Q. What are Custom Tables?
A. Custom Tables make it possible to bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. Custom Tables enable you to embed tables with spreadsheet-like functionality into Act!, so you can track rich, specialized data. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
Q. How do I know if Custom Tables are right for me?
A. Do you sell multiple products? Do you offer services or sell service contracts? Have you ever missed a renewal date? If you answered yes to any of these questions, your business will benefit from using Custom Tables.
Q. What can I track in Custom Tables?
A. The possibilities are limitless! For example, you can track insurance policy details, product catalogs, mortgage information, or project management dates. You can even keep photos of inventory within Custom Tables.
Q. How do I view information kept within Custom Tables?
A. In Act! list views, Custom Tables look like a spreadsheet within one tab of your database where you can store an infinite amount of data. This makes it easy for managers to view roll-up metrics for things like all product sales for a particular company. You can also view individual details at the contact level like the details of an individual product sold to a particular contact.
Q. How are Custom Tables different from spreadsheets?
A. Not only are you able to associate individual table entries to Act! entities, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables.
Q. Are Custom Tables templates available?
A. Yes the Industry Template Library includes templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Real Estate, Service, Software, and Support.
Q. How do I get started with Custom Tables Manager?
A. View pricing here.
Q. What features are available?
A. Learn more about available features by watching these informative videos.