This is the first of several ACT 2011 Premium Training videos on the topic of Database Design. This video features one of our long-time ACT! Certified Consultants and Premier Trainers. So these tips are conventional info that you might find in a Dummies book. Instead, these tips are based on years of experience with helping our clients customize their CRM.
Topics covered in this video are:
Introduction to Field Customization in ACT
What is the purpose of the pre-defined User Fields in ACT?
The "Referred By-Details" field should be standard in everyone's database.
It's helpful to add the field "Category" to your database.
"Address Type" will help clarify where you're sending letters to.
FANTASTIC FOR THE BEGINNER!
jaxunk1 4 months ago