10-19-2009 10:14 AM
I'm running ACT! Premium for Workgroups 2006 and I have a couple questions.
1) I have a lot of companies. About a thousand, I think. I'd like to create a lookup based on certain criteria in a custom field. It's my understanding that ACT 2006 can't do lookups by company. If that's the case, is this something that later versions of ACT can do?
2) On the Task List, I'd like to add a column for a custom field I have on the contact page. How would I do this? The Customize Columns option doesn't have any of the fields on the contact page.
Thanks for any help you can provide!
10-19-2009 10:42 AM
10-19-2009 01:25 PM
So there isn't a way to do lookup by company in the 06 version?
And there isn't any sort of workaround for getting a column listing a field from a contact in the activities section? How do I get to the activities table to edit it?
Thanks, I appreciate this a lot.
10-19-2009 03:27 PM
There have been quite a few query options added in the later versions of the ACT! program and I don't remember exactly what was available in ACT! 2006. It also makes a difference if it is the standard or the premium version.
As to the activity table, that table design is locked and can't be changed.