How to create and manage custom table layouts

Question: How do I create and manage custom table layouts?
 
Product Details: 
Product Family: Act!
Product: Act! Premium Plus
Version: v20.1
 

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Answer: 
 
Note: Custom table layouts cannot be created or managed in a remote database or offline client.

Creating custom table layouts
 
Creating a layout on Act! for Windows (desktop client)
 

1. In Act!, click Custom Tables > Manage Custom Tables
2. Select the desired table from the Load Table drop-down
3. Under Additional Customization, click Design Layouts.
4. Click Create Layout
5. In the Design Layout window, enter a Layout Name
6. Click and drag fields from the Properties window over to the Design Layout view
   
   Note: You must ensure there is at least one linked field so that the record can be linked back to a Contact, Group, Company, or Opportunity
    
   
7. Click OK to save the layout 

 
Creating a layout on Act! Premium (access via web)

1. Login to the database as an Administrator or Manager level user
2. Click Custom Tables > Manage Custom Tables
3. Select the desired table from the Load Table drop-down
4. Under Additional Customization, click Design Layouts.
5. Click Download Layout Editor to download CustomTables_LayoutEditor.zip (this will contain the Layout Editor)
6. Unzip CustomTables_LayoutEditor.zip to a new folder, and run the CustomTables_LayoutDesigner.exe file
   
   Note: It is recommended that you unzip this to a location that you will remember, as you will need to use it to create new layouts or make changes to layouts in the future if you will be making these changes for Act! Premium (access via web). You MUST unzip the file into a new folder. If you just double-click the zip file and try running the .exe file while it’s still in the zip file, it will not work.
    
   
7. Enter the Web Service address, along with the database name, Administrator User name, and password, then click Next
8. Once you’ve passed the credentials, select the appropriate custom table, then click Next
9. In the Layout Management screen, click Create Layout
10. In the Design Layout window, enter a Layout Name
11. Click and drag fields from the Properties window over to the Design Layout view
    
    Note: You must ensure there is at least one linked field so that the record can be linked back to a Contact, Group, Company, or Opportunity
     
    
12. Click OK once you’ve finished creating the layout
13. Under Layout Management, click Save Layout to pass the changes to the web client

 
 
Editing custom table layouts
 
 
Editing a layout on Act! for Windows (desktop client)

1. From inside the Manage Custom Tables dialog, select the desired table from the Load Table drop-down
   
   Note: For information on how to get to the Manage Custom Tables dialog, refer back to the previous section on creating a custom table layout.
    
2. Click Design Layouts
3. Select the layout you wish to edit, then click Edit Layout
4. Remove fields by right-clicking the field name in the Properties window and choosing Hide, or click and drag fields from the Properties window over to the Design Layout window to make the desired changes
5. When you’re satisfied with the changes, click OK
6. If you wish to change the default layout, click to select the layout, then click Set as default”
7. Click Close to exit the Design Layouts screen

 
 
Editing a layout on Act! Premium (access via web)

1. Run the CustomTables_LayoutDesigner.exe file
   
   Note: For information about how to get this file, refer back to the previous section about creating custom layouts in Act! Premium (access via web)
    
   
2. Ensure your connection information is correct, then click Next
3. Select the appropriate table from the drop-down, then click Next
4. Select the layout you wish to edit, then click Edit Layout
5. Remove fields by right-clicking the field name in the Properties window and choosing Hide, or click and drag fields from the Properties window over to the Design Layout window to make the desired changes
6. When you’re satisfied with the changes, click OK
7. Click Save Layout
8. Click Finish to close out of the Layout Management screen

 
 
 
Deleting a custom table layout
 
Note: This action is not available on the web. You must delete custom table layouts from Act! for Windows
 

1. From inside the Manage Custom Tables dialog, select the desired table from the Load Table drop-down
   
   Note: For information on how to get to the Manage Custom Tables dialog, refer back to the previous section on creating a custom table layout.
    
   
2. Click Design Layouts
3. Select the Layout you wish to delete, then click Delete Layout
4. When prompted to confirm, click  Yes