New to ACT basic question

[Ryon]

First off, I have no clue about ACT, I have been programming in access for several years now

I support the computer sytems for a small office, 6 users

They all sync to a main act database

the office manager told me that her reports are different from the other users reports. (ex: more fields, different layout). When she pulls a report she is getting different data than what the other users get. I'm assuming because of the changed fields.

What would I do If I wanted to standardize the office, have all users using the same reports and forms

I might be relating this too much to access, as a front end and back end client.

Is it possible?

Any help would be appreciated
Ryan

 

[Storyteller]

Hello Ryon,
Are the 6 users in the same physical office? and are they using a shared networked installation of ACT!?

From your description it sounds like they are all running their own local copy of an ACT! database and then syncing into a main database.

If that is the case do the sales people sync directly into the main database or into a "collection group"? Because if it is a "Collection Group" the sales people would only have contact information for those contacts in their specific "collection group" whereas the Manager, who I would presume is reporting off the entire database would be generating reports from ALL the contacts.

Back to your desire to standardize reports, forms, etc. In ACT! "Edit" select "Preferences" and on the "General" tab in the top right area is where you set the "default locations" for the database, reports, forms (layout), templates, etc. This presumes that you have created network folders containing the necessary files.

Hope this helps,
Michael

 

[mrstnturner]

Have you set you database to pull from the network drive it is setup on? If everyone has all the preferences set to go to the same folders they will all be accessible to the same reports, data, and information.