PRODUCT | TopLine Designer

Your business, embedded in ACT!: Topline Designer.

Know your business: Topline Designer Plus.

Imagine. Create. Discover.

TopLine Designer was created to tap into the capabilities of ACT! custom tables. TopLine Designer can create new tables as sub-entities of the Contact, Company or Group tables.  ACT! users can easily navigate between "custom table tabs" and their corresponding "custom table list views" and enter data into "custom screens". TopLine Designer allows you to use the tables, organize your views, search and report on any custom table available in your database.

What makes TopLine Designer unique?

• ACT! for Web functionality
• Advanced data import module
• TopLine snippets for workflow automation
• Integration with TopLine Dash for advanced reporting
• Advanced MS Word integration to view tables in Word

Organize your custom list views.

The ACT! user is able to build custom list views for quick reporting and create look-ups based on custom table fields.  Click to drill-down on custom list views and even embedded custom screens. As a user, you can organize your list: sort by custom table fields, set filters, build on-the-fly, powerful custom table queries and use calculations.

Enhance the ACT! experience and feel right at home in this interface that reinforces ACT! common navigation features and design.

Report Instantly with the TopLine Dash for enhanced reporting capabilities; it allows for interactive reporting and the ability to quickly generate and save queries for quick review. TopLine Designer is also compatible with TopLine Alerts for report automation. TopLine Designer has a tight integration with MS-Excel and respects the TopLine Designer grouping feature available in any list views or lists associated with custom tabs. The ACT! Designer can report on the entire new custom table sub-entity.

Pre-built database templates are already created and address common business needs (e.g. customer service tracking, project tracking, expense tracking and more) The TopLine Designer also comes with a number of industry specific database templates (e.g. Insurance, Banking, Manufacturing and more) TopLine Designer solutions comes as schema templates that can be easily applied to any database by the ACT! administrator using the TopLine Designer Import Wizard.

Build your own database schema around custom tables. The administrator can design custom tables, fields, build the relationships, create calculations and build custom screens.• A table creation and building relationships wizards allow the administrator to quickly  tap into the power of embedded custom tables. Our graphical table schema shows all the relationships between the tables. The import schema wizard applies the customizations to another database within minutes.

TopLine Designer follows the ACT! rules and security model. Like in ACT!, the administrator gets create the schema. When you create a new field or new table in a schema in a database, it is replicated in the remote database. The data and database schema synchronizes using the same synchronization service.

Easy to navigate -- Fast to build -- Flexible to design -- Quick to report -- Familiar experience

TopLine Designer comes in two versions: Designer and Designer Plus. The Plus version includes Topline Designer and Topline Dash Manager.

Designer Plus is the ultimate table creation add-on for ACT!. It integrates with the TopLine Dash Manager for enhanced reporting capabilities. TopLine Designer Plus allows for interactive reporting with drill downs and the ability to view your saved queries reports in just one click.

Designer’s easy-to-use wizards for creating tables, building relationships and importing schemas allow the administrator to quickly tap into the power of embedded custom tables. Our graphical table diagram displays all of the relationships between tables.

Easy to navigate. Easy to use.

Feel right-at-home in this simple interface which reinforces common navigational features between screens, tabs and lists.

Fast to build. Flexible to design.

TopLine Designer’s easy-to-use wizards for creating tables, building relationships and importing schemas allow the administrator to quickly tap into the power of embedded custom tables. Our graphical table diagram displays all of the relationships between tables

Business-friendly solutions.

TopLine Designer includes modules to address general business needs as well as database templates for specific industries.

• Customer service
• Banking and finance
• Project management
• Property management
• Expense tracking
• Insurance
• Asset Management
• Construction

With TopLine Designer ACT! users can:

Navigate among tabs, lists and screens. Create look-ups. View lists, sort, filter and query. Group data and drill down on tables. Sync, export and report.

• View tables interactively, go to the corresponding contact, company or group.
• Drill down on custom tables to access the detail view.
• Create a contact, company or group lookup.
• Click to sort or filter in the list view.
• Create robust queries and apply date ranges.
• Perform advanced calculations among fields.
• Create activities or histories based on custom-table fields.
• Generate email notifications.
• Modify field appearance (auto hide, change color) based on conditions.
• Drag and drop fields to group and organize your custom lists.
• Organize, sort or query your documents.
• Export list views to Microsoft Excel.
• Merge custom-table fields into Microsoft Word to create documents and templates.
• Synchronize your customizations and data.
• Integrate with TopLine Dash for enhanced reporting and graphical views.
• Automate your Excel or PDF custom table reports via email using TopLine Dash Alerts.

With TopLine Designer ACT! Web users can:

• View, edit or create table content interactively.
• Drill down on custom tables to access the detail view.
• Click to sort in the list view.

With TopLine Designer ACT! Administrators can:

Create tables. Build relationships. Design and embed tables and screens. Import and export data. Import and export custom table schema. Replicate and synchronize your customization. Protect your database.

• Build relationships between contact, company or group tables.
• Build relationships between custom tables allowing for parent-child relationships.
• Build screens with one or more embedded custom tables.
• Create new fields and field calculations.
• Use scripting to perform advanced calculations, task automation and to vary field appearance based on conditions (auto hide, change color and more).
• Design, color code and embed your layout screens.
• Use snippets and scripting to add new functionality easily in .NET.
• Import/export the TopLine Designer customizations.
• Import data into your custom tables from any OLEDB-compatible data source, including CSV files, Excel spreadsheets, SQL databases, ORACLE, Access and more!
• Synchronize and back up custom tables and customizations.
• Protect your database. Performing customizations are limited to the ACT! administrator.
  

Other products by TopLine Results Corp:

TopLine Alerts

TopLine Alerts is a notification program for ACT! 2006/2007 Windows or web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources. FREE TRIAL

TopLine Dash

TopLine Alerts is a notification program for ACT! 2006/2007 Windows or web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources. FREE TRIAL

TopLine Designer

TopLine Designer is our most recent add-on for ACT! which allows you to create custom tables when you need to track more than just basic field information in your database. Custom tabs can be added to the Company, Contact or Group to provide you with the ability to create highly customized industry-specific solutions. We include basic templates for you to use or modify. TopLine Designer is simple, flexible and powerful! FREE TRIAL

Two Versions available:
$99 -- Designer*
$199 -- Designer Plus*

ALSO AVAILABLE IN:
TopLine Server Suite
$299 -- Includes:
TopLine Designer
TopLine Alerts Pro
TopLine Dash Manager

*TopLine Designer comes in two versions: Designer and Designer Plus. The difference is Designer Plus includes TopLine Dash.

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DOWNLOADS

• Free Designer TRIAL
  30 days full-featured
• Free Server Suite TRIALS
• Demonstration Video
• Help PDF
• Testimonials

Secondary Tables

Creating Secondary Tables with fields. Click to view larger.

Relationships

Creating relationship between Contacts, Companies or custom Secondary Tables

Once again, thank you for your enthusiasm for your products. I tell everybody I talk to that you have created a market where none existed before. --Doug Wolf, ACT! Certified Consultant

System Requirements:

• TopLine Designer requires ACT! 2008 version 10.0.2 or higher. ACT! 2009 is also supported. You must be an ACT! Administrator in order to make schema changes. Schema changes cannot be made on a remote database.

Compatible with:

• ACT! 10 / 2008
• ACT! 11 / 2009
• ACT! 12 / 2010
• ACT! 13 / 2011
• ACT! 14 / 2012
  

Technical Support
provided by TopLine Results Corp.

CONTACT US  1-800-806-5288
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