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Displaying records on a tab

To display records from a custom table on a tab you need to turn ON the option for each details view in ACT!.

When you add a custom table all four detail view tabs are on by default. These include; contacts, companies, groups and opportunities. ( as shown below) To turn of the custom table tab for any one of these sections follow these steps:

  1. In ACT go to the TOOLS menu and select IMPACT...
  2. Click on the TABLES section
  3. Click on the icon on the column you want to change. 
    The indicator should change from ON to OFF
  4. Click on OK




By default the tabs are positioned at the end of the tab row. To re-position you can manually create a tab in the ACT layout designer. Please follow these steps to position the tab on the far left or first position.

  1. In ACT go to the TOOLS menu and select DESIGN LAYOUT -> CONTACT
  2. Use the mouse to select the tab control at the bottom of the layout
  3. Click F4 on the keyboard to open the Properties window
  4. Click on the ellipse icon [...] next to "Edit Tabs   (Collection)" 
  5. Click on the ADD TAB button
  6. Enter the tab name - NOTE - Must use the same name as the custom table.
  7. Click OK to save the new tab which should now appear in the list.
  8. You can use the "Move Up' or 'Move Down' buttons to position the tab
  9. Go to the FILE menu and select SAVE
  10. Go to the FILE menu and select EXIT

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Article ID:
displaying_records_on_a_tab
Views: 233
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:35 PM
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