TopLine Designer

Ready, set, design!

TopLine Designer leverages the capabilities of custom tables in ACT! by creating new subentities for contacts, companies, groups or opportunities. TopLine Designer allows you to create and use the tables, organize your views, or search and report on any custom table available in your database.

Easy to navigate. Easy to use.

Feel right-at-home in this simple interface which reinforces common navigational features among screen layouts, tabs and lists and create on-the-fly queries and advanced look-ups.  Create quick reports and documents with robust Microsoft Office integration: export to Excel, mail merge to Word for multiple contacts, email multiple contacts via Outlook.

Wizard driven. Fast to build. Flexible to import.

Get started with your data using the advanced data import and data update wizard. Build custom features with TopLine Designer snippets and scripting editor. Create parent-child relationships among custom tables. Schedule and link ACT! activities and opportunities from the custom tables.

Business-friendly solutions.

TopLine Designer includes modules to address general business needs as well as database templates for specific industries.

For the ACT! Windows user:

• View custom tables interactively as tabs or inline grids on the corresponding contact, company, group or opportunity.
• Drill down on custom tables to access the detail view.
• Create a contact, company or group lookup.
• Click to sort or filter in the list view.
• View related custom table fields side-by-side in the same view.
• Create robust queries and apply date ranges.
• Perform advanced calculations among fields and in the list view.
• Create activities or histories based on custom-table fields.
• Generate email notifications.
• Modify field appearance (auto hide, change color) based on conditions.
• Drag and drop fields to group and organize your custom lists.
• Organize, sort or query your documents.
• Export list views to MS Excel.
• Merge any field, including custom-table fields, into MS Word to create documents.
• Synchronize your customizations and data.
• Integrate with TopLine Dash for enhanced reporting and graphical views.
• Automate your Excel or PDF custom table reports using TopLine Dash Alerts.

For the ACT! Web user:

• View, edit or create table content interactively.
• Drill down on custom tables to access the detail view.
• Click to sort in the list view.

For the ACT! administrator:

• Build relationships between contact, company, group and opportunity tables.
• Build relationships between custom tables allowing for parent-child relationships.
• Design screens with one or more embedded custom tables.
• Create new fields and field calculations.
• Use scripting to automate or prompt workflow tasks.
• Use snippets and scripting to add new functionality easily in .NET.
• Import/export the TopLine Designer customizations to another ACT! database.
• Import data into your custom tables from any OLEDB-compatible data source; CSV files; Excel spreadsheets; or SQL, Oracle or MS Access databases.
• Back up custom tables and customizations.
• Compatible with ACT! synchronization.
• Follows ACT! security model.

• ACT! for Web functionality
• Advanced data import module
• TopLine snippets for workflow automation
• Advanced customer service and project management modules
• Integration with TopLine Dash for advanced reporting
• Advanced Microsoft Word integration and merging
• Inline view of custom tables inside ACT! layout
• Integrated with TopLine Alerts for automated custom-table imports (requires additional purchase)

Download your free TopLine Designer 30 day trial today!

TopLine Designer - $99/user

TopLine Designer Plus Bundle  - $199/user
Dash Manager + Designer

TopLine Server Suite Bundle - $299
Dash Manager + Designer + Alerts Pro

Quantity discounts are available.