Question: What steps do I need to take after my Act! in the Cloud database has been upgraded?
Product Family: Act!
Product: Act! in the Cloud
Your Act! in the Cloud account is scheduled to be upgraded to Version 22 on Saturday the the 7th of December from 1am EST - 12pm EST
Important Note: Following the upgrade you may need to clear your browsers cached data to ensure the updated site loads correctly. If this is not done, you may see an error on logging in.
For more information on doing this, please see the article below:
To help prepare and make sure your service is setup correctly for the new version of Act! in the Cloud, please see below for the section that applies to how you access your Cloud service.
I access Act! in the Cloud from a web browser
Any time we perform an upgrade to the Cloud platform, you will need to ensure the Microsoft Outlook Integration service, the Outlook and Google Synchronization Service, and the Mail-Merge service is up to date. These services don’t necessarily check the version of the database you’re connecting with, but using the wrong version may end up with undesired effects. Follow these KB articles to install the correct versions of the software:
How do I set up Microsoft Outlook Synchronization in Act! Premium (access via web)?
How do I set up Google Integration in Act! Premium (access via web)?
How to install and configure Microsoft Word integration for Act! Premium (access via web)
Before the upgrade window
We strongly recommend completing a full sync of your offline client with your Act! in the Cloud database prior to the maintenance window. You can complete a manual sync of your offline client using the menu option Tools > Synchronize Database > Synchronize Now
After the upgrade window
It is required for you to update your Offline Client to be able to continue synchronizing with your Act! in the Cloud service.
When attempting a sync for the first time after an upgrade, you may be prompted to download an update to your Act! desktop software. Please download and install the update when prompted.
Please Note: When logging in to your offline client for the first time after updating your Act! software, you will be prompted that your database needs to be updated. Follow the prompts to allow this process to complete. We recommend that you backup your offline client before any major update. The Act! desktop software will provide you an opportunity to complete a backup prior updating your database.
If you are not prompted to download an update to your software, you can download the Act! Windows Client here: https://www.act.com/download/download-act!-premium-v22.
If you still have questions, you can submit a support ticket for email assistance from an Act! Representative, or you can chat with us live by going to https://www.act.com/contact-us.