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Create a New Table

1. Open Act!
2. Click on the Tools menu and select Define Custom Tables...
   
3. Click the Add Table link
   
4. A wizard will display to guide you through the process of creating a new table.  Click Next to begin.
   
5. Type the name of the table into the field under Table Name. The table name is usually plural since multiple records will be stored within this table.
6. Use a 32x32 image for the Navigation bar
7. Select the Act! primary entities you wish to link this table too.  All custom sub-entities must be linked to one or more primary entities in Act!.  Custom sub-entities cannot be linked after they are created, so select all the possible linked entities now.
8. Click Next.
   
9. Table Properties
   1. Layout Tabs
      Placing a checkmark 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.
   
10. If the View Menu is selected, it will also be visible in the Navigation Bar with the selected icon.
    
11. Click the Finish button to create your table.
    
12. You will now see the fields for the new table on the screen.
    

See also