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Some customers have experienced issues creating a TopLine Dash dashboard from Opportunities in Act!. This stems from the Status field not showing up in the TopLine query.
When you are creating a dashboard with TopLine Dash in Act! and you would like to sort the table by the Status, the field does not appear under the field selection for the Opportunities table.
As the pioneer in dashboard reporting in Act!, TopLine Results created TopLine Dash to provide a simple, yet powerful dashboard tool. Over time, we focused on giving users more reporting power with our advanced queries. With that power, came more complexity.
In marketing, it’s important to stay current and keep up with trends, while staying true to your company’s goals and objectives. The marketing team at TopLine Results recently undertook a months long adventure of re-designing our company website. If you have ever done a website project, you know how daunting it can be, especially if you already have a well-established web presence.
Visibility into lost opportunities is just as important as won and open opportunities in Microsoft Dynamics CRM. Each plays a vital role in predicting your future sales pipeline. Analyzing your lost opportunities allows you to change your sales strategy based on why you are losing opportunities.
Below are three quick things to consider when using Notes in Microsoft Dynamics CRM. Notes are available on both the Contact and Account level in CRM.
Although Notes are available at both the Contact and at the Account level in Microsoft CRM, it is important to remember that notes entered at the Contact level do not natively appear at, or roll up to, the Account level.
TopLine Dash is a great tool for reporting on many different metrics in your Act! database. You can create numerous dashboards for your queries. To help with managing your dashboard view, you can set a default dashboard to open every time you start TopLine Dash.
The latest version of Act! — Act! v18 — has been released. Over the years, many things have changed with Act!, but one thing remains the same – it is still the most widely adopted contact management system for small to medium size businesses in North America.
The Act! v18 release is here and Act! users are beginning to look at their upgrade path. An important part of your upgrade planning is determining whether your hardware and software addons are compatible with the new version. TopLine addons — Dash, Designer and Alerts — are compatible with Act! v18 and prior versions.
Some customers have experienced issues with their TopLine Dash or Designer license registration disappearing from their installation of the software within the Act! program. After the software has been installed, registered and used for a day, a week or more, a customer logs in and receives a message that TopLine Dash or Designer is in trial mode or the trial has expired.