How To Save Custom Columns

[fusiondl308]

I've saved a few groups and have customized the columns specific to each group so that in contact List View

I see the unique info to each group. The problem is:

when I close out and switch groups I lose the custom columns (some groups do retain)

is there a way to save the custom columns for each group? Or are the columns global to all groups.

*I'm using Act 2008

Appreciate the help, this is my 1st posting to the forum

Thanks

John Q

[FILLSTAFF]

 This is a known issue under investigation with no current solution or work around.

For information on customizing columns, please refer to the following Knowledgebase Answer:

Title: Customizing Columns in ACT!

Answer ID: 13897 

Reference knowledgebase artilce

Custom Changes to Column Settings Do Not Retain When Switching Databases

I will also be happy to see that issue resolved.  Cheers - FSB 

<Fixed link>

 

Message Edited by dlunceford on 02-23-2009 09:14 AM

[biersachb]

I have found that the custom columns settings change to a random layout if I leave ACT for a few hours.

This happens only to the Company and Groups columns for the Contact tab.

The customization does remain for the Contacts view.

Is there any thisn that I can do to keep the settings?

I have not accessed any other database that I know of.

Thank you,

Brian

[FILLSTAFF]

I just upgraded to ACT!2010 std and am in process of converting all my databases. Then I will be able to see if issue has been resolved. Hope so. I wll try to post results back on this article when my test are complete. Cheers - FSB

[FILLSTAFF]

Sad to say;  prob still not resolved in act 2010... Maybe in 2011?  Cheers - FSB

[fusiondl308]

Bill, there's a 3rd party plug in www.durkincomputing.com that saved my business. It allows you to create all custom list views and retains them. This was exactly what I was looking for. Hope it helps you with your problem

[FILLSTAFF]

10 -4 good buddy - thanks - FSB

[paulonish]

I think you could also back up your contact "CLY" to your desktop and re-import or copy it  when you make a database or add it to your existing DB.  Try it.

Paul Onish

NJ

[siliconcty]

The same problem exists in 2011.  How sad something apparently this fundimental will not be fixed.

[biersachb]

I did some digging and research on this.

The customized columns for all views, except for Contact-List are only temporarily retained.

Any database that you access (or a program on your computer acces) resets the columns to the default.

Temporary Fix / Work Around (not good, but does the job):

- Go to groups or whatever view that you want.

- double click on one of the contacts (NOT the blue link, somewhere else on the row),

- This brings that contact up in the contact view.

- Click on the "List View" button (under the Meetings button at the top)

- This gives you the lookup in the list view that DOES retain the column customization.

- The previous ACT! version had a lookup button that avoided all of this, and mad viewing groups simple, but they got rid of this for some reason. (Note, ACT! developers, this was a BAD feature to remove).

I hope that this helps you.

Brian