12-14-2009 07:22 AM
Hello, using Act 2008.
I just want to know how I could add a new field/column in ACT!'s Notes Tab?
For example, when inserting new notes, there's a new field called "Regarding#2" in addition to Regarding. And a new column called Regarding#2 will be added in the option.
12-14-2009 08:18 AM
12-14-2009 08:41 AM
As Roy has indicated, there is no facility within ACT! to accomplish that. But, if you were to consider using History (via Record History) rather than Notes, and use the Durkin Toolkit @ www.durkincomputing.com, you could possibly add a "Regarding 2" field to the Record History dialog box and add it as a column into History. But check with them first to confirm the part about showing the Regarding 2 Column in the History.
Why History over Notes? Notes is meant for timeless information about the contact or company - what they do, directions, things like that. History is meant for past tense things - they called, I sent, we met, I emailed, they requested - always a past-tense verb.
And, I don't believe the Durkin Toolkit can modify the Notes Table or Dialog, but again, check with them,