Using the Define Fields feature and the Layout Designer, you can customize the entire ACT! database by modifying fields and layouts for contacts, groups, and companies. Fields represent individual data items such as contact name or telephone number. Layouts are the arrangement of the fields, tabs, and background. When you define fields and use them on layouts, you specify how data is presented on the screen.

You can add, edit, or delete fields and field attributes. You can modify existing layouts or create layouts that contain only those fields you need, in the order you need them. To define fields and modify layouts, you must have an Administrator or Manager role.

In this module, you will learn about field characteristics; how to customize fields, including the Opportunity Fields in opportunities; and how to customize layouts.