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Column Sets

A column set is a user-defined set of column that you can recall at any time. By default Durkin Calendar Plus for ACT! creates the first column set and named is "BaseLayout" You can customize the column in this set and create a second set of columns.  By creating multiple column sets you can switch back and forth between different ones, or create a specific column set for export or printing purposes.

    

Exporting or reporting fields/column:
You can create a colum set that you use just for exporting. You may need to view, then export all fields in the list based on a date range. First create a new column set - we will call it "Fridays Export List".  

    1. Click on the arrow just to the right of the COLUMN icon on the toolbar.

    2. Select MANAGE COLUMN SETS from the popup menu.
            

    3.  Click on the Newbutton
            

    4. Enter you column set name in the NEW NAME field then click SAVE

    5. Now click the CUSTOMIZE button to change the columns

    6. Click on the EXCEL icon on the toolbar to export these fields into an Excel document.


You can also create a column set just for reporting purposes. Follow the same steps above except click on the PRINT icon on step 6.

 
Reporting:

See also