Introduction: Welcome back to another informative tutorial by Tony Holowitz. Today, we’ll explore how to work with layouts in the company view of Act CRM. Customizing layouts allows you to tailor your data display and add relevant fields to streamline your workflow. Join us as we learn how to add a checkbox field called “Vanilla A” to the company layout and how linked fields facilitate data updates across linked contacts.
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Understanding Linked Fields in Act Companies: In Act, linked fields connect individual contacts to their associated companies. Any changes made to linked fields in the company layout will be automatically updated in all linked contact records. This feature simplifies data management and ensures consistency.
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The Importance of Customizing Company Layouts: Customizing company layouts enables you to add specific fields relevant to your business needs. These fields can provide valuable insights into your contacts’ preferences, interests, or any other relevant data. For example, we’ll add a checkbox field called “Vanilla A” to denote contacts who love vanilla ice cream.
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Step-by-Step Guide to Customizing Company Layouts: a. Access the company view and navigate to “Tools.” b. Click on “Design Layouts” and select “Company.” c. Add the “Vanilla A” checkbox field to the layout by clicking “Yes/No Field” and drawing the checkbox. d. Customize the position of the field and click “Save.”
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Updating Linked Fields for Linked Contacts: To update linked fields for linked contacts: a. Access the company view and click on the desired contact. b. Make the necessary changes to the linked field (e.g., checking/unchecking the “Vanilla A” checkbox). c. Click “Back” or “Companies” to return to the company view. d. Act will prompt to update linked fields for the current company; click “Yes” to apply the changes to all linked contacts.
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Optimizing Layout Customization: Consider customizing linked fields that are essential for your data management needs. Ensure that you do not inadvertently update irrelevant fields across contacts.
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Utilizing Company View for Efficient Data Management: The company view in Act enables you to quickly access and manage related contacts within a specific company. Utilize right-click options to navigate and create lookups for efficient data handling.
Conclusion: Customizing company layouts and utilizing linked fields are essential tools for optimizing data management in Act CRM. By adding relevant fields and updating linked fields, you can efficiently organize contact information, streamline updates, and gain valuable insights into your contacts’ preferences. Remember to exercise caution while updating linked fields to maintain data accuracy.
Stay tuned for more tutorials by Tony Holowitz to enhance your Act CRM experience. Thank you for joining us today!