01-02-2013 02:59 PM
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?
01-02-2013 05:19 PM
Try Tools | Define Fileds.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.
01-03-2013 05:21 AM
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.