Customizing fields in ACT!!!

[yala22]

Can you kindly advise me? re: the customization of fields in the ACT program. I would like to do is to take three of the fields on the demographic page and modify them to respond to (1) referral source category,
(2) Type of Account and then ....
in the notes/history section add an area to denote type of contact.

Can someone walk me through this? Thank you.

 

[GLComputing]

What do you mean "demographic page"?
Not sure wht you mean by "respond to"?
What version of ACT! (full build from Help | about)?

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[yala22]

Version 10,2008. Thank you for your reply Mike!

I think it's the section that allows to "...search consumer demographic data such as geographic location, age, income and even life-style; select the demographic profile.

 

[GLComputing]

The section of what? Where are you reading this?

Have you created fields for the types of information you want to capture?

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au