Table IT for ACT!
Create custom tables and define relationships in ACT!
Table IT is a robust, multidimensional software AddOn that lets you build custom tables and define relationships between Contacts, Companies, and Groups in ACT! 2008 v10.0.02. With custom tables, you can tailor your ACT! database to meet your business needs with greater ease and efficiency than ever before possible.
General requirements: ACT! 2008 v10.02 or higher, ACT! 2009, ACT! 2010 - ACT! for Web 2008 v10.02 or higher, ACT! for Web 2009, and ACT! for Web 2010
Language: English, German
Highlights:
- Functions within ACT! - no need to navigate between programs
- Full synchronization enabled
- No programming required - just click your way to custmized tables and defined relationships
- Searches multiple groups without duplicate entries
- Allows you to send messages to multiple groups without duplicate entries
- Lets you find the contacts you wish to reach quickly, efficiently, and without duplication
Custom Tables:
- Create an unlimited number of functional, manageable "one-to-many" table-format tabs for Contacts, Companies and Groups in ACT! 2008 v10.0.2
- Manage the information you need to suit your business's demands
- Search within tables and filter results for superior lookup precision
- Apply user-created lists as drop downs for table input
- View and edit table data in multiple layouts
- Choose whether a custom table may be accessed by all users or just the table creator
- Combine with our other AddOns for additional layers of functionality:
Import IT - import and merge data into your custom tables
Workflow IT - automatically trigger and execute workflow tasks
Export IT - export custom table data in many formats - HTML, .mht, PDF, RTF, text, .xls
Relationships:
- Easily define relationships between Contacts, Companies, and Groups in ACT!
- Link Contacts, Companies, and Groups without merging Histories or affecting Activites
- Navigate smoothly between related Contacts, Companies, or Groups using the backward link feature
- Combine with our other AddOns for additional layers of functionality:
Import IT - import and merge data into your custom tables
Workflow IT - automatically trigger and execute workflow tasks
Export IT - export custom table data in many formats - HTML, .mht, PDF, RTF, text, .xls
Never before has it been so simple to record, organize, and track large amounts of data in your ACT! database. Contact a CRM AddOn U.S. representative today to learn how you can leverage the power of database customization with Table IT for ACT!
Download the PDF Manaul: Table IT