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System Fields

Tuned Listener
Posts: 7
Country: Poland

System Fields

Hello.

I`ve a question about "system fields" in ACT. I`m using ACT 2010 with SP1.

Exploring Demo DataBase I`ve found few useful fileds on "Contact" Tabs, like:

 

Last Edited

Last Reach

Last Years Purchases

etc.

 

Creating my own new Data Base, I can not use this fields, because they are not in Tools/Define Fields Menu.

How can I use these fields on my own DataBase ? Can I copy somehow them from Demo DataBase ?

 

Thanks,

Marek

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: System Fields

Since these are system fields, you will not see them listed in the Tools > Define Fields screen, but they are still available to add to your Layout through the Tools > Design Layouts > Contact option. 

 

For more information on customizing your layout: Design Act! layout

 

When a field does not display in the Layout Designer list, that means the field is already on the layout.

Greg Martin
Sage
Tuned Listener
Posts: 7
Country: Poland

Re: System Fields

Hello Greg.

Unfortunately I can not see Last Year Purchase.

 

Using Demo DataBase I can see field Last Year Purchase in two places:

- Tools/Define Fields/Contacts

- Tools/Design Layouts/Contacts

 

Also I can see other system fields which are not in my Database like Customer ID for example.

 

How can I have access to these system fields, they are in Demo but in my database are not.

 

Please advice,

Marek

 

Tuned Listener
Posts: 7
Country: Poland

Re: System Fields

Can anyone answer this ?

 

Marek

Bronze Contributor
Posts: 930
Country: USA

Re: System Fields

The Demo database has some useful fields that were added to serve as an example of how you might customize your database.

I double-checked, and these appear to be the added fields:

  • Key Contact (Yes/No) shows as a check box
  • First Purchase (Annual Event)
  • Trivia (Memo) - a scrolling, practically unlimited text field
  • Last Year's Purchases (Currency) - locked field
  • Customer ID (UpperCase)
  • Email Permission (Character)
  • Metals (Character)
  • Photo (Picture)
  • Twitter (Character)

 The intent probably was to show each type of field that can be added and a typical use.  You can add such fields to your own database by going to Tools, Define Fields.  Article 15331 in the ACT! Knowledgebase is a good reference on how to add fields.

Signature
Tuned Listener
Posts: 7
Country: Poland

Re: System Fields

Hello.

Thanks for your ansewer. However I can not see any of these system fields. It is possible that something is wrong with by database ?

I`ve migrated from ACT 2009 to 2010 but there was no error messages during this process.

As a user I`ve administrator rights - any idea what can be wrong ?

 

Marek

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: System Fields

They are there, you won't see them in Define Fields but they can be added to a layout.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 7
Country: Poland

Re: System Fields

Thanks, but still I can not see them when I`m editing any layout (Contact, Group, Company, Opportunity)

It is possible they are hidden somehow ?

 

Marek

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: System Fields

Check all the tabs, the fields are most likely already on the layout some where. One way to check is in the layout editor, open the properties panel and up at the top, see if the fiield is listed as an object in the layout. If it is try selecting it there.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 7
Country: Poland

Re: System Fields

It is really strange.

They are not there. I`ve double checked as you adviced.

 

All system fields are in Demo database but when I`ve created a new one - they are not. 

My version of ACT is following:

 

ACT! by Sage 2010 Version 12.1.181.0, Hot Fix 1
English (United States)

 

Maybe I need to install some fix ?

 

Marek