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Create new object like contact, company, group or opportunity

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New Member
Posts: 2
Country: USA
Accepted Solution

Create new object like contact, company, group or opportunity

Hello,

 

I am very new to act and I am learning as I go but I have a question and I have not had any luck searching the internet or this forum.  It is probably because I do not have the terminology down.

 

On the left nav bar I see there are contacts, companies, groups and opportunities and I understand how to add, edit or delete entries under each of these 'objects'.  I have even seen how I can edit the layout and add or remove fields.

 

So here is my question.  Can I create a new main 'object' that has it's own fields and whatnot?  I would like to keep track of an object I would call 'machines' and use act to track it just like it was a contact.  I guess I could add a bunch of different and new fields to the contact object and then change the layout to match if it was acting like a 'contact' or a 'machine' but I thought it would be cooler to have a new object and leave the contact object clean.

 

Do you guys understand my question?  Is this possible?

 

thanks for your help!

 

Nate


Accepted Solutions
Solution
Accepted by topic author n88n
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Create new object like contact, company, group or opportunity

Yes, you can.  The "Objects" you are referring to are actually tables. There is a way to add custom tables to an act database, but it must be done via an add on piece of software.  There are several that allow you to create and manage custom entities.

 

Google each of these for their websites

Durkin ToolKit from Durkin Computing

TopLine Designer

there are more.

 

hope this helps

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

View solution in original post


All Replies
Nickel Super Contributor
Posts: 939
Country: USA

Re: Create new object like contact, company, group or opportunity

ACT! alone can't do this.  However, take a look at http://www.durkincomputing.com/ACT-Addons-Tables.aspx

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Solution
Accepted by topic author n88n
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Create new object like contact, company, group or opportunity

Yes, you can.  The "Objects" you are referring to are actually tables. There is a way to add custom tables to an act database, but it must be done via an add on piece of software.  There are several that allow you to create and manage custom entities.

 

Google each of these for their websites

Durkin ToolKit from Durkin Computing

TopLine Designer

there are more.

 

hope this helps

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

New Member
Posts: 2
Country: USA

Re: Create new object like contact, company, group or opportunity

Hey guys... thanks so much for the good information.  I will take a look at the links as it sounds like just what I need.