Keeping Column Customizations in Groups

[kemeredith]

I have customers organized into several kinds of groups in ACT, such as by the product they're using or by likelihood of purchasing something in the next month.

In the group view, I can customize columns to see just the info relevant to that group. However, when I close and then reopen ACT, all my column customizations are lost.

Also, I'm concerned about different things with each group and thus need different columns for each group. However, when I change the columns in any group, the same changes are made for all groups -- until the next day of course, when the column customizations are all deleted and replaced with the quite unuseful default view (as noted above).

I've called Sage and they say this is how ACT is designed. Most customers are happy with this aspect of groups. And they tell me if I want to have different data showing with each group, and to save my column customizations, I'll have to buy a year's support and then they'll walk me through the changes.

Is this the only way to make this work? Does anyone know of steps (that don't require payment) for enabling more robust group column customization features?

 

[GLComputing]

I didn't think you could have different column settings based on the group and they would all use the same.

As to the columns resetting, this is likely to be a corrupt preferences file and thee are some fixes for this in the act.com knowledge base.

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au