02-07-2013 11:19 AM
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
02-07-2013 11:45 AM
02-07-2013 12:32 PM
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.
02-07-2013 12:55 PM
02-07-2013 01:05 PM
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.
02-07-2013 01:07 PM