08-31-2018 05:05 AM
Greetings fellow Act users,
I am wondering if anyone has any insight as to whether it is possible to change the name of record type 'Groups' to 'Cases'. (I am a lawyer and would like to utilize Groups to manage contacts involved in a case.) I would like the change to be reflected across the software (i.e. so that anywhere 'Groups' would have appeared 'Cases' would now appear. My gut feeling is this won't be possible to accomplish without serious engineering, but I thought it couldn't hurt to ask here.
For reference, I am using Act! Pro Version 220.127.116.11 (Update 7). Database is stored on my local machine. Running Windows 10 Pro (64 bit)
Please know of my gratitude for your time and assistance.
08-31-2018 08:50 AM
It is not possible to change the name of any entity in Act! - The GROUPS have a specific functionality for the organization of information and for the campaigns of Act! Emarketing.
Act! Premium PLUS allows the creation of new Entities from the creation of additional Tables - that could be the alternative - but Act! Premium PLUS has its own License cost (After Act! PRO it continues Act! Premium and then Act! Premium PLUS)
We also have other CRM solutions based on WEB Server that allow the creation of these entities
I suggest consult this directly in conference with a specialized CRM consultant.
08-31-2018 09:05 AM