In the previous task, we started a new report template and set the page and basic text defaults. We saved the template as Report Training. Now we will add fields to this training report. We will be setting up a name and address block for this purpose because it includes many of the techniques required to successfully create a workable report.
If you are doing this task immediately after finishing the previous task, you should still have the Report Training template open for editing. If so, skip to step 3. Otherwise start at step 1.
1. From any screen in the ACT! program, click on Reports in the navigation bar on the left-hand side of the screen.
2. In the list of report templates, right-click on the Report Training template and select Edit Report.
3. In the Toolbox panel, click on the Field tool.
4. Position the field cross hair in the Detail section at about one and a half inches from the left-hand side and click and...