09-19-2010 07:00 AM
ACT! by Sage 2010 Version 184.108.40.206
Let me first say that I am new to Act! and apologise if my question is a stupid one.
If I go to create a new contact (or company) and after clicking the 'New' button change my mind and decide I don't want to create a new contact after all, but navigate away from the Contacts view. If I click (say Opportunities) I get an error saying:
"One or more errors have been detected. Place your mouse on the red error indicator(s) to display the error message(s)."
the only way out of it seems to be to create a junk contact and then delete it.
Surely there must be a way of cancelling a 'New' when you're part way through.
Sorry if I'm missing something obvious.
09-19-2010 10:42 AM
There is, it's called deleting the record. As soon as you click New a new record is created in the database, that can't be canceled, only deleted.
09-19-2010 06:25 PM
To expand on Roy's comment, you don't even have to save the record. You can delete it anytime during the creation process regardless of how much of the information you have entered. Hope that helps too.
01-18-2011 12:42 PM
Hi jnpurdy, can you expand on your last post? If I'm in the middle of creating a contact, and want to delete it, how do I do that without first having to save it? Thanks.
01-18-2011 02:44 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.