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Imagine. Create. Discover.
With TopLine Designer the ACT! User will be able to:
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Navigate among tabs, lists and screens. Create look-ups.
View lists, sort, filter and query. Group data and drill down on tables.
Sync, export and report.
- View tables interactively, go to the corresponding contact, company or
group.
- 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.
- Create robust queries and apply date ranges.
- Perform advanced calculations among fields.
- 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 Microsoft Excel.
- Merge custom-table fields into Microsoft Word to create documents and
templates.
- Synchronize your customizations and data.
- Integrate with TopLine Dash for enhanced reporting and graphical views.
- Automate your Excel or PDF custom table reports via email using TopLine
Dash Alerts.
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With TopLine Designer the ACT! Administrator will be able
to:
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Create tables. Build relationships. Design and embed tables and
screens.
Import and export data. Import and export custom table schema. Replicate and
synchronize your customization. Protect your database.
- Build relationships between contact, company or group tables.
- Build relationships between custom tables allowing for parent-child
relationships.
- Build screens with one or more embedded custom tables.
- Create new fields and field calculations.
- Use scripting to perform advanced calculations, task automation and to
vary field appearance based on conditions (auto hide, change color and
more).
- Design, color code and embed your layout screens.
- Use snippets and scripting to add new functionality easily in .NET.
- Import/export the TopLine Designer customizations.
- Import data into your custom tables from any OLEDB-compatible data
source, including CSV files, Excel spreadsheets, SQL databases, ORACLE,
Access and more!
- Synchronize and back up custom tables and customizations.
- Protect your database. Performing customizations are limited to the ACT!
administrator.
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TopLine Designer is compatible with ACT! 2008 or ACT! 2008
Premium (EX or ST) version 10.0.2 or above. TopLine Designer is not viewable in
the ACT! for Web client. |
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