Introduction

ACT! CRM is a popular customer relationship management (CRM) software used by businesses to manage customer interactions and data. While ACT! CRM offers a wide range of features to help businesses manage their customer data, there are instances where data may not be easily accessible or visible. This comprehensive guide covers two such instances: hidden data in ACT! CRM and dealing with exported Excel files that do not display the front-piece data.

Hidden Data in ACT! CRM

ACT! CRM offers users the ability to hide certain data fields from the user interface. This feature can be useful for organizations that want to limit access to sensitive information. However, it can also make it difficult for users to find the data they need. Here's how to access hidden data:

Step 1: Customize the Layout

1. Go to the "Database Designer" by selecting "File" > "Database Design" from the main menu.

2. In the "Database Designer," expand the "Tables" folder and select the table that contains the hidden field.

3. Right-click on the table and select "Layouts."

4. Create a new layout or modify an existing one.

Step 2: Add the Hidden Field to the Layout

1. In the "Database Designer," drag and drop the hidden field from the "Fields" tab to the layout.

2. Set the field properties as desired.

Step 3: Save and Apply the Layout

1. Save the new or modified layout.

2. Go back to the main ACT! CRM interface and select the new layout.

The hidden data should now be visible.

Exported Excel with Hidden Front-Piece Data

When exporting data from ACT! CRM to Excel, the front-piece data (such as the header row) may not be displayed. Here's how to ensure that the front-piece data is included in the export:

Step 1: Configure the Export

1. Go to the "Advanced Search" by selecting "Search" > "Advanced Search" from the main menu.

2. Set up your search criteria as desired.

3. Go to the "File" menu and select "Export."

4. In the "Export to" section, select "Excel."

5. In the "Export Options" section, check the "Include Front-piece Data" box.

Step 2: Save the Export

1. Click "Export" to save the file.

The exported Excel file should now include the front-piece data.