ACT Training by Accent Gold Solutions-Database Design Part 2-Editing Drop Downs

This second Webinar in our ACT Database Design Training series builds on Part 1 and focuses on editing drop-downs as an ACT CRM database administrator. The functionality described here works for ACT 2005, 2006, 2007, 2008, 2009, 2010 and 2011. Highlights of this training include:

The value of the Administrator role
Beware of Locking out other users
Central vs Remote database
Using Tools|Define Fields
Renaming an existing ACT field vs Creating a new ACT field
The value of renaming User fields (such as User 1)
The value of standardizing naming conventions
Editing existing Drop-Down lists
Selecting the proper Field Types
Should users be able to edit the list or rather be locked out
Pros and cons of Automatically Adding new items to a list
The effect of Drop-Downs on ACT Reports and Dashboards

Category:

Education

Tags:

• ACT
• by
• Sage
• 2010
• 2011
• Customization
• Database
• Design
• Editing
• Drop
• Downs
• in
• CRM