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Defining Fields & Editing Group Comprehensive Reports

New Member
Posts: 3
Country: USA

Defining Fields & Editing Group Comprehensive Reports

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?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Defining Fields & Editing Group Comprehensive Reports

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Defining Fields & Editing Group Comprehensive Reports

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.