Introduction

Welcome back to Part 2 of Tony Holowitz’s tutorial on calculated fields in ACT CRM. In this continuation, Tony demonstrates how to integrate the calculated field created in Part 1 into your ACT layout. Calculated fields offer users the ability to automatically calculate and display specific data, streamlining workflow and enhancing productivity. Join us as we explore the step-by-step process of designing a layout and incorporating the calculated field.

1: Designing Your ACT Layout

1. Overview: Tony begins by explaining the importance of designing an ACT layout to optimize data visibility and organization. Users can customize layouts to include calculated fields that display relevant data, such as the number of days since the last email.

2. Accessing Layout Design: To design the layout, click on “Tools” and select “Design Layouts.” Choose the appropriate entity, in this case, “Contact.”

2: Incorporating the Calculated Field

1. Adding the Calculated Field: Tony demonstrates how to add the calculated field to the layout. By clicking on “Field” and selecting the field “Days Email,” users can easily add it to the layout.

2. Customizing the Field: Tony showcases the flexibility of layout customization. Users can resize, align, and change the formatting of the field to suit their preferences. He makes the field bold and red to make it stand out.

3. Saving and Closing the Layout: After making the necessary modifications, click on “Save” to save the layout changes. Close the layout design screen to implement the changes.

3: Verifying the Calculated Field

1. Observing the Calculated Field: Tony navigates to the contact record to demonstrate the calculated field in action. The field “Days Email” displays the number of days since the last email sent to the contact.

2. Understanding Unusual Date Values: Tony notes that the demo database used in the tutorial contains some future dates, resulting in negative values in the calculated field. He clarifies that this is an exceptional case, and in real-world scenarios, the calculated field accurately displays the days since the last activity.

Conclusion

With Tony Holowitz’s expert guidance, you have successfully integrated a calculated field into your ACT CRM layout. Now, you can effortlessly track the number of days since the last email or any other essential activity for your contacts. Calculated fields empower you to optimize your ACT experience, making data management and time tracking more efficient and accurate.

Enhance your ACT CRM experience with calculated fields and streamline your data management effortlessly. Thank you for joining us in this tutorial series by Tony Holowitz. Stay tuned for more expert insights and tips to elevate your ACT CRM proficiency.