Making a Copy of Your ACT! Database

For instructions to create a database to send to us, click on the version of ACT! you are using.

ACT! 4-6
ACT! 2005 and above
ACT! 2005 and above

Using ACT!  select File and then Save Copy As.  If your database is located on a server, you will need to make the copy from the server.

 

Give the database a name and put it into a folder you'll remember.

If you're saving a Premium database, you will need to save it as a Standard version.

Copy ACT! Database 

This will crate three files whose name begins with the name of your database and a folder that contains the attachments.

List of copied files 

If you are sending these files, put these files into a compressed folder (zip them) and send the .zip file.  Click here for instructions to create a zip folder.

Sometimes ACT! will not allow you to make a copy on your local system.  If this happens, you can usually make a backup to send.  The only caution is that the backup file will be much larger than just sending the .adf and .alf files.

To create a backup --- From ACT! select File, then Backup.  Finally select Database.

Make Backup

Specify a path where you'll easily be able to find the file. 
MAKE SURE THE INCLUDE ATTACHMENTS BOX IS UNCHECKED.

Save Backup

ACT! 4-6

Using ACT! create a copy of your database. 
Select File and then Save Copy As

Give the new database a name and save it in a folder where you can easily find it.

This will crate several files whose name begins with the name of your database.

If you are sending these files, put these files into a compressed folder (zip them) and send the .zip file.  Click here for instructions to create a zip folder.