The Tables tab shows the custom tables in the database and lets you turn them on/off, enhance tabs and other settings.



The first way is
1. Install Impact Suite then launch ACT
2. Go to the TOLLS menu and select IMPACT SUITE
3. Change the drop down under Action to ON - enhances this view.
4. Clicking the grey plus signs will enhance that view under the tab

The second way is
1. Highlight the module
2. Click the Click here to modify the module's settings button
3. You can set if the view is enhanced on the left and what tabs are enhanced on the right

To create a stand alone view
1. Highlight the module to create the view from
2. Click Create a stand-alone view outside of ACT button
3. Type in a the name of the short cut to create on your desktop

To learn more about the Side View click here.

The Manage tables button will bring forward a window to add, edit or delete tables.  For more information click here.

The edit a record in 'list view' will bring up the dataentry form in a new window or in the detail view.

The edit a record in 'details view' will bring up the dataentry form in a new window or in the detail view 

When adding a new record from the contact view has three options for handling how companies are attached to the new record.  Do not attach contact's company which will just have a contact attached, attach only the primary company will add just the primary company, and attach all companies the contact is attached to which attachs all the contacts companies.

Use the extended picker when attaching contacts, companies, groups, and/or opportunities to a custom table will bring forward a more robust contacts, companies, groups, or opportunities selector.

See also