01-17-2011 06:44 AM
I need to create a field "Monthly Billing Rate" and it need to be in the Opportunity/Products layout with the Product name and amount. I have looked into creating a new field but it doesn't say anything about creating new fields except for the main tables (Contacts, Companies, Opportunities). I did not see where I can make changes to the subordinate tables associated with opportunities.
01-17-2011 08:03 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
01-28-2011 04:19 PM
I understand that we can add new fields by going to Tools>Define Fields>Products.
What I want to do is adding a default value to my newly created field. But when I go to Manage Product List, obly Name, Item Number, Cost and Price are visible.
I have a standard discount amount for each product, and I would like to be able to put a default value in there. Product Description is another field I'd like to have.
02-02-2011 08:29 AM
Unfortunately this is not possible if I understood what you're actually after.
The "predefined" products (ie. your price list) that appear in the dropdown list are stored in the TBL_PRODUCT table. In this table is only stored the basic info of the product, like standard cost and price.
The "actual" products (ie. the quoted or sold product) that appear under the Products tab of the opportunity are stored in the TBL_PRODUCTSERVICE table. In this table is stored the actual cost, the actual sale price, the quantity ordered, etc.
When you add a field to the "Products" table using Tools>Define fields, you're adding it to the TBL_PRODUCTSERVICE table but not to the TBL_PRODUCT table.
What you seem to want to do is modify the TBL_PRODUCT table so that you add fields and enter default values for your predefined products. This is currently not an option.
02-02-2011 09:49 AM
02-02-2011 09:56 AM
It is not possible through the SDK. Even if it were, you would not gain from it since ACT! would not take the added fields into account when populating the fields in the New Product window.