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Layout Manager
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Make ACT! easier, faster and more informative by
automatically changing the layout based on field
content on the current ACT! record |

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ACT!2005 Layout Manager automatically
changes the layout for the Contact Detail, Company Detail and
Group Detail views in ACT!2005, based on the value in the
selected field on the current record.
Using the Preferences window, you determine which field should
be used in each ACT! Detail view to control which layout is
shown, and the default layout to use when the selected field
doesn't match any available layout. Layout Manager takes over,
and as you move from record to record, the layout automatically
changes.
Now the Finance department can immediately see if the contact
they are viewing has a good or bad credit rating, and have
different fields displayed and available for editing. The Sales
department can immediately see whether the company has a high or
low revenue potential. The Support department can immediately
see whether the contact they are viewing has an open issue and
see different fields for opening a new "ticket" or updating and
existing one.
You get complete control over the what you see and how you see
it, making ACT! easier, faster and more informative.
Layout Manager is also available for ACT!6.
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ACT! 6 Tip
Adding/Deleting Fields
Make use of the default fields in your ACT! database before
adding more fields to the database. If you have a 10,000 record
database and add a field which is 100 characters long, you have
just increased the size of your database by one megabyte; that
is, each record in the database will add an additional 100 bytes
to the database. When defining fields, only add fields that you
need.
Once you add a custom field, do not delete fields. When you add
a custom field, it is assigned a field ID number starting at
1000; each subsequent new field will get the next available
number. After you add ten fields to a new ACT! database, the
database structure will include field identification numbers
1000 through 1009. If you then delete the fifth field you added
(the one that would have been assigned 1004), you will leave a
blank spot in the number sequence for user-added fields. The
next field you add will be assigned 1004. This may cause issues
with custom layouts, templates, and reports that were created
before deleting the original 1004 field. As mentioned
previously, a better option is to shrink the size of field 1004
to two characters, and remove it from your layout, but not your
database. This will minimize both its size impact on your
database, as well as minimizing problems with other
customization.
Note: When synchronizing databases, it is imperative not
to delete fields. Deleting fields can cause many problems with
the field definitions. If you do need to change the database
structure, it would be best to customize the structure of the
master, then send out new empty copies to your remote users. The
next step would be to restart synchronization from scratch.
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ACT! 7 Tip
Attaching a file to multiple Contacts
Open the Contact list view by clicking on the appropriate button
or clicking the View menu, and then clicking Contact List.
Select the individual Contacts that you want to attach the file
to.
Hint: You can create a lookup of Contact records to
automatically open the Contact List view, and then click the Tag
All button to select all records --or-- from the Contact List
view, press and hold your Ctrl key while clicking the individual
records you wish to attach the file to.
Once the records you wish to add the attachment to are selected,
click the Contact menu, and then click Attach File . An Attach
File dialog box appears.
Browse to (if necessary) and Open the file you want to attach to
your selected Contact records.
On the History tab of each selected record, there will now be an
attachment entry indicating that the file is now attached.
Click this attachment icon to open the attached file from each
individual record.
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Word Tip
Find Shortcuts to
Useful Word Features on the Status Bar
Did
you know that the status bar, that area at the bottom of Word
documents where the page number appears, also provides shortcuts
to a number of very useful features? Here are a few you may want
to use:
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To
open the Find and Replace dialog box, double-click
any location indicator on the status bar, such as the page
number or section number.
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To
turn the macro recorder on or off, double-click REC.
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To
turn the Track Changes feature on or off, double-click
TRK.
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To
turn extend selection mode on or off, double-click EXT.
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To
turn overtype mode on or off, double-click OVR.
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To
change the language format of selected text, double-click
Language.
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To
resolve errors in grammar or spelling, double-click the
Spelling and Grammar Status icon.
Note: When the previous features are turned off, their
labels appear dimmed.
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Excel Tip
Selecting cells that only contain Text in
Microsoft Excel
By
selecting cells that only contain text, you can distinguish
between cells containing different types of data, which allows
you to delete, fill or lock cells by type.
Technique 1
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Press F5, or choose Edit, Go To…;
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In
the Go To dialog box, click Special.
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In
the Go To Special dialog box, select Constants.
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Click OK.
Technique 2 - Conditional Formatting
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Select the data area.
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From the Format menu, select Conditional
Formatting.
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In
Condition 1, select Formula Is.
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In
the Formula Box, enter the formula =Istext(A1).
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Click Format..., choose any format from the Format
Cells dialog box, and click OK.
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Click OK.
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