Ditch those spreadsheets! We can help customize your Act! CRM Software to tailor it your business needs by adding custom tables to your database and designing it to capture information important to your business and making the input as simple as possible. Then having that information flow to the other areas of the program such as List Views, Documents, Emails and Insight Dashboards.
Act! CRM is not meant to be a one size fits all businesses CRM program and we can help in making your Act! CRM Cloud or Self-Hosted products unique for your business. We will work with you and/or your personnel remotely (on-site services are available) to customize your database, templates, reporting tools, etc. to capture, utilize and report on the information that is important to the success of your business.
We will work with you in the designing of your custom table(s) to include any information you need to track and streamline your processes. First step is to determine the database Record Type(s) of Contacts, Companies, Opportunities and Groups the custom table will be linked to and whether the table will be accessible on the record tab(s), navigation bar or both.
Next the fields will need to be added to the custom table. Most standard Act! fields types can be created for the custom table. Custom Tables also contains a few unique field types (see below) that are not availble in the standard Act! program.
Once the fields have been added to the Custom Table then the table’s layout needs to be designed placing the fields in an organized and logical order making the data input as simple as possible.
Utilizing the tables feature further, a Custom Table can be linked to another Custom Table. Examples are Claims to a Policy or Support Tickets to a Support Contract. The Claims or Tickets would be the Child Tables to the Policy or Contract Parent Tables. Related Child records can be viewed within the List View of the Parent table. We can help you with design and configuring your Custom Tables and associated Child Tables.
We can help you in implementing the additional features that are only availble in Custom Tables:
Sequential Fields feature (also known as auto-numbering) allows you to automatically populate a field with the next number in a sequence when creating a table record.
Cascading Dropdowns feature (also known as dependent dropdowns)allows you to display a field’s dropdown list options dependent on a selected value from a source field.
Conditional Formatting (such as Bold, Italics, Colors, ect.) can be applied automatically to field columns based on the field values. This allows important data to be easily identified and highlighted within the Custom Table.
A default can be set for the fields displayed and the order of the displayed fields for the Custom Table Tab(s) and the corresponding List View. The fields displayed can be from the Custom Table or fields from the linked Record Types.
A table list can be Sorted by clicking on any of the column headers. Information can be Grouped by any column. You will be able to apply filters to find information and searches (see Advanced Queries below). If desired the list can also be exported to Excel or printed.
Custom Tables allows you to create and send mail merge templates that make use of the data stored in custom fields. Mail merges can be performed using either Microsoft Word or Microsoft Outlook, and they can be performed using one record or using multiple records.
We work with our customers to create standardized branded communications for their business and users. No more copy & paste – the design of document and email templates will enable you to save time spent on repetitive tasks.
We can build simple to complex Advanced Queries and save the Queries so they can be reused. These saved queries are accessible from the Custom Table List view’s Query selector for ease of use. Each time you select the Query it will display within the table view with the list of records that currently meet the query’s criteria.
We can create personalized Insight Dashbords to display metrics relevant to your business or role. Data can be pulled from all Act! entities, standard and custom fields and Act! Custom Tables.