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MUST PURCHASE 5 OR MORE USERS TO QUALIFY FOR THIS PRICE LEVEL
You will need to purchase 1 subscription per user.
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Your Premium Plus Subscription 1 Year Includes:
1 Year PREMIUM PLUS SOFTWARE USE for Windows®, Web, & Mobile
Custom Table Manager with Template Library
Act! Standard Technical Support for 1 Year
Video training for 1 Year
New features and compatibility updates for 1 Year
Act! PREMIUM PLUS Subscription 1 Year Level A [Download]
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Act! Premium Plus Subscription 1 Year Price Level A (5-19 Seats) [Download]
Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus CRM solution. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
Act! Premium Plus CRM Solutions Includes Custom Tables Features
(click the image to go to the Act! Premium Plus Product Page for more details)
Act! v21 Premium Plus Products are Self-Hosted CRM solutions for organizations that need to efficiently share information and keep up with all the details whether in or out of the office. Act! Premium for Web works either as a standalone product or in conjunction with Act! Premium for Windows - giving your organization the freedom to choose how to deploy your Self-Hosted CRM solution.
Active subscribers are entitled to receive all Act! v21 features like interactive, graphical Act! Insight dashboards and Ask Act! use with Amazon Alexa, plus customer success resources and connections to hundreds of popular apps. Subscribe today!
CUSTOM TABLES FEATURESSequential Fields allow you to create a field that will automatically populate the next number in a sequence when creating a record. This functionality is also known as auto-numbering.
Cascading Dropdowns allow you to make the available values in a dropdown list depend on the value of another field. This functionality is also known as dependent dropdowns.
Available exclusively to Act! Premium Plus subscribers, custom tables is a feature in Act! (Windows and Web users) that allows you to create customized sections of the program, similar to Opportunities, for tracking one-to-many data records. These custom tables can be created with their own set of custom fields and layouts and can be linked back to existing Act! entities (Contacts, Companies, Groups, Opportunities), all without requiring any development knowledge or skills. Additionally, custom tables can be added to the navigation bar, and can even be added as tabs for Contacts, Groups, Companies, and Opportunities of Act! to display custom table records that are associated with those Act! entities.
Create new tables to track specific business data or processes and link to Contacts, Companies, Groups and/or Opportunities entities. You will also be able to create Sub-Tables to link to your Custom Tables. The Custom Tables and Sub-Tables can be displayed on the Act! Navigation Bar and/or as a Tab on a linked entity - Contacts, Companies, Groups and/or Opportunities.
You will be able to define fields for your custom tables to capture the information that is relevant to your business. Standard Act! field types and dropdown lists are available for developing the fields for the custom table. Exclusive to Custom Tables are a couple of additional Field features:
Create Layouts for your Custom Tables to organize the table fields that allows for easy data entry.
Selecting a Custom Table from the Navigation Bar will produce a List View for that table. You will be able to select and set the default field columns for the list that will be displayed to all users. An exclusive Custom Table feature is Conditional Formatting that allows you to automatically apply formatting (such as bold, italics, changing colors etc.) to values that appear in your Custom Table List Views.
Custom Table Templates allow you to perform a mail merge containing data stored in custom tables. You can pull field information from the Contacts, Opportunities and any Custom Tables into your Custom Table Templates. These templates can output to Word Documents or Outlook Emails for a single record or for a lookup of records.
You can import data from a Microsoft Excel spreadsheet or CSV file into a custom table. If you have existing Act! data fields that you were using prior to the table feature being available you can use the Migrate Data feature to copy the field data to the custom table fields.
There are two ways to locate records in custom tables: Advanced Queries (desktop version only) and Quick Filters. The Quick Filter option allows you to narrow down the list by using keywords that match data that exists in visible columns in the list of records for a particular custom table. This can be done by filtering based on all data in all columns, or by filtering based on individual columns.
WHAT YOU WILL GET Act! is more powerful and effective than e-mail and spreadsheet solutions, but
easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions.
After your order has been processed you will receive an e-mail with your subscription key and a link to the download & installation instructions - typically within a couple of hours but please allow for 1 business day.