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Multiple defaults for Customise Columns?

New Member
Posts: 9
Country: Australia

Multiple defaults for Customise Columns?

Hi, we are using Act Premium 9.0 and i have been extracting various data for various Managers that require specific columns (in Opps, Companies & Contacts).

 

Is there a way to save a particular column layout and use it for future reports (as per the default set that you get when you click Reset), or do i have to keep doing the setup each time?

 

A petty question, i know, but it would save me some time.

 

Thanks for any advice,

Michael.

 

Moderator
Posts: 4,395
Country: USA

Re: Multiple defaults for Customise Columns?

There is a way to save columns, but it will be faster to just reset and customize the columns again for each user.

 

Have you tried to customize any of the reports to fit your needs?

New Member
Posts: 9
Country: Australia

Re: Multiple defaults for Customise Columns?

Hi David, When i re-read my message, i hadn't been clear about why i needed the columns in the lookup. We send alot of data to our head office overseas which needs to be a .csv file in a specific layout for their CRM (a crazy way to do things, i know, but . . ). Depending on what they request, they might only need basic information, or it could be 20 or 30 fields they require. I need to manipulate this data in excel first, however, as i also need to convert industries, job functions, etc into a numerical version. To this end, i have made some complex excel sheets where if i paste in the raw data (which needs to be in a specific order out of Act), it will automatically convert all the columns that require it. This is the main reason i was enquiring about saving column layouts - as i have several of these excel sheets that require data in different layouts. Thanks again, Michael.
Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Multiple defaults for Customise Columns?

Mike,

We have a couple of add-ons for ACT! which support multiple column set layouts.

You just click on the [Select Column Set] button and quickly switch between user defined columns sets.

 

This is just one of the many feature in Opportunity List Plus for ACT! and Contact List Plus for ACT!

You can download the free demo at : http://www.durkincomputing.com/Download.aspx

 

For more information :

http://www.durkincomputing.com/ACTAddonsContactListPlus.aspx

http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx

 

thanks

-- jim durkin