Act! Customizing Fields & Layouts

Get ready to move to the next level with Act! It’s time to learn not only how to customize your database fields and layouts, but why and why not to customize them!

In just one easy, interactive session, you’ll master how and when to customize:

  • Types of fields
  • Triggers
  • Field security for private information
  • Set tab order of fields
  • Manage drop down lists to standardize data
  • Link fields between contacts and companies


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