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LHW
New Member
Posts: 3
Country: USA

Category

Category field on the Contact record. Why does this happen? When  I enter a contact, that person’s first name automatically becomes the category, which is incorrect. I would like the category to remain blank until I enter a value into the category field.

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Category

You are trying to use the salutation field which has a built in connection to the contact field. You need to add a new field for category and change the salutation field back to it's designed purpose.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
LHW
New Member
Posts: 3
Country: USA

Re: Category

Thanks but where do I see that this Category field on the ACT contact detail is a saluation field? I joined this firm when ACT was already set up. Did someone set it up that way? I like your idea of just creating a 'new-category' field, copy the contents of the existing category into there, and perhaps delete this annoying old category field. Thoughts?

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Category

They may have renamed the field but you won't be able to delete the field because it's a core field in the ACT! database.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
LHW
New Member
Posts: 3
Country: USA

Re: Category

Okay. I'll go ahead and create a new field and ignore the existing category field. Thanks lots.