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NEWS LETTER

18 Jul 2005

 

Advanced Field Protection

Advanced Field Protection is designed to give you control over which user may enter data in your ACT! fields. Each user may be assigned a protection scheme. Each protection scheme is composed of a list of:

  • fields which are fully protected
  • fields which are protected if not blank (therefore allowing the user to initialize them but not to modify them once initialized)
  • tabs which are to be hidden (including system tabs).

Protect any field

 

 

Proected fields are simply disabled and no action can be taken to modify them. Protection is not tied to a layout. So a protected field will be protected no matter the layout.

 

Hide any tab

Advanced Field Protection also allows you to hide any tab including system tabs.

 

 

ACT! 6 Tip


Field Entry Rules
You can modify the
Entry rules for a particular field on the Attributes tab for a field (this is in the Define Fields dialog). Entry rules can be quite useful, but they can cause behavior that some users will believe are program errors:

  • Field cannot be blank
    If you do not advise your users which fields require data, they may think there is a problem with the program when it insists they make an entry in a field they do not deem essential.

  • Only from drop-down
    This will require your users to select items from the drop-down when adding or modifying field data. If you set this option for a field such as Company, your users will be unable to add new Companies to your database. The database Administrator will still be able to edit the drop-down list, but Standard users will not be able to do so.

  • Protected
    Your users will not be able to enter or modify data in the field unless the Administrator turns off the field protection. Protected fields are essentially Browse-only.

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ACT! 7 Tip

 

How to Add a Custom Document Template to the Write Menu
Once your custom document template has been created, follow the steps below to add this item to the Write menu:

  1. Click the Tools menu, point to Customize, and then click Menus and Toolbars. The Customize Menus and Toolbars dialog box appears.
  2. Under the Custom Commands tab, click the New button.
  3. Enter a Command name and (optional) Tooltip text, and then click the Browse button. An Open dialog box appears.
  4. Change the Files of type to All files (*.*), navigate to and Open the file that you wish to add to your menu. The Customize Menus and Toolbars dialog box reappears with the file path to the selected file displayed in the Command line field.
  5. Click the Icon button (if desired) to change the icon associated with this custom command.
  6. Click the Add Command button. Your Command name and Tooltip text appear in the main window.
  7. Click the Commands tab.
    From the list of Categories, click the Custom Commands item. Your custom command appears in the Commands
    pane.
  8. Click and drag your custom command to the desired menu. The menu will expand as you drag over it allowing you to drop your custom item into the desired location on the menu.

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Word Tip

 

Selecting text to the end of the page

It is quite easy to select the next word, line, or paragraph, but how do you select to the end of a page? Through the use of the "selection mode," selectign a page is a piece of cake!
  • Place the cursor at the location where you would like to begin the selection. (If you already have text selected, that is okay)
  • Press the F8 key to enable selection mode
  • Press control + page down to move the focus to the end of the current page
  • Copy or cut the selected text. Taking eighter a copy or cut action will disable the selection mode.

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Excel Tip

 

To spread a title or heading across several columns:
·  Type the title or heading in one cell
·  Highlight the cells you want the title or heading to span
·  Go to the FORMAT menu > CELLS > ALIGNMENT tab
·  Check the “Merge Cells” box
·  Select “Center Across Selection”
·  Then click “OK”

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