05-16-2011 06:52 PM - edited 05-16-2011 06:55 PM
Hi, I am currently using Act 2008
I have added about 12 custom fields that I need to print in the "address book" format of 5.5 x 8.5" Portrait. I do not see any options for customizing this printout, based on the existing template.
I see it allows you to add only THREE additional fields in the "Options" tab for the address book. Hopefully someone can help! I also tried creating a new report, but I dont think that is going to give me what I need, as it is printing all of the BLANK fields as well, which will make for a very thick address book printout.
I only need it to print the custom fields that actually CONTAIN data, if not, then ignore the field and not leave a space for it.
I am now also using a Win 7 64 bit system and was considering Act 2011, but am not interested if it does not have the flexibility to add these custom fields to the printout. I am really surprised such a popular CRM program is not more flexible!
05-16-2011 10:32 PM
I would require more information about exactly what you want in the address book but a report that fits your needs should be possible. the ACT! reports actually are very flexible.
05-16-2011 11:54 PM
HI, thank you for the reply.
I have about 10-15 fields that contain additional phone numbers and a note field that I need to print under the contacts name on the Address report I mentioned above.
I create a "lookup" to print, I go to File>Print, select Address Book and Plain Letter 5.5x8.5 P template. I then go to Options, and under Additional Fields, there are 3 available to add to the printout. I need to add around 10-15 fields. I would also like to format the information to print in a certain order. Sort of like creating a Contact Design Layout, but for an Address Book print template.
I would like it to look something like this:
Here is how my Custom Design Layout looks
05-17-2011 08:45 AM
That format would be possible with the ACT! reports. It does present some interesting challenges and would require some significant VB script programming.
What you're wanting to do is change the output formatting as the report is being compiled.