04-29-2008 10:27 AM
I've worked my way through customizing Contacts and, overall, it was pretty simple once I got the hang of it. I learned it was better to 'copy' and then change the field, etc. rather than to try to draw the new field. Customizing the reports so I can get a simple list of client name (contact), spouse, address, client b'day, and spouse b'day was a far more frustrating experience. My fields are all different sizes (the copy thing didn't work here); nothing lines up very well (I think 'snap to' is engaged), and I can't seem to ever edit the field labels to save space. I tried editing the existing birthday list report (that was a real dead end) and also something I think was called "Contact List." which worked a little better but was an incredible waste of paper. And I haven't even tried to figure out how the reports do a custom field so the city, state and zip show up as one unit, i.e, not separated by their field labels.
Has anyone had these difficulties and worked through them? I'm pleading for mercy. We've got ACT! 2007.
08-20-2008 10:30 AM