TopLineDesigner

Contents

Welcome

Features

Installation

System Requirements

Obtaining Installation Program

Running Installation

Activation

Web License Manager

Initial Setup

Adding Serial Numbers

Associating ACT Users

Viewing / Exporting Configuration

Obtaining Updates

Displaying Current Version

Administrator Functions

Applying Preconfigured Templates

Managing Tables

Create a New Table

Editing an Existing Table

Deleting an Existing Table

Creating Fields

Special Fields

Editing Fields

Deleting Fields

Assigning Field Security

Tabs and Views (Quick View)

Defining Relationships

Add Relationship

Edit Relationship

Delete Relationship

Relationship with Activites and Opps

Managing Custom Table Screens

Adding a New Screen

Changing Screen Properties

Deleting a Screen

Designing Screen

Adding Fields

Moving Fields

Adding Static Images

Deleting Fields

Modifying Field Attributes

Changing Screen Color

Editing Screen Scripts

Scripting Events

Using Snippets

Scripting Assistance

Migrating Data

Importing Data

Managing Word Templates

Creating a New Template

Editing an Existing Template

Nested Custom Table Entities in a Template

Managing Schema

Exporting Schema Changes

Importing Schema Changes

End User Functions

Using Designer Tabs

Adding / Deleting Entities

Managing Display Columns

Sorting / Grouping

Filtering

Replace Values

Exporting to Excel

Printing

Summaries / Statistics

Merge to Word

Using List View

Using Lookups

Windows vs Web Functionality

Integration with TopLine Dash

FAQ

Purchase and Licensing FAQ

Installation FAQ

Videos

User Videos

Advanced Webinar Videos

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Home > Installation > System Requirements

System Requirements

TopLine Designer requires ACT! 2008, ACT! 2009 or ACT! 2010 (Win or Web). You must be an ACT! Administrator in order to make schema changes or import data. Schema changes cannot be made on a remote database.