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CUSTOM LAYOUT - mapping of new user fields

New Member
Posts: 6
Country: USA

CUSTOM LAYOUT - mapping of new user fields

I recently made a custom layout.  Formed new user fields too.  I must have missed a step, because now I can't run any reports, export the information, or utilize anything from the info on those user fields.   Need more help

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: CUSTOM LAYOUT - mapping of new user fields

What specific problems happen when you try?

What (exact) version of ACT! from Help | About?
New Member
Posts: 6
Country: USA

Re: CUSTOM LAYOUT - mapping of new user fields

I have the ACT! 2010 version.  In the layout section, under the tabs (personal information, etc) I used the "user fields" and formatted them for information.  These user fields cannot be used in any reporting, searches or anything.  Essentially, they can only be viewed when I choose that contact.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: CUSTOM LAYOUT - mapping of new user fields

What happens when you try to use them? They should be like any other field ... providing you've added them to the reports

You might not find them in the searches if you haven't changed their names in Edit | Define Fields
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: CUSTOM LAYOUT - mapping of new user fields

If you only modified the layout then the fields would retain their original names for lookups or reporting. To chamge the field name itself you need to go to Tools | Define Fields.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: CUSTOM LAYOUT - mapping of new user fields

New Member
Posts: 6
Country: USA

Re: CUSTOM LAYOUT - mapping of new user fields

Right, the user fields made in the custom layout do not work when I change back to the basic layout.