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This listing of frequently asked questions (FAQs) related to the Chapters Connect system. If you don't find the answer to a question, please send your suggestions to Sue Sherman sue@cambweb.org. If you need an answer to a question, someone else most likely does too!
There is a link to FAQs relating to each of the following topics. Move your cursor over your topic of choice and enter. You will be taken to the topic.
CardScan
Database
Dymo LabelWriter
Exports
Logins and Passwords
Lookups
Printing
Synchronization
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Who is authorized to use the CAMB Chapters Connect Database System?
A user is anyone who has been trained on the system by CAMB State and has been issued ID and passwords from CAMB State. There should be at least 1 user per chapter. Usually the chapter user is the chapter coordinator. They are not only responsible for keeping their chapter's data current, but also to maintain and keep in their possession the Chapters Connect equipment.
For the most up-to-date contact information, what is the best method to access ACT! 9.0 – via CAMBweb or the chapter laptop?
CAMBweb is by far the best method to access the CAMB database when the Internet is available to the user. By accessing the CAMB database via the Internet you have access to the real-time data. For instance, if CAMB staff entered a new member application at 10:35 am, you would see that information immediately (at 10:35 am). If you were working off you laptop's "remote" CAMB database, and your laptop had already automatically sync'd for the day, say at 10:15 am, you would not see the information until the next working day after a successful sync. Remember, syncs are automatically schedule each day of the week and will take place only if you are connected to the Internet during that scheduled time.
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What are the login steps to the CAMB database via the Internet?
Open the following document for the current procedures for logging in to the CAMB database via the Internet. [download pdf]
What should I do if I forget any of my logins or passwords?
Your password(s) would need to be reset to their original state. To reset your password(s) to their original state, contact one of the following:
1st - Sue Sherman sue@cambweb.org or (916) 448-8236.
2nd - Shannon Rutledge shannon@cambweb.org or (916) 448-8236.
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When do synchronizations (syncs) take place?
Syncs are automatically schedule each business day of the week and will take place only if you are connected to the Internet during that scheduled time.
How do I find out when my sync scheduled time is?
Login to your laptop's "remote" ACT! database. Once successfully logged in, go to
Tools [>] ACT Scheduler. Under "Details" in the lower left hand corner of your ACT! window your synch time will be listed.
Would I ever need to perform a manual sync?
If you were going to an event and wanted access to your Chapters Connect system, and did NOT have Internet connectivity, you would perform a sync before your event and after your event to send any changes to the main CAMB database.
How do I manually perform a synch?
Go to Tools [>] Synchronize. Or, select the "Synchronize Now" icon on the right of your menu bar.
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How come I can't use my CardScan with the new version of ACT!?
CardScan is not supported with ACT! 9.0 Premium for Workgroups. The value of researching and implementing CardScan with the 2007 upgrade was not cost effective for the amount of users that used the CardScan functionality. With the editing involved when using CardScan, most users preferred to enter the contact information by typing themselves for speed and accuracy.
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Why won't my name badge print?
- Are you in edit mode?
Resolution: Click anywhere outside of edit box, then print.
- Are you connected to the correct Dymo printer entry?
Resolution: Go to File [>] Print off the toolbar menu and select one of the other Dymo printer entries. Then print.
Why are there multiple Dymo printer entries?
There are multiple Dymo printer entries due to the different USB ports available on the hub.
Resolution: Unless you attach the Dymo to the same port every time, you will need to select a different Dymo printer entry until to have selected the one read by the current port connection.
Why is the font on the name badge small?
One or multiple lines to be printed on the badge are long in length. The software adjusts the font to make sure all data fits inside the text box.
Resolution: In edit mode, modify the data by splitting the long line. Use your judgment as to where to split the data. The font should adjust accordingly. Then print.
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Why am I unable to print while logged into Citrix?
There should not be a problem printing while in a Citrix session. Your Citrix session should locate and use any printers that are connected to the PC or laptop you are using. If you have a problem, please call CAMB Staff for support. 1st support is Sue Sherman sue@cambweb.org and 2nd support is Shannon Rutledge shannon@cambweb.org. If necessary, an escalated support ticket will get created by CAMB Staff for resolution.
How do I locate and print the file I just saved in Citrix?
When you are logged into Citrix (using ACT! via the Internet), the "C" drive (usually the PC or laptop's local drive) belongs to the Citrix server. So, if you save your file to the "C" drive when in a Citrix session, you are saving it to the server at CAMB State. You will not have access to this server's "C" drive. The Citrix program has "rerouted" your local "C" drive to the "U" or "V" drive. The below example shows the PC or laptop's local "C" drive is linked to the "V" drive. This is where you will save your documents when in a Citrix session. You may be asked for access rights to your files...give "Full Access" rights and have the system "Always" ask you.
 (Citrix server "C" drive)
 (Client's local "C" drive)
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What are the different types of lookups?
Replace: Removes any old data and replaces with the new lookup data
Narrow: Narrows the current lookup data
Add: Adds to the current lookup data
How do I perform a field lookup in ACT! 9.0?
There are a number of ways to perform a field lookup in ACT! 9.0. The most efficient steps are:
- Place your cursor in the field that you want to do a lookup for. We will use the "Chapter" field for this example. "Right click" on your mouse. Select the "Lookup Chapter" option. The following window will appear:
- Enter the chapter acronym for your lookup.
- Verify the "Look in this field" is set to the "Chapter" field.
- Make sure you select the correct type of lookup: Replace, Narrow or Add.
- Select the "OK" button.
How do I export data from a lookup?
Refer to the "Export" section of these FAQs.
How do I change the fields that are returned from my lookup?
Your lookup data will be always be returned in the "Contact List" view. You can toggle to the "Contacts" view if you choose. Your "Contact List" view has default fields set. Keep in mind that whatever fields are in your "Contact List" view will be the fields that will be included in your export. You can add or remove fields that you want to view/export. The steps follow.
- From you menu bar select View [>] Customize Columns. The following window will appear.
- To remove a column (field), in the right panel highlight the field. Once highlighted the option to remove the field will be available to you. You will see this button [ < ]. Select this button and the column (field) will be removed.
- To add a column (field), in the left panel highlight the field to be added and select the [ > ].
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Exports
How do I export data from ACT! 9.0?
The functionality of exporting data has dramatically changed (for the better) in ACT! 9.0. It is as easy as a click of one button! Once you have performed a lookup verify that your columns (fields) in your "Contact List" view includes all the fields you would like in your export. Once verified, select the "Excel" icon, in the upper right hand row of your icon menu, and your lookup will be exported into an Excel spreadsheet!
 Excel Icon
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