Introduction: Hello, everyone! I’m Tony Holowitz, and I’m thrilled to be here to share a quick tip on adding a field to an ACT layout. As an ACT user, you may occasionally encounter a missing field that you need for your contacts. In this blog post, I’ll walk you through the process of finding a pre-installed field and adding a custom field to an ACT layout.

1. Exploring Pre-Installed Fields in ACT: ACT comes with several pre-installed fields and layouts to accommodate various contact information needs. To access these layouts, click on the dropdown menu at the top of the screen. You’ll find a list of available layouts, some of which may already include the missing field you need. Standard fields like phone numbers and email addresses are typically present in these layouts.

2. Adding a Custom Field to ACT: If the field you require is unique and not pre-installed in ACT, you’ll need to create a custom field first. Follow these steps: a. Click on “Tools” in the menu. b. Select “Define Fields.” c. Create the custom field, giving it a descriptive name like “Name of Pet” in our example.

3. Modifying the ACT Layout: After creating the custom field, the next step is to add it to the ACT layout. Here’s how: a. Click on “Design Layouts” and then “Modify the Layout.” b. Choose the layout you wish to modify, such as “Contact.” c. Use the layout customization tools to add your newly created custom field, “Name of Pet,” to the layout.

4. Seek Assistance if Needed: Adding fields to ACT layouts may require some thought and planning, especially when dealing with custom fields. If you find yourself in need of expert guidance, consider consulting a certified ACT consultant. These professionals, like myself, are well-versed in ACT and can assist you in tailoring the layouts to meet your specific business needs.

Conclusion: By following these simple steps, you can easily add a missing field to an ACT layout and ensure your contact database includes all the relevant information you require. Remember to check pre-installed layouts first, and if a custom field is necessary, create it in ACT and then integrate it into your layout. If you ever need assistance or have questions regarding ACT layouts or any other aspect of the software, feel free to reach out to certified ACT consultants like me for expert guidance.

Thank you for joining me in this tutorial on adding a field to an ACT layout. I hope this information proves helpful in managing your contacts efficiently and effectively. Have a wonderful day!