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Tabs

New Member
Posts: 1
Country: USA

Tabs

How can I record deeds in ACT! Premium "Deeds" tab?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Tabs

Hi Krystal,

 

A "Deeds" tab is not a default tab in any Act! layout. This means that if you have this tab, it will have been created for you as part of a custom layout. If you have questions about how to use the fields within this tab, then I would suggest you speak to your Act! administrator.

 

If you would like to create a new tab to record deeds in, then you can do this by creating a custom layout and adding this tab. You can find information on creating custom layouts and tabs in the following Knowledgebase articles:

Bronze Elite Contributor
Posts: 1,426
Country: United_Kingdom

Re: Tabs

In case you mean documents Tab here is a link to instructions -

 

http://kb.act.com/app/answers/detail/a_id/17526/~/how-to-attach-a-document-to-a-contact%2C-group%2C-...