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Custom Tables

Data from custom tables can easily be added to any template. There are two styles when adding custom table fields:

Single Record
When you are generating a template for one individual record such as one automobile, you want to use the "Select ACT! field's" button. This will present you with a list of all fields in all tables including custom tables.

To create a MS Word Template from the current record read this section.


Multiple records ( List View)
When you are generating a template and require a list of all the automobiles attached to the current contact, you want to use the "Select Child Table Fields" button.

To create Word template with a list of records from a child table read this section. 


See also



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Article ID:
custom_tables1
Views: 186
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:52 PM
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