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Can ACT! 2012 Pro Assign a Custom Contact Layout For Each ID/Status Field?

New Member
Posts: 8
Country: USA

Can ACT! 2012 Pro Assign a Custom Contact Layout For Each ID/Status Field?

ACT! Screen Shot.jpgDear ACT! Community:

 

Thank you in advance for any help/guidance you can provide for my situation.  I am a returning ACT! user from many years ago (I am trying out ACT! (as I am looking to leave Saleforce.com as it is a little more than I need these days).  I am setting up my ACT! database to begin prospecting via telephone, email, letter, etc.  I have setup different ID/Status Fields for different industries I am targeting.  For example, one industry I am targeting is Solar Integrators so I have setup an ID/Status called "PROSPECT: SOLAR INTEGRATOR" (I then import all of these leads and assign this ID/Status).  Another example would be for my referral sources that I wish to stay in contact with, etc..  I have named this ID/Status "REFERRAL SOURCE: INTERIM CFO".   Is it possible to create a custom Contact Layout for each type of ID/Status?  Solar Integrators would have different fields compared to fields I would need for my Interim CFO referral sources.  Right now I see "Basic Contact Layout - 1024 x 768".  My goal is to be able to customize my database in this manner.  I hope this makes sense.

 

Thanks,

 

 

Ryan F.

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Can ACT! 2012 Pro Assign a Custom Contact Layout For Each ID/Status Field?

Hello Ryan,
Welcome to the Sage ACT! Community. That functionality is not available in ACT!, but there is a relatively inexpensive add-on that can do this for you:
http://www.actaddons.com/products/2005/layoutmanager.asp

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 8
Country: USA

Re: Can ACT! 2012 Pro Assign a Custom Contact Layout For Each ID/Status Field?

Hi Greig:

 

Thank you for your reply.  I will checkout the link you provided.

 

Nice to have a helpful community of ACT! customers.

 

Ryan F.