01-09-2014 08:53 AM
Running ACT! Premium 2012, v14.0 as a shared database on Windows 7 Professional.
I've created a new tab called sales checklist and hav designed it with new fields that contain data referencing production details and specifications for the contact when they becom a new customer. There will be approximatley 15 fields in the tab, about half yes/no fields the other half data fields.
Is there some way to sned the info from that tab by email or report? Is there a better way to set this up instead of doing it as a new tab that would make it easier to send this info.
01-09-2014 09:22 AM
It would require a custom report template but they would be able to show that data.
If this more or less static information, adding the fields to the database would be best. However if a contact might need to have more than one set of the added fields than a custom table would be called for,