02-15-2016 11:07 AM
02-16-2016 03:26 AM
Hi John, yes you can have this functionality be creating a custom date field, and creating a calculated field.
***Please note*** It is always a good idea to backup before making changes to your database.
Using the example you quoted below, the first step would be to create a custom Date field which is where you would enter your dates. To do this, you would need to make sure you are logged into Act! as an administrator, and make sure you are the only user logged into the database. Then perform the below steps:
Click Tools > Define Fields
Click Create new field
Name the field, and make sure the field type is set to Date
Select any other field options you want and click Next
Modify the field behavior if needed and click Next
Set any field triggers if needed and click finish
This is the field you will use to enter your dates on your Contact records. We will also create a calculated field that will automatically work out the number of years for you:
Make sure you are still in the Define fields section
Click Create new field
Name the field, and make sure the field type is set to Calculated
Click Next and choose Date from the dropdown
In the field dropdown, choose the custom date field that has just been created previously
Under the Formula section, choose the options for Years Since (date to today)
The final step is to add both fields to your layout. You can find instructions on amending your layout in the following article:
15332 Designing Layouts in Act!
You should now have a date field that you can amend for any contact in Act!, and a calculated field. Once you have entered a date into the date field, the calculated field will automatically enter the amount of years it has been since that date (You may need to hit F5 on your keyboard just to refresh the screen).
I hope this helps John, let us know how you get on.
02-17-2016 12:18 AM
Hi John, no it is not possible to edit a calculated field, if you want to make changes you would need to delete the field and create a new one.
Since data is populated in fields automatically, then it's not the same as deleting normal fields where you would lose the data you entered yourself manually. If you wanted to, you could always create the previous calculated field again to get your data back.