Sage ACT! 2013 - Custom Contact Record Types and Views
Posted on 2013-01-09
Long time GoldMine user trying out ACT!. I actually worked some with ACT! several years ago, but this version (Sage ACT! Pro 2013 Version 15.0.301.0) is a lot different.
So what I'm trying to figure out is if ACT! 2013 can do something that I used a lot in GoldMine - namely different record views for different record types. For example, a database for an implement dealership could have a client contact record type and a tractor contact record type. I know a tractor isn't a person, but the dealership may want to link documents to the tractor, track a history of service appointments, etc. on the tractor as well as just track a lot of different information on the tractor. So in GoldMine there was a key field that was a record type field. Changing that field between client and tractor would change the view of the record. A client record had all the usual people info fields like address, phone number, etc. while a tractor record would have fields displayed like make, model, serial #, engine, etc.
I haven't spent a ton of time yet searching in ACT! 2013 but it's not immediately obvious and spending a little time search is coming up fruitless as well. If anyone can give me any information or point me in the right direction to read up on it, I would greatly appreciate it. Thanks