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ACT2009 - Same field multiple times in custom layout.

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AMB
New Member
Posts: 4
Country: United Kingdom
Accepted Solution

ACT2009 - Same field multiple times in custom layout.

Is it possible to have the same field multiple times in a custom layout?   I have a "children" tab where I need to list each and every child for each client together with relationship to client and dates of birth.    I have inserted the "Name" "Relationship" and "Date of Birth" fields for the first child however I then do not have the option in the field value list to use the fields again for subsequent children.   Can anybody help?


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Accepted by topic author AMB
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 158
Country: Brazil

Re: ACT2009 - Same field multiple times in custom layout.

This is not possible. You can only have one instance of each field in every layout.

You will have to create additional fields for "additional child". (child_01, child_02 for example).

If you could put same field more than once in every layout it would show same content in every instance. This is another reason to be another field !

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE

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Solution
Accepted by topic author AMB
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 158
Country: Brazil

Re: ACT2009 - Same field multiple times in custom layout.

This is not possible. You can only have one instance of each field in every layout.

You will have to create additional fields for "additional child". (child_01, child_02 for example).

If you could put same field more than once in every layout it would show same content in every instance. This is another reason to be another field !

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
AMB
New Member
Posts: 4
Country: United Kingdom

Re: ACT2009 - Same field multiple times in custom layout.

Thank you - yes that does make sense.  As a workaround waiting for an answer I created new fields for each child using Name 1, Name 2 etc which will obviously now become permanent!

 

 

New Member
Posts: 1
Country: United States

Re: ACT2009 - Same field multiple times in custom layout.

Is there a way to do this in a simpler manner?  Can ACT duplicate the field adding a number after each field name:   ex child1, child2 etc.  Or is it still a manula process for each field?  It would be a great feature if you could create the field than click on duplicate and enter the number of duplications.
Copper Elite Contributor
Posts: 158
Country: Brazil

Re: ACT2009 - Same field multiple times in custom layout.

It is not possible from what I know but... Why don´t you try to use "Secondary Contact" and "Title" = Child1 etc. ?
Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
Astute Commentator
Posts: 8
Country: USA

Same field multiple times in custom layout. YES

[ Edited ]

Yes it is possible to have a field more than once on a layout,
But it takes manual editing of the CLY file. It is a delicate
operation that could result in a corrupted CLY, so it is
best and quickly done by an experienced professional.

Here are a couple screenshots showing this is possible
2, 3, 4, or even 100 times. All the fields update at the

same time, when you save, because they are in reality

the same underlying unified field.  Deep Smiley Happy

 

 

ACTContactDupeHomePhone.jpgACTContactDupeUser1.jpg

 

Rick Shaddock, PhD