Conference Scheduler for ACT!

Installing the ACS

If you have already purchased the Conference Scheduler from the ACT! eStore, run the file named "setup.exe" and follow the on-screen instructions. You must have an internet connection and valid credit card to complete the online registration and conferencing services account setup.

Uninstalling the Scheduler

To uninstall the Conference Scheduler for ACT either A) go to "Add or Remove Programs" from your MS Windows "Control Panel", or B) go to [Start]->[All Programs]->[Infinite Conferencing]->[Conference Scheduler for ACT]->[Uninstall Conference Scheduler for ACT].

*Note* - This will not terminate your conferencing services account with Infinite Conferencing. To do that you must either call us at 888.203.7900 (x2), or e-mail us.

Scheduling a Conference

There are two way to schedule a conference from within ACT! (open the Conference Scheduler pop-up window):

1) Select [Schedule]->[Conference] from the main menu bar with ACT

2) Select the new button on your toolbar (similar to the Infinite Conferencing logo icon):

Schedule Conference window elements

Once you have complete #1 or #2 above, you will see the following pop-up window:

Conference Type: Select whether you want to have a Phone (only), Web (only), or Phone & Web conference. This selection determines the e-mail template to be used, which automatically includes the appropriate instructions.

Conference Description: Type a brief description; the purpose of your conference.

Conference Schedule: Select the Start Date, Start Time and Duration for your conference. The End Date and End Time will automatically prefill for you.

Activity Scheduling: "Add Conference to My ACT! Calendar" is selected by default and will result in an activity automatically being included in your ACT! calendar. We recommend you leave this selected. The details for joining your conference (dial-in number, entry codes, Web login page) can be found on the Details tab of this activity in your calendar. If are inviting other users of ACT! database you are currently working from you may also want to select the second option; "Add Conference to Each Participating User's ACT! Calendar".

Invitations:

Participant Selection: Click the [Select Contacts] button to populate the list of participants (conference invitees) from your ACT! database. *Note: Upon first opening the Conference Scheduler window this button will be disabled and will be labeled "Loading Contacts -- Please Wait...". The "Select Contacts" pop-up window should appear:

Use the arrows to add to, or remove from, the "Selected Contacts" list.

Setup Button: This is where your conference Entry Codes, Dial-in numbers (phone conferencing), and Web Conference URL are stored. You should not change these unless instructed to do so by Infinite Conferencing.

Preferences: Allows you to check how often the Conference Scheduler will look for the availability of newer version. In most cases, there will be no charge for a newer version.

Ok Button: Upon selecting the [Ok] button, you will receive a "Scheduling Confirmation" pop-up. Please review all bolded variables to ensure that you have made the intended choices. Upon selecting the [Yes] button, your conference scheduling will be complete; invitations will be e-mailed and the conference will be added to your ACT! calendar, assuming you did not de-select this option.