04-03-2012 04:18 PM
I am a brand new ACT! user and am having difficulty changing the different processes and stages in the opportunity tab. I thought you were supposed to go to "Tools" and then "Define Fields", but no matter how I go about it, "Define Fields" is grayed out and I can't click it.
What am I doing wrong??!!!
Thanks for your help!
04-03-2012 09:24 PM
Most likely you are running on Windows 7 and have the UAX active. Try launching ACT! by right clicking on the icon and selecting the option Run as Administrator.
04-04-2012 08:18 AM
I logged in as the Administrator (the way you suggested to try it as well as into the Admin Login) and, while other options that were gray before became available, the "Define Fields" is still gray.
I don't get why!
Any other suggestions??
04-04-2012 08:41 AM
What are your login rights in ACT!?
04-04-2012 11:23 AM
The default is Standard and does not have rights to define fields. The ACT! administrator would need to change hour rights in Tols | Manage Users.
04-04-2012 11:29 AM
04-04-2012 12:29 PM
Did they launch ACT! using the right click and select Run as Administrator
06-14-2012 10:47 AM
Make sure you aren't a remote user. Only a "host" computer can make define fields changes.
Layouts can be edited on any machine, and can be used by all users, but new fields can only be created by the host computer.
Hope that helps.