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Creating User Fields in Act Premium Cloud

by | Aug 7, 2023 | Act CRM Software Fundamentals

Creating user fields in Act CRM Classic is a fundamental task that should be done with care. In April 2022, Tony Holowitz noted a change in the availability to create fields in Act CRM Classic’s lower tier option, making it more critical to know how to create these fields during a trial phase. Below is a step-by-step guide.

Introduction: Understanding the Importance of Creating Fields

When purchasing Act CRM Classic, the lower-tier option does not allow you to create fields. This is a significant limitation, as creating fields is a core function within Act. Therefore, Tony Holowitz emphasizes the importance of creating fields during the trial period before purchasing.

Step-by-Step Instructions to Create Fields in Act CRM Classic

Step 1: Accessing the Define Fields Section

  • Click on “Tools.”
  • Select “Define Fields.”

Step 2: Creating a New Field

  • Click on “Create New Field.”
  • For demonstration purposes, enter the letter “A.”
  • Select “Character Field.”
  • Click “Finish.”

Step 3: Repeat the Process

  • Repeat Step 2 for 10 times, using different characters or letters like A, B, C, D, etc.
  • You can create different types of fields, such as “Yes/No” fields.

Note: Restrictions in the Lower Tier of Act CRM Classic

  • The ability to create new fields is not available in the lower tier.
  • Purchasing Act CRM Classic includes 10 user fields (User Fields 1 through 10) that can be modified later.
  • It’s wise to build more fields in case you need them later, so ensure to create them during the trial.

Conclusion: Plan Ahead and Reach Out for Assistance

Act CRM Classic has undergone changes that limit the ability to create new fields in certain purchase options. Tony Holowitz advises that users take advantage of the trial period to create the necessary fields and save them for later use.

If you have any questions or need assistance in creating or modifying fields in Act CRM Classic, don’t hesitate to reach out to Tony Holowitz for support.

“Ladies and Gentlemen, my name is Tony Holowitz. Thank you very much. Have a great day. Bye now.”