The My Table contains static fields and is a way for you to store certain data that might change and that you may be using over and over again within Action Items. For example, if you were planning to send out hundreds of different Email Action Items which contained your contact phone number, what if your phone number changed?  Without My Table, then you would have to go into each Email Action Item manually to retype it.

With the My Table,  instead of typing your phone number into each Action Item as you create them, you can create Tags that allow you to only change the data one time in case it changes such as your phone number.

MY TABLE CONTENTS:
(Click Topic to view more info.  Click Back button to return to here).

Create a My Table Tag

Insert a My Table Tag into an Action Item

There are 2 ways to open the My Table to modify it:

Option 1 From the Main Menu, select Tools->Database and Forms->Edit My Table. You can create, modify, delete or select My Table Tags within this window.

This is what the My Table looks like.  Enter your data in the area next to the field names.

Use the Down arrow to scroll between fields.

You can create your own My Table fields by clicking on the Add Field button.

Option 2 From the Action Item Template, click on the Tags button to open the Tags window, then click on the tab called My Table.  You can create, modify, delete or select My Table Tags within this window.