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"Location" field

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Nickel Contributor
Posts: 209
Country: United States
Accepted Solution

"Location" field

When creating a new Call or Meeting there is a field titled "Location" with no drop-down capabilities. I'm wondering how one would use this field, for what and why. And, is there a way to configure it as a drop-down? (My interest in this field came about because in the new ACT! version 12.1.181 this field was added to the Task List.


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

Re: "Location" field

There is an 'Ideas Forum' here in the community for posting ideas just like this one.  When posted it gives other community members a chance to comment and vote on it.   
Greg Martin
Sage

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Platinum Super Contributor
Posts: 5,275
Country: USA

Re: "Location" field

The Location field is primarily used for recording where the activity will occur.  For example, Location could be: '3rd floor conference room', "contact's office", or 'Starbucks'.  For more detail, you may want to copy the contact's address into it.  It is not customizable as a drop-down. 
Greg Martin
Sage
Nickel Contributor
Posts: 209
Country: United States

Re: "Location" field

Thanks! This would be a nice feature to add in new versions. Making the Location field in new Calls, Meetings, and To Do's as an editable drop down field. I could think of a lot of uses for it.
Solution
Accepted by topic author barrygou
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: "Location" field

There is an 'Ideas Forum' here in the community for posting ideas just like this one.  When posted it gives other community members a chance to comment and vote on it.   
Greg Martin
Sage
Nickel Contributor
Posts: 209
Country: United States

Re: "Location" field

I posted my idea there. Thanks again.
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: "Location" field

I believe I've found an alternative for you, you can set 'Resources' to record in the 'Location' field.  So, you can go to the Schedule menu > select Manage > select Resources.  Here you can define your Resources (which for you are actually Locations) and put a check mark in the Location box to the right of the resource name. 

Now when scheduling an Activity - you can select an appropriate Resource which will populate in the Location field. 

 

 

Greg Martin
Sage
Copper Contributor
Posts: 27
Country: United States

Re: "Location" field

Greg, I followed the path you suggested:

 

Schedule > Manage>

 

but cannot find "Resources". The submenu offers only

 

Activity Series Templates...

Activity Types...

Priorities...

Events...

 

Am I in the right place? Where is Resources? I ran automatic update, and it says I have the latest version already (v 12.1.181.0 HF1)

 

Thanks

Nickel Contributor
Posts: 209
Country: United States

Re: "Location" field

Same for me. My sub menus are also

 

Activity Series Templates...

Activity Types...

Priorities...

Events

 

No "resources" available.

 

Maybe Greg is looking at ACT! Premium.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: "Location" field

I absolutely am... I'm working with Premium.  You won't have the option in the Standard version - sorry about the false hope!
Greg Martin
Sage
Copper Contributor
Posts: 27
Country: United States

Re: "Location" field

Oh well....

 

At least I am pleased to know that this is on your mind.

 

Hopefully it will become a native feature soon even for us who are less than Premium users!  :smileywink: