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Jeff_Granger

Layouts for Tables

Status: Submitted for voting
by Gold Contributor on ‎06-08-2009 02:17 AM

Could we have "Layouts" for the tables in ACT!?

 

Many useful "reports" can be obtained by exporting data from the Contact List, Task List or Opportunity List tables to Excel (or by simply printing the list). To avoid having to constantly manually change the viewed columns it would be convenient to save a chosen selection of columns, the column order the sort order and any applied filters to a file for future use. By doing this you could have a whole bunch of predefined table layouts available for future use.

 

Jeff

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