08-16-2012 10:06 AM
I am a very new ACT! user, and currently have the only license at my company. I am working to lay the groundwork and set everything up in a way that we can hopefully use in the future.
I would like to add new fields to both the customer and company, and have the drop down options be conditional based on the input in other fields.
For example: when a business unit is selected, the sales rep drop down box only shows those reps that we contract with for that business unit.
I would also like to be able to create tables so that when a rep is selected, other fields will automatically populate with that reps' contact information.
I am COMPLETELY lost on how to accomplish this - any/all help is greatly appreciated.
08-17-2012 06:16 AM
Welcome to the Sage ACT! Online Community!
There isn't a function built into the program that will allow field calculations/auto-population; however, there is an add-on called
'Automatic Field Calculations' that will do it. Here is a link to the add-ons web site, review the other add-ons as there may be one more appropriate to your needs: Sage ACT! Add-ons - Utilities