so we can do the setting up of your server, apply the upgrade and any necessary remote sync support to user computers, and make sure any after-upgrade configurations are implemented properly. We’ll catch problems as they occur and work with you to fix them immediately. This will prevent any unnecessary disruption and get you back to work in the minimum possible time.

After your upgrade, our team of experts can train you in any aspects of Act! into which you want more insight. We can provide necessary maintenance and support to make sure you don’t run into trouble on the way. This will make sure you run smoothly and avoid downtime that would cost you money and productivity.

Get the expert assistance of an experienced pit crew… contact Caldere by web form, e-mail, or phone to discuss Act! v19 and plan your v19 upgrade! 

New from Caldere: Video Tutorials!

By | Tips and Tricks, Training | No Comments

We have just posted the first of a series of video tutorials on our YouTube site! Stay tuned for more in the coming weeks, covering topics ranging from CRM to visualisation dashboards, all focused on getting the most out of our valuable data.

Still from Video TutorialsThe topic of our first video is Connecting Power BI to an Act! Database. We are presenting some simple tips anyone can use to bring their Act! data into Power BI and visualise it with just a few picks and clicks! If you’re tired of trying to convert and remix your data to make it look how you want to present it, come let us show you how basic and automatic it can be to produce really professional results effortlessly.

Click the screenshot image to begin.

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!