ACT CRM Layouts: Creating Custom Fields

by Tony Holowitz | Dec 8, 2020 | ACT CRM Software Tips and Tricks

Creating a custom field in ACT is easy.

When you create a custom field in ACT there are a few things you need to think about in advance when you create that field, to make the most of that field.  My tutorials will walk you through these steps and give you some insights into things to consider, some of these items include:

  • Name of the field
  • Type of field
  • Drop-down lists associated with the field
  • Where to put the field
  • Adding it to a layout
  • Adjusting size and colors of the fields
  • Field order
  • Tabs

The First Step is to Define a Field