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Hello...Help??

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New Member
Posts: 2
Country: United States
Accepted Solution

Hello...Help??

Hello,

I'm a total ACT! newbie and trying to do some updates to our data base.  Just a little problem.  The company is a manufacture and we use this program to keep track of our customers and equipment.  In our equipment tab (under companies, next to contacts, notes, opportunity, etc) we have five spaces to list five pieces of equipment purchased or being used by our customers.  However, five is not enough.  Can anyone tell me how to update the fields in this tab in order to add more room?  I'd so appreciate the help. I have looked at the help topics but can't seem to find any instruction.

Thanks in advance!

Newbie Cyn


Accepted Solutions
Solution
Accepted by topic author ACT!Newbie
‎09-25-2015 03:20 AM
SMC
Copper Contributor
Posts: 16
Country: USA

Re: Hello...Help??

The exact steps will vary depending on which version of Act you are using.  But the basic idea is that you create the fields that you need and then you place them where you want them to show up.

 

In Act! 2008, you would go to the Tools menu, and choose Define Fields.   Then select Company or Contact depending on which you want you want the new fields to be related to.  Then click on Create New Field and complete the field name and type information.  Repeat the process for each field that you want to add.  When you are done, close that Window and go to Tools - Design Layout - Contact (or Company, depending on what you chose in the last step.  You should get a window that looks like your Act contact (or company) screen.  Click on the tab that you want to add the fields to, then click on the Field button.  It should be on the left side of the window.  Then click and drag to draw a rectangle where you want the new field to appear.  The Select Field window will pop up and you can choose which field you want to add here.  Repeat that until you have added all the field that you set up in the first step.  If you don't like the text that Act puts next to the field you can double click on it to edit it, or single click to select it and then delete.

Steve Collins
IQ Accounting Solutions LLC
Peachtree Certified Consultant

View solution in original post


All Replies
Solution
Accepted by topic author ACT!Newbie
‎09-25-2015 03:20 AM
SMC
Copper Contributor
Posts: 16
Country: USA

Re: Hello...Help??

The exact steps will vary depending on which version of Act you are using.  But the basic idea is that you create the fields that you need and then you place them where you want them to show up.

 

In Act! 2008, you would go to the Tools menu, and choose Define Fields.   Then select Company or Contact depending on which you want you want the new fields to be related to.  Then click on Create New Field and complete the field name and type information.  Repeat the process for each field that you want to add.  When you are done, close that Window and go to Tools - Design Layout - Contact (or Company, depending on what you chose in the last step.  You should get a window that looks like your Act contact (or company) screen.  Click on the tab that you want to add the fields to, then click on the Field button.  It should be on the left side of the window.  Then click and drag to draw a rectangle where you want the new field to appear.  The Select Field window will pop up and you can choose which field you want to add here.  Repeat that until you have added all the field that you set up in the first step.  If you don't like the text that Act puts next to the field you can double click on it to edit it, or single click to select it and then delete.

Steve Collins
IQ Accounting Solutions LLC
Peachtree Certified Consultant
New Member
Posts: 2
Country: United States

Re: Hello...Help??

Thanks so much.