Category Archives: Support

Caldere Welcomes New Act! Certified Consultant

By | Act!, CRM, Support | No Comments

Welcome our newest Act! Certified Consultant!

We at Caldere would like to welcome our newest Act! Certified Consultant, Sasha Albertini! Sasha just completed her Act! Certified Consultant certification exam with a perfect score. (This shows how far she’s come since taking on a more significant Act! support role with us in 2016!) As a result, Sasha will be able to work directly with Swiftpage on your behalf to make sure you get the best possible service and support for Act! CRM.

Act! Certified Consultant ribbonProfile

Sasha comes from a very strong database support background that includes product data management (PDM), enterprise resource planning (ERP), and project management support and user training, as well as CRM installation and administration. Additionally, Sasha qualified earlier this year as a Salesforce Certified Administrator and is assisting in Caldere’s Zoho and Microsoft Power BI implementation projects.

With over two decades of experience working closely with IT clients in large and small corporations, Sasha prides herself on her approachability and problem-solving tenacity. She believes in your business knowledge and understands that you have the best approach to making your own business successful. Most of all, her mission is to make sure your software works for you and keeps you working, rather than to demand that you tailor your expectations to the software.

What’s Next

The next step for Sasha is to increase her data analytics and BI skills. Along with the high level of experience and skill that senior Caldere staff already possess in business intelligence, database administration, and software development, this will ensure that every one of your Caldere consultants has the very best and deepest understanding of what data is, how to keep it safe, and how to make it work most effectively for you and your business.

Sasha invites you to contact us to find out why it’s better to be a Caldere client!

Years 2000 and 2500 Incorrectly Shown in Power BI Report

By | Act!, Power BI, Support, Tips and Tricks | No Comments
By Meeta Gargav

We came across an unusual situation in which incorrect years (2000 and 2500) were shown in the X-axis of a Power BI report. Our questions about this issue weren’t specifically answered no matter how much Internet searching we did. We did find a workaround, and we’re describing it in this blog post in the hope that it saves someone else tearing their hair out!

Incorrect Years 2000 and 2500

We created a Power BI report using data from the Act! Opportunity module. This simple report shows the count of opportunities won (Y-axis) over the time period (X-axis).  The slicer in this report is the actual close year.  The report works as expected when we select multiple years.

year 2500 glitch (1)

However, we noticed issues with the report when we selected only a single year. Instead of the selected year (2015 in the example), the X-axis displayed the year 2000, which we did not select, even though it displayed the appropriate data for 2015. It also added 2500, a year that did not correspond with any data, and that did not even appear in the list.

Showing 2500 in X-axis

We get quite a few hits when we run a search on power bi displaying the wrong year.  Some of them are listed at the end of the post, but my workaround is different from the recommendations I found on Google.

Our Workaround

When the issue is present and we select X-Axis in the Format section, we notice the Type drop-down is set to Continuous. Type allows us to choose either Continuous or Categorical.

Most of the resources I found on the Internet say that in a report like ours, the Year should be set to Continuous and the Scale Type to Linear. I found that this setting didn’t work in the case at issue. But when we change Type to Categorical, the report appears as we expect.

Wrong Year Issue Corrected

Here’s a closeup of the corrected report:

Corrected report

The other workaround that I have found is to create another Year column and make it a text field. We would then use the decimal Year for the slicer, and the text Year for the X-axis. However, the reason I don’t use this as my default is that we would then be bulking up our Power BI report with extra columns.

I am really interested in what you think of my workaround, so please leave a comment.

View a YouTube demonstration of the issue and workaround by clicking this link!


Here are a few of the search results that I examined:

https://community.powerbi.com/t5/Desktop/shows-wrong-year/td-p/27652
https://www.mrexcel.com/forum/power-bi/894525-correct-date-wrong-display-powerbi.html
https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-data-types/

Act!-Outlook Integration Support: A Case Study

By | Act!, Administrative, Support, Tips and Tricks, Training | No Comments

Have you ever had trouble with your Act!-Outlook integration? Here’s how Caldere helped a client with a difficult issue.

The Client

One of our longstanding Act! clients uses a complex system of several databases and has a few dozen users in total. Their data administrator is what IT support people consider a “superuser”, someone who has more experience and authority than most other people in her company who use the program. She’s smart, and has become knowledgeable enough to train new users and to deal with many common problems on her own. So when she calls us with an issue, as she did not long ago, we know it’s going to be an interesting one!

Act!-Outlook integration supportThe Support Issue

When Act!-Outlook integration is set up and functioning properly, an Act! user can access e-mail from within contact records. They can start an e-mail with a contact by clicking within the contact’s record, the e-mail itself should show in contact history, and so forth. One staff member had lost the ability to use that Act!-Outlook integration functionality.

The data admin knew the usual things to do, of course. First she made sure the staff member had the right permissions. She looked to see whether they were accessing the right database files in the right way, and she asked them whether Outlook itself had had any issues. She checked the staff member’s Act! Preferences to make sure the e-mail settings were correctly set as Caldere had recommended. But then she was surprised to see that E-mail System Setup didn’t show the check boxes for selecting either Outlook or Act! e-mail. The field where the options were normally shown was quite blank. All she could do was close Act! and call us for support.

Diagnosing the Act!-Outlook Issue

We contacted the data admin, and she sat with the staff member to consult while we set up a remote support session on the user computer. First we checked the data admin’s work to make sure we understood what she had seen and done. We confirmed that the options were not appearing in E-mail System Setup, and we made sure all the easiest fixes had been tried (it’s always best to try those first!).

Then we moved on to intermediate-level diagnostics. We verified that the user was running compatible versions of Outlook and Act!, and that there were no known conflicts between the Act! plugin for Outlook and any other Outlook plugins. The user’s Outlook profile looked fine. There were no identifiable compatibility issues between Act! or Outlook and any other software installed on the computer.

How We Solved It

We moved on to the more advanced-level fixes. These can involve fixing damaged programs, editing the registry, or as a last resort uninstalling and reinstalling Act! itself, so they would not have been things the data admin would have tried by herself. One problem that is known to cause the E-mail SystemFinding the way through Setup to show blank is related to Microsoft Visual C++. Since C++ is a Microsoft product, not part of Act!, only limited assistance is available from the Act! vendor’s customer support. We wound up removing the suspected problem redistributable and reinstalling it from a verified good download. We then downloaded and ran a complex batch file that reset several functions and ensured the newly reinstalled redistributable was operating properly.

After applying that fix, we rebooted the user computer and checked to make sure the options appeared in E-mail System Setup (they did, and everyone cheered). We verified that Act! worked as expected once the preferences were set according to our usual operating standards. Then we opened Outlook and verified that the add-ins had been properly installed and were working correctly with Act!. We made sure that the data admin and the staff member understood the issue and that they were happy with the solution, then we ended the support session and let them get back to work.

What We Can Do for You

At Caldere, our tech support team has been working with Act! for many years. We combine our unusual depth of experience and intelligent grasp of systems with a willingness to go the extra mile in identifying and resolving the problems that stop you from being productive. Call us if you’d like us to be your first line of defense when unexpected things happen.


More details about the solution we successfully applied in this case study can be found in the Act! Knowledgebase.

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!