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link userfields to layout fields

New Member
Posts: 1
Country: Canada

link userfields to layout fields

I've added 10 user fields to the layout, but the guys want the info from the user field tabs to also be in theose fields.

So, how do link the current info in the user fields TAB to a userfield in the layout?

Nickel Super Contributor
Posts: 481
Country: United_Kingdom

Re: link userfields to layout fields

I hope that I understand your question correctly that you have created new fields in act! and you want to move or copy data from the ACT! user 1 to 10 fields in to your newly created ones. 

This can be done by clicking on the Edit menu at the top and then selecting Swap Field (if you want to move the data from 1 field to another) or Copy Field (if you still want to keep the original data in the user fields) once you have selected the fields click OK and then it will copy  or move the data for the current lookup.