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Add "notes" field to contacts list view

New Member
Posts: 2
Country: United_Kingdom

Add "notes" field to contacts list view

Hello,

 

I am trying get ACT! 2010 just right for me, I would like to be able to view the notes field in contacts list view but I seem unable to do so.  At the moment I need to click between list view and detail view which is really long winded!

 

Could anyone help me out please?

 

Thanks


Martin

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Add "notes" field to contacts list view

Hello Martin,

Welcome to the ACT! Online Community!

 

If you are referring to the Notes tab on the Detail view, you will not be able to add it to the List view. 

 

An alternative - create a new field called 'Important Notes' with a field type of Memo to allow more data to be captured and word wrap (on Detail view) - or as Character if you do not intend to put a lot of information within it.  This field could then be populated with information and added to the List view.

Greg Martin
Sage
New Member
Posts: 2
Country: United_Kingdom

Re: Add "notes" field to contacts list view

Ok thanks for your help.

 

It is possible to have history displayed there?  I don't want to start dupliating data if possible

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Add "notes" field to contacts list view

You will only be able to display 'field' data on the List view - information on the Notes and History tabs will not display in the List view.
Greg Martin
Sage