Sage ACT!
  • Contact Us
  • Sage North America
  • Buy Now or Call 866-873-2006
Community Twitter Facebook LinkedIn
Community Home Blogs Share Ideas Search Request Access additional resources
Reply
New Member
traspemust
Posts: 1
Country: USA
Message 1 of 4 (128 Views)

user field issue

[ Edited ]

Does anybody know why when I print my contact report it shows my user fields as user field 1, user field 2 and so on even though they have been changed to say rent amount, replica watches lease expiration date and so on.  When I pull up my contact it shows them correctly on the screen but when I print it shows the original default setting.

Please use plain text.
New Member
bob earnshaw
Posts: 8
Country: United Kingdom
Message 2 of 4 (123 Views)

Re: user field issue

Your report doesn't "know" that your've changed the names of your fields. Remove the user 1, user 2 fields off you your report and put the renamed fields on the report.
Please use plain text.
Copper Elite Contributor
dshaw111
Posts: 121
Country: United_Kingdom
Message 3 of 4 (120 Views)

Re: user field issue

You will need to rename the actual field names using the 'Define Fields' menu option from the Tools menu.
With kind regards,

David Shaw
ACT! Consultant for over 20 years
Office:    +44 (0)8443 571 222
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Please use plain text.
Gold Super Contributor
Roy_Laudenslage
Posts: 3,860
Country: United States
Message 4 of 4 (112 Views)

Re: user field issue

There's two possible situations. If you only changes the field names on the screen layout then all you need to do is edit the report and edit the user field labels for what you have named the fields on the screen layout. On the other hand if you changed the actual field names in Define Fields then you will need to edit the report template, delete the user field and labels and add the fields as they are now called. From your posting it sounds like you only changed the field lables on the layout.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Please use plain text.
 
 
Bookmark & shareBookmark & share