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Editing an Existing Table

Editing an existing custom table is easy.

1. Open Act!
2. Click on the Tools menu and select Define Custom Tables...
   
3. Select the appropriate custom table from the dropdown and click on the Edit Table link
   
4. A wizard will display to guide you through the process of editing the table.  Click Next to begin.
   
5. The table name and Act! linked entities cannot be modified for existing tables.
   
6. Table Properties can be modified.
   1. Layout Tabs
      Placing a check mark in these boxes will add a new tab to the Contact, Company, Group or Opportunity layout for this table.
   2. Lookup Menu
      Selecting Yes will add a new menu item to the Lookup menu which allows you to perform a lookup on records in this table.  The result will be a lookup of Contacts, Companies, Groups or Opportunities.
   3. View Menu
      Selecting Yes will add a new menu item to the View menu.  This allows you to view, filter and sort a list of all of the records in this table.
   
7. Click the Finish button to modify your table.
   

See also