We highly recommend Topline Designer!
ACT was revolutionized in version 10.03 with the development of Custom Tables. That means that users can now track just about anything in ACT – and associate it with a contact, group, company or even opportunity. The only problem is that ACT has not created a GUI (User Interface) for creating and managing these new Custom Tables. So a number of developers came up with some great tools to deal with this. And the Topline Designer is by far the best! It is stable! It allows for scripting! And the GUI (User Interface) is identical to the Topline Dashboard! Did we already say it is stable?!
I love this tool! I have been able to provide my clients with the solutions they require, including custom scripting that allows for workflow and automation.
And Accent Gold loves the developer, Dan Boehm! Topline has put out another top notch product for ACT 2010, and we are proud to be their top partner in Los Angeles and Southern California. If you need licenses, contact us for a 5% discount.
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Have you been finding it difficult to finish what you start? Distractions lurk everywhere.
Email
Twitter
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Stumble Upon
Pandora
And the list goes on. How about just unplugging? It’s almost impossible, isn’t it!
Check out these fantastic practical tips! http://bit.ly/DisconnectFromDistractions
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We highly recommend using Topline Dashboard!
Since its initial creation, the Topline Dashboard has been a central part of our ACT solutions. Here are the top 5 features that we find most valuable for our clients:
- Ability to include fields from multiple tables – for example both Activities AND Contacts.
- Ability to save multiple list views (differently customized columns)
- Charts and Graphs with that are easy to configure
- Easily queried and filtered report criteria
- Drill-down on charts/graphs. Then highlight the records and hit “Go To Contact” in order to see the details.
If you are in need, give us a buzz and save 5%!
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Looking for the best Import tool for ACT 2010? We recommend MergeAdmin by ASDS.
We have been using this “Excel into ACT” import utility for the last 4 years. It is fast, robust, and it allows you to (a) import into a field only if that ACT field is empty and (b) import into an ACT field only if the Excel field contains data. That way, you’ll never overwrite ACT data with a “blank”.
Lastly, the User Interface is easy to understand. It even lets you save all the import settings so that you can quickly run an update when needed.
The one drawback is that it doesn’t allow for import into custom sub-entities.
For other import recommendations give us a call – we’ve tested just about every tool on the market. For more info check out http://bit.ly/MergeAdmin.
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