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Add a new field in USER FIELDS of ACT Premium

HFA
New Member
Posts: 14
Country: USA

Add a new field in USER FIELDS of ACT Premium

Using ACT Premium

How do you add a new field with drop down menu capabilites to the USER FIELD Tab section

Silver Contributor
Posts: 1,813
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

A picture is worth a thousand words. I recorded a video on how to do this.

 

three steps.

1) under define fields, create the drop down

2) also under defind fields, create the field and link the dropdown to the field

3) customize the layout.

 

I go into more detail in the video here.

http://screencast.com/t/sZq8Xu1rBHww

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

HFA
New Member
Posts: 14
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

Thank you.

 

It turns out the because ACT is our host they were the only ones who could set up the drop down menus for us.

But I'm still going to check out the video too.

HFA
New Member
Posts: 14
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

Excellent Video.

 

Wish I would have had that when I was first learning how to do that in the previous non-remote version.

Just the same ...thanks alot.

In the ACT premium remote version you don't have access to do this.  Only the hosting server can do it and since ACT was our host they did it for us

Silver Contributor
Posts: 1,813
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

There are a variety of hosting options.  We are a hosting provider and give full access to your act database so you can make any changes you want. Add fields, customize layouts, do imports. All things not possible with ACT for Web

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

HFA
New Member
Posts: 14
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

I'm curious to learn the compared advantages and disadvantages and of course fees.

Silver Contributor
Posts: 1,813
Country: USA

Re: Add a new field in USER FIELDS of ACT Premium

I can tell you about ours. PLease contact me here. http://www.cloudtopoffice.com/contact-us/quote-request/

 

Other hosting providers are lislted here.  http://www.act.com/Partners/Hosting-Providers/Directory/

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider