05-22-2008 12:25 AM
06-14-2008 02:00 PM
Not by default... it maybe possible for a developer to use something like this freebie add-on to add those to the view panel.
06-16-2008 11:53 PM
Thanks for the tip, but I'm no developer and need an off the shelf solution.
The reason for wanting to use metadata fields in the Documents tab is so that you can sort by each field.
So for instance if I wanted to search by document category, I could click the field header and I could organise all my documents.
So quotes would be together, spec sheets together, pro-forma invoices together etc.
It would be handy if there was a library card for each entry too where restricted fields could be attached to a document as a metadata field when it got entered into ACT!. So for instance, if I only had two types of document, a quote and an invoice, I would select what the metadata field entry should be from a drop down menu in a library card, so there would be no risk of differnt SpEllInGs From DiFeReNt users, (affecting sorting).
Maybe this should go into the suggestion box for future releases...
06-18-2008 08:40 AM
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature
Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.
I just don't know how many users would use it and therefore if Sage would add it.
If it's really important, you might look at paying a developer to do it for you... and if you think others would buy it, work a deal to get a % back on sales to anyone else?