Imagine. Create. Discover.
TopLine Designer taps into the capabilities of ACT! custom tables – quickly customizing ACT! with specific industry and management solutions. TopLine Designer allows you to add a custom tab, organize views, search and report on the custom tab at the contact, company or group level.
Ready, set, design!
Quickly add a custom table and layout to tailor ACT! for the following:
Industry solutions:
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Banking
Construction
Consulting
Energy |
Financial investments
Healthcare
Hotel management
Insurance |
Legal
Lending
Manufacturing
Mortgage |
Non-profit
Property management
Recruitment
Real estate
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Management solutions for tracking:
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Contracts
Documents
Equipment
Events |
Expenses
Maintenance
Orders
Enrollment |
Products
Projects
Service
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Support
Quotes
Warranties
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Template Samples
Industry Solution: Manufacturing
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Description: TopLine Designer Express provides an easy-to-use tab for tracking manufacturing projects inside ACT!. A predefined template displays basic fields for logging pertinent details like project specifications, price quotations or estimated completion date for one or more manufacturing projects at the company, contact or group levels. Your template also can be quickly modified to add or remove fields to accommodate your unique business needs.
Benefits: TopLine Designer Express organizes your data for easy access and enables you to be proactive in servicing your customers. Custom list views, filtering and grouping features enable you to efficiently monitor and report on your data.
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Management Solution: Service Tracking
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Description: TopLine Designer Express provides an easy-to-use tab for tracking your service orders inside ACT!. A predefined template displays basic fields for logging pertinent details like service type, service priority or service date for one or more service orders at the company, contact or group levels. Your template also can be quickly modified to add or remove fields to accommodate your unique business needs.
Benefits:TopLine Designer Express organizes your data for easy access and enables you to be proactive in servicing your customers. Custom list views, filtering and grouping features enable you to efficiently monitor and report on your data.
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