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ACT Training Video – Database Design Part 2 (Editing Drop-Downs)

Written By: Cliff Ford on August 19, 2011 No Comment

This second Webinar in our ACT Database Design Training series builds on Part 1 and focuses on editing drop-downs as an ACT CRM database administrator. The functionality described here works for ACT 2005, 2006, 2007, 2008, 2009, 2010 and 2011. Highlights of this training include:

  1. The value of the Administrator role
  2. Beware of Locking out other users
  3. Central vs Remote database
  4. Using Tools|Define Fields
  5. Renaming an existing ACT field vs Creating a new ACT field
  6. The value of renaming User fields (such as User 1)
  7. The value of standardizing naming conventions
  8. Editing existing Drop-Down lists
  9. Selecting the proper Field Types
  10. Should users be able to edit the list or rather be locked out
  11. Pros and cons of Automatically Adding new items to a list
  12. The effect of Drop-Downs on ACT Reports and Dashboards

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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