![]() Primary field – tick this box to make this field duplicate its contents when the record is duplicated (for fields that will be the same for contacts in the same organisation ie address).Generate history – tick this box to add a new history entry every time the field gets changed (only needed for key fields).Allow blank – UNTICKING this box will make a field mandatory (it will not be possible to leave it blank, users will always be prompted to fill it in).Then customise the field behaviour from the options: Give your field a name, and then select what type of field it will be – character, date, email etc. To create a brand new field, select New Field. To edit an existing one, select it from the list and either double click or select Edit Field from the left. ![]() This will give you a list of all the fields in your database for Contacts (to see Opportunity or Company fields, select the relevant option from the drop-down). ![]() Go to Tools… Define Fields from the top toolbar. You could call your Sage Business Partner to assist you with this, but if it is just a few fields then it is probably quicker to do it yourself! Simply follow these instructions. As you use your Sage ACT! database more, you may find that you need some new fields added to your layout.
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