Topline Designer and Topline Dash

Topline Designer

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 customising 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.

Some Key Features

  1. View custom tables interactively as tabs or inline grids on the corresponding contact, company, group or opportunity.
  2. Drill down on custom tables to access the detail view.
  3. Create a contact, company or group lookup.
  4. Click to sort or filter in the list view.
  5. View related custom table fields side-by-side in the same view.
  6. Create robust queries and apply date ranges
  7. Perform advanced calculations among fields and in the list view.
  8. Modify field appearance (auto hide, change colour) based on conditions.
  9. Drag and drop fields to group and organise your custom lists.
  10. Organise, sort or query your documents
  11. Export list views to MS Excel.
  12. Merge any field, including custom-table fields, into MS Word to create documents.
  13. Synchronise your customisations and data.
  14. Integrate with TopLine Dash for enhanced reporting and graphical views.

Topline Dash

Powerful and highly flexible, TopLine Dash is the easy-to-use real-time dashboard based reporting tool for ACT!. Choose from Personal or Manager editions to view data for yourself or for all of your ACT! users on one screen within the ACT! Application. With the Dashboard Wizard organise your dashboards in the folder structure by favourites, teams, business functions and more.

Features

  1. Customisable Views:Add any database fields or custom tables to your list views. Quickly save or reload your favourite dashboards. Copy or drag and drop dashboard panels and columns. Select different users for each panel. Move the legend as needed.
  2. Custom Tables: View and graph related custom tables side-by-side in the same view, e.g. projects, tickets and contracts.
  3. Contact Details: Preview an editable contact layout by clicking on any lists of activities, opportunities, queries, histories, notes or products.
  4. Calendar: Simultaneously view and edit multiple calendars.
  5. Activities: Create customised activity lists or drill-down pie or bar graphs.
  6. Opportunities: Create customised opportunity lists or drill-down graphs, auto-calculate counts, gross margins, weighted totals and actual totals. Create follow-up activities directly from your pipeline report.
  7. Contact Lists: List your most important dynamic or ad-hoc group of contacts and edit them.
  8. Histories: View, filter and sort by history types and create history summary drill-down graphs. Right click to email history items.
  9. Products: View your selected products by sales stages, date range in a list or drill-down graph.
  10. Queries: Perform powerful query lists and corresponding graphical views. Easily create multiple-table queries with SQL statement auto-generation.
  11. Filtering: Filter by any field in your database.
  12. Sorting: Sort by any field in your database.
  13. Interactive: Update the dashboard by selecting filters and sorting on the fly. Update multiple opportunities and activities simultaneously. Create look-ups from your notes, histories, activities, opportunities or custom tables.
  14. Key Performance Indicators (KPIs): View and filter your sales metrics on activities, histories or opportunities, e.g., number of calls, emails, quotes, new opportunities, win/lose ratio calculations and more.
  15. Sum/total: Sum/total for any numeric or currency field in a list view.
  16. Reporting: Print your favourite dashboard panels as a PDF and share with others. Create read-only dashboards. Email selected histories.
  17. What's New Report: View the last synchronisation, new contacts, histories, notes, opportunities and activities for each user.
  18. Export to Excel: Export activities, notes, histories, opportunities, contacts and KPI statistics to MS Excel format.