Question / Issue |
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DataPlus 4.0 QuickBooks - Act! Database Configuration |
Answer / Solution |
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PROGRAM: DataPlus 4.0 for QuickBooks - 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
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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 |
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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 |
| | |