Community
Showing results for 
Search instead for 
Do you mean 
Reply

Creating system fields?

Astute Commentator
Posts: 5
Country: USA

Creating system fields?

Is it possible to create or modify an existing system field of the 'Last X date' kind, in order to have a field that is automatically populated with the last date of ocurrance of an activity I have created for a certain company?

 

I would like, for example, to have a field that tells me the date of the last sale that was made to a company, according to the history of said company.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Creating system fields?

While you can't create a "System Field", it would be possible for a programmer using the SDK to create a field that's automatically updated in the way you want
Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Creating system fields?

If you are looking at completed sales, i.e. Last Sale, one option is to link ACT! to an accounting software such as QuickBooks. Then display in a tab the summary financial information applying to that customer, such as in the image attached. 

The image shows part of the overview sub-tab in our Xact Link for ACT! and QuickBooks.

 

From a workflow and data management perspective it is better to display live information from the source of the data directly in ACT!, in this case the accounting software QuickBooks, rather than pull the data into ACT! and analyse it.    

 

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog