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Customising Fields in 'Schedule Activity' Window (Act! Pro v18.2.53.0 Update 4; Shared Database; Windows 10)

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Country: United_Kingdom
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Customising Fields in 'Schedule Activity' Window (Act! Pro v18.2.53.0 Update 4; Shared Database; Windows 10)

Hi, 

 

I'm looking for advice to see if there is a way in which I can customise the actual fields in the 'Schedule Activity' window.

 

For example, on the attached image, is there anyway to replace the 'Location' field, to a field named 'Phone' that will automatically pull through the contacts telephone number when a new call activity is created?

 

This would save me a lot of time when working my way through the call activities.

 

Thanks

James


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Solution
Accepted by topic author James P
‎04-20-2017 06:26 AM
Moderator
Posts: 451
Country: United_Kingdom

Re: Customising Fields in 'Schedule Activity' Window (Act! Pro v18.2.53.0 Update 4; Shared Database; Windows 10)

Hi James,

 

There is no way to customise the Activity window as this is a preset form.

You can customise columns from within the the Activities tab and this will show you the phone number of a scheduled contact.

To show/hide the columns please navigate to the Activities Tab in a contact and from the right hand side you should have 'Options - Customise columns...'

 

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Solution
Accepted by topic author James P
‎04-20-2017 06:26 AM
Moderator
Posts: 451
Country: United_Kingdom

Re: Customising Fields in 'Schedule Activity' Window (Act! Pro v18.2.53.0 Update 4; Shared Database; Windows 10)

Hi James,

 

There is no way to customise the Activity window as this is a preset form.

You can customise columns from within the the Activities tab and this will show you the phone number of a scheduled contact.

To show/hide the columns please navigate to the Activities Tab in a contact and from the right hand side you should have 'Options - Customise columns...'

 

New Member
Posts: 2
Country: United_Kingdom

Re: Customising Fields in 'Schedule Activity' Window (Act! Pro v18.2.53.0 Update 4; Shared Database; Windows 10)

Hi Horn, thanks very much for that.

I was aware of this work-around but just wondered if there was a way to change the activity fields, so thanks very much for the help.

All the best