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Create a table

Adding custom tables allows you to track information that would have been well-nigh impossible with native ACT!. Custom tables can include invoices, events, household items or inventory etc. 

There are two ways to create a custom table: 

  • Use a table template that includes multiple fields.
  • Design your table from scratch, by adding your own field list.

For more information please see: Your First Custom Table 

To add a custom table follow these steps:

  1. In ACT! go to the TOOLS menu and select DEFINE CUSTOM TABLES
  2. Click on the CREATE TABLE button
  3. Enter the name of the custom table in the window.
  4. Click on the SAVE button
By default here are a few system field which are automatically added to your new custom table. These fields include: Edit Date, Created Date, Completed,  Last Edited By, Parent EntityID, Parent Entity Name, Record Creator and Record Manager.

Once the table has been created you can add you desired field by clicking on the
Create Field link


See also

Article ID:
Views: 264
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:34 PM
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