Design and manage additional tables in ACT!

• Create and manage new tables with individual fields within the ACT! database
• Create, change and delete user-defined tables for contacts, groups, companies or sales opportunities
• Create, change and delete fields
• Connect contacts and documents with specific datasets of the user-defined tables
• Define the visibility of user-defined tables for each user and table
• Determine the field access and security settings for a single user or a team
• Create relations between contacts, groups, companies or sales opportunities
• Create relations between individual tables - even of subtables
• Compile contact-, group- or company-lookups
• Adjust the field design by defining the conditions
• Export table views in Microsoft Excel
• Create documents and master copies in order to print or transform them in optional formats such as e.g. PDF
• Create calculations for single fields
• Search function within the table and filter function of search results
• Individual customization of list appearance
• Adjustable dialog view for the management of the individual databases
• Matching-search with adjustable search criteria within the user-defined tables