Snapshot Install Help

To get help regarding Snapshot features, click here.

When installing Snapshot you have the following choices:
1. "Add fields and enjoy full Snapshot functionality"
2. "Add fields for text storage only - no image storage"
3. "Do not add any fields, but continue to remind me"
4. "Do not add any fields and do not show this message again"

All four of these options are detailed below, as well as details about installing on a Remote Database.

"Add fields and enjoy full Snapshot functionality"

To ensure that you will receive FULL Snapshot functionality, select the radio button, "Add fields and enjoy full Snapshot functionality". By selecting this option, you will be installing custom ACT! fields into your ACT! database. The custom fields installed are:

- Snapshot Contact Grade
- Snapshot Contact Rank
- Snapshot Favorites
- Snapshot Image
- Snapshot Last Opportunity
- Snapshot Lookup
- Snapshot WhoIs
- Swiftpage Import Status

If you wish to install these fields manually, please see our Manual Field Install below.

Installing these fields gives you access to the following features:

The complete Who Is feature allows you to perform a number of online searches across multiple search engines to learn about just who your contact is, what they may look like and who else may be talking about them. Installing Fields allows you to also save images, text and links to your Who Is scratch pad. If you do not create the custom fields in ACT! the “Edit” button in Who Is will be unavailable. You also have the option of not allowing the storage of images.

The Snapshot Contact rank feature provides another searchable ACT! field that allows you to rank your contact based upon any factor you choose. Just drag the slider bar or use the plus/minus buttons to give your contact your personal score.

The Snapshot Call List Lookup feature gives you the ability to create an ACT! Lookup out of your Call List contacts.

"Add fields for text storage only - no image storage"

Choosing this option will allow you to use the text and links storage in Who Is, but will not allow you to save images into your ACT! database. All custom ACT! fields will be created except for "Snapshot Image" field.

"Do not add fields..."

By selecting either of the "Do not add fields" radio buttons, custom ACT! fields necessary for FULL Snapshot functionality will not be installed.

Missing functionality #1
If you do not "Create Fields" in ACT!, the "Edit" button in Who Is will be unavailable. This means that you will not be able to store images, links or text that you find on the web about that contact. You will still be able to search the web for contact and company information, but you will not be able to store that information in your database.

Missing functionality #2
You will also not have access to the Contact Rank which allows you to rank your contact based upon any factor you choose. Full Snapshot functionality allows you to drag the slider bar, or use the plus/minus buttons to give your contact your personal score.

NOTE: You may wish to not create fields when working with a Remote database. To learn more about a Remote database install of Snapshot, see "Remote Database install" instructions below.

Remote Database Install

(Only necessary for Remote Database users) Follow these steps to install Snapshot on a Remote Database scenario.

For Fully Functional Snapshot:
1. On the ACT! database server: ensure ACT! is closed, install Snapshot for ACT!.
2. On the ACT! database server: in ACT!, click the Snapshot tab
3. When prompted select "Add all fields and enjoy all Snapshot features" (this will install custom fields in ACT!).
4. On the remote PC: open ACT! and sync to the server database. Then close ACT!.
5. On the remote PC: ensure ACT! is closed, install Snapshot for ACT!.
6. You will now have fully functional Snapshot for ACT! installed.

For Snapshot without image saving capabilities:
1. Ensure ACT! is closed, install Snapshot for ACT! on the server database.
2. In ACT! on the server, click the Snapshot tab
3. When prompted select "Add fields for text storage only - no image storage" (this will install custom text storage fields in ACT!).
4. On the remote PC: open ACT! and sync to the server database. Then close ACT!.
5. On the remote PC, ensure ACT! is closed, install Snapshot for ACT!.
6. Open ACT! (on remote PC) and click Tools > Sync Database
7. You will now have Snapshot without image storage functionality installed.

If you do not wish to create custom fields in ACT!, then it is not necessary to install Snapshot on the database server. Please follow these steps:

For Snapshot without fields:
1. On the remote PC, ensure ACT! is closed, install Snapshot for ACT!
2. When prompted select either of the radio buttons that begin with "Do not add any fields..." (this will not install any custom fields in ACT!).
3. You will now have Snapshot without fields installed.

Manual Field Install

(Not necessary, for advanced users only) If you wish to use full Snapshot functionality, but do not want Snapshot to automatically install Snapshot fields in your ACT! database, you may manually enter the fields into ACT!.

The field names and types are listed below. They must be created with the exact name and type to function properly. The fields are ACT! Contact fields.

Field Name	Field Type	Field Function
Snapshot Contact Grade	Character	Stores Contact Grade Character (A, B or C)
Snapshot Contact Rank	Number	Stores Contact Rank Number (1-99)
Snapshot Favorites	Memo	Stores web links and the names of the web links (text only)
Snapshot Image	Memo	Stores images - uploaded images are compressed to a target size of 35KB but can be larger - we store one image per ACT! contact.
Snapshot Last Opportunity	Character	Stores the name of the last viewed opportunity
Snapshot Lookup	Number	Stores a Call List "ranking" value to create a sortable ACT! Lookup
Snapshot WhoIs	Memo	Stores text information only
Swiftpage Import Status	Character	Populated when Swiftpage Survey List Builder or Updater adds or modifies ACT! contacts

Instructions for adding fields manually:
1. Select "Define Fields" from the Tools menu in ACT!.
2. Ensure you are viewing "Contact" fields. Click "Create New Field" from the left hand menu.
3. Enter in a field name (i.e. "Snapshot Contact Grade").
4. Select the appropriate field type (i.e. Character).
5. Click Finish
6. Repeat steps 1-5 for all Snapshot fields.
7. When you have finished creating fields, close and reopen ACT!.

Please note that all Snapshot fields must be created to ensure proper Snapshot functionality.

For help or support with your Snapshot install contact us at support@swiftpage.com or call (877) 228-8377