Introduction: Welcome back to another informative tutorial by Tony Holowitz on ACT layout customization. In this session, Tony revisits the topic of editing user fields and corrects a previous statement regarding changing the field names. He offers valuable insights into efficiently managing user fields and shares some practical tips for ensuring accurate field naming. Let’s delve into the details and learn the step-by-step process of editing user fields effectively.

1. Revisiting User Field Editing: Tony begins by acknowledging a mistake in the previous tutorial regarding the method to change “User 1” to “Color” in the layout. He clarifies the correct approach and demonstrates the two possible ways to achieve this modification.

2. Method 1: Directly Editing the User Field: In the layout designer, Tony shows how to access the user fields section and select “User 1,” which needs to be changed to “Color.” By simply clicking on the field and typing in the desired name, users can directly edit the user field. Tony advises saving the layout after making changes.

3. Method 2: Deleting and Re-Adding the User Field: An alternative method Tony suggests is to delete the existing user field entirely and then add a new field with the desired name, in this case, “Color.” This method automatically sets the field name as “Color” without the need for additional editing.

4. Ensuring Accurate Field Naming: Tony emphasizes the importance of accurately naming fields to avoid confusion and ensure clarity within the layout. He shares a practical tip: right-clicking on a field and selecting “Look Up” provides the actual field name, helping users confirm that the field title matches its contents.

5. Seeking Expert Assistance: Customizing layouts can be a complex process, especially for beginners or users with limited experience. Tony highlights the importance of seeking help from ACT experts or certified consultants to ensure a smooth and error-free layout customization.

Conclusion: Tony Holowitz’s third tutorial on ACT layout customization offers valuable insights into the precise editing of user fields. By demonstrating two different methods for changing field names and emphasizing the significance of accurate field naming, Tony equips users with the knowledge to efficiently manage user fields in ACT CRM. Remember, layouts are an essential aspect of data organization, and seeking professional guidance ensures that your ACT CRM is optimized for your business needs.