Defining Fields & Editing Group Comprehensive Reports

[jredeker]

Just upgraded to 2011 Pro...while transferring data from original database, I wasn't able to define my new fields.  I am trying to edit/define existing fields but I can't find the "define fields" tool.

In addition, I would like to edit my group comprehensive reports to include other fields but am having some trouble.  Any suggestions on a simple and easy way to do this?

[Roy_Laudenslager]

Try Tools | Define Fileds.

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

[jredeker]

Thanks, I've made some progress but am still hung up on something.  When I have finished defining the field, it for some reason does not show up as a "field".  I tried linking it to a company field so it could appear, but that didn't work.

When I edit my contact template, the program doesn't list my new fields as options.