TopLine Designer

Creates Act! custom tables without being a coder


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Description

Expand the functionality of Act! with custom tables for tracking customer service, support, projects, manufacturing and more. TopLine Designer allows you to add custom tabs at the contact, company, group or opportunity level – quickly customizing Act! with specific industry and management solutions. TopLine Designer includes templates for industries such as real estate, healthcare and financial management along with general management solutions such as contracts, equipment and event planning.

Ready, set, design!

TopLine Designer leverages the capabilities of custom tables in Act! by creating new subentities for contacts, companies, groups or opportunities. TopLine Designer allows you to create and use the tables, organize your views, or search and report on any custom table available in your database.

Easy to navigate. Easy to use.

Feel right-at-home in this simple interface which reinforces common navigational features among screen layouts, tabs and lists, and create on-the-fly queries and advanced look-ups. Create quick reports and documents with robust Microsoft Office integration: export to Excel, mail merge to Word for multiple contacts, email multiple contacts via Outlook.

Wizard driven. Fast to build. Flexible to import.

Get started with your data using the advanced data import and data update wizard. Build custom features with TopLine Designer snippets and scripting editor. Create parent-child relationships among custom tables. Schedule and link Act! activities and opportunities from the custom tables.

Business-friendly solutions.

TopLine Designer includes modules to address general business needs as well as database templates for specific industries.

Sample Industries

Industry Solutions – Click for a Screen Shot
Banking Financial investments Legal Non-profit
Construction Healthcare Lending Property management
Consulting Hotel management Manufacturing Recruitment
Energy Insurance Mortgage Real estate


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