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Removing Unused Id/Status

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New Member
Posts: 7
Country: United States
Accepted Solution

Removing Unused Id/Status

Is there a way to remove certain ID/Status's from the list once there are no more contacts in them?

 

Example:

 

We have 100 contacts in ID/Status "Mining"

We have 10 contact in ID/Status "Agriculture"

 

We combined the two and put 110 contact in ID/Status "Agriculture & Mining"

 

 

I cannot find a way to get rid of the old "Mining" and "Agriculture" ID/Status's/


Accepted Solutions
Solution
Accepted by topic author Excidian
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Removing Unused Id/Status

You can update the ID/Status drop-down list by:

- sign onto database with Administrator level username

- go to Tools > select Define Fields

- select 'Manage Drop Down Lists' in left column

- double click on 'Contact ID/Status' (in right side window)

- click on Next to get to list of values

- highlight appropriate value and select 'Delete'

- click Finish to exit screen

Greg Martin
Sage

View solution in original post


All Replies
Solution
Accepted by topic author Excidian
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Removing Unused Id/Status

You can update the ID/Status drop-down list by:

- sign onto database with Administrator level username

- go to Tools > select Define Fields

- select 'Manage Drop Down Lists' in left column

- double click on 'Contact ID/Status' (in right side window)

- click on Next to get to list of values

- highlight appropriate value and select 'Delete'

- click Finish to exit screen

Greg Martin
Sage
New Member
Posts: 7
Country: United States

Re: Removing Unused Id/Status

Thanks gmartin.

New Member
Posts: 1
Country: Australia

Re: Removing Unused Id/Status

Hi,

When I deleted a specific list value and opened a contact thaat had that particular [deleted] value, the value reappeared in thhe drop down bar; is there any way I can change that?

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Removing Unused Id/Status

Also These options may help you?

ACT / Edit

replace

swap

copy ?

 

 

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Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Removing Unused Id/Status

Hello MobilityCare,
Welcome to the ACT! Community. This is probably due to a setting for the dropdown list to automatically add new items. Try this:
- Go to Tools > Define Fields
- Click 'Manage drop-down-lists' on the left
- Double-click the dropdown list in question
- If the box for 'Automatically add new items..." is checked, then uncheck it
- Click Finish, then Home, then Close
- Test it out

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.