When I go to add a Secondary Contact, a window pops up, and the fields & format of the window are unable to be modified or used in a template (we create templates to automatically generate Client Information Sheets for our different clients).
Please make a way to modify the Secondary Contact window, and also make the fields able to be put in a template in ACT.
Why doesn't ACT have a function where we can add Custom Tables or Lists?? We can add Custom Fields, but what if we have a whole bunch of stuff we need to keep track of on one tab. Using Add on products for this function isn't a good answer - especially with ACT! for Web the Add on programs do not support export to excel with custom tables. How do field reps keep track of this informatin?!?! We need it in an exportable list.
ACT! please get up to speed on this, we have over 50 users, and I'm starting to get extremely frustrated!!