Create, connect and manage tables: TABLE|IT
TABLE|IT - Expand Act! by additional, individual tables
Every company has its own requirements for a CRM-system. In addition to the standard fields in a CRM-system usually there exists individual information or protocols that need to be attached to a customer data set in order to ensure sustainable productivity. This data often takes the shape of a simple table in Word or Excel but without any relation to your contact in Act! There is also no possibility to evaluate the data across multiple contacts. TABLE|IT offers exactly these functions for Act!:
- Create additional tables in Act!
- Calculable fields
- Layout configuration of table display
- Determine viewability for users and teams
- Search and analysis options
- Integrated report designer for reporting
TABLE|IT - with many functions, calculable fields as well as analyses and reports
Instead of having to forgo the integration of data in Act! and saving them unsorted on your server, benefit from TABLE|IT's manifold features. You can set relations between tables or make calculations e.g. for service charges. The TABLE|IT software is a comfortable solution to compare and evaluate data with an intelligent search filter. In addition viewability and security settings for users and teams are quickly and explicitly definable. Further options include integration of graphic material and designing individual layouts to make reports clearer and easier to interpret. The integrated report designers serve their purpose of clear and meaningful design of evaluations and reports - making TABLE|IT a vital tool for presenting business reports and statistics.
Intelligent field functions, intelligent search filters
TABLE|IT is developed to facilitate your work with tables in Act! and to expand usability. A priority was set on the possibility to create relations between tables. By using TABLE|IT to link documents and contacts you connect groups, contacts and opportunities. Furthermore you can add sub-tables to any superior table. Working with detail functions, single fields and focused searches for information is facilitated substantially with TABLE|IT. Consequently you can adjust field designs, calculate columns or search for information in other tables while working with a new one. If you would like to print your results you have the option of various list views, graphical preparation and formatting as well as print templates.
Individual or automatized creation of tables
Creating tables is done with TABLE|IT optionally automatized or individually. All it takes is a few clicks and information to design a new table. After opening the tab „new table“ you simply type in the name and choose for which superior data such as contacts, companies, groups or opportunities the table is to be displayed in Act!. Multiple options are possible. When you have defined the required columns simply click on "create" and save the result. Should you have column definitions for table creation available in CSV-format you can automatically create a table from those. With these tables you also have the option to add or deduct columns later on.
Adjust Act! to your needs
With TABLE|IT companies and freelancers can create a system tailored to their specific needs. Thanks to being able to create individual tables and connect these to companies, contacts, groups and/or opportunities Act! can be adjusted to your requirements. You team works more effectively with the CRM-system.
Excel offers many functions but one important is missing: the integration into your CRM-system and thus the link to your customer data. A data collection in Excel or other files can never be linked directly with Act!. This means you constantly have varying information sources. Put an end to this and integrate your data with the Act! add-on TABLE|IT into the CRM. You will find all customer related data in one place which enhances clarity.
Thanks to the integration of all customer data in Act! the user has a system into which he not only records data but also can find it again and evaluate. This way data can be recorded quicker, mistakes are avoided and the user can see all customer data with one look and doesn't have to search in a variety of systems. IMPORT|IT can import tables into the existing TABLE|IT ones by the way.
Online help and FAQ's
Datasheet and information
Updates for Act! add-ons
Add-ons for Act! are registered once at the time of installation for the existing version of Act!. As long as you stay with this Act! version the updates for the add-ons are free of charge. We support only the lasted two Act! Versions. Should you choose to switch to a different Act! version please see the following matrix for re-licensing prices of the add-ons. You only pay the percentage of the current sales price.
|From Act! Version
|Act! v15||Act! v16||Act! v17||Act! v18||Act! v19
|90 %||60 %||45 %||30 %|
|90 %||75 %||60 %||45 %||30 %|
|90 %||90 %||75 %||60 %||45%||30%|
- Within 60 days: free upgrade after initial purchase of the next Act! version.
- Within 90 days: 15 % of current list price for upgrade after initial purchase of an Act! version. (e.g. Act! v18 to Act! v19)
When upgrading from an add-on edition to a higher edition (e.g. from Basic to Advanced), the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us for more information.
Example for update price
Currently you have 5 add-on licences for Act! v17 .
Now you install the Act! v20 update.
The already engaged add-on is not compatible with the new Act! version. You now have to purchase an update of that add-on for all licences.
The price per update licence for the add-on is 60% of the graduated price for 5 licences.
|Delivery||Delivery as download|
|System requirements||Act! v18 and higher|
|Software type||Add-on for Act! / Addon Version 18.104.22.168|
For a special offer please contact us.