07-14-2017 09:13 AM
I would like to modify the Contacts view. At the bottom of the view there are a number of tabs labeled Activities, Opportunities, etc. I was able to add a new tab, but do not know how to modify that tab. I want to use one of these tabs to create a list of properties, so i need a few columns like street address, city, size, etc.
After creating this, can i import into this tab? Also, is it searchable?
07-14-2017 01:10 PM
07-14-2017 01:20 PM
07-15-2017 03:25 PM
07-17-2017 05:55 PM
07-18-2017 05:10 AM
If you're looking for information on how to use the layout designer, you can find this information in the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/15332
This goes into detail on how you can create new fields in the database, and add new tabs to the layout. You can then place your fields wherever you like, including within these new tabs.
07-18-2017 01:38 PM
07-20-2017 09:16 PM
See attached Word screenshot. I was able to add a tab named Properties. I then added 3 field in a row. How do I easily duplicate those rows, along with the labels? I did a copy and paste below but that just gave me a grey area for those fields.
Also, when I am in Design Layout, there is only a narrow height within the tab. I want to be able to add 4 rows. When I save a layout the tab area is not as narrow so it looks like it can accommodate 4 rows.