03-07-2012 04:19 AM
Running ACT! by Sage for Financial Professionals Version 22.214.171.124x30, Which I think is actually Version 10.
If you know how to do this, could you point me in the right direction? Thanks,
03-07-2012 04:46 AM
03-07-2012 08:37 AM
03-10-2012 07:49 AM
03-12-2012 05:24 AM
That would be great. What kind of filed would I use? If it's a URL, wouldn't it need to be in HTM? I'm not that literate in creating these types of things... Is there a "how to" on this subject?
You could use the Documents Tab
You could create a Group, link the Excel file there and link the Contacts
You could create a field on a tab as a URL and enter something like one of these:
03-12-2012 06:43 AM
03-12-2012 07:02 PM
A URL field starting with file: will find any local file and open it with whatever the file extension is associated with
Yep. I guess I just dont get it. I defined a new field and selected the URL option in the drop down choices. When I attempted to enter a description that includes ; or // any symbols to create the path, I get an error message that says "invalid symbols"
Oh well. Thanks for your help. I need to find an ACT consultant locally to help me with this and a few other layout issues.
03-12-2012 09:27 PM