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List View Favorites

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Astute Commentator
Posts: 34
Country: USA
Accepted Solution

List View Favorites

I have noticed that when your are in the List View of your Contacts there is a Favorite column notated by a Star.   Is this for something or can you tag contacts as a favorite?


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Solution
Accepted by topic author chtipton
‎06-11-2017 08:12 AM
Copper Super Contributor
Posts: 22
Country: United_Kingdom

Re: List View Favorites

Hello

 

Yes, this one of the newer features for Act. You can mark certain contacts in Act as favourites by use of a tick box.

 

You will need to bring the tick box field in to your layout to be able to use. If you go to Tools > Design Layout > Contact
and select yes/no fields from the left. Draw it on to your layout and then the available fields pop up box will display so just

select favourites from the list and click ok then save this.
Close the design tool and you will now see a favourites tick box available for you to use in your contacts card.

 

Hope that helps.

Robert Hupston
Act! Certified Consultant
Web: http://softext.co.uk
Email: rob@softext.co.uk
Tel: 0121 323 2304

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Solution
Accepted by topic author chtipton
‎06-11-2017 08:12 AM
Copper Super Contributor
Posts: 22
Country: United_Kingdom

Re: List View Favorites

Hello

 

Yes, this one of the newer features for Act. You can mark certain contacts in Act as favourites by use of a tick box.

 

You will need to bring the tick box field in to your layout to be able to use. If you go to Tools > Design Layout > Contact
and select yes/no fields from the left. Draw it on to your layout and then the available fields pop up box will display so just

select favourites from the list and click ok then save this.
Close the design tool and you will now see a favourites tick box available for you to use in your contacts card.

 

Hope that helps.

Robert Hupston
Act! Certified Consultant
Web: http://softext.co.uk
Email: rob@softext.co.uk
Tel: 0121 323 2304