Question: How do I create and manage custom table fields?
Product Details:
Product Family: Act!
Product: Act! Premium Plus
Version: v20.1
Answer:
Important Note: The process of creating or editing fields in a custom table will lock the database. It is strongly recommended that you ensure everyone is logged out of the database prior to working with custom table fields.
Note: Custom table fields cannot be created or managed in a remote database or offline client.
Creating new fields
Editing existing fields
Note: You can only edit custom fields. The standard default fields that are created with a new custom table cannot be edited.
Deleting existing fields
Note: Deleting fields from custom tables will delete all data within the fields and cannot be undone. It is recommended that you create a backup of your database before deleting fields. For information regarding database backups, refer to the following knowledgebase article:
How to back up and restore an Act! database
To delete a field:
Product Details:
Product Family: Act!
Product: Act! Premium Plus
Version: v20.1
Answer:
Important Note: The process of creating or editing fields in a custom table will lock the database. It is strongly recommended that you ensure everyone is logged out of the database prior to working with custom table fields.
Note: Custom table fields cannot be created or managed in a remote database or offline client.
Creating new fields
- Login to the database as an Administrator or Manager level user
- Click Custom Tables > Manage Custom Tables
- Select a table from the Load Table drop-down
- Under Field Management, click Create Field
- Enter a Field Name, and select a Field Type to match the data you wish to store
- Check any Additional Settings that apply, then click Next
Note: If you wish to use a drop-down list, you can use a pre-existing drop-down list that was originally created for use with Contacts, Groups, Companies, or Opportunities. If necessary, you can also create a brand new drop-down list by clicking “Manage dropdown lists”. For information on creating dropdown lists, refer to the following knowledgebase article:
How to create and manage a drop-down list in Act!
- If desired, specify a Default Value and set the Field Length (maximum number of characters allowed to be entered into the field)
- If necessary, enable the Sequential Field option and configure the desired settings
Note: For more information about how Sequential Fields work, and the settings available for them, refer to the following knowledgebase article:
What are Sequential Fields in custom tables and how do they work?
- Click Next, then Next again, then click Finish to create the field
Editing existing fields
Note: You can only edit custom fields. The standard default fields that are created with a new custom table cannot be edited.
- Click Custom Tables > Manage Custom Tables
- Select a table from the Load Table drop-down
- Select the field you want to edit
- Under Field Management, click Edit Field
- Make the desired changes, click Next until the Finish option is available, then click Finish
Deleting existing fields
Note: Deleting fields from custom tables will delete all data within the fields and cannot be undone. It is recommended that you create a backup of your database before deleting fields. For information regarding database backups, refer to the following knowledgebase article:
How to back up and restore an Act! database
To delete a field:
- Click Custom Tables > Manage Custom Tables
- Select a table from the Load table drop-down
- Select the field you want to delete
- Under Field Management, click Delete Field
- When prompted to confirm the deletion, click Yes to lock the database and delete the field
- When the success notification appears, click OK