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pcease
Posts: 26
Country: United Kingdom
Message 1 of 5 (2,527 Views)
Accepted Solution

Default ID/Status for all new contacts added?

I asked this in my previous post and it was asnwered but I didnt quite uderstand the answer as it linked to a KB article for creating groups.

 

Basically, when I add a new contact (either via ACT or via Outlook etc) I would like it to default to "Customer".  

 

Is this possible?

 

Thank you.

 

 

 

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Nickel Elite Contributor
jnpurdy
Posts: 1,164
Country: USA
Message 2 of 5 (2,482 Views)

Re: Default ID/Status for all new contacts added?

Hi pcease.  That shold be no problem.  You will just need to change the properties for the field Id/Status.  Here's what you do:

 

1.  Make a backup of your database

2.  Click on Tools | Define Fields (Make sure Contacts is in the "View fields for" box

3.  Highlight Id/Status

4.  Click on "Edit Field"

5.  Click "Next" twice until you see the screen "Customize Field Behavior"

6.  Enter "Customer" in the defaul value field.

 

Now just save the changes and you will have "Customer" as the default value for that field for any new contacts created. 

 

Hope this helps.

John Purdy
Sage ACT! Premium 2015 (V. 17)
Dell XPS Ultrabook with 4GB
Windows 8 Professional, Office 365 with Exchange 2013
Tuned Listener
pcease
Posts: 26
Country: United Kingdom
Message 3 of 5 (2,449 Views)

Re: Default ID/Status for all new contacts added?

I wish I asked this question much earlier as been painstakingly editing all contacts forsimple changes!!!  Thanks for your answer, it has (and will) save me loads fo time!
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Nickel Elite Contributor
jnpurdy
Posts: 1,164
Country: USA
Message 4 of 5 (2,442 Views)

Re: Default ID/Status for all new contacts added?

If you have a lot of contacts that still need to have the ID/Status changed you can do a group update to that field.  Assuming there is a way to look up all the contacts that have the wrong information, do that.

 

Then you use Edit | Replace a Field and follow the bouncing ball.  If you have the contacts in list view, make sure you check "Tag All". 

 

Good luck. 

John Purdy
Sage ACT! Premium 2015 (V. 17)
Dell XPS Ultrabook with 4GB
Windows 8 Professional, Office 365 with Exchange 2013
Copper Super Contributor
agaliano
Posts: 279
Country: United States
Message 5 of 5 (1,102 Views)

Re: Default ID/Status for all new contacts added?

I ran into an issue with ID/Status that a client wanted to "add" another item to the contact records.  For example, with multi selection most of the records already have 3 items "checked". If you wanted to perform a global edit and add that item to the list, the Edit>Replace function overwrites the entire field.

 

Any comments on suggested workarounds or tools?


Regards,

Alanna

Alanna Galiano

Emerging Technologies Inc.

Atlanta, GA 30327