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How To Save Custom Columns

New Member
Posts: 3
Country: United States

How To Save Custom Columns

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

Nickel Elite Contributor
Posts: 934
Country: USA

Re: How To Save Custom Columns

[ Edited ]

 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
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
Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
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New Member
Posts: 2
Country: USA

Re: How To Save Custom Columns

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

Nickel Elite Contributor
Posts: 934
Country: USA

Re: How To Save Custom Columns

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

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Nickel Elite Contributor
Posts: 934
Country: USA

Re: How To Save Custom Columns

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

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 3
Country: United States

Re: How To Save Custom Columns

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
Nickel Elite Contributor
Posts: 934
Country: USA

Re: How To Save Custom Columns

10 -4 good buddy - thanks - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Copper Contributor
Posts: 59
Country: USA

Re: How To Save Custom Columns

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

Long Term Care for families in New York and New Jersey from the leading Insurance companies, to eliminate the burden on the support people. Monitor the care not provide it.
New Member
Posts: 5
Country: USA

Re: How To Save Custom Columns

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

New Member
Posts: 2
Country: USA

Re: How To Save Custom Columns

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