» What's new in this version
LayoutSwitch allows you to associate a layout with a type of contact, company, group or opportunity so that when you view contacts, companies, groups or opportunities, the layout associated with the current record is automatically displayed.
Why would you want a different layout for a different type of record?
For instance, instead of creating 2 databases, one for your customers and one for your suppliers, which would both have very specific fields, you could create one database and create a customer layout and a supplier layout. Each layout could display the same fields with different labels or different fields. With LayoutSwitch, you would automatically see your customers with the Customer layout and your Suppliers with your supplier layout.
Another example would be that you have different types of customers each requiring different sets of fields to describe. You may organize them under different tabs but only a limited number of tabs can be displayed on screen. With LayoutSwitch you would not have to scroll to the correct tab. Each type of customers could have its own layout in which only the proper tabs would be displayed.
LayoutSwitch works with
Contact, Company, Group and Opportunity layouts
So easy to use
The setup is simple. You need to choose which field will serve as a reference. Usually it will be the ID/Status field but any field with a dropdown list could be used. You pick this field in the dropdown list of field available.
Automatically LayoutSwitch will display the possible values for this field (ie. the dropdown list items). All you have to do is click in the right column to display a dropdown with the layouts installed on your computer. Simply pick the layout you want associated with this type of contact. Typically you would have a layout named "Customer" for your customers, a layout named "Vendor" for your vendors. Repeat with all values of your dropdown list.
How does it work?
LayoutSwitch is meant to be used in StealthMode when it can monitor the change of records either in the Contact, Company, Group or Oportunity Details screens. As soon as a new record is displayed, LayoutSwitch evaluates the reference field and displays the appropriate layout.
LayoutSwitch can be used with multiple databases. Each database may have its own settings.
What's new in the version for ACT! 2010
- It now works with opportunity layouts.
- You now have access to online help through the Help>Online help menu.
» The best way to discover this add-on
is to browse its online help