documentation.HELP! ACT! Premium Web 2005 Server Documentation

Attribute properties

ACT! Premium Web 2005 Server

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Alignment

Anchor

Background Color

Background Image

Border Color

Border Style

Border Thickness

Can Grow

Can Shrink

Dock

Edit Tabs

Enter Stop Enabled

Enter Stop Value

Field Value

Font

Font Color

Force Page Break

Height

Hide Duplicates

Image

Image Options

Keep Together

Location

Margin: Bottom, Left, Right, Top

Max Pages

Multiline

Name

Orientation

Picture

PictureAlign

PictureShow

Repeat

ReportName

Rich Text

Size

Size Options

Tab Placement

Tab Stop Enabled

Tab Stop Value

Text

Text Alignment

ToolTipText

Top

Visible

Width

Word Wrap

X

Y

Attribute properties

Click the links below to find properties beginning with that letter. If a link is unavailable, no properties begin with that letter.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

 

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Menu

  • Homepage

Table of contents

  • Welcome to ACT! Premium for Web 2005 Server
  • New Features in ACT! Premium for Web 2005
  • How to use Help
  • ACT! Premium for Web Administration
    • About the ACT! for Web Administration tool
    • Specifying a virtual directory and ACT! database
    • Removing access to an ACT! database
    • Configuring Internet Explorer to access ACT! for Web
    • Accessing ACT! for Web
  • ACT! Premium for Web Basics
    • About creating databases and managing files
    • Creating databases
    • Opening databases
    • About ACT! Preferences
    • Checking for updates
    • Converting existing databases
    • About printing
  • Setting Preferences
    • General tab
      • Setting the option to display country code in phone fields
      • Setting the option to allow/disallow history editing
      • Setting quote preferences
      • Setting storage locations for personal files
      • Customizing name prefixes and suffixes
      • Customizing the salutation field
      • Setting the default salutation preference
      • Enabling/disabling duplicate contact checking
    • Colors and Fonts tab
      • Customizing colors and fonts for lists, tabs, and calendars
      • Showing grid lines for lists, tabs, and calendars
    • Calendar & Scheduling tab
      • Setting preferences for calendars
      • Setting scheduling preferences for activities
      • Setting options for each activity type
      • Customizing alarm for an activity
      • Changing the appearance of cleared activities
      • Setting up conflict alerts
    • E-mail tab
      • Setting e-mail preferences
      • Setting composing options
    • Communication tab
      • Specifying your word processor
      • Setting up fax software for ACT!
      • Setting spelling preferences
      • Setting Quick Print preferences
    • Startup Tab
      • Setting startup preferences
      • Setting options for contact, group, and opportunity records
  • Conversion
    • About Conversion
    • Conversion considerations
    • Converting an existing database
    • Converting supplemental files
  • Contacts
    • About contacts
    • Working with contacts
      • Navigating through the Contact window
      • Selecting a layout
      • Adding and deleting contacts
      • Entering basic contact information
      • Entering and changing e-mail addresses
      • Verifying contact names
      • Entering phone number formats
      • Entering annual event dates
      • Editing contact records
      • Duplicating contact records
      • Adding contacts when scheduling an activity
      • Creating contacts from companies
      • Attaching files to contact records
      • Deleting attached files from contact records
      • Printing an address book of contacts
      • Printing contact, group, and company information
      • Displaying the Contact List
      • Working with notes for a contact, company, or group
      • Replacing data with another value
      • Swapping data from one field to another field
      • Copying data from one field to another field
    • Finding contacts
      • About finding contacts and contact information
      • About the Contact List
      • Using tag mode in the Contact List
      • Finding contacts using the Contact List
      • Looking up contacts
      • Looking up contact activity
      • Working with lookups
        • Commands in the Lookup menu
        • Saving and reusing queries
        • Finding contacts, companies, or groups using keywords
        • Creating lookups from keyword search results
        • Tips for keyword searches
        • Deleting the current lookup
        • Looking up annual events
        • Looking up by example
        • Looking up my record
        • Narrowing, adding to and replacing a lookup
        • About queries
        • Tips for creating queries
        • Creating advanced queries
    • Working with secondary contacts
      • Adding and deleting secondary contacts
      • Promoting secondary contacts
    • Working with contact tabs
      • Using the Contact window tabs
      • Filtering notes, histories, or attachments
      • Assigning user access to a contact record
    • Using the ACT! Premium for Web Dialer
      • About the ACT! Premium for Web Dialer
      • Setting up the Dialer
      • Selecting a contact to call
      • Dialing calls using ACT! Premium for Web
      • Timing outgoing calls
      • Recording call histories
  • Activities and Calendars
    • About activities
    • About activity series
    • Viewing and sorting activities
    • Scheduling Activities
      • Scheduling activities
      • Scheduling activities and time zones
      • Scheduling custom activity types
      • Scheduling activities from calendars
      • Scheduling activities with groups or companies
      • Scheduling activities for other users
      • Scheduling activities for multiple contacts
      • Scheduling an activity series
      • Scheduling full-day activities
      • Scheduling timeless activities
      • Scheduling private activities
      • Scheduling recurring activities
      • Scheduling follow-up activities
      • Making changes to a recurring activity
      • Rescheduling activities
      • Deleting activities
    • Managing Activities
      • Adding custom activities and result types
      • Adding an event
      • Activating and deactivating an activity priority
      • Assigning icons to activity types
      • Deactivating activity types
      • Editing activity types
      • Editing activity priorities
      • Editing or deleting events
      • Setting events as recurring
      • Restoring original activity priorities
    • Working with Activities
      • Creating activity series templates
      • Changing activity series templates
      • Deleting an activity series
      • Scheduling resources
      • Adding resources and locations
      • Editing or deleting resources
      • Setting or deleting a resource as a location
      • Creating separate activities for each contact
      • Editing activities from a calendar or Recap List
      • Accessing contact records from the Task List or calendars
      • Finding contacts with scheduled activities
      • Timing activities
      • Checking the availability of users and resources
      • Sending e-mail messages to activity participants
      • Checking the invitation status for an activity
      • Opening and responding to invitations
    • Working with Calendars
      • About calendars
      • Displaying calendar information
      • Displaying the Mini-calendar
      • Filtering activities in calendars
      • Displaying information about activities
      • Granting calendar access to other users
      • Printing calendars
      • Viewing another user's calendar
      • Viewing a Recap List for another user
      • Tips and shortcuts for calendar views
    • Working in the Task List
      • About the Task List
      • Clearing activities from the Task List
      • Filtering activities in the Task List
      • Editing an activity from the Task List
      • Viewing another user's tasks
      • Printing the Task List
    • Recording Completed Activities
      • Clearing activities
      • Clearing activities from the Recap List
      • Clearing multiple activities
      • Recording an activity history
    • Integrating with Outlook's Calendar and Tasks
      • About working with Outlook and ACT! Premium for Web calendars
      • Understanding calendar integration
      • Updating your ACT! Premium for Web and Outlook calendars
      • Displaying Outlook activities and tasks in ACT! Premium for Web
      • Removing activities from your Outlook or ACT! Premium for Web calendars
  • Groups
    • About groups
    • Working with groups
      • Creating and deleting groups
      • Adding/removing group or company contacts
      • Creating duplicate groups
      • Creating subgroups
      • Converting groups to companies
      • Saving a lookup as a group
      • Moving groups
      • Viewing the hierarchy of groups and subgroups
    • Finding groups
      • About finding groups and group information
      • About the Group List
      • Looking up groups
      • Displaying the Group List
      • Using the group navigator
    • Working with group tabs
      • Using the tabs in the Groups windows
      • Filtering notes, histories, or attachments
  • Companies
    • About companies
    • Working with companies
      • Creating and deleting companies
      • Duplicating company records
      • Creating divisions
      • Creating companies from contacts
      • Adding/removing company contacts
      • Linking contacts to companies
      • Moving companies
      • Saving a lookup as a company
      • Viewing the hierarchy of companies and divisions
    • Finding companies
      • About finding companies and company information
      • Looking up companies
      • About the Company List
      • Displaying the Company List
    • Working with company tabs
      • Filtering notes, histories, or attachments
      • Using the tabs in the Companies windows
  • Opportunities
    • About opportunities
    • Working with Opportunities
      • Opening opportunities
      • Editing or deleting opportunities
      • Closing and reopening opportunities
      • Changing the record manager for opportunities
      • Changing the estimated closing date of opportunities
      • Adding and discounting opportunity products
      • Looking up opportunities
      • Viewing the Opportunity List
      • Printing the Opportunity List
      • Filtering opportunities from the Opportunity List
      • Filtering opportunities from the Opportunities tab
      • Exporting and viewing a list of opportunities
      • Creating a quote for opportunities
      • Viewing opportunity history
      • Viewing a history summary for an opportunity
    • Managing the Process and Product Lists
      • Working with an opportunity process
      • Importing and exporting a product list
      • Adding, editing, and deleting items in the product list
    • Working with Graphs and Pipelines
      • Creating opportunity graphs
      • Creating an opportunity pipeline
      • Changing the appearance of opportunity graphs or pipelines
      • Copying opportunity graphs or pipelines
      • Creating a lookup from an opportunity pipeline
      • Finding opportunities at each sales stage
      • Printing opportunity graphs or pipelines
      • Saving opportunity graphs or pipelines
  • Internet Services
    • About Internet Services
    • Accessing ACT! Web pages
    • Accessing reference and research Web sites
    • Creating and managing favorite Internet links
    • Arranging the favorite Internet links list
    • Editing favorite Internet links
    • Deleting favorite Internet links
    • Attaching Web pages to contacts
    • Displaying maps for contacts
    • Getting driving directions for contacts
  • Documents
    • About creating documents
    • Using the ACT! Premium for Web menu in Microsoft Word
    • Working with Documents
      • Creating documents
      • Creating documents for a single contact
      • Changing the view for a document
      • Displaying or hiding the toolbar, ruler, and status bar
      • Opening word processing templates or documents
      • Sending documents in e-mail messages
      • Sending a document to multiple contacts
      • Saving documents
      • Editing and Formatting Documents
        • Formatting pages
        • About formatting paragraphs
        • Formatting text
        • Adjusting page margins
        • Changing the font attributes in documents
        • Copying or moving text
        • Creating and formatting bulleted lists
        • Creating and formatting numbered lists
        • Creating headers and footers in documents
        • Deleting tables, columns, or rows
        • Finding and replacing text
        • Formatting paragraphs
        • Formatting tables
        • Inserting files into documents
        • Inserting hyperlinks into documents
        • Inserting page numbers into documents
        • Inserting tables into a documents
        • Inserting images into documents
        • Inserting and deleting page breaks
        • Inserting the date or time into documents
        • Modifying headers and footers in documents
        • Resizing images in documents
        • Setting and clearing tab stops
        • Using the word processing ruler
    • Working with Document Templates
      • Creating document templates
      • Selecting document templates
      • Creating label templates
      • Creating envelope templates
      • Editing document templates
      • Editing the opportunity quote template
      • Editing label or envelope templates
    • Printing Documents
      • Printing a document
      • Printing a document for multiple contacts
      • Printing fax cover pages
      • Printing mailing labels and envelopes
    • Using the Documents Tab
      • About the Documents tab
      • Adding files to the Documents tab
      • Editing documents
      • Attaching documents to e-mail messages
      • Mapping ACT! records to Excel spreadsheets
      • Removing documents from the Documents tab
      • Printing documents from the Documents tab
    • Faxes
      • About faxing
      • Setting up your fax software for use with ACT!
      • Faxing documents to a single contact
      • Faxing documents to multiple contacts
      • Faxing calendar views, address books, and reports
    • Spelling checker
      • About the spelling checker
      • Selecting the main dictionary file
      • Creating and selecting a custom user dictionary file
      • Viewing or modifying the contents of a user dictionary file
      • Locating the dictionary folder
      • Checking spelling in ACT! documents and templates
      • Checking spelling in opportunities or activities
      • Checking spelling in notes and history items
      • Checking spelling in quotes
  • E-mail
    • Setting up E-mail
      • About e-mail
      • Setting up Internet Mail
      • Setting up Microsoft Outlook
      • Using Outlook Express with ACT!
      • Using Eudora with ACT!
      • Selecting your default e-mail system to use with ACT!
      • Setting e-mail preferences
      • Selecting the default text format for e-mail messages
      • Setting up a default history option
      • Setting up new e-mail notification
      • Setting default option when attaching e-mails to contacts
      • Setting default auto-fill name option
      • Setting e-mail addressing and name resolution options
      • Setting reply and forward options
      • Changing your default e-mail system
      • Removing signatures
    • Working with the ACT! Premium for Web E-mail window
      • About the ACT! Premium for Web E-mail window
      • Displaying or hiding the ACT! Premium for Web E-mail window toolbar
      • Displaying or hiding the Folder List
      • Displaying or hiding the Preview Pane
      • Displaying or hiding the status bar
      • Customizing the ACT! Premium for Web E-mail window message list columns
      • Resizing the ACT! Premium for Web E-mail window panes
    • Writing and sending E-mail
      • About the New Message window
      • Writing and sending e-mail messages
      • Addressing e-mail messages
      • Attaching contact records to e-mail messages
      • Attaching company or division records to e-mail messages
      • Attaching group or subgroup records to e-mail messages
      • Attaching scheduled activities to e-mail messages
      • Checking names before sending e-mail messages
      • Checking spelling in e-mail messages
      • Changing the e-mail system when writing a message
      • Displaying e-mail address properties
      • Displaying or hiding the Blind Carbon Copy (Bcc) Field
      • Saving e-mail messages to send later
      • Using mail merge with e-mail
      • Finding and replacing text in e-mail messages
      • Customizing your messages
        • About your signature text
        • About formatting an e-mail message
        • Adding bulleted or numbered lists in an e-mail message
        • Inserting or deleting pictures in an e-mail message
        • Inserting a hyperlink in an e-mail message
        • Changing font attributes in an e-mail message
        • Formatting e-mail message text using styles
        • Formatting e-mail text
        • Changing text and background colors in e-mail messages
        • Inserting your signature text
        • Creating or changing your signature text
    • Working with attachments
      • Attaching files to e-mail messages
      • Attaching Documents tab files to e-mail messages
      • Attaching company or division records to e-mail messages
      • Attaching contact records to e-mail messages
      • Attaching group or subgroup records to e-mail messages
      • Attaching e-mail messages to contact records
      • Attaching e-mail messages to group records
      • Attaching e-mail messages to company records
      • Opening e-mail attachments
      • Saving e-mail attachments
      • Removing attachments from e-mail messages
    • Working with received E-mail
      • Checking for new messages
      • Opening and reading e-mail
      • Marking messages as read or unread
      • Replying to e-mail messages
      • Sorting e-mail messages
      • Forwarding e-mail messages
      • Finding e-mail messages
      • Dragging and dropping e-mail messages to contact records
      • Creating contact records from e-mail messages
      • Creating activities from e-mail messages
      • Saving e-mail messages to a file
      • Opening hyperlinks in e-mail messages
      • Printing e-mail messages
    • Using E-mail folders
      • Creating and deleting e-mail folders
      • Displaying folder contents
      • Sending saved e-mail messages
      • Moving e-mail folders
      • Renaming e-mail folders
      • Copying or moving e-mail messages to folders
      • Emptying the Deleted Items folder
      • Deleting e-mail messages
      • Finding e-mail messages
      • Viewing sent or deleted messages
    • Using Outlook E-mail with ACT! Premium for Web
      • About Outlook address book integration
      • Adding ACT! Premium for Web address books to Outlook
      • Setting ACT! Premium for Web history options in Outlook
      • Sending e-mail messages to ACT! Premium for Web contacts using Outlook
      • Attaching Outlook e-mail messages to ACT! Premium for Web contact records
      • Troubleshooting - Verifying ACT! Premium for Web 7 add-in for Outlook integration
    • Working with E-mail offline
      • Working with e-mail offline
      • Understanding your e-mail system's offline behavior
  • Reports
    • About reports
    • Running reports
    • Printing reports
    • Summary of ACT! Premium for Web reports
    • Working with the Report Designer
      • About report templates and the Report Designer
      • Opening the Report Designer
      • Opening and closing the Properties Window in report templates
      • Showing and hiding the Toolbox in report templates
      • Moving or resizing the Properties Window in report templates
      • Moving or resizing the Toolbox in report templates
      • Selecting more than one object in report templates
      • Selection handles in report templates
      • Showing and hiding gridlines in report templates
      • Turning on Snap to Grid in report templates
      • Sorting the properties list in report templates
      • Understanding sections in report templates
      • Understanding summary fields
      • Understanding subreports in report templates
      • Using the Properties Window in report templates
      • Using the Toolbox in report templates
      • Customizing Report Templates
        • Creating and saving report templates
        • Modifying report templates
        • Working with objects on report templates
        • Changing the common properties for multiple objects at one time
        • Using rulers on report templates
        • Filtering data in report templates
        • Viewing a subreport from a report template
        • Undoing changes in report templates
        • Previewing report templates
        • Deleting report templates
        • Saving report templates
  • Import and Export Data
    • About importing and exporting data
    • Tips for a successful data import
    • Importing ACT! data
    • Importing data from other programs
    • Exporting ACT! Premium for Web data to another ACT! Premium for Web database
    • Exporting ACT! Premium for Web data to a delimited text file
    • Exporting ACT! Premium for Web list view data to Microsoft Excel
    • Merging attachments into an ACT! Premium for Web database
    • Selecting contact, group, or company merge options
    • About importing and exporting list values
    • Importing and exporting a product list
    • Exporting and viewing a list of opportunities
    • Mapping fields
    • Loading and saving map files
  • Customize Data
    • Customizing and Creating Fields
      • About fields and field attributes
      • About annual events
      • Creating fields
      • Editing fields
      • Creating and editing address, e-mail, or phone fields
      • Creating annual event fields
      • Copying annual event fields
      • Launching an application, activity series, or URL
      • Deleting fields
      • Customizing Drop-down Lists
        • About importing and exporting list values
        • Adding or deleting list values in fields
        • Creating delimited text files
        • Adding drop-down lists to fields
        • Managing drop-down lists
    • Working with the Layout Designer
      • About layouts and the Layout Designer
      • Opening the Layout Designer
      • Closing the Layout Designer
      • Opening and closing the Properties Window in layouts
      • Showing and hiding the Toolbox in layouts
      • Moving or resizing the Properties Window in layouts
      • Moving or resizing the Toolbox in layouts
      • Selecting more than one object in layouts
      • Selection handles in layouts
      • Showing and hiding gridlines in layouts
      • Turning on Snap to Grid in layouts
      • Sorting the properties list in layouts
      • Using the Properties Window in layouts
      • Using the Toolbox in layouts
      • Customizing Layouts
        • Creating layouts
        • Modifying layouts
        • Working with objects on layouts
        • Changing the common properties for multiple objects at one time
        • Undoing changes in layouts
        • Removing layouts
        • Saving new layouts
      • Attribute Properties
        • Attribute properties
        • A-C
          • Alignment
          • Background Color
          • Background Image
          • Border Style
          • Border Thickness
          • BorderColor
          • Can Grow
          • Can Shrink
        • D-H
          • Dock
          • Edit Tabs
          • Enter Stop Enabled
          • Enter Stop Index
          • Field Value
          • Font
          • Font Color
          • Force Page Break
          • Height
        • I-O
          • Keep Together
          • Location
          • Margin: Bottom, Left, Right, Top
          • Max Pages
          • Multiline
          • Name
          • Orientation
        • P-Z
          • Picture
          • PictureAlign
          • PictureShow
          • Repeat
          • ReportName
          • Rich Text
          • Size
          • Size Options
          • Tab Placement
          • Tab Stop Enabled
          • Tab Stop Value
          • Text
          • Text Alignment
          • ToolTipText
          • Top
          • Visible
          • Width
          • Word Wrap
          • X
          • Y
  • Customize for Efficiency
    • About customizing for efficiency
    • Working with menus and toolbars
      • About customizing menus and toolbars
      • Understanding menus, toolbars, and commands
      • Creating toolbars and adding tools
      • Customizing toolbar and menu displays
      • Deleting menus or commands
      • Rearranging menus and commands
      • Renaming menus or commands
      • Resetting menus and toolbars
      • Adding separators between commands
    • Using Custom Commands
      • Creating and deleting custom commands
      • Copying and modifying custom commands
      • Assigning icons to custom commands
    • Customizing Columns
      • About columns in list views
      • Adding and removing columns
      • Repositioning a column in a list view
      • Changing column widths
    • Working with the Navigation bar
      • Changing the Navigation bar display
      • Customizing the Navigation bar
    • Creating and Using Keyboard Shortcuts
      • About keyboard shortcuts
      • Adding and deleting shortcut keys
      • Resetting shortcut keys
      • Shortcut keys for navigating in ACT!
      • Shortcut keys for all ACT! windows
      • Shortcut keys for the ACT! Word Processor
      • Shortcut keys for calendars
      • Shortcut keys for Contact, Group, and Company windows
      • Shortcut keys for the Contact List
      • Shortcut keys for E-mail windows
  • Database Administration
    • Backing Up and Restoring Databases
      • Backing up your database
      • Backing up your personal files
      • About restoring databases and personal files
      • Restoring databases
      • Restoring personal files
      • Unpacking and restoring remote databases
    • Database Maintenance
      • About database maintenance
      • Tips for maintaining your database
      • Locking and unlocking databases
      • Checking and repairing databases
      • Sharing databases
      • Removing old data
      • Deleting databases
      • Scanning for duplicate records
      • Combining contact records
    • Storing Data and Managing Files
      • About creating databases and managing files
      • Creating databases
      • Naming databases
      • Creating an empty ACT! database
      • Copying databases
      • Changing the location of personal supplemental files
      • Learning more about supplemental files
  • Users and Teams
    • About users and teams
    • About user roles and permissions
    • Checking your security level
    • Managing Users
      • Creating users
      • Editing user information
      • Looking up user records
      • Making users inactive
      • Deleting users
    • Managing Teams
      • Creating teams
      • Editing team information
      • Deleting teams
  • Synchronization
    • About synchronizing databases
    • Security and synchronization
    • Understanding the synchronization process
    • Tips for a successful synchronization
    • Synchronizing for Administrators
      • Setting up database synchronization
        • Setting up synchronization
        • Understanding Sync Sets
        • Enabling synchronization on the main database
        • Creating Sync Sets
        • Selecting criteria for Sync Sets
        • Creating remote databases
        • Delivering remote databased
        • Setting up Internet synchronization
        • Setting up the ACT! Network synchronization service
      • Managing synchronization
        • Setting the expiration period
        • Setting up automatic synchronization
        • Re-creating a remote database
        • Editing Sync Sets
        • Copying Sync Sets
        • Deleting Sync Sets
        • Looking up Sync Sets
        • Disabling synchronization
        • Turning on/off synchronization for the main database
        • Stopping/restarting the ACT! Network Sync Service
      • Verifying synchronization
        • Viewing the synchronization log
        • Looking up last data synchronized
        • Viewing and printing synchronization settings
        • Viewing the Sync Set query
    • Synchronizing for Users
      • Synchronizing data
        • Unpacking and restoring remote database
        • Synchronizing data
        • Understanding the Subscription List
        • Using the Subscription List to add contact records
        • Resetting the Subscription List
      • Managing synchronization
        • Editing the Sync Server information
        • Resetting the Subscription List
        • Selecting criteria for Sync Sets
        • Setting up automatic synchronization
    • Troubleshooting synchronization

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