Title: How do I customize Act!?
Question: How do I customize my Act! database to suit my business needs?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: All versions
Answer:
It is recommended that you contact an Act! Certified Consultant to assist with customizing your database; however, if you have the experience and technical expertise to do your own customizations, the following list of knowledgebase articles may be helpful to you. The articles provide tips and suggestions for customizing all versions of Act! and range from very basic to advanced customizations.
Note: Swiftpage does not provide support for customizations.
Click a section that interests you below to expand it:
Envelopes and Labels
Templates and Reports
Dashboard
Activities and Tasks
Layouts, Columns, and Tabs
Fields
Contacts, Groups, Companies
Menus and Toolbars
E-mail
Other
Question: How do I customize my Act! database to suit my business needs?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: All versions
Answer:
It is recommended that you contact an Act! Certified Consultant to assist with customizing your database; however, if you have the experience and technical expertise to do your own customizations, the following list of knowledgebase articles may be helpful to you. The articles provide tips and suggestions for customizing all versions of Act! and range from very basic to advanced customizations.
Note: Swiftpage does not provide support for customizations.
Click a section that interests you below to expand it:
Envelopes and LabelsHow To Collapse Blank Fields on Envelopes and Labels
Answer ID How To Collapse Blank Fields on Envelopes, Labels and Reports
Answer ID How To Collapse Blank Fields on Envelopes, Labels and Reports
How to Customize Envelopes in ACT!
Answer ID How to Customize Envelopes in ACT!
Answer ID How to Customize Envelopes in ACT!
How To Remove Blank Space from Fields on ACT! Labels, Envelopes and Reports
Answer ID How To Remove Blank Space from Fields on ACT! Labels, Envelopes and Reports
Answer ID How To Remove Blank Space from Fields on ACT! Labels, Envelopes and Reports
How to Reposition Fields in an Envelope, Label or Report Template
Answer ID How to Reposition Fields in an Envelope, Label or Report Template
Answer ID How to Reposition Fields in an Envelope, Label or Report Template
How to Print Labels for the Members of a Group
Answer ID How to print labels for Contacts, Groups, or Companies in Act!
Answer ID How to print labels for Contacts, Groups, or Companies in Act!
Envelopes Print on a Full Page But Not on Envelopes
Answer ID Envelopes Print on a Full Page But Not on Envelopes
Answer ID Envelopes Print on a Full Page But Not on Envelopes
How to Customize Labels in ACT!
Answer ID How to Customize Labels in ACT!
Answer ID How to Customize Labels in ACT!
Templates and ReportsHow to Manage Reports in ACT!
Answer ID How to run and manage reports in Act!
Answer ID How to run and manage reports in Act!
How To Copy Your Customized Layouts, Templates, Reports, and Queries From One ACT! Database to Another
Answer ID How to copy customized layouts, mail merge templates, reports, envelopes, labels, and queries from one Act! database to another
Answer ID How to copy customized layouts, mail merge templates, reports, envelopes, labels, and queries from one Act! database to another
How to Add a Custom Document Template to the Write Menu
Answer ID How to Add a Custom Document Template to the Write Menu
Answer ID How to Add a Custom Document Template to the Write Menu
How to Create a Document Template in ACT!
Answer ID How to Create a Document Template in ACT!
Answer ID How to Create a Document Template in ACT!
How to Edit a Document Template in ACT!
Answer ID How to Edit a Document Template in ACT!
Answer ID How to Edit a Document Template in ACT!
How To Use the Picture Field in Reports
Answer ID How To Use the Picture Field in Reports
Answer ID How To Use the Picture Field in Reports
How to Define Default Report Filter Options
Answer ID How to Define Default Report Filter Options
Answer ID How to Define Default Report Filter Options
How to Reposition Fields in an Envelope, Label or Report Template
Answer ID How to Reposition Fields in an Envelope, Label or Report Template
Answer ID How to Reposition Fields in an Envelope, Label or Report Template
Report Properties Explained
Answer ID Report Properties Explained
Answer ID Report Properties Explained
How to Create and Use Subreports in ACT!
Answer ID How to Create and Use Subreports in ACT!
Answer ID How to Create and Use Subreports in ACT!
How the Field Properties, Appearance Setting for Reports Function in ACT!
Answer ID How the Field Properties, Appearance Setting for Reports Function in ACT!
Answer ID How the Field Properties, Appearance Setting for Reports Function in ACT!
How to Create Page Breaks in Notes/History Reports for Long Notes and Extensive History
Answer ID How to Create Page Breaks in Notes/History Reports for Long Notes and Extensive History
Answer ID How to Create Page Breaks in Notes/History Reports for Long Notes and Extensive History
DashboardHow to Create A New Dashboard in ACT!
Answer ID How to Create A New Dashboard in ACT!
Answer ID How to Create A New Dashboard in ACT!
How To Customize An Existing Dashboard in ACT!
Answer ID How To Customize An Existing Dashboard in ACT!
Answer ID How To Customize An Existing Dashboard in ACT!
How to Use the Data Chart Dashboard Component
Answer ID How to Use the Data Chart Dashboard Component
Answer ID How to Use the Data Chart Dashboard Component
Activities and TasksHow to Add Custom Activity Types to Your Toolbar
Answer ID How to Add Custom Activity Types to Your Toolbar
Answer ID How to Add Custom Activity Types to Your Toolbar
How to Add New Activity Types in ACT!
Answer ID How to create and manage custom Activity Types in Act!
Answer ID How to create and manage custom Activity Types in Act!
Layouts, Columns, and TabsCustomizing Columns in ACT!
Answer ID How to customize List View columns in Act!
Answer ID How to customize List View columns in Act!
Designing Layouts in ACT!
Answer ID Designing Layouts in Act!
Answer ID Designing Layouts in Act!
How To Create and Modify Tabs
Answer ID How To Create and Modify Tabs
Answer ID How To Create and Modify Tabs
How To Copy Your Customized Layouts, Templates, Reports, and Queries From One ACT! Database to Another
Answer ID How to copy customized layouts, mail merge templates, reports, envelopes, labels, and queries from one Act! database to another
Answer ID How to copy customized layouts, mail merge templates, reports, envelopes, labels, and queries from one Act! database to another
How To Arrange The Tabs In The ACT! Database In Multiple Lines And Change The Tab Order
Answer ID How To Arrange The Tabs In The ACT! Database In Multiple Lines And Change The Tab Order
Answer ID How To Arrange The Tabs In The ACT! Database In Multiple Lines And Change The Tab Order
How To Restore a Layout From a Backup Without Overwriting Your Database
Answer ID How To Restore a Layout From a Backup Without Overwriting Your Database
Answer ID How To Restore a Layout From a Backup Without Overwriting Your Database
FieldsHow To Add a Field to Count By
Answer ID How To Add a Record Count to a Report in Sage ACT!
Answer ID How To Add a Record Count to a Report in Sage ACT!
How To Manage Fields in ACT!
Answer ID How to create and manage database fields in Act!
Answer ID How to create and manage database fields in Act!
How to Determine or Modify the Size of a Picture Field in ACT!
Answer ID How to Determine or Modify the Size of a Picture Field in ACT!
Answer ID How to Determine or Modify the Size of a Picture Field in ACT!
How to Customize Opportunity User Fields
Answer ID How to Customize Opportunity User Fields
Answer ID How to Customize Opportunity User Fields
How to Create and Modify Contact, Company, and Group Fields in ACT!
Answer ID How to Create and Modify Contact, Company, and Group Fields in ACT!
Answer ID How to Create and Modify Contact, Company, and Group Fields in ACT!
How to Create and Manage a Drop-Down List in ACT!
Answer ID How to create and manage a drop-down list in Act!
Answer ID How to create and manage a drop-down list in Act!
Contacts, Groups, CompaniesHow to Create and Modify Contact, Company, and Group Fields in ACT!
Answer ID How to Create and Modify Contact, Company, and Group Fields in ACT!
Answer ID How to Create and Modify Contact, Company, and Group Fields in ACT!
How to Manage Filters in the Companies View of ACT!
Answer ID How to Manage Filters in the Companies View of ACT!
Answer ID How to Manage Filters in the Companies View of ACT!
How to Print Labels for the Members of a Group
Answer ID How to print labels for Contacts, Groups, or Companies in Act!
Answer ID How to print labels for Contacts, Groups, or Companies in Act!
Menus and ToolbarsHow to Add Custom Activity Types to Your Toolbar
Answer ID How to Add Custom Activity Types to Your Toolbar
Answer ID How to Add Custom Activity Types to Your Toolbar
How To Create a Custom Toolbar
Answer ID How To Create a Custom Toolbar
Answer ID How To Create a Custom Toolbar
How to Customize a Menu or Toolbar in ACT!
Answer ID How to customize menus or toolbars in Act!
Answer ID How to customize menus or toolbars in Act!
How to Transfer Custom Menus and/or Toolbars to Another Computer
Answer ID How to transfer custom menus and/or toolbars to another computer
Answer ID How to transfer custom menus and/or toolbars to another computer
E-mailHow To Create, Edit, and Remove Customized E-mail Signatures in ACT! Premium for Web
Answer ID How To Create, Edit, and Remove Customized E-mail Signatures in ACT! Premium for Web
Answer ID How To Create, Edit, and Remove Customized E-mail Signatures in ACT! Premium for Web
OtherHow to Convert Custom Dictionaries from Previous Versions of ACT!
Answer ID How to Convert Custom Dictionaries from Previous Versions of ACT!
Answer ID How to Convert Custom Dictionaries from Previous Versions of ACT!
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