If you need to purchase additional licenses please contact us Because we are a Platinum-level Reseller, we can offer the very best prices. The products we sell include:
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Upgrade Insurance, which can only be purchased at the time that you purchase ACT! or ACT! Upgrades, assures that you will be getting the newest version of ACT! for free when it's released.
If you are currently using ACT! 5/2000, now is a great time to upgrade! Click here for current pricing.
I want to customize fields in my database. What do I need to know before I do this?
The good news about ACT! is that it's fairly easy to add new fields to a database. Most interested users eventually find their way to Edit | Define Fields to add, modify or delete fields.
Now, the bad news. There is very little documentation available to the average user regarding the Do's and Don'ts of field customization. A poorly customized database can actually impede productivity and efficiency, not to mention causedatabase corruption,program errors and crashes .
If you have been customizing your own ACT! database, here are just a fewof our Do's and Don'ts in that regard:
DO:
Backup your database before doing anything in theEdit | Define Fields area.
Create new fields instead of renaming existing fields
Make sure the Field Length (number of characters) is the lowest number possible for the expected data
Increase the Company Field length to 75 characters (50 characters just isn't enough for most databases)
Make sure your field Types are consistent with the data you'll be entering in the field (fields that will hold numbers should be of numeric type, etc.)
Create field Drop Down lists wherever possible
DON'T :
Ever rename existing fields, other than the User 1-15 fields
Set too many fields to Generate History (especially if you'll be importing data)
Create Linked Drop Downs
Add Indexed Fields if you're not sure how to do it correctly
Add more than 3 or 4 Indexed Fields even if you do know how to do it correctly
Cut and paste fields in the layout editor
In our
Using ACT! Level 2 - Advanced class, we teach students everything we
know about good database and layout design, methods of
contact categorization, economy of fields, technical best
practices with regard to ACT! customization, and much
more. Graduates of this class learn all the
skills they'll need to design and build a healthy and
functional ACT! database for their own company or
organization.
Our next class is April 29. Registernow and learn how to customize your fields, layouts, reports, menus, and toolbars. You'll also learn how to create macros of all your frequently-performed tasks and reduce the steps down to one click of an icon. It's a fun class that really helps you to get your ACT! together!
Acknowledgement: Thanks to Liz Hendon, ACC from Market Tech Services for providing this Tip.
I want to copy or move items from the Notes/History, Activities, Sales/Opportunitiestabs from one contact or group to another. How do I do this?
Lookup the particular contact or group that contains the original item(s) and select the appropriate tab: Notes/History, Activities, or Sales/Opportunities.
Highlight the item(s) you would like to copy or move by clicking on the grey box to the left of the item. (Select multiple items in a range by holding down the <Shift> key while selecting them. Select multiple items that are not in a range by holding down the<Ctrl> key.)
From the Edit menu, selectCopy(or Edit | Cut if you are moving the items).
Lookup the destination contact or group.
From the Edit menu, select Paste.
The items have now been pasted to the destination contact or group.
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