Creating fields
You can create a field to add to one of your layouts. First, create the field, then add the field to the layout using the Layout Designer. You can also add a field label from the Layout Designer. For more information about the Layout Designer, see About layouts and the Layout Designer. For more information about customizing ACT!, see the Customization Tour.
To create a field
From the Tools menu, click Define Fields.
The Define Fields window appears. For field definitions, press F1.
In the View fields for list, select the record type for which you want to create a field (Companies, Contacts, or Groups).
In the Field Tasks box, click Create new field.
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Address, E-mail, and Phone data types have several fields associated with them, such as City, State, and ZIP Code for an Address data type. If you add an address, e-mail, or phone data type, you add all the fields associated with that data type. |
Follow the directions on the screen, pressing Next to advance through the screens.
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When naming a field, it is recommended that you do not include special characters (such as <, >, $, or :) in the field's name. |
