Tact Windows FAQs

1. How long does Tact require to the first time the app gets installed?

Typically, the duration of the process is between 2-5 minutes

depending on the volume of records required to download. This is

determined by the relevancy rules configured for your configuration.

Do not exit the app, the sync will get paused.

1. What should I do if the initial sync takes more than 15 minutes to complete,

or if it appears that my Tact app is in a continual sync state?

In rare instances, the sync process duration takes an excessive amount of time. In this instance, close the Tact app (right-click the app icon on the taskbar and exit) and then reopen it to reset the sync process. If you continue to experience issues in a long sync duration, follow the steps below to end the Tact app in the background, capture the logs and send it to our Support team so that we can investigate and assist in the resolution of the issue.

Steps:

• 1. To end the task on your task manager, right-click on your taskbar, select Task Manager > TactService, and click End task.

• 1. To help us with the troubleshooting, please send us the log files to [email protected] by performing the following steps:
     1. On Windows, type Run on the search bar.

• • 1. Click Enter and you can find a pop-up window on the screen.

• • 1. Copy/paste or type %LocalAppData%ÄtactÄLogs and click Enter.

• 1. A folder appears with multiple file names like Service_2021-04-09.
  2. Send all the log files to [email protected] indicating that you were unable to complete the initial sync process.

1. How can we create visit plans?

You can create visit plans by either performing a right-click on the calendar invite or open the calendar invite and click Create in Tact on the menu bar:

You can also create visit plans in Tact Windows. To create visit plans, follow the below steps:

• 1. Click the calendar icon on the left pane.
  2. Click on any of the events and click Sync to CRM.

Note: This works only if you have your Tact iOS app running.

1. Why do we see identical records after creating the visit plan?

When you create a visit plan using the Tact Windows app, it creates a new record that is synced with Salesforce. Therefore, you can see the original event in Outlook and the one synced with Salesforce which is currently identified with an * and will later be identified with .

1. Can we update the visit plan once it is created?

Yes, you can update the visit plan in Salesforce, Tact iOS, or Tact Windows, and the change is reflected in all three applications.

Note: Keep in mind that the original event in Outlook won’t be updated and if you change the original Outlook invite, you must change the visit plan in Tact Windows.

1. Is there a time-out for the Tact for Windows application?

The Tact app is configured to follow the same time-out settings as you have with your Salesforce application and SSO setup.