Contact List - Includes all contacts that match the current lookup criteria
Group List - Includes all groups that match the current lookup criteria
Company List - Includes all companies that match the current lookup criteria
Opportunities List - Includes all opportunities that match the current lookup criteria
User List - Includes all users that match the current lookup criteria
Task List - Includes all tasks assigned to the current user, contact, group, or company
Activities tab - Includes all activities scheduled for the current user, contact, group, or company
Contacts tab - Includes all contacts related to the current group or company
Documents tab - Includes all files attached to the current contact, group, or company record
History tab - Includes all correspondence, activities, and documents recorded in the contact, group, or company record
Notes tab - Lists all notes entered in the contact, group, or company record
Opportunities tab - Includes all opportunities related to the current contact, group, or company
About columns in list views
Many ACT! Premium for Web Server windows and tabs contain lists of data in columns. These include the Contact List, Task List, Company List, Group List, Activities tab, Opportunities tab, Notes tab, History tab, and so on. You can change the display of information by adding, removing, rearranging, or resizing columns.
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In all list views, regardless of the filters and lookups you choose, you see only the records you have the authority to view. |
Views and tabs that include customizable columns
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