Recovering Login details for your Act! Database

July 16, 2018 | Josh Noonan

The most common question that we get asked as Act! consultants is ‘what is my Act! username and password? Find out how to locate your login details so you can quickly get back into Act!.

As Act! consultants, the most common questions that we hear are about logging in to an Act! database.

It can be very frustrating if you need to get into your Act! database and don’t remember what your username/password is! Before you feel like you are losing your memory, let me explain how the username and password are generated.

Your Act! user name and password are determined when your Act! user profile is first created. In a lot of cases, the Act! Administrator would have created your profile for you.

In a shared Act! database, you will be asked to enter these details each time you open Act!.  To find out what your login details are, read the steps below on how to determine the user name for the database and recover login details if necessary.

What is my Act! user name?

There might be situations when you remember the password but not the user name. There are couple of options to recover the user name.

Option 1

If you have multiple Act! users and have another user with Administrator Security Role, you can have them login to the database and determine your user name information.

  1. Open the Act! database with an Administrator login
  2. From the Tools menu select Manage Users
  3. Select the row with your name and then Edit User Information under User Tasks. (You can also double click the highlighted row).
  4. Now you can edit the user information and reset the password if required.

manage users box

Note: If Manage Users is greyed out and you are unable to select the user, it means the user you logged in as does not have administrator privileges.

Option 2
If you are the only Administrator or cannot get another Administrator to login, use the Act Diagnostic tool.

  1. Click the Windows Start button, and then Run. The Run dialog box appears.
  2. Type ‘actdiag’ and then click OK. The Act! Diagnostics utility launches.
  3. From the menu at the top, select Databases.
  4. Verify your database is selected in the Database list.

Act! Diagnostic Tool

  1. Now select Audit Logs from the Databases menu. If the initial event type Contact-Combine Contact does not display data, select the Event Types drop-down list and then click an event type that has been performed in your Act! database to populate the User list.
  2. In the User list, locate your user name and then copy and paste this into the user name field when you login to the Act! Database. In most cases this will work as by default, the login user name is same as the contact name of the user. However, as the audit logs display the only the contact name of the user, not the actual login user name, it may be different as the login name can be edited from within Act!. If this is the case, go to option 3.

* The user name is not case sensitive.

Option 3
If you are unable to determine the user name and/or do not remember your password, call 1300 362 046 for further assistance*.

What is my Act! password?

If you know your user name but have forgotten your password, try the options below. Please note that your password IS case sensitive.

Option 1
In some cases, you might not actually have a password so try leaving that field blank.

Option 2
In Act!, open the Manage Users tool to reset your password. Follow the steps from ‘what is my user name’.

Option 3
If you are unable to reset your password, call 1300 362 046 for further assistance*.

*Please note: User name and/or Login disclosure is a fee based service.

A final word from Act Today

If this page made you pause and think about how you manage your client relationships, that’s a good start.

Most businesses don’t struggle because they lack effort. They struggle because their systems don’t quite support the way they actually work. That’s where the right CRM setup can make a real difference.

Everything we share about Act! Advantage comes from working with businesses across Australia and New Zealand who want to retain clients, improve communication, and make better decisions from their data.

If you’d like more practical insights about CRM, client retention, and running a smarter client database, you’re welcome to explore the Act Today resources and articles.

And if you’d like to see how Act! Advantage could work in your business, we’d be glad to walk you through it.

14 Day Free Trial
Explore Act! Advantage at your own pace.
28-Day Guided Trial
Work with an Act Today consultant to set up three key CRM functions for your business.

28-Day Guided Trial

Set Up Properly, Decide with Confidence

The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
START YOUR EXTENDED TRIAL

14-Day Free Trial

Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
START YOUR TRIAL

Download the FREE Guide

How to Choose the Best CRM for Your Business