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How to edit "Location" field to a dropdown when scheduling Activity

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New Member
Posts: 6
Country: USA
Accepted Solution

How to edit "Location" field to a dropdown when scheduling Activity

Hi,

 

When scheduling a Call, Meeting, or To-Do I'd like to have a dropdown for the "Location" field. How do I edit that field to be a dropdown?

 

Act! Premium Version 20.1.120.0, Update 5

shared from a server (Shared database)

Win7

 


Accepted Solutions
Solution
Accepted by topic author Wolverine
‎06-28-2018 07:34 AM
Administrator
Posts: 1,372
Country: United_Kingdom

Re: How to edit "Location" field to a dropdown when scheduling Activity

If you're talking about the Location field in the actual Activity Scheduler - unfortunately there is no way to customise this.

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Employee
Posts: 262
Country: USA

Re: How to edit "Location" field to a dropdown when scheduling Activity

[ Edited ]

On the server:
Tools >Define Fields > Select desired field > Edit > select option to make drop down.
The Next will ask for inputs for dropdown

 

2018-06-20_1042.png

Solution
Accepted by topic author Wolverine
‎06-28-2018 07:34 AM
Administrator
Posts: 1,372
Country: United_Kingdom

Re: How to edit "Location" field to a dropdown when scheduling Activity

If you're talking about the Location field in the actual Activity Scheduler - unfortunately there is no way to customise this.
New Member
Posts: 6
Country: USA

Re: How to edit "Location" field to a dropdown when scheduling Activity

That is disheartening. Sometimes meetings are at my location. Sometimes meetings are at my customers location. And, sometimes meetings are at a 3rd party location. I'm surprised that this has never come up. But, thanks for responding.