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How to create a new notes tab in Act 2009

New Member
Posts: 2
Country: USA

How to create a new notes tab in Act 2009

I have created a series of new tabs in my contact layout, but I do know know how to get those tabs to function the same way my notes tab currently does.  I would like to have these tabs essentially act as note tabs for specific activities.  Any advice will be greatly appreciated.

Silver Contributor
Posts: 1,813
Country: USA

Re: How to create a new notes tab in Act 2009

It is not possible to create a additional notes tabs.  Notes, Histories, Activity, Opportunity, Documents, Web info are all system tabs and can not be customized

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: How to create a new notes tab in Act 2009

That's what I was afraid of. Are there any potential work arounds that may be able to accomplish nearly the same thing?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How to create a new notes tab in Act 2009

Yes. You can add additional one-to-many tables to the ACT! program with a plugin like TopLine Designer or Durkin Action Suite.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129