04-15-2019 03:56 PM
Version: Act! Pro Version 21.0.295.0, Update 7. Just installed the latest service pack.
Database type: The database is hosted on my computer, and other users access it. The Act! Database was created by someone that wasn't me over 10 years ago in 2008. We recently upgraded to Act v21 from v17.
Other apps: Handheld Contact
OS: Windows 10 Pro, recently installed and fully updated.
I am unable to edit the "Surname" field, and the "Name" field. Please look at the images I linked so you can see that I've tried a lot of different things.
I want to be able to edit the "First Name" field, and the "Surname" field. They are currently empty for almost all contacts. We are currently using other custom fields for these details, however I want to use the official name fields because Handheld Contact (a mobile phone add-on for Act) only supports the official fields.
I have set up a new layout that has the two custom name fields, and I am able to edit them. However, on the same layout I have the official "Name" and "Surname" fields, and I am unable to edit. I can click into them to start typing, but when I type nothing happens.
Even in Edit mode in list view I am unable to add to the real fields.
I've gone through the define fields section and I couldn't find those official First Name and Surname fields. My user account is a full administrator, and has full access to the database.
I appreciate any help that you have to give.
04-26-2019 10:05 AM
Thanks for your help. I found a solution.
It turns out that in order to update the Surname and First Name field in Act!, you need to use the contact field.
First, ensure there is a first name and last name in the contact field. As you can see in the following image, I have "McTesterson, John" in the contact field.
Then, you need to click the ellipsis next to the contact field box. This opens the "Contact Name" dialog (see second image). Ensure the first name and surnames are properly selected. Click OK.
Then, you need to SAVE the contact. DUH! However, I didn't know that I needed to manually save any changes I made.
Automatically, the information from the Contact field is parsed into the First Name and Surname fields, and you should see the changes immediately.
Thank you again for all of your help!
04-15-2019 09:20 PM
04-17-2019 10:00 AM
Since I have not moved to Ver 21, I may be missing something in your explanation, but if you are editing one at a time, why not just retype the whole name?
I'm sort of curious as to why the name fields are blank to begin with?
04-17-2019 10:20 AM
04-18-2019 06:30 AM
This question and help to a new user is the purpose of the forum.
I appreciate the fact that you think comment ACT is garbage, but it would helpful to know what caused you to post such a response? I'm not an ACT certified consultant, but maybe I could lend a hand.
Sometimes simple things can be frustrating with any software program. For example, for the last week and a half, I have not been able to look up my co-workers. Well apparently I inadvertently unchecked a box in the lookup name dialogue box that says "Include Users" - a co-worker would be a user. Certainly didn't do that on purpose, but the problem was addressed when I was asked if that box was checked or not.
So, how can we help you with ACT?
04-25-2019 12:15 PM
OK. Thank you for your response.
I'm wondering then, how do I fill those fields in?
You mention the "Contact Field", but when I go to edit this field, I am unable to add any details to the Contact Area.
I appreciate any help you can provide.
04-25-2019 12:17 PM
The name fields are mixed up because 12 years ago when Act! was setup, someone had created new fields for the name, and last name. Since information was filled into those fields for 12 years, the other real fields have not been filled in. That's why I want to copy the information from the custom field into the real field in Act!
But I am unable to edit the real field's contents at all.
04-25-2019 12:58 PM
04-25-2019 01:27 PM
Since this database is 12 years old, I'm wondering if somewhere in the past, the CONTACT field was changed to read only. That would make sense if whomever was the admin did that so users would use the new fields to separate the first and last name.
Assuming you are the administrator, do the following:
Also, Roy added additional editing information about parsing the elements of the contact name.
Hope this helps.