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Customizing Columns

New Member
Posts: 1
Country: United States

Customizing Columns



I recently started using Act! by Sage.  One issue I came across was customizing columns.  When I go to the opportunity list, I am able to customize columns but only the names that are given. I was wondering how to customize columuns using my own names?  Thank you.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Customizing Columns

When customizing columns in any view, the column names available are determined by the fields that are used in that view. So if want to use specific column names in the Opoortunity List, you would need to edit the Opportunity field names by going to Tools/Define Fields and selection "Opportunities" in the "View Fields for" dropdown.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.