As new functionality has been added to ACT! or existing functionality modified to allow greater flexibility or to repair defects, the ACT! SDK has changed as well. This document details those changes.

Contents

All *

Changes for ACT! 6.0 *

Database Object *

Changes for ACT! 3.0.6 *

Changes for ACT! 3.0.7 *

Changes for ACT! 4.0 *

Changes for ACT! 4.0.2 *

Changes for ACT! 5.0 *

Changes for ACT! 6.0 *

Application Object *

Changes for ACT! 4.0 *

Modified methods *

New properties and methods *

Changes for ACT! 5.0 *

New properties and methods *

Changes for ACT! 5.0.2 *

Modified methods *

New methods *

Changes for ACT! 6.0. *

Extensible Views and Tabs *

Changes for ACT! 5.0 *

Changes for ACT! 5.0.2 *

Changes for ACT! 6.0 *

Command Object *

Changes for ACT! 5.0.2 *

Database Tables and File Formats *

Changes for ACT! 4.0 *

Changes for ACT! 5.0 *

Changes for ACT! 6.0 *

Command IDs *

Changes for ACT! 6.0 *

 

All

Changes for ACT! 6.0

The 6.0 SDK now allows use on Windows 2000/ME/XP and with Microsoft Office 2002.

Documentation has been reorganized and reformatted. In some cases, text has been rewritten to improve clarity or to correct typos. The Table of Contents and Index encompass the entire book, not sections.

All diagrams and images have been revised for clarity or to accommodate changes.

The ACT! Software Development Kit Technical Reference Guide has been renamed the ACT! Developerís Reference.

Code samples were inconsistent, sometimes within a sample, making some code inoperable. The variables objData and objDatabase have been standardized to objDatabase in all cases.

Database Object

The ACT! OLE Database Object requires ACT! 3.0.3 or later. This section lists changes to the OLE Database Object for ACT! releases 3.0.6 and later.

Changes for ACT! 3.0.6

The Relations object and the following properties and methods have been added for ACT! 3.0.6:

Object

New Properties

New Methods

Contact

 

LoadLookUpQuery

Database

Relations

ActVersion
GetTableId
GetTableNameFromId
GetTableNameFromIndex
TableCount
Version

Fields

FieldIdAt

 

Relations (new)

Count

GetColumn1ID
GetColumn2ID
GetRelationTable
GetRelationType
GetTable1ID
GetTable2ID
UsesRelationTable

Users

 

CurrentUserAccess
CurrentUserId
CurrentUserName
CurrentUserSecurity

Additional parameters have been documented for the following properties:

Object

Properties

Added parameters

ACT! database common objects

Data property
Query property

szValue (optional)
szString (optional)

Activity object

FirstScheduledWith property

szUniqueID (optional)

Database object

PhoneFormatting property

iValue (optional)

Fields object

DecimalPlaces property

iDecPlace (optional)

 

EntryTrigger property

szExecutableName (optional)

 

ExitTrigger property

szExecutableName (optional)

 

Flags property

lFlag (optional)

 

IsBlockSync property

True|False

 

Label property

szLabel (optional)

 

Type property

iType (optional)

Users object

Security property

lValue (optional)

Changes for ACT! 3.0.7

The following methods have been added to the ACT! OLE Database Object for ACT! 3.0.7:

Object

New Properties

New Methods

Email

 

ClearContactScope
SetContactScope

Fields

FieldId

 

Group

 

ClearContactScope
SetContactScope

Changes for ACT! 4.0

The following properties and methods have been added for ACT! 4.0:

Object

New Properties

New Methods

ACT! database common objects

 

GetSort

Activity

NextScheduledWith

 

Contact

 

SetAsMyRecord

Database

 

GetDatabasePath
DatabaseVersion
OpenEx

Users

 

AddUser
GetPassword
CheckIsPhonebook
SetAsPhonebook

Changes for ACT! 4.0.2

The following functions have been added to the ACT! OLE Database Object for ACT! 4.0.2:

Batch mode operations for faster import and update operations on locked ACT! databases.

Functions for getting and setting data to multiple fields in ACT! database tables in one operation.

Set function added to the IsCutHistory property of the Fields object.

The following properties and methods have been added for ACT! 4.0.2:

Object

New Properties

New Methods

ACT! database common objects

 

GetDataEx
SetDataEx

Database

IsInBatchMode
IsLocked

BeginBatchInsert
BeginBatchUpdate
EndBatchInsert
EndBatchUpdate
Lock
Unlock

Fields

EntryRule

BeginBatch
EndBatch

Changes for ACT! 5.0

The following objects have been added for ACT! 5.0:

ListTable object

Sales object

The following properties and methods have been added for ACT! 5.0:

Object

New Properties

New Methods

ACT! database common objects

 

FindDuplicates
GetDuplicateCriteria
LookupKeyword
SetDuplicateCriteria

Activity

 

HasDetails
IsOutlookActivity

Contact

 

LookupMyRecord

Fields

AutoPopulate

GetLinkToList
SetDuplicateCriteria
SetLinkToList
UnLinkLists

Group

 

AddSubGroup
AssignParent
ChangeToParentGroup
ChangeToSubGroup
GetParent
GetSubGroup
GetSubGroupCount
GetSubGroupList
GroupType

ListTable

 

ClearScope
GetScope
SetScope

Sales

 

AssociateWithContact
AssociateWithGroup
CompleteSale
ReopenSale

Changes for ACT! 6.0

The Database object BeginBatchInsert method documentation lacked a required parameter, which has been corrected.

The Database object BeginBatchUpdate method code sample lacked a parameter necessary to function, which has been corrected.

The Database object properties MajorVersion and MinorVersion were removed from documentation. The Version property returns a more accurate answer.

The Group object property Members is Read/Write, not Read Only as previously documented.

The Activity object methods Clear and UnClear return Booleans, not void as previously documented.

Application Object

The ACT! OLE Application Object requires ACT! 3.0.7 or later. This section lists changes to the OLE Application Object for ACT! releases 4.0 or later.

Changes for ACT! 4.0

Modified methods

The following methods have been modified for ACT! 4.0:

Object

Modified Methods

Change

Application

Command

Many values for lCommandID parameter added

Grid

GetColumnCount
GetColumnID
GetCurrentRow
GetRowCount
GetRowNumber

Return value on failure changed from 100 to -1

Preferences

GetEmailNewMsgInfo

Return string changed to:
CreateHist\InitialText

 

GetSchdActivityDefaults

PopupFields returned item added

 

GetSynchSchedule

Return string changed to:
SynchDays\SynchTime...

 

SetEmailNewMsgInfo

The szInfo parameter changed to:
CreateHist\InitialText

 

SetSchdActivityDefaults

PopupFields parameter added

 

SetSynchSchedule

The szInfo parameter changed to:
SynchDays\SynchTime...

New properties and methods

The following new properties and methods have been added for ACT! 4.0:

Object

New Properties

New Methods

Common properties and methods

 

ClearError

Application

 

AddUser
BackupDB
ClearError
GetCurrentUsername
GetUserPrivilege
GetVersion
ProcessFile
RestoreDB

ContactListView

 

AddNewContactEx

ContactView

 

AddNewActivityEx
AddNoteHistoryEx
AttachFile
GetTabCount
GetTabName
LookupFieldEx
NewContactDialog
SelectContactDlg

Grid

 

GetFilter
RefreshGrid
SelectRow
SetFilter

GroupView

 

AddNoteEx
AttachFile
GetTabCount
GetTabName
LookupFieldEx
SaveQuery

Preferences

AttachMsgToContact
AttachToMsgUsing
CalMinDurationForBanner
ContactSalutation
GenerateSynchReport
GetSynchScheduleInfo
NewActivitiesSeparate
PromptToPrintEnvelope
ReceivedSynchLocation
RemindToBackup
ReturnReceipt
UseTypeahead
WaitTime

ClearError
EnableSpeedLoader
GetAttachmentInfo
GetDataToSynch
GetEmailSystem
GetLastError
GetSynchUpdateInfo
SetAttachmentInfo
SetDataToSynch
SetEmailSystem
SetSynchScheduleInfo
SetSynchUpdateInfo

TaskListView

 

AddNewActivityEx

Views

 

ClearError
GetLastError

Changes for ACT! 5.0

New properties and methods

The following new properties and methods have been added for ACT! 5.0:

Object

New Properties

New Methods

Common properties and methods

ViewState

CurrentFieldId
CurrentRecord
GetMode
HasRecordChanged
LookupKeyword

Application

ActVersion

RemoveOutlookActivities
UpdateOutlookActivities

ContactView

¾

CompleteSale
CreateLookup
CreateSalesForecast
DeleteContactFast
Sales
TriggerActivitySeries

EmailView

¾

GetOpenFolderMessageCount
Sort

GroupView

¾

AddNewSubGroup
ChangeToParentGroup
ChangeToSubGroup
Collapse
DeleteGroupFast
Expand
GetSubGroupCount
GroupType
IsExpanded

MailComposeView

¾

AddBccRecepient
AddCcRecepient

Preferences

ShowContactParsingDialog

GetDBMaintReminderInfo
SetDBMaintReminderInfo

Views

¾

CreateEx

Changes for ACT! 5.0.2

Modified methods

The following methods have been modified for ACT! 5.0.2:

Object

Modified Methods

Change

ContactView

GetActiveGroup
GrtCurrentID

For versions of ACT! prior to ACT! 5.0.2, these methods activate the Contact View upon return. For ACT! 5.0.2 or later, these methods do not activate the Contact View.

 

 

New methods

The following new methods have been added for ACT! 5.0.2:

Object

New Methods

Views

CreateBrowserView
CreateBrowserViewFromUrl
GetViewEx

Changes for ACT! 6.0.

The following obsolete or otherwise unused methods were pulled from documentation:

Object

Removed

Use instead

Application

GetActiveDB Method

GetOpenDBName Method

ContactListView

AddNewContact Method

AddNewContactEx Method

ContactView

AddNoteHistory Method
LookupField Method

AddNoteHistoryEx Method
LookupFieldEx Method

GroupView

AddNote Method
LookupField Method

AddNoteEx Method
LookupFieldEx Method

Preferences

GetSynchSchedule Method
SetSynchSchedule Method
UseDialer Method

GetSynchScheduleInfo Method
SetSynchScheduleInfo Method

TaskListView

AddNewActivity Method

AddNewActivityEx Method

Due e-mail functionality changes:

o The EmailView and MailComposeView objects and all related properties and methods have been removed from documentation, with all accompanying information and all cross references with other parts of the document, as SDK no longer supports those functions. A few

o The SetEmailInboxSettings method in the Preferences object still requires the iDelete parameter, but the parameter no longer functions. The Deleted Items folder now stores all deleted e-mails pending final deletion or recovery as necessary.

o E-mail preferences may be wholly or partially obsolete. The SetEmailNewMsgInfo method in the Preferences object still requires the CreateHist entry in the szInfo string, but history creation is dependent on the userís selection when sending the e-mail. The default setting creates a history item from the subject.

o CAIEmail and CAIMailCompose types in the type library are obsolete and no longer function.

The ProcessFile method specific to the Application object incorrectly stated that szFilename stored the name of the file to be launched. It has been fixed to state that the full path is required.

The UpdateOutlookActivities method specific to the Application object reversed the values for iUpdateDirection. Values are now accurate.

The Backup method specific to the Application object incorrectly defined iMode. Values are now accurate.

The GetFilter method specific to the Application class Grid object lacked parameters for the Sales Opportunity tab. The Ifilter parameter definition has been expanded to include Sales information.

The type library defines the AddUser method with only two parameters, when three are actually required to successfully add a user. The ACT! Developerís Reference correctly documents the required parameters.

The documentation for the Preferences object method GetSynchSettings has been corrected to reflect that two, not three, values are actually returned.

The Application class method LookupKeyword returns a Long Integer with values S_ERROR or S_OK, not a void as previously documented.

Extensible Views and Tabs

Adding extensible views and tabs requires ACT! 4.0 or later.

Changes for ACT! 5.0

The following changes have been made for ACT! 5.0:

In ACT! 5.0, the button that starts a Floating view is located on the View bar or the Mini View bar. In ACT! 4.0, the button is on the Mini View bar.

The Commands section of a control file is ignored in ACT! 5.0. All buttons that can be defined in the Commands section for the navigation toolbar in ACT! 4.0 are automatically defined in ACT! 5.0.

Changes for ACT! 5.0.2

The following changes have been made for ACT! 5.0.2:

The MENU statement in the View section of the control file is now optional.

The value for the tooltip argument in the BUTTON statement in the View section of the control file is used as the name of the button on the View bar instead of the value for the command name argument in the MENU statement.

Support for buttons containing icon (.ico) files added to the BUTTON statement in the View section of the control file.

The CreateBrowserView method has been added to the Views object of the ACT! OLE Application Object to load a control file as needed instead of when ACT! is started. See the ACT! OLE Application Object section of the ACT! Software Development Kit (SDK) for more information.

A Print command has been added to the toolbar and the File menu.

Changes for ACT! 6.0

New documentation examples and sample files have replaced the old ones.

Command Object

The ACT! OLE Command Object requires ACT! 5.0 or later.

Changes for ACT! 5.0.2

The following methods have been added for ACT! 5.0.2:

AddAuxCommandEnabled

AddAuxCommandToMenu

AddAuxSubMenu

AuxCommandExistsInMenus

AuxSubMenuExists

RemoveAuxCommandFromMenus

RemoveAuxSubMenu

Database Tables and File Formats

This section describes changes for ACT! 4.0, 5.0, and 6.0.

Changes for ACT! 4.0

The Ticker Symbol field in the Contact table and record type 102 for the new E-mail record type in the Notes/History table have been added for ACT! 4.0.

Indexes have been added for the additional Company and Phone columns in the Task List.

In ACT! 4.0, the E-mail system is a preference and is stored in the Windows registry instead of being stored in the E-mail table as in ACT! 3.0.

Changes for ACT! 5.0

The List table, Sales table, and the Reminders file have been added for ACT! 5.0.

The following fields have been added to the Activity table: Details, External Id, and Record Status.

The following fields have been added to the Group table: Group Level, Industry, Number of Employees, Parent ID, Referred By, Region, Revenue, SIC Code, Ticker Symbol, and Web Site.

Changes for ACT! 6.0

Database information is now Chapter One. Folder information remains an appendix.

Import and export maps for the Contact and Group tables have been added.

The Revenue field has been clarified as a currency field of length 18, rather than a CHAR19.

An annual event field was added to the Contact table for new databases only: Birth date. Handle annual event fields like date fields.

Command IDs

Changes for ACT! 6.0

The list of Command IDs has been updated to include more menu options, and to remove nonfunctional options (E-mail view options and MoveToÖ options).