Save a CSV file with quotes around the values.

When importing a CSV file, I always make sure that there are quotes around all of my values.  It eliminates a lot of issues.  Here is the difference.

Normal:
ID, Name
1, One
2, Two
3, Three

With Quotes:
ID, Name
"1", "One"
"2", "Two"
"3", "Three"

 In order to accomplish this, we use an Excel macro.

TopLine Alerts + TopLine Dash + Export to Excel error.

If you're running TopLine Alerts on a Windows Server 2008 server and trying to email TopLine Dash excel spreadsheets, you may notice that it doesn't work.  This is the result of a very unusual quirk in the Microsoft Excel assemblies.  To get this working, you simply need to create a folder.

TopLine Dashboard 8.0 Released!

TopLine Dash 8.0 has been released via the TopLine Update program.  This is a huge milestone as we are introducing a huge new feature that will increase productivity dramatically.  We're finally giving people what they have wanted for years.

TopLine Dashboard 7.6.1

New printing functionality!  This is included in version 7.6.1.

 TopLine Dashboard now creates professional looking reports.  You can output the results to your printer or to PDF.  Here is an example:

TopLine Dashboard 7.6

TopLine Designer 7.6 has been released.  The major new feature is compatibility with ACT! 2010, however there are also a number of bug fixes as well.  We have also changed the format for distributing our addons.  We used to release a different setup file for each version of ACT! but now we bundle them all together into one setup file and the software chooses which version to load on it's own.

Troubleshooting TopLine Dash and Designer – Getting it to Start

If you are trying to install TopLine Dash and/or TopLine Designer and when you open ACT! you are not seeing the menus or toolbar items that you are expecting, then follow these instructions.  Also, if you see the menu or toolbar items but they do nothing when you click on them, these instructions should help as well.

ACT! Custom Table Schema Bug

We have been made aware of a bug in ACT! where you will be unable to add new fields to custom tables and where you are unable to modify the schema of existing fields.  If you are experiencing this issue, Sage is testing a hotfix that will resolve it.

TopLine Designer 3.1.0.9

We are pleased to announce TopLine Designer 3.1.0.9.  This release introduces a few new features and fixes a few bugs.  This release can be applied by downloading the full install package from our website at http://www.toplineresults.com/products/downloads/toplinedesigner3.htm or if you already have Designer installed you can use the automatic update feature by going to Start->Programs->TopLine Results->TopLine Designer Update.

TopLine Dash 7.0.8.4

A new version of TopLine Dash has been released.  The only change is to add compatibility with TopLine Designer 3.1 and higher.  Due to changes in TopLine Designer, TopLine Dash stopped working with custom tables.  If you are experiencing an error when trying to view dashboard after installing Designer, you should install this update.

TopLine Designer 3.0.1

Here's what's new:

Added field level security.

Added the ability to link a record to more than one contact.

Modified the way that subentity form starts so it should be faster.

Download at
TopLine Add-on