FAQ ID # 58

Last Update : 2015/01/08

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DataPlus 4.0 QuickBooks - Act! Database Configuration

Answer / Solution

PROGRAM: DataPlus 4.0 for QuickBooks - Act! Database Configuration Act! Database Configuration Define Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Companies Create the fields in layout in right payne Field Name Type Default Value Field length Default Permission Administrator Permission eCustomerID Character   35 Read Only Full Access Customer Number Character   35 Read Only Full Access eVendorID Character   35 Read Only Full Access Vendor Number Character   35 Read Only Full Access Define Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Contacts Create the fields in layout in right pane Field Name Type Default Value Field length Default Permission Administrator Permission eCustomerID Character   35 Read Only Full Access Customer Number Character   35 Read Only Full Access eEmployeeID Character   35 Read Only Full Access Employee Number Character   35 Read Only Full Access eVendorID Character   35 Read Only Full Access Vendor Number Character   35 Read Only Full Access Contact Billing Address     Read Only Full Access Contact Shipping Address     Read Only Full Access Define Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Opportunities Create the fields in layout in right payne Field Name Type Default Value Field length Default Permission Administrator Permission eCustomerID Character   128 Read Only Full Access eDocumentID Character   128 Read Only Full Access Customer Number Character   35 Read Only Full Access Document Number Character   50 Read Only Full Access Document Type Character   125 Read Only Full Access Document Notes Memo   50 Read Only Full Access Define Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Groups Create the fields in layout in right payne Field Name Type Default Value Field length Default Permission Administrator Permission eGroupID Character   50 Read Only Full Access eGroupIDParent Character   50 Read Only Full Access Group Source Character   50 Read Only Full Access Additional Custom Fields Additional custom fields will be created in initial import. Tools/DataPlus 4.0/Manual Import General Options Uncheck Disable Database Locking Entity Options Check Create Fields Only Click Okay Edit Custom Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Companies Edit the fields in layout in right payne Field Name Type Default Value Field length Default Permission Administrator Permission AR Last Invoice Date Date     Read Only Full Access Creation Date Date     Read Only Full Access Customer Since Date Date     Read Only Full Access Date Last Sale Date     Read Only Full Access Last Update Date     Read Only Full Access QB Last Import Date     Read Only Full Access SR Last Invoice Date Date     Read Only Full Access ACTeStore URL     Full Access   Application Login URL     Full Access   Application URL URL     Full Access   Help Desk URL     Full Access   KB URL     Full Access   Online Support URL     Full Access   Edit Custom Fields Open Act! Click on Tools Click on Define Fields Create, edit or delete fields View fields for: Contacts Edit the fields in layout in right pane Field Name Type Default Value Field length Default Permission Administrator Permission AR Last Invoice Date Date     Read Only Full Access AR Last Receipt Date Date     Read Only Full Access Creation Date Date     Read Only Full Access Customer Since Date Date     Read Only Full Access Date Last Sale Date     Read Only Full Access Emp Date Hired Date     Read Only Full Access Emp Date Last Paid Date     Read Only Full Access Emp Date Termination Date     Read Only Full Access Emp To Do Date Date     Read Only Full Access Last Update Date     Read Only Full Access QB Last Import Date     Read Only Full Access SR Last Invoice Date Date     Read Only Full Access ToDo Date Date     Read Only Full Access ACTeStore URL     Full Access   Application Login URL     Full Access   Application URL URL     Full Access   Help Desk URL     Full Access   KB URL     Full Access   Online Support URL     Full Access

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