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Fast Tip Friday: Customizing List Views #SageACT

by bwhalen_sage ‎07-29-2011 08:31 AM - edited ‎07-29-2011 08:33 AM (1,016 Views)

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Whether looking at your Contacts, Companies, Opportunities, or Tasks in a list view, you’ll want to view information that is most relevant to you. Personalizing Sage ACT! by customizing the columns displayed in list views enables you to view, and even manage critical information more efficiently.

Customizing Columns in a List View

 

1. From any list view, select Options > Customize Columns

 

  • From the “Available fields:” list, select a desired field, and then click the > to add a single field to the “Show as columns in this order:” list. To add all available columns to the list, click the >> button.
  • To remove a column, select it in the “Show as columns in this order:” list, and then click < to remove the selected column, or << to remove all columns.
  •  To re-arrange columns, select a column in the “Show as columns in this order:” list, and then click Move Up or Move Down.
  •  To reset all columns back to the default/original order, click Reset.

 

2. After you have finished customizing columns, click OK.

 

The current list view updates to display the list of data from the columns you specified!

 

Comments
by Nickel Super Contributor scotta
on ‎08-01-2011 08:46 AM

Customizing the Contact List view is one of those ACT! features that Sage has completely dropped the ball on.

 

First, customizing the fields in the Contat List view (and any other list view for that matter) is way to difficult.  In ACT! 6.0, you used to be able to drag and drop a field from the list of fields to the actual header locaation desired.  ACT! 2005 to 2012, you have to add the fields to the right and, one at a time, move them up and down to locate the fields where you would like them. This is way too cumberson.

 

Also, we have requested for years that ACT! allow us to save various contact list view 'sets' to easily switch back and forth with the desired list views.

 

Separately, we beleive that ACT! should automatically add the fields to the list view that were included in any lookup criteria.

 

For example, if I do a lookup on ID/Status, the list view should include the ID/Status field.

 

If I do an advanced lookup with multiple fields, all of these fields should be added to the list view, automatically.

 

Also, dynamic groups contact list views should work the same way.  For example, if I have a dynamic group that queries a date field, the date field should be included in the Groups Contact tab's list view.

 

We hope that Sage will consider adding these types of usability features to make ACT! easier to use.

 

 

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