TopLine Designer Features

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.

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

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.