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User Manual - Your CRM Team

1. Mobile 1 2 555 4784 a Web Site ye izazaaa iia l j Scan For Duplicates ee E mail Christ CH TechONE com Calendar i Copy Move Contact Data Last Results ast Results Update Salutation Field Timer Shift F4 ACT Scheduler Task List eg Date pache Synchronize 7 us T ime g Priority E CO TA ie Charis Synchronization Panel ae ee a1 2 2008 100 AM Low Chris TET O ge A 815 200 8 30AM Medium E Pinni C TA m i j Chris Outlook Calendar Integration Dashboard ii E 8 22 2008 8 30 AM Medium Erel expoit to Excel O e e 9 1 2008 8 00 AM Low Chi ia a Customize k O amp 9 2 2008 12 00 PM High Chis E mail C a m Chris Preferences FSS meme mma wae el tutte 3 Select the appropriate custom table from the dropdown and click on the Add Field link TopLineDesigner Administrator Functions 44 TopLine Designer Define Fields Edit Field Delete Field Field Security Add Table Edit Table Delete Table Detine Relationships Import Schema Export Schema TOPLINE DESIGNER TopLine Designer Define Fields Create edit or delete fields Create anew field or double click on a field from the list to edit View flelds for ET fas ra atana OEE csc Meewk irder SERNAME CUST_Machines CREATEUSERMAM Last Edited By E a EDITUSERNAME CUST _ Machines EDITUSERNAME Record Manager Character MANAGERUSERNAME CUST Machines MANAGERUSERN
2. C Define Custom Tables Business Card _ Address J Design Layouts ki Contact Chris Huffman i Address 1 1 Design Custom Table Screens 4 Contacts Company CHTechONE Sodress 2 Design Dashboards ied Title CED v City he Manage Users Groups Department Administration v Statej ZIF pe Manage Teams Salutation Chris Counkey Password Policy Database Maintenance F Phone 212 555 2485 x Personal E mail 3 L ee l Convert ACT 3 0 6 0 Items Mobile 212 555 4784 a Web site f Lehn Scan For Duplicates E mail Christm CH TechONE com Last Results Copy Move Contact Data Update Salutation Field Task List Timer shift F4 t ACT Scheduler z Te T Tye MS Date Priority Synchronize P Opportunity C m A oo EE otis List EN aN Synchronization Panel E g m By 122008 700 AM Low held O ge A 9315 2008 8 30 4M Medium PADRES eM E N EL j Gutlook Calendar Integration k Dashboard E i 9 22 2008 5 30 AM Medium IE potto cil O a Q 31 200 6 00 AM Low 3 O amp 9 2 2008 12 00 PM High aos E mail O we A Preferences aa ES Eye ee 3 Click the Define Relationship link TopLineDesigner 55 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields Create edit or delete fields Create anew field or double click on a field from the list to edit Add Field Edit Field Delete Field View fields for
3. a i e a Time Priority Synchronize b HERE E TA ee Chris Synchronization Panel O wa ee 81272005 700 AM Low Chris TET c i 9 15 2008 8 30 4M Medium n Pno El fe G i j Chri Outlook Calendar Integration k Scene m E 6 22 2008 8 30 AM Medium Fret export ta Bice OU A En 97 2008 6 00 AM Low Chri a Lj i mM g 9 2 2008 12 00 PM High Chri abara i E mail C GN m Chris Preferences eh Cc ae le 9 12 2008 a 00 AM Medium Em TopLine Designer Manager Pl qA anre AAN Pha hd adinira ier 3 Select the appropriate custom table from the dropdown highlight the desired custom field and click the Field Security link TopLineDesigner 51 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields TOPLINE J Create edit or delete fields Add Field Create anew field or double click on a field from the list to edit Edit Field View fields for Delete Field Machines y Design Screens Display Name Field Type Alias Full Hame Company Character CustomCompanyFD CustomCompanyFD Contact Character CustomContactFD CustomContactFD Create Date DateTime CREATE DATE CUST Machines CHEATEDATE Add Table Edit Date DateTime EDIT DATE CUST_ Machines EDITDATE Pa Tabe Group Character CustomGroupFO CustomGroupF D Last Edited By Character EDITUSERNAME CUST_ Machines EDITUSERNAME Delete Table Machine Location Character Machine Location CUST_Machines CUST_MachineLoc Define Relationsh
4. Contact Detail A Define Custom Tables gt amp Business Card ___ Address Design Layouts b Contact Chris Huffman LJ Address 1 Design Custom Table Screens Company cH Tech NE ial Address 2 Design Dashboards Department Administration v State ZIP pe Manage Teams Database Maintenance b Phone 212 555 2485 H Fersonal E mail i L _ pa Convert ACT 3 0 6 0 Items Mobile 212 555 4784 website l Scan for Duplicates E mail ChristaCH TechONE com eae Copy Move Contact Data rane St Mealy Update Salutation Field T sk List Activities Opportunities History Motes Documents Groups Companies E Timer Shift F4 q iari ACT Scheduler A TO Type SS Date Time Priority Sche Synchronize Opportunity E ce sao 304M Medimilew Chis izati List BA esa rile Synchronization Panel ae m 6 12 2008 700 AM Low Chris held c E 9 15 2008 30AM Medium EE SUCRE ETB E TA ee i i Chri Outlook Calendar Integration k Dashboard Ol ies 8 22 2008 8 30 AM Medium Frel MM expat ta Excel Cc ca ES 9 1 2008 8 00 AM Low Chris La all 1 1 i mM amp 9 2 2008 12 00 PM High Cae eee E mail C TA Chris Preferences ev O mz le 9 12 2008 6 00 AM Medium E TopLine Designer Manager Pl qA WNE A N Pokd hd addin inn Fhris Click the Export Schema link TopLineDesigner 109 Administrator Functions TopLine Designer Define Fields TOPLINE Joa TopLine Designer Define
5. Contacts Companies O Groups O Contacts At Companies Contacts Within Groups TopLineDesigner 123 End User Functions the results are Contacts Contact List econ 5 Company Contact Phone Extension Title Address 1 Address 2 City State Average Groce Mary Willams 262 5556 5555 456 Church Ad Burlington Wl Mix Alliance Brian David 225 555 2154 Administrative Assist 1802 Sandstorm Ave Suite J516 Baton Rouge LA Willis Enterprises Bill Willis 480 556 1232 Owner 1920 Rocky Mounte Scottsdale Ae ne CH Gourmet Gifts Chris Huffman 212 555 1768 Sales Manager 13 East 54th St Hew ork Hi 2 Companies This Returns the Look up we are familiar to when we look up Companies in ACT e g if Lookup Contracts T A Lookup Contracts Bl Soldati y Look in this field Search for Contract Status Contract Status v Active Contract For the current lookup Empty field Replace Lookup Non empty field ee O Greter 2 aan Otesi OOOO How do you want your results Contacts Companies Groups Contacts At Companies Contacts Within Groups the results are Companies Company List N Look for C Edit Mode C Include Divisions Options Company Phone Address 1 Address 2 City State ZIP Code ID Status Reco CH Gourmet Gifts 212 555 2485 13 East 54th St New York NY 10008 www chgourmetaifts Chris Circle Photography 214 555 4652 2256 Circle Lane Suite 4 Dal
6. 2 Click on the Tools menu and select Define Custom Tables fv ACT by Sage Premium ACT11Demo File Edit View Lookup Contacts Groups Companies Schedule write Reports Tools Help ld 54of199 Obl 8 Contacts Contact List Aj ies amp oe g Spellina AFF Define Fields Contact Detail lee m amp Business Card __ Address E Design Layouts Contact Chris Huffman ia Address 1 1 Design Custom Table Screens Company CHT echONE al Address 2 a Design Dashboards Manage Users Title CED v aty S Department Administration State ZIF pie Manage Teams Salutation Chris Country i Password Policy Database Maintenance Phone 212 555 2465 H Personal E mail 7 l L E A Convert ACT 3 0 6 0 Items Mobile 212 555 4704 Web Site p Ki j Scan for Duplicates E mail Christ CHTechONE com Last Results Copy Move Contact Data Update Salutation Field Task List Activities Opportunities History Notes Documents canto O ME SEERA Dates al Dates v Types al v Priore ACT Scheduler Type Sq Date Time Pity FSehe Synchronize A sth E ee ey I Chris Synchronization Panel C EFI ES ar12 200 700 4M Low Chris dheld O sg amp 8 15 20 8 30 4M Medium ie Oe eas F TA m i Chri Outlook Calendar Integration k Dashboard ii i 8 22 2008 8 30AM Medium Erel expoit to Bice cat O ga ee 3 17 2005 8 00 AM Low Chris a 1
7. Administrator Functions 66 TopLineDesigner 67 Administrator Functions Adding a New Screen A blank default screen will automatically be created upon custom table generation However creating a new custom table screen is easy 1 Open ACT 2 Click on the Tools menu and select Design Custom Table Screens A ACT by Sage Premium ACT11Demo gt File Edit View Lookup Contacts Groups Companies Schedule Write Reports Id 3 540f199 P BI 8 Contacts 4 Contact List Sj Tools Help A Spelling Alk KET Define Fields Define Custom Tables Contact Detail a Design Layouts amp Business Card ____________ Address Contact Chris Huffman Address 1 I _ Design Custom Table Screens Company CH TechOME viel Address 2 p Design Dashboards CEQ w Contacts icd Title City es Manage Users Groups Department Administration w State ZIP Fa Manage Teams Database Maintenance Phone 212 555 2485 Personal E mail a a ad Convert ACT 3 0 6 0 Items Mobile 212 555 4784 C wese l Scan For Duplicates E mail Christ CH TechONE com Last Results Copri Move Contact Data Update Salutation Field Timer SHiFE F4 ACT Scheduler Synchronize es Synchronization Panel EH Type Mea Date IT ime Priority ich Handheld Setup O a hu Outlook Calendar Integration PERY im E 8 12 2008 00 AM Lor Chris a a rc
8. Below you will select the ACT primary entities you want to link this table All custom sub entities must be linked to one or more primary entities in ACT TopLineDesigner 6 qa Administrator Functions 34 1o Table Wizard J TOPLINE 4 Table Wizard DESIGNER Table Name Please type in the name of the table ACT Linked Entities Which ACT entities should this table link ta Contact Company Group Table Properties 1 Layout Tabs Placing a checkmark in these boxes will add a new tab to the contact company or group layout for this table 2 Lookup Menu Selecting Yes will add a new menu item to the Lookup menu which allows you to perform a lookup on records in this table The result will be a lookup of contacts companies or groups 3 View Menu Selecting Yes will add a new menu item to the View menu This allows you to view and filter a list of all of the records in this table 7 Table Wizard TOPLINE Table Wizard DESIGNER Layout Tabs Would you like TopLine Designer to create anew tab inthe ACT ayaut for this table Create a new tab in the Contact layout 7 Create a new tab in the Company layout Create a new tab in the Group layout Lookup Menu Should TopLine Designer add a new menu item for this table under the Lookup menu This allows you to perform a search onthe this table and return alist of ACT contacts or companies that meeting the condition Yes gt No Tiew Men
9. History Activities Opportunities Graups Companies Secondary Contacts Documents Contact Access User Fields Personal Info F Add x T ER E Zor add Machines 7 Company Machine Location Machine Type Model Number Record Manager Y E Group Se eas AEE a ec ee Machines i ServiceWork Chris Autfrian CH TechONE First Floor Alpha abci35 Chris Huffman Chris Huffman inane Outside gamma wndS55 Chris Huffman Chris Huffman CH TechONE Outside gamma ujn 7 Chris Huffman Chris Huffman none Foo Alpha whe Chris Huffman Chris Huffman CH TechONE Basement Beta bgt456 Chris Huffman Chris Huffman inane Storage gamma qweg z Chris Huffman Chris Huffman none Basement Gamma mds698 Chris Huffman Use the left and right arrows in the middle of the dialog box to add and remove columns from the view User the up and down arrows on the right of the dialog box to change the order of the columns Click OK when finished Select Columns a TOPLINE DESIGNER Select Columns Column Column Company Contact Edit Date Model Number Group Machine Location Last Edited By Machine Type Private Record Manager Record Creator Create Date iA Ble gdt Vew Insert Format Tools Beta Window ACT Help ER gt 431 i Bi Machine Location Machine Type Mogel Number Record Manager Chris Huffman TCH TechONE First Floor Chris Huffman q Chris Huffman none Outside Gamma
10. Mobile i21 2 555 4784 Fal Web Site E mail Chris CHTechONE com Last Results Conkacks E Groups r Scan for Duplicates Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Synchronize f Opportunity List Synchronization Panel r Date Time 5 a Handheld Setup a O nal sh Outlook Calendar Integration O mma A 82 2008 T00 AM Low Chri O m A 8 15 2008 8 30 AM Medium saN Export to Excel mg oa Lig Customize b Ci E of22 2008 6 30 AM Medium Fre C E 971 206 8 00 AM Low Chad i Freferences E g2 2006 12 00 PM High Chris Create Companies E ee Chris To i oth rE pline Designer Manann TnFernet M Bs gaan EAN Ah hd edi im F Teh mere rr ere 3 Select the custom table and screen click the Delete Screen link TopLineDesigner Administrator Functions 74 TopLine Designer Define Screens TopLine Designer Define Screens TOF LINE S ee p Create edit or delete screens Add Screen Create anew field or double click on a screen from the list to edit Design screen ea View screens for Screen Properties Machines al NumRows NumCols IS TabOrder Horizontal Test Machines i Horizontal 4 Click YES to confirm the deletion TopLineDesigner This action cannot be undone Are you sure you want to delete this screen 5 Return to the Define Screens window See also Adding a New Screen Cha
11. See also Using Snippets Scripting Assistance TopLineDesigner 93 Administrator Functions Using Snippets TopLine Designer include several sniplets to help the ACT Administrator perform several common functions To use a snippet 1 From the Script Designer click on Insert Snippet 1 Script Editor Machines E Giles Script Editor Machines Den RNE S i Reset Help fete Click Insert Snippet abore to get started WARNING Changing these scripts can cause instabilities in ACT Use Caution Click the Reset button abore to set the script back to the default Template 6 6 2009 This code runs just before the window is shown on the screen i Public Sub OnLoad e as sceriptOnLoadEventirgs Implements Iscript OnLoad Place Code Below A Od Oh a eo ee H arai End Sub H H E m ibs Ea This code runs immediately after the OF or Cancel button is pressed e Cancel Change the Cancel variable to True and the OF or Cancel buttons will mot close t Public Sub OnBeforeclosete as ScriptonbetoretloseEventargs Implements ISscript OonBbetoreclose Place Code Below H La H H T U End Sub 17 H al 15 This code runs after a field is changed 20 Hse e Field DisplayName to get the mame of the field that changed 210 Public Sub OnFieldChange le as Script nFieldthangeEventirgs Implements IScript OnFieldChange 22 Place Code Below Snippet inserted on 2 24 2009 4
12. York v State NY v ZIP Code 10008 Country United States States v Web Site www CHTechONE com CHTechONE com ONE com E mail Chris CHTechONE com SS Last Results i Last Reach 7425 2008 v Last Mi Last Meeting 4710 2008 4 10 2008 Last letter v Leste 4 26 2008 11 37 AM Should Know About This Demo Database Click the Be Sure to Review These 14 ACT Features 4 11 2008 2 47 PM 2 13 2006 3 49 PM lt Hit vI See also Using List View Using Lookups TopLineDesigner Visit ACT Add Chris Huffman Chris Huffman CH TechONE Chris Huffman Last E mail 1710 2006 W ID Status E mployee Referred By Customer ID First Purchase v Last Years Purchases Trivia Last Edited by Chris Huffman Last Edited 2 25 2008 _ Chris Huffman End User Functions 114 List Views in TopLine Designer This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Click on the blue columns icon Notes
13. Country x Referred By il v owe Daa OOO E mail Address Other Fields v Edit Date 3 10 2009 v Tees v test ten anena Ooo Tickets Activities Contracts p ai roups Companies Documents Contact Info User Fields Relationships Contracts Assets Tickets Tickets Activities iorities t ji d E Sours 7 wv Priorities a M Select Users Options ree Sanus a Priority Scheduled with Regarding 0 A Associate with Low Mary williams Initial Communication a Opportunities gt Keyword Search na Annual Events Ctrl Shift 4 By Example Contact Activity Advanced gt You can select the custom table name and the associate custom table fields to look up the contents and return the resulting contacts companies or groups This is a unique feature in TopLine Designer and the Look up is not just limited to contacts see below the 5 options available Contacts Companies Groups Contacts At Companies Contacts Within Groups 1 Contacts This return the Look up we are all familiar to when we look up a contact field in ACT Lookup Contracts TOPLINE JI DESIGNER vd Lookup Contracts Search for Contract Description Empty field Non empty field Greater than O Lesstha Look in this field Contract Description Contract Description Contract ID Contract Name Contract Status Contract Type Create Date Date Issued Duration How do you want your results
14. Design Layouts Design Custom Table Screens Design Dashboards Manage Users Manage Teams Password Policy Database Maintenance Eo Convert ACT 3 0 6 0 Items Scan for Duplicates Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Syncnronize Synchronization Panel Handheld Setup Outlook Calendar Integration Export ko Excel Customize F Preferences Create Companies TopLine Designer Manann 2S Ser a E a a TopLineDesigner 71 Administrator Functions TopLine Designer Define Screens TopLine Designer Define Screens TOPLINE J ai i Create edit or delete screens Create anew field or double click on a screen from the list to edit Add Screen Design screen View screens for Machines ae NumFiows NumCols ne TabOrder Horizontal Test Machines Horizontal 4 Change the name of the new screen set the maximum number of rows and columns and click Next T Screen Wizard Screen Wizard TOPLINE Screen Mame Please type in the name of the screen you wantto create Rows amp Columns How many rows and columns should this screen have C O Close lt lt Previous 5 Select either Horizontal or Vertical tab order click Next TopLineDesigner Administrator Functions 72 T Screen Wizard Screen Wizard Tab Order When you press the TAB key while on a screen do you wantto tab horiz ontally o
15. Designer Services Duration where Services is the name of the table and duration is the field that you want to place into that cell See also Applying Preconfigured Template Managing Tables Managing Custom Table Screens Migrating Data Importing Data Managing Schema 106 TopLineDesigner 107 Administrator Functions Managing Schema TopLine Designer allows the administrator to create custom tables fields screens and scripts in a test environment without affecting production Once the project has been fully built and tested the administrator can export the TopLine Designer settings and apply them to one or many production databases Only settings will be applied no test data will be copied to production Articles in this section I x Exporting Schema Importing Schema Changes Changes See also Applying Preconfigured Template Managing Tables Managing Custom Table Screens Migrating Data Importing Data Managing Word Templates TopLineDesigner Administrator Functions 108 Exporting Schema Changes Exporting TopLine Designer Schema can be located on the Define Fields Windows 1 2 3 Open ACT Click on the Tools menu and select Define Custom Tables iv ACT by Sage Premium ACT11Demo File Edit wiew Lookup Contacts Groups Companies Schedule Write Reports ld 54o0f199 P bi amp Contacts H Contact List aj Tools Help Spelling AEF ore Define Fields
16. TopLineDesigner Administrator Functions 92 Scripting Events There are 3 events in a TopLine Designer Custom Table Screen that can be used to lauch a script 1 OnLoad When the screen is first displayed 2 OnBeforeClose When the screen is closed 3 OnFieldChange When a field s value is changed p F TP Script Editor Machines T BA Script Editor Machines B Adaa i l Insert Snippet Reset Help eal a EE ee t eClick Insert Snippet abore to get stearted HARNING Changing these scripts can cause anstabilities an ACT Use Caution Click the Reset button abore to set the script back to the default Template 6 6 20038 This code runs just before the window is shown on the screen a Public Sub onLoad je as SeriptoOnLoadEventd rgs Implements IScript OnLoad Place Cade Below Thas code runs immediately after the OX or Cancel button is pressed e Cancel Change the Cancel variable to True and the Of or Cancel buttons will mot close ti Eta Public Sub OnBeforec lose fe as ScriptonbeforetCloseEventa rgs Implements TSeript OnbBeforet lose Place Code Below 16 i7 End Sub 18 19 This code runs after a field is changed 20i ise e Field DasplayName to get the name of the field thet changed 21 Public Sub OnFieldchangete as scriptOnFPieldChangeEvent rgs Implements Iscript OnFieldChange 22i place Code Below 23 4i End Suh Errors Line Number Script File
17. ToplineDesignerCustomerSeryice BE x view Lookup Contacts Groups Companies Schedule Write Reports Tools Help E contacts m tt HHS Sea CHeea soy 4 ES WOE O Com E 3 ennonn gt lt a List Shift k ka Address 456 Church Ad E mail Willams home net Dashboard Ctrl F bal Messengerin io Groups iE Group List F10 v City ID Status Ei Companies State Wik v Spouse _ LE Company List At F10 ext ziPCode 53105 Birthday Fa come enegny Psa O Tickets List Tickets Activities List a Edit Date 3nv20g w a OO J we o a O o Assets List Activities Tab Altt F9 Notes Tab Alt Shift F9 a Histary Tah Shift F9 OUP Selecting Contract Lists will show the list below ACT by Sage Premium ToplineDesignerCustomerServyice File Edit wiew Lookup Contacts Groups Companies Schedule Write Reports Tools Help i Id 4 240f91 gt dF amp Contacts Sjcontatist BME Ghee KGa twew yw e SHG EO Orda E Contracts amp Expiration Date Y Date Issued Contacts Brian David Chris Huffman C CH 1007 Service 2 Does not cover water 30 00 03 10 2010 03 10 2009 EAO T ae er ae So EL LE RCE NE NO E ee UNE TET Bill Willis Chris Huffman C CH 1002 Service 1 10 licenses 12 00 03 01 2009 03 01 2008 Jonathan Jenkins Chris Huffman C CH 1001 Service 1 Covers all parts 6 00 09 30 2009 09 30 2008 Bill Willis Chris Huffman C CH 1004 Service 1 Warranty does not 30 00 03 01 2010
18. 03 01 2009 cover replacement parts Mary Willams Chris Huffman C CH 1009 Service 1 Upgrades to software 10 00 03 01 2010 03 01 2009 covered within the first 10 days of installation Anthony Federici Chris Huffman C CH 1008 Service 1 Covers all upgrades 30 00 03 01 2010 03 01 2009 to PDAs Bill Willis Chris Huffman C CH 1005 Service 1 All refurbished parts 120 00 01 05 2010 01 05 2009 covered under warranty Chris Huffman Chris Huffman C CH 1000 Service 1 This is 4 normal 10 00 02 13 2010 02 13 2009 Contract Sean Duffy Chris Huffman 12 Service 2 This contract was 360 00 03 01 2010 03 01 2003 i paid with CC Opportunity List Grand Summaries Average 67 5555 a gt Sum 608 00 Mirna 600 Dashboard Maximum 360 00 4 Count 9 Rat E mail Internet Services lt gt ad X M BL Gy e Group This section is identical to Using Designer Tabs please refer to that section TopLineDesigner 121 End User Functions a Adding Click Add to create a new items to the list You will be prompted to a new blank form It is preferable to do so from the contact company or group so as to automatically pre populate the corresponding fields b Deleting Select any row and click on the delete icon Red X c Choosing Columns In order to view more fields in the list view select the field from the left column and bring to the right See Below Select Columns Select Columns Bidet r Column Column Co
19. 09 03 PM by Chris Huffman TF e Field D NianlawMame Madel Murher Then iii Errors Line Number Script File y1 Last Edited on 2 24 2009 4 15 28 PM by Chris Huffman TE 2 Select the appropriate snippet fill in the wizard fields and assign the snippet to an event TopLineDesigner 1 Snippets Mame Get Fixed Percent of a Field Get Variable Percent of a F Create Activity Create History Sum Records Display Popup Message Send Email Get all Contacts et all Companies Bet all Groups Refresh Current view istoryT ype H itor D ate Regarding dadel N Details Model Number changed Model Number changed by Administrator Functions 94 sT TOPLINE JTA DESIGNER Description Puts the percent of a field into another field Puts the percent of a field into another field Opens the Schedule Activity Window Creates a new history record Sum a feld for all records under 4 contact and stores the results in a contact field Displays a popup window that contains text Opens a new Microsoft Outlook window to send an email Retrieves a ContactList of all contacts in the database Retrieves a CompanyList of all companies in the database Retrieves a GroupList of all groups in the database Refreshes the current Contact Company or Group that is displayed I Type the name of the activity type to create Call Meeting etc History Date Ifyou are typing a date manually enclose itin quotes
20. An ImportLog will open and show the template s status 8 Click Finish to close the Apply Database Template window h Apply Database Template See also Managing Tables Managing Custom Table Screens Migrating Data Importing Data Managing Word Templates Managing Schema Apply Database Template TOPLINE DESIGNER S I y Administrator Functions 30 TopLineDesigner 31 Administrator Functions Managing Tables The Administrator can perform the following operations on a master database with TopLine Designer Create a new custom table Edit the attributes of an existing custom table Delete an existing custom table Define relationships between custom tables Create new custom table fields Edit existing custom table fields Delete exisitng custom table fields Assign field security to custom table fields Articles in this section vt FT DT x Create a New Table Editing an Existing Deleting an Existing Creating Fields Editing Fields Deleting Fields Table Table Ws Assigning Field Defining Relationships Security See also Applying Preconfigured Template Managing Custom Table Screens Migrating Data Importing Data Managing Word Templates Managing Schema TopLineDesigner Administrator Functions 32 Create a New Table Creating a new sub entity is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables A ACT by Sage Premium ACT11Demo gt
21. Click Next TopLineDesigner Administrator Functions 58 1 Relationship Creation Wizard Relationship Creation Wizard Denies Name the Relationship Relationship Name Please give this relationship aunique name Machines ServiceWork 10 Click Finish to create the relationship 1 Relationship Creation Wizard Relationship Creation Wizard Congratulations All necessary information has been gathered Press Finish to create the relationshp lt lt Previous Fran 11 Click OK to return to the Define Fields screen See also Edit Relationship Delete Relationship Relationship with Activites and Opps TopLineDesigner 59 Administrator Functions Edit Relationship To edit a relationship between existing custom tables is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables A ACT by Sage Premium ACT11Demo File Edit View Lookup Contacts Groups Companies Schedule Write Reports 4 540f199 P DI Contacts 5 Contact List ay amp wz Back Contact Detail Tools Help g speling Al F7 Define Fields C Define Custom Tables Business Card _ Address J Design Layouts ki Contact Chris Huffman i Address 1 1 Design Custom Table Screens 4 Contacts Company CHTechONE Sodress 2 Design Dashboards ied Title CED v City he Manage Users Groups Department Administration v St
22. Fields DESIGNER Field Tasks Create edit or delete fields _ Add Field Create anew field or double click on a field from the list to edit Sel ile View fields for Delete Field E achines Design Screens Field Security Display Name Field Type Alias Full Hame Company Character CustomCompanyFD CustomCompanyFD Contact Character CustomContactFD CustomContactFD Create Date DateTime CREATE DATE CUST Machines CREATEDATE Add Table Edit Date DateTime EDIT DATE CUST_ Machines EDITDATE Edit Table Group Character CustomGroupFD CustomGroupFo Last Edited By Character EDITUSERNAME CUST_ Machines EDITUSERNAME Machine Location Character Machine Location CUST Machines CUST_MachineLoc Define Relationships Machine Type Character Machine Type CUST_Machines CUST_MachineTyp Tr Model Number Character Model Number CUST_ Machines CUST_ModelNumb Other Tasks Private YesNo PRIVATE CUST_ Machines ISPRIVATE Record Creator Character CAREATEUSERNAME CUST Machines CHEATEUSERNAM Record Manager Character MANAGERUSERNAME CUST Machines MAN AGERUSERN Delete Table Import Schema Export Schema 4 From the Export Schema dialog window Select the Custom Table Entities Select the other ACT items to include Enter the Filename for the export Give a description Export Schema _ TOPLINE J Export Schema DESIGNER Thie process will export your ACT database schema to an ML file Do you want to espart Custom Entities H Servi
23. Model Number Private A E Record Creator Record Manager Esport Schema Display Name Field Type Character Character DateTime DateTime Character Character Character Character Character YesNo Character Character Design Screens Alias CustomCompany FD CustomContactFD CREATE DATE EDIT_DATE CustombGroupFD EDITUSERNAME Machine Location Machine Type Model Humber PRIVATE CREATEUSERNAME MANAGERUSERNAME Create edit or delete relationships Create a new field or double click on a relationship trom the list to edit Machines x 4 R i ation shil a Tas Add Relationship Edit Relationship i FER View relationships for Name Contact Machin Company Machi Machines Servic 5 A confirmation dialog box will appear warning TopLineDesigner Parent T able Company Machines Child T able YD This action cannot be undone Are you sure you want to delete this relationship m E 6 Click OK to return to the Define Fields screen NOTE No data in either the Parent or Child will be deleted or altered with the deletion of the relationship See also TopLineDesigner Foreign Kep Machines BA Machines MA Servicewotk Machines TOPLINE i DESIGNER y Full Name CustomCompanyFD CustomContactFD CUST_ Machines CREATEDATE CUST Machines EDITDATE CustomGroupFD CUST Machines EDITUSERNAME CUST Machines CUST MachineLoc CUST Machines CUST Machinel yp CUST Machines CUST Model umber 120325
24. S Choose Foreign Key Foreign Key Anew field willbe created in the ServiceWork table This field will be presented tothe user as a lookup field to help link new records from the table you are creating now to a specific recordin the related Machines table This field is also known as the Foreign Key and should be descriptive ofthe parent table Typically this field is the singular form of the parent table name For example if the parent table is Companies then you should type Company into this field Machines Gone eeteraj 8 Select the field in the Parent table which will identify it from the Child table or create a brand new field Click Next 7 Relationship Creation Wizard Relationship Creation Wizard BS Badia oy Set Primary Field Display Name Display Name Now you must specify a field inthe parent table Machines to be the display name This should be a field inthe Machines table that uniquely identifies ane record For example in a table called Equipment the Model Number would represent a unique record In a Savings Account table Account Number would be representative of a single complete record You can either choose a field below that already exists or wou can type in a new name which will Create anew field Fill in only ane of the boxes below Model Number or Type inthe name of a new field to create Select an existing field to use as the primary field 9 Give the relationship a unique name
25. Screen 500 00 230546 Type This Screen is Asset 2 Location 2 Asset Status 2 Printer 1010101 Type This printer is Cisco Location 1 Asset Status 2 Phone Head 250 00 7895213 Standard Replacement file 4 C Docume Cisco Location 1 Asset Status 1 IP Phone System 2500 00 123145648 Standard 25 total phone file C Docume Dell Location 2 Asset Status 1 Desktop Computer 635 69 897546123 Standard Software file C Docume Dell Location 1 Asset Status 2 Laptop 1500 00 412313456 Type Issues with the file C Docume Samsung Location 1 Asset Status 1 HD Screen 600 00 1398456 Premium Under 60 day file C Docume Samsung Location 1 Asset Status 1 Printer 332 00 545233156 Standard All supplies must file 4 C Docume Samsung Location 2 Asset Status 1 Digital Sound 2500 00 12122656 Premium 30 day Warranty file C Documer 4 ACT 2008 Phaser Printer 3356 00 545689741 5000 00 98756421 file C Documer file C Docume ACT Platinum All supplies must Premium Premium Asset Status 2 Asset Status 1 Loc ation 2 Location 1 Software Keros Grand Summaries New Activites Activity 30 60 90 Activity Call Report Assets Calendar Companies in AZ Companies Contact Queries Contacts Contracts Customer Service Next you can filter from within the list view After you select to view the ultralist using the filter icon next to each field you can now filter your dashboard for any fields in
26. TO Type BS Date Time Priority Sche Opportunity Fl e mg z RET List eft al ERE O mu A 82 2008 004M Low Chris O Gl A 852008 8 30AM Medium Bet Fl oe G E Chris Basho iT ga 8222 2000 8 30 AM Medium Fre O ma A 94 2008 8 00 Atl Low Chris mM 9 2 2008 12 00 PM High Chris E mail O oe e Chris Ei EO mu 8 32 2008 6 00 AM Medium E rr rl qA QNE 4 nin Phd hd adinira Pheil 3 Click on the Define Relationship link Administrator Functions 62 Tools Help Ss a Spelling A Define Fields Design Layouts Design Custom Table Screens Design Dashboards Manage Users Manage Teams Password Policy Database Maintenance d Convert ACT 3 0 6 0 Items Stanfot Duplicates Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Synchronize k Synchronization Panel Handheld Setup Outlook Calendar Integration p Export to Excel Customize i Preferences TopLine Designer Manager TopLineDesigner 63 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields Add Field Create editor delete fields Create anew field or double click on a field from the list to edit Edit Field Delete Field View fields for Field Security OnChange Script Company Contact Create Date Add Table Edit Date Edit Table Group Delete T able Last Edited By Machine Location Machine Type
27. pmo uen E ramosa ne 3 Click the Add Table link TopLineDesigner 33 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields no Nea Create edit or delete fields Add Field Create anew field or double click on a held from the list to edit Edit Field View fields for Delete Field dachines A Design Screens Field security Display Name Field Type Alias Full Hame Record Creator Character CREAT ELISERNAME CUST_M achines CR EATEUSERNAM Last Edited By Character EDITUSERNAME CUST Machines EDITUSERNAME Record Manager Character MAN AGERUSERNAME CUST_ Machines MANAGERUSERM Private YesNo PRIVATE CUST Machines SPRIVATE Create Date DateTime CREATE DATE CUST_ Machines CREATEDATE Delete Table Edit Date DateTime EDIT DATE CUST Machines EDITDATE Define Relationships Contact Character CustomContactFO CustomContactFD Company Character CustomCompanyFD CustomCompanyFD Group Character CustomGroupFD CustomGroupFo Import Schema Export schema 4 A wizard will display to guide you through the process of creating a new table Click Next to begin T Table Wizard TOPLINE Table Wizard DESIGNER Welcome Welcome to the Table Wizard This wizard will assist you in creating or modifying a custom table by asking you specifie questions i 5 Type the name of the table into the filed under Table Name The table name is usually plural since multiple records will be stored within this table
28. possible under the law Cancel 3 Aqree to the License Aqreement and click Next TopLineDesigner 4 5 ii TopLine Designer License Agreement Please take a moment to read the license agreement now IF you accept the terms below click l Agree then Mest Othenvise click Cancel TopLine Results Corporation s Software License Agreement END USER LICENSE AGREEMENT FOR TOPLINE RESULTS CORPORATION Utility software such as TopLine Dash Manager Topline Dash Personal TopLine Dash Alerts TopLine Designer Topline Designer Plus TopLine Alerts Pro Topline Alerts Back up TopLine Server Suite OI Do Not Agree CL i E TopLine Designer Select Installation Folder The installer wall install TopLine Designer to the following folder To install in this folder click Nest To install to a different folder enter it below or click Browse C C Program Files T opLine Results Topline Designer Install Topline Designer for yourself or for anyone who uses this computer Just me Confirm the installation and click Next Installation 8 TopLineDesigner 9 Installation ig TopLine Designer Confirm Installation 6 i TopLine Designer Installation Complete TopLine Designer is a plugin to ACT and will only be visible inside the ACT program s user interface See also System Requirements Obtaining Installation Program Activation Web License
29. the view Note the Sigma Letter allows you to add statistics to the view below While Filters can be saved when you save a new dashboard stats are not You can if you want to export your dashboard to excel TopLine Dash we amp a amp Y gt 9 TOPLINE amp New Load Save Print Preferences Refresh Help About DASH Contacts Custom Table Dashboard 2a Custom Table Dashboard List 9 2713 2009 3 15 2009 8 ied AssetName VY Asset Location Y Asset Status VW Asset Descripti Y Asset Value SY Asset SerialN W Asset Type Y Note Y Document Groups Apple Location sAssetStatus lPhone 800 00 54612323 Premium Includes free See a Asset 1 Location 1 Asset Status 2 Hand Held 356 00 23455645 Standard Software upgrade file C Docume Fac Asset 1 Location 1 Asset Status 1 PC 500 00 1234 Type A This PC to be Asset 2 Location 2 Asset Status 2 Screen 500 00 230546 Type A This Screen is Companies Cisco Location 1 Asset Status 2 Phone Head 250 00 7895213 Standard Replacement scat seme Dell Location 2 Asset Status 1 Desktop Computer 635 69 897546123 Standard Software file 4 C Docume EEFE Dell Location 1 Asset Status 2 Laptop 1500 00 412313456 Type A Issues with the file C Docume Calendar Samsung Location 1 Asset Status 1 HD Screen 600 00 1398456 Premium Under 60 day et Dace s Samsung Location Asset Status Printer 332 00 545233156 Standard All supplies must file C Docume S Enter filter cri
30. to import data from an external source into your ACT Custom Sub Entities Click Next to continue Close 5 Select a CSV or other datasource This example will be with a CSV file Click Next to continue TopLineDesigner lt lt Previous 6 7 ST import Machines import csv Data Source my Documents pi My Computer My Recent Desktop A AN cy My Documents we My Computer File name My Network Files of type Create a New Import profile like this example or load an existing 1 Import Machines import csv New Load Data Map T Create New Import Load Existing Data Map Sub Entity Choose the sub entity to import into my Network Places Documents 7E8E Machines import B sH Products Import data map td TOPLINE K DESIGNER apy lt Previous GRETS Administrator Functions Map the Datasource file to the ACT field to find the proper Parent entity In this example the custom table will be matched to the Contact entity by the Contact field in the CSV file to the Contact field in ACT Click Next 102 TopLineDesigner 103 Administrator Functions A TOPLINE fa J 1 Import Machines import csv DESIGNER Description Entity Match Each sub entity record must be linked to a contact company and or group You must specify at least one field in your source data that can be used to find a matching contact company and or group record in the ACT datab
31. wnd555 Chris Huffman 4 Chris Huffman CH TechONE Outside Gamma ujn676 Chris Huffman 5 Chris Huffman nanej Root Alpha yhn3Bg Chris Huffman EF Chris Huffman CH TechONE Basement Beta bgt456 Chris Huffman 7 Chris Huffman none Storage Gamma qvedi2 Chris Huffman none Basement Gamma mds698 Chris Huffman FE Chris Huffman See also Adding Deleting Entities Grouping Filtering Replace Values Exporting to Excel Merge to Word TopLineDesigner 115 End User Functions Replace Values Values can be replaced in multiple Custom Table records 1 Highlight the row or rows using CNTL click and then right click to display the context menu Selelct Replace Values Servicewark L emma ee eel ea Notes History Activities Opportunities Groups Companies i Secondary Contacts l Documents Contact Access User Fields Personal Info Machines ae add Xx u SY WL f Group Contact Y Company W Machine Location Machine Type Model Number Record Manager Y Chris Huffman CH TechONE First Floor Alpha abc135 Chris Huffman windS55 chris Huffman Chris Huffman chris Huffman honet Outside Chris Huffman CH TechONE Outside Chris Huffman none Roof Chris Huffman G0 To Contact Chris Huffman CH TechONE Basement pae a Chris Huffman Chris Huffman none Storage G0 To Company Chris Huffman Chris Huffman none Basement Chris Huffman 2 The Replace dialog box wil
32. 2 2008 12 00 PM 97122008 a00 AM QA ANE 4 00 Grd hd oes inn Activities Opportunities History Motes Documents Groups Companies Dates fal Dates w Types al Brit ma en arc ere L Tools Help a Spelling S iHU DI AE F7 Define Fields CAE Design Layouts a Design Custom Table Screens Design Dashboards Manage Users Manage Teams Password Policy Database Maintenance Convert ACT 3 0 6 0 Items Scan For Duplicates Copy Move Contact Data Update Salutation Field Timer ShiFt F4 ACT Scheduler S nchronize k Synchronization Panel Handheld Setup Outlook Calendar Integration F Export to Excel Customize Preferences TopLine Designer Manager TopLineDesigner 111 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields Silica ig Field Tasks i 2 ie Create edit or delete fields Add Field Create anew field or double click on a field from the list to edit Edit Field View fields for Delete Field Machines Design Screens Field Security Display Hame Field Type Alias Full Hame OnChange Script Company Character CustomCompanyFD CustomCompanyFD Table Tasks Contact Piara CustomContactFD m ae Ea ETE Create Date DateTime CREATE DATE CUST Machines CREATEDATE Add Table Edit Date DateTime EDIT DATE CUST_ Machines EDITDATE Edit Table Group Character CustomGroupFD Custom
33. 95 CUST Machines ISPRIVATE CUST Machines CREATEUSERNAM CUST_ Machines MANAGERLUSERN TOPLINE Ji DESIGNER 4 Display Field Screen Last Name Machines Company Machines Model Humber Service ark that the action cannot be undone Click Yes to delete the relationship Administrator Functions 64 Add Relationship Edit Relationship Relationship with Activites and Opps TopLineDesigner 65 Administrator Functions Relationship with Activites and Opps Activities and Opportunities can be associated or related to the individual Custom Table records by creating a relationship between the two tables Follow the steps under Add Relationship Parent Table Activity or Opportunity Child Table Custom Table Foreign Key Display Key See also Add Relationship Edit Relationship Delete Relationship TopLineDesigner Managing Custom Table Screens The Administrator can perform the following operations on a master database with TopLine Designer Create a new custom table screen Edit the attributes of an existing custom table screen Delete an existing custom table screen Assign VB NET scripts Snippets to perform custom functions Articles in this section 4 4 A DS A Adding a New Screen Changing Screen Deleting a Screen Designing Screen Editing Screen Scripts Properties See also Applying Preconfigured Template Managing Tables Migrating Data Importing Data Managing Word Templates Managing Schema
34. Dayid Cecil Carter Chris Huffman Ernst Anderson Fred Fenderline Fred Smith Jane Chan Joe Marietta Jonathan Sommer Juliette Rosseux Kacie Hare Mary Willams Melissa Pearce Sarah Whiting Phone 212 555 8421 480 555 2457 480 555 1232 225 555 2154 212 555 4444 212 555 1758 415 555 2231 212 555 8487 415 555 2231 212 555 4447 480 555 2457 212 555 8403 212 555 7321 212 555 1758 262 555 5555 212 555 8431 212 555 2221 Extension C Tag Mode Title Address 1 Sales Representativ 13 East 54th St Administrative Assist 13 East 54th St Owner 1920 Rocky Mounte Administrative Assist 1802 Sandstorm Ave Suite J516 Public Relations Mai 13 East 54th St Sales Manager 13 East 54th St Sales Representativ 13 East 54th St Production Manager 13 East 54th St 13 East 54th St Creative Consultant 13 East 54th St 13 East 54th St Marketing Manager 13 East 54th St CFO 13 East 54th St Assistant Engineer 198 Sparling Drive 456 Church Rd Assistant 13 East 54th St Sales Representativ 13 East 54th St This Returns all the Contacts within all Groups linked to our search the results are contacts belonging to these groups See also Using Designer Tabs Using List View Tag All Untag All Lookup Selected Omit Selected City New York New York Scottsdale Baton Rouge New York New York New York New York New York New York New York New York New York New York Burlington New Yo
35. Description Contact Referred By Group Has Subgroups Group Group Name Group Hierarchy Level Group Import Date Remia ant E Aikad Dis lt jj C Color Code By User CE Below are dashboard created for Custom Entities E E 7 2 A TOPLINE New Load Save Print Preferences Refresh Help About Alerts DASH Customer Service Contracts ix LY con A Customer Service Contracts 15 2 14 2009 3 16 2009 3 Expiration Date Total Duration Servic Description Contact Company ID Status Referred B Data 9 30 2008 1 Premier Consulting Prepaid Ivan A Stekopick Swing Software Customer Website Customer wants it in 30 days 6 9 2009 3 Premier 8 hours Jonathan Jenkins Circle Photography Customer Friend E mail Campaign Good Guy to do business 4 28 2009 7 5 Premier Support four hours Paul Henderson Verge Records Prospect Advertisement Need lots of hand holding a 4 28 2009 2 Standard Support Pack Colleen McCarthy Ace Pet Store Franchises Customer Happy to have them 4 28 2009 0 25 Premier Support Benny Lender Best Lender Financing Customer User help type support 4 28 2009 17 Standard Support 4 hrs Kristi Elmendorf Black Forest Baking Prospect Vendor Always do Gotomeeting 5 30 2009 8 Standard Service of Cartridge Chris Huffman CH TechONE Employee Ready to be serviced 7 2 2009 2 Premier Support Contr Sarah Whiting CH TechONE Employee ERRA nA Premier Sunnnrt 4 hrs Ashleu Allan Yellow J
36. Documents Mo Computer 3 iB Bile gdt view Insert Format Tools Data Window ACTI Help w oe 7 A a Th ht 2h O i Machine Location Machine Type Model Number Record Manager J CH TechONe First Floor abeotss Chris Huffman J Chris Huffman fnone Outside Gamma wnd555 Chris Huffman 4 Chris Huffman CH TechONE Outside Gamma uin6 8 Chris Huffman Chris Huffman none Root Alpha yhn369 Chris Huffman 6l Chris Huffman CH TechONE Basement Beta bot456 Chris Huffman Chris Huttman none Storage Gamma qwede2 Chris Hutfiman a Chris Huffman none Basement Gamma mds698 Chris Huffman See also Adding Deleting Entities Managing Display Columns Grouping Filtering Replace Values Merge to Word TopLineDesigner 117 End User Functions Merge to Word With TopLine Designer MS Word Merge Integration can Merge to a template to Word Merge directly from a row a Add OK U Sl m i 2 Group Se e O S IS OE 03 10 2009 Sean Duffy i Photography Ticket Type 03 02 2009 Jonathan Jenkins Circle Photography ii Resolution 1 0 00 Ticket Type B 03 02 2009 5 ean Duffy Circle Photography 12 Resolution 2 Ticket Type A 03 13 2009 Brian David Mix Alliance 12122656 CCH 1007 Ee Ticket Type A 03 10 2009 Brian David Mix Alliance 12122656 Sound Syst
37. E CUST_Machines CREATEUSERNAM Last Edited By Char EDITUSERNAME CUST Machines EDITUSERNAME Add Table Record Manager Character MAN AGERUSERNAME CUST_ Machines M4N4GERUSERN Edi Table Private Yesho PAIMATE CUST Machines ISPAIVATE _ Create Date DateTime CREATE DATE CUST Machines CREATEDATE Delete Table gt Edit Date DateTime EDIT DATE CUST Machines EDITDATE Contact Character CustomContactFD CustomContactFD Company Character CustomCompanyFD CustomCompanyFO the Tasks Group Character CustomGroupF D CustomG roupF D Import Schema Export Schema 4 A warning will appear that all data will be deleted and cannot be undone Click Yes to continue Topl i ne Designer Define Fields TOPLINE amp TopLine Designer Define Fields DESIGNER Create edit or delete fields Add Field Create anew field or double click on a field from the list to edit Edit Field View fields for Delete Field Work Orders y Design Screens Field Security Display Name Field Type Full Mame l Larki irog s Add Table WARNING Deleting this table WorkOrders will also erase all data stored in this table along with all calculations Edit Table relationships and screens associated with this table This process cannot be undone Are you sure that you want to delete this table Character CustomGroupFD CustomGroupFD Import Schema Export Schema 5 A confirmation box will appear Click Yes to actually delete the custom tab
38. E Calculations Re Scripts Beta Before doing anything else read the included help file to better familiarize yourself with this software Open Help Fil Manual Apply Database Template The Databa pee OL Databas Click the link below to start working with tables Go to Tables Import Export Schema Import customizations that were created in another database Import Schema Export your curent schema to a file This file can be imported to a different database Export Sch TopLine Designer 4 Read the warning and click Next 1 Apply Database Template x Apply Database Template B Er eia A Introduction This wizard will walk you through the process of applying database templates It will allow you to select from pre made templates that will automatically configure your database with custom made tables Warning NOTE Make sure that you have a recent database backup available before performing this procedure You can perform a database backup by exiting out of this screen exiting out of the Entity Manager and then within ACTI click on the File menu and selecting Backup gt Database Close lt lt Previous Next gt gt b ll 5 Select a preconfigured template from the categories listed 6 Click on the active Apply Selected Template link NOTE The template will not be applied until this link is clicked TopLineDesigner i Apply Database Template Apply Database T pm 7
39. EF Qty of 20 4900 eeeeseeeeeee 0 79 per User Qty Of 504 00 eecceecceeeeseeeeeee 969 per User TopLine Designer PIUS 3 scccicccccscscecesscaeee 199 per user includes TopLine Dash Manager Dy OF 9E aeon e eeenetss 149 per user TopLine Server Suite 299 per user includes TopLine Designer Dash Manager and Alerts Pro 2 Do need to buy a license for ACT for Web TopLine Designer comes with a license for Windows and a license for the Web for that same user Each user needs a license While TopLine Designer for ACT for Windows will work on multiple databases a license for ACT for Web can only work on one database at a time You must use the Web License Manager in the Start menu to free up or set up the use of TopLine Designer ACT for Web for a user 3 How do I order TopLine Add ons a Order on the TopLine eStore https store toplineresults com Note that the eStore only allows for one level of quantity discounts therefore for larger quantities 20 and above you should request our order form b You can download our order form from https store toplineresults com addons_orderform pdf and fax it to us at the number on the form c If you are an ACC you may qualify as a reseller and receive a coupon for your orders d Call 800 880 1960 to request a quote 4 What is the difference between TopLine Designer and TopLine Designer Plus TopLine Designer Plus includes a license of TopLine Dash Manager and T
40. Field Security Display Name Field Type OnChange Script Company Character Contact Character sa a Sd eae bree Add Table Edit Table Create Date DateTime Edit Date Group Last Edited By Machine Location DateTime Character Character Character Machine Type Character Model Number Private Character YesMo Character Import Schema Record Creator Export Schema Record Manager Character 4 Click the Add Relationship link TopLine Designer Define Relationships Design Screens Alias CustomCompanyFL CustomContactFD CREATE DATE EDIT DATE CustomlroupFD EDITUSERNAME Machine Location Machine Type Model Number PRIVATE CREATEUSERNAME MANAGERLISERMAME TopLine Designer Define Relationships Create edit or delete relationships Edit Relationship View relationships for Delete Relationship Parent T able Name Contact Contact Machin Company Machi Company 5 The Relationship Creation Wizard will appear Click Next to begin TopLineDesigner Machines Machines Create a new field or double click on a relationship from the list to edit Child T able NA NA Foreign Key TOPLINE JE DESIGNER Full Marne CustomComparyFD CustomContactFD CUST_ Machines CREATEDATE CUST_ Machines EDITDATE CustomGroupFo CUST Machines EDITUSERNAME CUST_ Machines CUST MachineLoc CUST Machines CUST MachineT yp CUST Machines CUST ModelNumber 12032595 CUST Machines SPRIVATE CUST
41. Fields Machines Machine Location Machine Type Model Number Machine 1 First Floor pha abe Machine 2 Basement i Bata bae 1 Open ACT 2 Click on the Tools menu and select To er File Edit view Lookup Contacts Groups Companies Schedule Write Reports Tools Help ii g 54o0f199 gt Pi amp Contacts 5 Contact List zj is amp of fel Define Fields Define Custom Tables amp Business Card ld Table a Spelling AIF Address Design Layouts b Contact Chris Huffriar La Address 1 Design Custom Table Screens Company CH Tech N E L Address 2 Design Dashboards Title CED v cty hab Manage Users Department Administration v State ZIF p Manage Teams Web Site Administration Phone 21 2 555 2485 _ x Personal E mail De i Database Maintenance b Mobile fa 2 555 4784 a web Site 1 L HEHH Convert ACT 3 0 6 0 Items es E mail ChismCHTech0NE com ARA Scan for Duplicates Last Results Copy Move Contact Data Task List Update Salutation Field l Imer Shift F4 i j EL aa oF A 7 E Activities Opportunities History Motes Documents Groups Companies ACT Scheduler Opportunity Dates al Dates Select Users List Synchronize b Regarding rt simile ES 4069008 11 37 aM Sy Saree mw Synchronization Panel 4 should Know Handheld Setup Dashboar z About This Outlook Calendar Integra
42. File Edit wiew Lookup Contacts Groups Companies Schedule Write Reports W g 540f199 p D Contacts 9 Contact List ay se amp gt Contact Detail Design Layouts ko amp Business Card _______ ___ Address Contact Chris Huffman Ia Address 1 Design Custom Table Screens Contacts Company CH Tech Nli EO O o e ee Address 2 qd Design Dashboards ied Title CED v City 18 Manage Users Groups Department Administration v State ZIF n Manage Teams E Password Policy Salutation hriz Country Database Maintenance b Phone 212 555 2485 x Personal E mail L a eo l Convert ACT 3 0 6 0 Items Mobile 212 555 4784 ee Web Site E mail Christ CHTechONE com Last Results Activities Opportunities History Notes Documents Groups Companies Dates al Dates w Types All s Prioriti jes Companies Scan for Duplicates Copy Move Contact Data Update Salutation Field es Timer Shift F4 ACT Scheduler eee De Tine Pion Ser riven ripe E TA le i Chris Synchronization Panel E g ee By 12 2008 00 4M Low Chris O 1 9 15 2008 8 30 AM Medan T Poi E TA m i j Chri Outlook Calendar Integration Dashboard ii ts 8 22 2008 8 30 AM Medium Fre Export to Excel O a 9 200 8 00 AM Low Chi w O amp 9 2 2008 12 00 PM High Chis SHstomize E mail C GN m Chris Preferences aa ESE
43. GroupFo Last Edited By Character EDITUSERNAME CUST_ Machines EDITUSERNAME Machine Location Character Machine Location CUST Machines CUST_MachineLoc Define Relationships Machine Type Character Machine Type CUST_Machines CUST_MachineTyp o Model Number Character Model Number CUST_ Machines CUS T_ModelNumb Private YesMa PRIWATE CUST_ Machines ISPRIVATE Record Creator Character CREATEUSERNAME CUST Machines CHEATEUSERNAM Record Manager Character MANAGERUSERNAME CUST Machines MaNAGERUSERN Delete Table 4 Import Files My Recent C Program Files Documents 9 TopLineDocuments WINDOWS 2 Topline Designer Export dna Desktop My Documents gs hy Computer File name hy Network Files of type 5 ToplineDesigner Import Schema Complete You can close the log windows at any time A copy of the log has been saved to CHimportlog bet 6 Then newly created custom tables and fields will now be visible Click OK to close the Define Fields Window See also Exporting Schema Changes TopLineDesigner End User Functions 112 For the ACT Windows user 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 and in the list view Create activities or histo
44. List SAS S amp Re dno AIF Define Fields Contact Detail Define Custom Tables Business Card Address Design Layouts gt Contact Chris Huffman Address 1 Design Custom Table Screens Company CH TechONE liza Address 2 Design Dashboards Title CEO w City Manage Users Department Administration w State ZIP Manage Teams Web Site Administration Phone 212 555 2485 x Personal E mail a LJ aia I Database Maintenance gt z5 Mobile 1 2 555 4784 Web Site p 332232 Convert ACT 3 0 6 0 Items reser E mail Chris CHT echONE com ners Scan for Duplicates teresas OOO O Copy Move Contact Data Task List Update Salutation Field Timer Shift F4 E Activities Opportunities History Notes Documents Groups Companies ACT Scheduler Opportunity Dates me Select Users i List Synchronize gt Regarding M LA Recor z geen Synchronization Panel 11 37 4M What You 0 Chris EETRI Should Know Handheld Setup ashboar About This Outlook Calendar Integration gt Demo i a Database Export to Excel Click the Customize gt 4 11 2008 2 47 PM Be Sure to Chris prefritas Review These 14 Internet 3 Click on the Database Template Wizard link TopLineDesigner 29 Administrator Functions Entity Manager as Tar Ne ey Entity Manager DE SICNER i ol a Home d D gt gt Tables TopLine Designer cd J Machines SD ServiceWork
45. M lee 8 15 2008 9 30AM Medium Bet JM Export to Excel E s m ro p Customize EH E of 22 008 0 30 AM Medium Fre E mail E gt 91 20 6 00 AM Low Chris Preferenges z E 9 2 2008 12 00 PM High Chris Create Companies aa a Chis Topli saree pLine Designer Manager Thkernet PT oom ES oer AAN Ahd bd clit ine Ee i 3 Select the custom table and click on the Add Screen link TopLineDesigner TopLine Designer Define Screens Design Screen Screen Properties Delete Screen T Screen Wizard Screen Name S Rows amp Columns 5 Select either Horizontal or Vertical tab order then click Next TopLine Designer Define Screens Create edit or delete screens Create anew field or double click on a screen from the list to edit View screens for Machines Name NumPow NumCols T abOrder Machines 10 E Horizontal Screen Wizard Please type in the name of the screen you want to create How many rows and columns should this screen have p a Administrator Functions 68 TopLineDesigner 69 Administrator Functions f Screen Wizard Screen Wizard Tab Order When you press the TAB key while on a screen do you wantto tab horizontally or vertically Horizontal C Vertical 6 Click Finish to create the new blank screen and return to the Define Screens window T Screen Wizard x Sern TOPLINE jeg Screen Wizard DESIGNER k Congratulations Enough information has been gath ered to cre
46. Machines CREATELISERNAM CUST_ Machines MANAGERUSERM TOPLINE DESIGNER WJ Display Field creen Last Mame Machines Company Machines Administrator Functions 56 1 Relationship Creation Wizard Relationship Creation Wizard DeESsigNeR G Welcome Welcome Welcome ta the TopLine Designer Relationship Creation Wizard This wizard will assist you in creating relationships between two custom tables Both tables should be created before starting this wizard 6 TOPLINE Jeo DESIGNER Parent Table One record from this table can have many records from a differant table linked to it For example ifyouwantto link a table called Companies to a table called Employees then Companies would be the Parenttable because multiple Employee records can be linked to a single Company record Machines Child Table A record from this table will link to a record in the Parent table For example ifyou want to link atable called Companies to a table called Empl oyees then Employees would be the Child table because multiple Employee records can be linked to a single Company record 7 3 Close lt lt Previous q Next gt gt p 7 Assign a name to the newly created key which will link the two fields This Child Table field will hold the special key linking the two tables Click Next TopLineDesigner 57 Administrator Functions 1 Relationship Creation Wizard Relationship Creation Wizard Beal ateNecl
47. Manager Obtaining Updates Displaying Current Version TopLineDesigner Installation 10 Activation Upon logging into an ACT database after installing TopLine Designer the TopLine Designer Activation window will appear TopLine Designer is available in a fully functional 30 day trial mode starting from the day of installation The Activation window will display how many day are remaining in the trial Upon expiration of the trial all TopLine Designer data or screens will be inaccessible but they will remain in the database 1 To activate TopLine Designer with a serial number click on the lock icon TopLine Designer Activation TopLine Designer Activation have purchased TopLine Designer and would like to enter miy seral MUMBer To purchase click here would like to Use TopLine Designer in Trial Made fou have 29 days lettin your trial IF You do not want to activate over the internet fill in your serial number and then click on the Activate Manually button Othenvise click Next to continue Activate Manually Close g Back Mexts gt 3 If an internet connection is available click Next to attempt to activate with our servers If a connection is successful the My Record information will be displayed in the Registration boxes Confirm this information and click Next Proceed to step 8 TopLineDesigner 11 Installation TopLine Designer Activation R TopLine Designer Activation Company Name H
48. Private Yesho PAIMATE CUST Machines ISPAIVATE CREATE _DATE CUST_Machines CREATEDATE EDIT DATE CUST Machines EDITDATE CustomContactFD CustomContactFD CustomCompanyFD CustomCompanyFo Create Date DateTime Edit Date DateTime Contact Character Company Character Group Character CustomGroupF D CustomGroupF D Enter a name for the new field Select the field type from the choices of 1 Annual Event 2 Character 3 Currency 4 Date 5 DateTime 6 Decimal 7 Initial Caps 8 Lowercase 9 Memo 10 Number 11 Time 12 Uppercase 13 URL 14 Yes No T Define Fields TOPLINE A Define Fields DESIGNER Enter field name and type Field name Model Number Select a field data type to convert to Character E Customize field behavior Allow Blank This field can accept empty values E Use drop down List Manage Dropdowns Close 22 Pre woe C Next gt gt 5 The checkbox of Allow Blank indicates whether the field is required 6 A dropdown list can be assigned to the field depending on the type Designer allows you to access the dropdown management screen from this area 7 An additional screen may appear when using dropdowns to Limit to List Allow Multi Select Show Descriptions and Enable Type Ahead just like typical ACT fields TopLineDesigner 45 Administrator Functions T Define Fields 8 T Define Fields An additional screen may appear depending on field type for Defa
49. TOPLINE DESIGNER Imagine Create Discover User Manual TopLine Results Corporation 2008 2009 Created Tuesday March 17 2009 Table of Contents 1 Welcome 1 Features 2 2 Installation 4 System Requirements 5 Obtaining Installation Program 6 Running Installation 7 Activation 10 Web License Manager 15 Initial Setup 16 Adding Serial Numbers 19 Associating ACT Users 21 Obtaining Updates 24 Displaying Current Version 25 3 Administrator Functions 27 Applying Preconfigured Template 28 Managing Tables 31 Create a New Table 32 Editing an Existing Table 36 Deleting an Existing Table 40 Creating Fields 43 Editing Fields 46 Deleting Fields 48 Assigning Field Security 50 Defining Relationships 53 Add Relationship 54 Edit Relationship 59 Delete Relationship 62 Relationship with Activites and Opps 65 Managing Custom Table Screens 66 Adding a New Screen 67 Changing Screen Properties 70 Deleting a Screen 73 Designing Screen 75 Adding Fields 77 Moving Fields 79 Adding Static Images 81 Deleting Fields 83 Modifying Field Attributes 85 Changing Screen Color 87 Editing Screen Scripts 89 Scripting Events 92 Using Snippets 93 Scripting Assistance 95 Migrating Data 97 Importing Data 100 Managing Word Templates 106 Managing Schema 107 Exporting Schema Changes Importing Schema Changes End User Functions Using Designer Tabs Managing Display Columns Replace Values Exporting to Excel Merge to Word Using List View Us
50. Topline Designer for Web This step is required in order to activate your software and to allow associating ACT Users with TopLine Designer for web Ee ETD See also Adding Serial Numbers Associating ACT Users Viewing Exporting Configuration TopLineDesigner 19 Installation Adding Serial Numbers Once the Initial Setup has completed and the Designer for Web files have been installed the TopLine Designer serial number must be entered into the License Manager for the ACT for Web application 1 On the startup screen click the Add Serial Numbers button lopLine License Manager Initial Ade Associate Whe WY Export to Get Help About Setup Serial ACT Current Excel Numbers Users Serial Nurmbers 2 Enter the TopLine Designer serial number into the box and press the Register Serial Number button Topline License Manager Add Serial Numbers Eg Add Serial Numbers Enter a valid TopLine Designer Serial Number into the text box and click the Register Serial Number button Upon successfull registration the Serial Number will be added to the list below Existing Serial Numbers can be removed by clicking the Remove button for the desired row Serial Numbers can be re added at any time Registered Serial Number Number of Licenses Licenses Used 3 Once the serial number has been confirmed it will be displayed in the lower section of the screen 4 Click Next TopLineDesigner Installation 20 lTopLine Lice
51. Web Server Path Web Serverlnastance Delad ish Site Virtual Directory APP aay Select by Folder Path Cancel 5 Click the Install TopLine Designer for Web button TopLine License Manager Initial Setup gt Initial Setup Verity that the selected path is correct and click Install TopLine Designer for Web to start the al Install process C 8 T A Install TopLine Designer for Web T Selected ACT for web Location C Program Files ACTA for WebAPP Current Status Wot Started Details 7 The Designer for Web License Manager will display a Reset Web Server dialog box to restart the local webserver Click Yes to proceed TopLineDesigner Installation 18 Reset Web Server The local Web Server must be reset to complete the setup of Topline Designer for Web Would you like to reset the local Web Server now WORKINGS This will reset ALL websites hosted by this server 9 Click Next 10 Following the Initial Setup a window will appear to perform another Initial Setup or continue to the next setup step 11 Click Finish to return to the Main License Manager screen lopLine License Manager Initial Setup gt Initial Setup D f The following next stepis may be performed in order ta continue the process Perform initial setup of Topline Designer for Web for another web site This process will copy the necessary files to the ACT for Web folder Add Seral Numbers to the installation of
52. Welcome Welcome to the Table Wizard This wizard will assist you in creating or modifying a custom table by asking you specifie questions i 5 The table name and ACT linked entities cannot be modified for existing tables TopLineDesigner Administrator Functions 38 2 Table Wizard Table Wizard Table Name Please type inthe name of the table Machines Which ACT entities should this table link ta Contact Company Group lt lt Previous Net gt 6 Table Properties can be modified 1 Layout Tabs Placing a check mark in these boxes will add a new tab to the contact company or group layout for this table 2 Lookup Menu Selecting Yes will add a new menu item to the Lookup menu which allows you to perform a lookup on records in this table The result will be a lookup of contacts companies or groups 3 View Menu Selecting Yes will add a new menu item to the View menu This allows you to view and filter a list of all of the records in this table 1 Table Wizard Table Wizard Layout Tabs Would you like TopLine Designer to create a new tab in the ACT layout for this table Create a new tab in the Contact layout Create a new tab in the Company layout Create a new tab in the Group layout Lookup Menu Should TopLine Designer adda new menu item for this table under the Lookup menu This allows you to perform a search on the this table and retum alist of ACT contacts or companies that meeting t
53. ables March 10 2009 See also User Videos TopLineDesigner Index 139 PDF Back Cover TopLineDesigner TopLineDesigner
54. ame Address 1 Address 2 City State Ip Phone 212 555 2485 OOOO Email Addiess Chis CHTechONE com 4 Ifan internet connection is not available click on the Activate Manually button TopLine Designer Activation TR TopLine Designer Activation Type your serial number below senal Number oda IF you do not want to activate over the internet fill in pour serial number and then click on the Activate Manually 7 button Othenwise click Next to continue Activate Manually Close g Back Next gt gt 5 Call TopLine Results at the phone number provided and provide them the contents of Box A and Box B They will in turn provide you with the unlock code for Box C TopLineDesigner Installation 12 TopLine Designer Activation TopLine Designer Activation A connection could not be made to the activation service over the internet IF you would like to try again click the Back button Otherwise follow the steps below ialnumber was typed in corectly Fit was not please click the Back button and try again Case Sensitive 3 Chick bere to get your unlock code by going to our webpage IF you do not have intemet access vou can call Topline Results at 1 800 860 1960 veninto the bos below 6 An unlock code can be generated without calling TopLine Results by clicking on the Unlock Code by Webpage link in Step 3 TopLine Designer Activation TopLine Desig
55. ary 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 I mport export the TopLine Designer customizations Import data into your custom tables from any OLEDB compatible data source CSV file Excel soreadsheet or SQL Oracle or MS Access database Synchronize and back up custom tables and customizations Protect your database Only the ACT Administrator can perform customizations Articles in this section VI IF A Applying Managing Tables Managing Custom Migrating Data Importing Data Managing Word Preconfigured Table Screens Templates Template Managing Schema See also Welcome Installation End User Functions Windows vs Web Functionality Integration with TopLine Dash FAQ Videos TopLineDesigner Administrator Functions 28 Applying Preconfigured Template The fastest way to get started is to apply one of the built in templates provided This will automatically add new tables and fields to your database to help you get started Please note It is strongly recommended that you back up your database before you continue 1 Open ACT 2 Click on the Tools menu and select TopLine Designer Manager i ACT by Sage Premium ACT11Demo File Edit view Lookup Contacts Groups Companies Schedule Write Reports Tools Help I4 540f199 Dd Di amp contacts Contact
56. ase Contact Matching ACT Field a DataSource Field Company Matching Group Matching m 8 First map the Source fields to the Custom Table ACT fields Select the Dupe Check box to have TopLine Designer check for duplicates based upon that field prior to importing For this example Designer will not import the new data if the current contact has another record with the same Model Number 1 Import Machines import csv Description Field Mapping Map the fields from your source data to the fields in ACT Place a checkmark in the Dupe Check box next to a field to enable duplicate checking on that field During the import all fields with a checkmark in the Dupe Check box will be used to determine if that record already exists in ACTI Data Map ACT Field Dupe Check Contact Machine Location Machine Location Machine Type Machine Type Model Number Model Number eera Neat a 9 Ifa duplicate is found have Designer update replace the matching record or skip the matching record The number of records imported can be restricted to test the import settings All import settings can be saved for future imports Click Finish to begin the actual import TopLineDesigner 1 Import Machines import csv Duplicate Options lf a duplicate is Update the record Skip How many records to import Import All Records O Import First Records i Save Data Map You can choose to s
57. ate your screen Click the Finish button to apply these changes toe Prev See also Changing Screen Properties Deleting a Screen Designing Screen Editing Screen Scripts TopLineDesigner Changing Screen Properties Administrator Functions 70 A blank default screen will automatically be created upon custom table generation but creating a new custom table screen is easy 1 2 3 Open ACT Click on the Tools menu and select Design Custom Table Screens GN ACT by Sage Premium ACT11Demo gt File Edit View Lookup contacts Groups Contact Detail Business Card contact caters comove CG icd Title CEQ w Groups Department Salutation Phone 212 555 2485 H Mobile wager fs E mail Chris CHTechONE com esas a Opportunity List Select the custom table and click the Screen Properties link Time E a Date ee O ga E 8 12 2008 rl te ES 8 15 2008 Om S C E o 22 2008 E te 3172008 C 9 2 2008 E Hin em TnFernet M oom E gane Companies Id d 540f199 Bb contacts Contacts A contact List pa che Hufmen YC Hutfman im 00 4M 6 30 AM 5 30 AM 5 00 AM 12 00 PM ANN dha Write Address Address 1 Address 2 City State ZIP Country Reports Personal E mail Web Site Lor Medium Medium Low High hl edit inn Tools Help r Spelling ied AFF Define Fields Define Custom Tables
58. atej ZIF pe Manage Teams Salutation Chris Counkey Password Policy Database Maintenance F Phone 212 555 2485 x Personal E mail 3 L ee l Convert ACT 3 0 6 0 Items Mobile 212 555 4784 a Web site f Lehn Scan For Duplicates E mail Christm CH TechONE com Last Results Copy Move Contact Data Update Salutation Field Task List Timer shift F4 t ACT Scheduler z Te T Tye MS Date Priority Synchronize P Opportunity C m A oo EE otis List EN aN Synchronization Panel E g m By 122008 700 AM Low held O ge A 9315 2008 8 30 4M Medium PADRES eM E N EL j Gutlook Calendar Integration k Dashboard E i 9 22 2008 5 30 AM Medium IE potto cil O a Q 31 200 6 00 AM Low 3 O amp 9 2 2008 12 00 PM High aos E mail O we A Preferences ee mam gn pareoere mee 3 Click on the Define Relationship link TopLineDesigner TopLine Designer Define Relationships Edit Relationship Delete Relationship TopLine Designer Define Relationships Create edit or delete relationships Create a new teld or double click on a relationship from the list to edit View relationships for Parent Table zc Child Table _ Foreign Key Contact Machin Contact Machines Mach Machines HA Name Company Machi Company 4 Selecta Table for which itis the Child highlight the relationship and click the Edit Relationship link Topline Designer Define Relationships TopLine Desig
59. ave your matching and field mapping settings to a file Save ven i Pi Finish Press Finish to begin importing data 10 An import log will be shown displaying the progress of the import ne ImportLog 2 25 2009 3 07 20 PM Updating record 2 25 2009 3 07 20 PM Record Updated 2 25 2009 3 07 20 PM Finished Importing Row 2 25 2009 3 07 20 PM Beginning Import of Row 6 2 25 2009 3 07 20 PM Contact Criteria Contact Chris Huffman 2 25 2009 3 07 20 PM Found 1 matching Contact 2 25 2009 3 07 20 PM Found duplicate Machines by Model Number bat456 2 25 2009 3 07 20 PM Not importing this row because a duplicate was found 2 25 2009 3 07 20 PM Beginning Import of Row 7 2 25 2009 3 07 20 PM Contact Criteria Contact Chris Huffman 2 25 2009 3 07 20 PM Found 1 matching Contact 2 25 2009 3 07 20 PM Importing new row 2 25 2009 3 07 20 PM New record created Updating fields 2 25 2009 3 07 20 PM i 2 25 2009 3 07 20 PM STEE EST T 2 25 2009 3 07 20 PM 2 25 2009 3 07 20 PM 2 25 2009 3 07 20 PM Y Import Complete Would you like to close the import log 2 25 2009 3 07 20 PM 2 25 2003 3 07 21 PM 2 25 2009 3 07 21 PM 2 25 2009 3 07 21 PM Yes J 2 25 2009 3 07 21 PM 2 25 2009 3 07 21 PM Finished Importing Row 2 25 2009 3 07 21 PM Beginning Import of Row 9 2 25 2009 3 07 21 PM Contact Criteria Contact Chris Huffman 2 25 2009 3 07 21 PM Found 1 matching Contact 2 25 2009 3 07 21 PM Impo
60. ceWwork Do you want to export your Contact Company and Group schema C Do you want to export pour current ACT Contact layout Do you want to export your global ACT scripts Description kas a 5 Click OK to close the Define Fields Window See also Importing Schema Changes TopLineDesigner Importing Schema Changes Importing TopLine Designer Schema can be located on the Define Fields Windows 1 Open ACT 2 Click onthe Tools menu and select Define Custom Tables kA ACT by Sage Premium ACT11Demo gt File Edit ld 4 4540f199 gt bi amp Contacts yy Contact List 2 View Lookup Contacts Groups Companies Contact Detail Contact Company Title Department Salutation Phone Mobile E mail Last Results Task List i d Type eal Opportunity i je List O as O0 m S HA aa Dashboard ashboar ii ie soari L os nal Oo amp E mail O a e EME S gt F1 3 Click on the Import Schema link amp Business Card Chris Huffman J CHTechONE BE 555 2485 lia H 212 555 4784 a Chisa HTech NE com Schedule write Administrator Functions 110 Reports SS E Address Address 1 Address 2 City State ZIP Country Personal E mail Web Site Lor Medium Medium Low High HMedium Date ime Pic 6 12 2008 700 4M 6 15 2008 30 4k Bf22 2008 6 30 4M 9 1 2008 a00 AFl 9
61. cover replacemen 3 narta Anthony Federici Chris Huffman C CH 1008 Service 1 Covers all upgrad 4 PDAs e Merging to Word Please refer to the MS Word Mail Merge section for more details 1 Merge an existing template to Word 2 Create a new template 3 Edit an existing template 4 Mail Merge multiple rows to an embedded grid 5 Select multiple record rows and mail merge to separate documents the content of each record f Printing Select the print icon and print a list directly to your printer g Grouping Click on group and Drag a field to the space created between the the icons and the list Refer to the Grouping and Filtering section under Using Designer Tabs See also Using Designer Tabs Using Lookups TopLineDesigner Home gt tn Look ups If you have checked the custom table to be viewable in TopLine Designer you will be able to go to the Look up menu Lookup Contacts Groups Companies Schedule Write Reports Tools Help End User Functions 122 My Record JBS SARLIAED WS GO Ora All Contacts View Groups Companies Previous gt heidi incall Contact a _ Lad Address 456 Church Rd E mail williams home net Company First Name i Messenger ID Last Name eS Phone v City Burlington v ID Status Customer v City v State wil v Spouse State ZIP Code 53105 Birthday v j Zip Code C
62. d in ACT that it goes with When you press OK the import tool Will go through each contact in your database and if at least one of the mapped fields has data a single record will be created in the custom table for that contact Machine Type Machine Type Ww Model Number Model Number Machine Location M achine Location ita 5 Click the OK button A confirmation dialog box will appear Click Yes and watch the proqress bar TopLineDesigner 99 Administrator Functions TopLineDesigner P This action cannot be undone Make sure that you have a recent backup available before continuing Are you sure you want to proceed box will ask if you would like to When completed a dialog perform another migrate Repeat for all additional rows TopLineDesigner gt Would you like to perform another migrate 6 Click OK to close the Define Fields Window NOTE Rows for which all data is empty will not create new Custom Table records See also Applying Preconfigured Template Managing Tables Managing Custom Table Screens Importing Data Managing Word Templates Managing Schema TopLineDesigner Administrator Functions 100 Importing Data Data can be imported into the Custom Tables from CSV files or other data sources The source data must have one and only one field to match the parent table i e Contact Company Group or other Custom Table 1 Open ACT 2 Click on the Tools me
63. dri mamama BIW Wik Enepies BISQIISG CCHI0B O Reson Tick Tipe Danaa BWiks WiisErtepiees 545239158 ications Ticket TypeA t ee 54568974 Go To Company 03 03 2009 545689741 Upgrade software to Ticket Type 03 03 2009 TER ses 545689741 C CH 1002 Upgraded to ACTI 20 Ticket TypeA 03 10 2009 54612323 C CH 1008 Resolution 1 Ticket Type Bn TOC Ez enen Tek Teh CTE P T esena SO Raion ik a0 8 03 03 2009 ae I Replaced headset Ticket Type B 03 03 2009 New Template Reston 2 Ticket Type ee di 03 03 2009 Rudy Nordstrom Jake Flakes Edit Template pi Resonant Ticket Type A Tips Using MS Word merge always close MS Word using file close to avoid the Normal dot message warning See also Adding Deleting Entities Managing Display Columns Grouping Filtering Replace Values Exporting to Excel TopLineDesigner End User Functions 120 Using the List View The List View in TopLine Designer allows you to see all the fields that are available in the sub entity or Tab In this example below we selected the Contract List View from the drop down menu View Note that using list view is no different then using Designer Tabs only now do you see all records for that sub entity in the database All the controls for Adding Deleting Entries are the same Displaying Columns Grouping and Filtering as well as Exporting to Excel and using Merge to Word Sage Premium
64. e Designer for Web files must be installed in the same virtual folder as your ACT for Web program 1 Start the oe for Web License Manager from the Start Menu under the TopLine Results program group fi mai Microsoft Outlook amp ACT Premium ow TopLine Designer el Microsoft Word TopLine Results E IT Designer For web License Manager Adobe Reader 7 0 A TopLine Alerts i Internet Explorer TopLine Designer Update Microsoft Access Microsoft Excel Microsoft Outlook a 6 2 Fg fi Microsoft PowerPoint fey SQL Server Configuri WI Microsoft Word Manager i Outlook Express ROT E windows Media Player 4 Log OFF oj Turn OFF Computer ra start 2 F web Downloads ontlas 2 Onthe startup screen click the Initial Setup icon TlopLine License Manager Add Associate View Export to Get Help About as erial A ACT Current Excel ae Numbers Users Serial Numbers Installation 16 3 Select the Web Server Path For a typical ACT for Web installation this will be the Default Web Server Instance and the APFW Virtual Directory 4 Click the Next button TopLineDesigner 17 Installation TopLine License Manager Initial Setup Initial Setup Selectthe path of the 4CT for Web server The Web Server Path lists all available web based paths This is the recommended option The Folder Path can be used if you prefer to specify the physical folder Select by
65. e Durati V7 Start Date v Chris Huffman 0 00 01 01 2009 Please get all the facts Splendid opp 4 o1 27 2009 Dallas Office L during the analysis Ca iil Web TopLineDesigner 127 Windows vs Web Functionality ACT Premmum i A Bol tewe vw Lop Coats Grops Companies shedde omotos wre Repons Toos He W 4 390186 gt I amp contacts Sf contacts FSIS amp w2 E a 2 wei Aigla toou a Contact Detail eer Contact v iness Card Keywords Advanced Query amp Contacts EE crows nna Companies Unis Cr I ecnoNec con pih Calendar Task List Ei Activities Opportunities History Notes Documents Groups Companies Projects Action Items Z Opportunity List x sed Teg Dashboard Project Neme Stet Dote Prony Create Date Notes Stat ct ue i ff TE _ 3 15 2009 Server time zone Central Daylight Time L Special Project 1 1 2009 A 1 23 2009 10 03 38 PM__ Please get althe fac Open a Rasic Contact avout 1924 768 clv sl The following features are not available on the Web Create a look up Grouping Filtering Exporting Replacing Values Merging to Word I mporting Data as well as managing the tables such as table creation field creation and security assignment scripting in ACT for web does not apply as well as using fields to link activities opportunities or track documents using a URL See also Welcome Installati
66. ease click the Back button and try again 3 Click here to get your unlock code by going to our webpage If vou do not have internet access vou can call Topline Results at 1 800 860 1960 9 Click Finish to complete the activation process and start ACT TopLineDesigner Installation 14 TopLine Designer Activation 1 TopLine Designer Activation Congratulations Yoy have successtully activated tee C A See also System Requirements Obtaining Installation Program Running Installation Web License Manager Obtaining Updates Displaying Current Version TopLineDesigner 15 Installation Web License Manager TopLine Designer data and screens are available to ACT for Web users but additional setup is required The ACT for Web users must be designated to use TopLine Designer and must be less or equal to the total number of TopLine Designer licenses The following steps are performed using the TopLine Designer for Web License Manager which can be found under the TopLine Results program group from the Start Menu Articles in this section v I I x Initial Setup Adding Serial Numbers Associating ACT Users Viewing Exporting Configuration See also System Requirements Obtaining Installation Program Running Installation Activation Obtaining Updates Displaying Current Version TopLineDesigner Home gt Installation gt Web License Manager gt Initial Setup Initial Setup The TopLin
67. edit or delete fields Create anew field or double click on a field from the list to edit View fields for Machines aye Design Screens Display Name Company Contact Create Date Edit Date Group Last Edited By Machine Location Machine Type Model Number Private Record Creator Record Manager Field T ype Character Character DateTime DateTime Character Character Character Character Character YeeNo Character Character Alias CustomCompanyFD CustomContactFD CREATE DATE EDIT DATE CustomGroupFD EDITUSERNAME Machine Location Machine Type Model Number PRIVATE CREATEUSERNAME MANAGERUSERNAME 4 Make the appropriate changes and click Finish to return to the Define Fields screen See also Create a New Table Editing an Existing Table Deleting an Existing Table Creating Fields Deleting Fields Assigning Field Security Defining Relationships TopLineDesigner TOPLINE DESIGNER Full Hame CustomCompanyFD CustomContactFD CUST Machines CREATEDATE CUST_ Machines EDITDATE CustomGroupFo CUST_ Machines EDITUSERNAME CUST Machines CUST_MachineLoc CUST_ Machines CUST_MachineT yp CUST Machines CUST MaodelNumb CUST Machines ISPRIVATE CUST_ Machines CREATEUSERNAM Ce CUST Machines MANAGERUSERNAME Administrator Functions 48 Deleting Fields Just like typical ACT fields custom table fields can be deleted NOTE System custom table fields cannot be deleted 1 Open ACT
68. em install Ticket TypeA 03 03 2009 Rudy Nordstrom Jake Flakes Inc 14231 45648 Resolution 2 j Ticket Type B 03 02 2009 Chris Huffman CH Gourmet Gifts 1234 C CH 1000 Resolution 2 0 00 7 Ticket Type A 03 03 2009 TR udy Nordstrom Jake Flakes Inc T 1398456 ie i Outside case was repl j Ticket T ype 03 02 2009 Herman Getter Continental Energy 230546 Resolution 2 0 00 Ticket Type A 03 10 2009 23455645 C CH 1009 Resolution 1 Ticket Type 03 10 2009 Sa Totok Resolution 2 Ticket Type A 03 03 2009 Jonathan Je 20 To Company 412313456 T CH 1001 Resolution 2 i Ticket Type A 03 03 2009 Jonathan J Go To Group 412313456 Replaced the hard dri i 03 03 2009 Bill Willis Resolution 1 Ticket Type A 03 03 2009 Bilwilis ania Ink cartridges replace Ticket TypeA 03 03 2009 T Bil Wills Simla ai New Template Upgrade software to Ticket Type A 03 03 2009 BilWillis Wilis Enterprises Edit Template 02 Upgraded to ACT 20 i Ticket Type A 03 10 2009 Anthony Federici MiniSoft 54612323 C CH 1008 Resolution 1 Ticket Type A 03 10 2009 Anthony Federici MiniSoft 54612323 ij Resolution 1 Ticket Type A 03 03 2009 Bill Willis Willis Enterprises 7895213 C CH 1004 Resolution 1 Ticket Type B 03 03 2009 Bill Wills Willis Enterprises 7895213 a i Replaced 10 head set Ticket Type B 03 03 2009 Jonathan Jenkins Circle Photography 997546123 R
69. er customizations TopLineDesigner 3 Welcome Import data into your custom tables from any OLEDB compatible data source CSV files Excel spreadsheets or SQL Oracle or MS Access databases Synchronize and back up custom tables and customizations Protect your database Only the ACT Administrator can perform customizations See also TopLineDesigner Installation 4 This section will demonstrate how to e Install TopLine Designer for ACT e Activiate TopLine Designer with serial number e Configure TopLine Designer to work with ACT for Web e Obtain Designer Updates e Display the current version and serial number of Designer Articles in this section I I DT DW Ws System Requirements Obtaining Installation Running Installation Activation Web License Manager Obtaining Updates Program DS Displaying Current Version See also Welcome Administrator Functions End User Functions Windows vs Web Functionality Integration with TopLine Dash FAQ Videos TopLineDesigner 5 Installation 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 See also Obtaining Installation Program Running Installation Activation Web License Manager Obtaining Updates Displaying Current Version TopLineDesigner Installation 6 Obtainin
70. erseu Rikes Customer This contract was found of ie Yes Customer Service Contracts Expiration IES SNCS 5 12 10 os a kas M 0 September 2008 October 2008 November 2008 December 2008 January 2009 February 2009 March 2009 April 2009 May 2009 June 2009 July 2009 Activity 30 60 90 History 30 60 90 Opportunities Opps 30 60 90 Pipeline Opps YTD Totals 2 Services lickets Cases Below are the filters Setting for the two panels Service Contracts Preferences EHNE Service Contracts Custom SubEntity Service Contracts Filter by Date J Date Field Expiration Date Below is the filter TopLineDesigner 131 Integration with TopLine Dash Display Type Properties Service Contracts Expiration Please review the TopLine Dash Help file for further assistance See also Welcome Installation Administrator Functions End User Functions Windows vs Web Functionality FAQ Videos TopLineDesigner FAQ 132 Articles in this section I x Purchase and Installation FAQ Licensing FAQ See also Welcome Installation Administrator Functions End User Functions Windows vs Web Functionality Integration with TopLine Dash Videos TopLineDesigner 133 FAQ FAQ 1 need multiple licenses of the TopLine Dash and TopLine Designer What are my quantity discounts TopLine Designer Win Web 99 per user Qty Of 5 19 cceee ce eeeeeeeeeeeeee 989 per US
71. esolution 2 il Ticket Type B 03 03 2009 Rudy Nordstrom Jake Flakes Inc 98756421 3 Resolution 1 zj Ticket Type Using the controls to merge a document to Word add X Gi Sy E croup Ticket Open Date WF Merge To Word 03 10 2009 iE aces New Template 03 02 2009 pene 03 02 2009 a a Creating or editing an existing template Note that the Contract template has a different extension adtd it is important to create your template from a new one It is also important to choose the correct list or table subentity if you do not Topline Designer will attempt to create a merge in a document that does not contain any of the fields and an error will occur Look in O Templates i 04 Negotiation Quote Cover Letter adt l 4 fios Commitment to Buy Letter of Agreement adt My Recent fiios Sales Fulfillment Thank you adt Documents E Contracts adtd EmailBody adt iFax Cover Page adt Keeping in Touch Anniversary adt Keeping in Touch Birthday adt Keeping in Touch Relevant Article adt Letter adt Memo adt Quote adt Thank You Letter NWB adt Ticketing Summary Letter adtd xmas Letter adt lt gt My Documents File name Contracts adtd My Network Files of type adtd TopLine Designer allows you to create merged documents from the following fields in the same documents Contact Company Group fields and from the fields in the li
72. f Completion Date 1 27 2009 lt l Estimated Cost 20 000 00 Group AsiaPac Employees A Cumulative Cost 5 000 00 Notes Company CH TechONE A Contact Thomas Andrews Chris Huffm Opportunity Dallas Office U pgrade Documents Action Items a add U SL GS 3 Group Check for Quality 3 1 2009 4 00 00 PM Special Project4 2 000 00 Not Invoiced Project Review 1 27 2009 11 00 004 Special Project4 3 000 00 Not Invoiced Web TopLineDesigner Windows vs Web Functionality 126 Projects Windows Internet Explorer 4 Ed tye ba 2 http localhost APFW designer SubEntityForm aspx Table PROJE Y hey x P Be rocttane Epean is cesooten endow sans om StartDate 1 1 2009 Estimated Duration 5 00 pue Date amiovenveen P como arms Tv comindcat oa Notes get all the facts during the analysis N EIS a EEIE IE ON Cost EAA EN ees Sees f Project Review 3 000 00 JORRA S000 Windows Contact Detail Lie Gcupe Compares ess Y i e 2 a o i i g E o men aa IIM A Chris Huttman J Adressi 13Eastsahst Dystaus CH Tech0NE C Address CEO n Administration hris 212 555 4784 hi Activities Opportunities History Notes Documents Groups Companies Projects Action Items Project Library add X fl BA Group Record Manager 7 Cumulativ
73. fine Custom Tables amp Business Card Address i Design Layouts p Contact Chris Huffman C Address 1 1 Design Custom Table Screens Company CHT echONE C Address 2 E Design Dashboards Title CEO v City Department Administration State ZIP Manage Teams Web Site Administration Phone 212 555 2485 a Personal E mail l ae Database Maintenance Mobile 212 555 4784 Ga Web Site p Reina Convert 4CT 3 0 6 0 Items _ E mail ChrisGCH TechONe com hee R Scan For Duplicates Last Results Task List __________ ee ied Activities Opportunities History Motes Documents Groups Companies li Opportunity List 2l Should Know fees teal About This Demo Database Click the 47712008 a4 PM Be Sure to Chris H Review TnkernetF These 14 Manage Users Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Synchronize b Synchronization Panel Handheld Setup Outlook Calendar Integration p Export to Excel Customize b Preferences 3 If using a Publishing or Non Publishing the Entity Manager window will appear Click on the About button in the lower left hand corner Import Export Schema Import customizations that were created in another dat lraport Schema Export your current schema to 4 file This file can be tt Export Schema F al About TopLine Designer 4 If using a Remote database an dialog box will a
74. g Installation Program If you have a previous version of TopLine Designer installed you must first uninstall it using Add Remove Programs or Programs and Features in Windows Vista from the Control Panel Direct your web browser to http www toplineresults com products downloads htm in order to download the latest version Select TopLine Designer for the version of ACT currently installed When prompted select Run to install TopLine Designer After the software has been installed you will see additional menu items in ACT See also System Requirements Running Installation Activation Web License Manager Obtaining Updates Displaying Current Version TopLineDesigner 7 Installation Running Installation Close ACT before installing TopLine Designer 1 Double click on the installer MSI usually named TopLineDesignerX X X X msi where X X X X indicates the current version to start the Windows Installer toplinedesigner See NA 2 Onthe TopLine Designer Setup Wizard screen click Next ily TopLine Designer Welcome to the TopLine Designer Setup Wizard The installer will guide you through the steps required to install TopLine Designer on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maxinum extent
75. he condition Yes O Nao Tiew Menu should Topline Designer add a new menu item for this table underthe View menu This will show a list of all records for this entity with the ability to filter the list You can select which fields ta filter on after you have created all of your fields Yes O No 7 Click the Finish button to modify your table TopLineDesigner 39 Administrator Functions T Table Wizard Table Wizard Congratulations Enough information has been gathered fo r your table The table will be created or modified when you click on the Finish button Ge cP See also Create a New Table Deleting an Existing Table Creating Fields Editing Fields Deleting Fields Assigning Field Security Defining Relationships TopLineDesigner Administrator Functions 40 Deleting an Existing Table Deleting an existing custom table is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables kA ACT by Sage Premium ACT11Demo File Edit wiew Lookup Contacts Groups Companies Schedule write Reports Tools Help i4 4 54of199 P Bl 8 Contacts Contact List Aij B amp amp ge dln AIF Define Fields Define Custom Tables Back gt Contact Detail J Design Layouts r amp Business Card Address Contact Chris Huffman ee Address 1 Design Custom Table Screens eantas Company CH Tech NE Add
76. i jeas O 9 2 2008 12 00 PM High Chiig Eea E mail O oe Chris Preferences a Cow 92 200 8 00 AM Medium SEEM hosneecgnensilenager rl R a asonne 4 0 Bhd hd adinira Priel 3 Select the appropriate custom table from the dropdown highlight the desired custom field and click on the Delete Field link TopLineDesigner 49 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields OREINEN i Create edit or delete fields Add Field Create a new field or double click on a field from the list to edt View fields for Delete Field Field Machines w Design Screens Field Security Display Name Field Type Alias Full Mame OnChange Script Company Character CustomCompanyFD CustomCompanyFD i Contact Character CustomContactF O CuztomContactFD Create Date DateTime CREATE_DATE CUST Machines CHEATEDATE Add Table Edit Date DateTime EDIT_DATE CUST_Machines EDITDATE Eak Tate Group Character CustomGroupFD CustomGroupFO Last Edited By Character EDITUSERNAME CUST_ Machines EDITUSERNAME Delete Table Machine Location Character Machine Location CUST_ Machines CUST_MachineLoc Define Relationships Machine T Character Machine Type CUST Machines CUST MachineTyp ae Model Number Character Model Number EUS TM achines CUS TM odel umb Other Tasks YesNa PRIVATE CUST_ Machines ISPRIVATE Record Creator Character CREATEUSERNAME CUST_ Machines CRESTEUSERNAM Record Manager Character MANAGERUSERNAME CUST Machine
77. ing Fields Fields from the custom table or a grid containing all the immediate child records may be displayed on the custom table screen 1 Click the Add Field button T Test Machine Test Machine Desicner uy 2 Select either a field or child table grid Fields Below are the fields that exist within this table 3 The field will appear in the next available section of the screen See also TopLineDesigner Administrator Functions 78 Moving Fields Adding Static Images Deleting Fields Modifying Field Attributes Changing Screen Color TopLineDesigner 79 Administrator Functions Moving Fields Fields may be moved to any section of the custom table screen grid using the arrow keys or the arrow buttons in the upper right hand corner of the TopLine Designer window 1 Select the field on the custom table screen 7 1 Machines Machines B Kalake E nme SS be eee I ee m atia 2 Use the arrow keys or the arrow buttons to move the field to the next available section or swap with existing field T Machines Machines S HINE f gt E3 gt ak af a See also TopLineDesigner Administrator Functions 80 Adding Fields Adding Static Images Deleting Fields Modifying Field Attributes Changing Screen Color TopLineDesigner 81 Administrator Functions Adding Static Images Static images such as corpo
78. ing Lookups Windows vs Web Functionality Integration with TopLine Dash FAQ Purchase and Licensing FAQ Installation FAQ Videos User Videos Advanced Webinar Videos 108 110 112 113 114 115 116 117 120 122 125 128 132 133 135 136 137 138 1 Welcome TopLineDesigner Online Help TopLine Designer is an add on product for ACT by Sage that gives you the ability to add new custom sub entities and it provides a framework for designing screens relationships and calculations for those sub entities A sub entity is another word for a sub table It is a table that must be related to a specific Contact Company or Group Entities such as Contacts Companies and Groups are called Top Level Entities Top Level Entities cannot be created using this tool TopLine Designer has two major components There is the Administration component and the End User component J I Al Welcome Welcome to the TopLineDesigner online help system Browse through the help pages by clicking on the links above or selecting pages in the table of contents To quickly find specific product information enter search criteria in the search box above and click the search button Most popular pages TopLineDesigner Welcome 2 TopLine Designer Features For the ACT Windows user View tables interactively go to the corresponding contact company or group Drill down on custom tables to access the detail view Create a contac
79. inistrator for the selected ACT Database Any added ACT Users will be associated with this ACT Database Select ACT Database Selected ACT Database CoNDocuments and Settings USERSMy Documents ACTNACT for Web D atabases4CT 110emo PAD Cancel 4 Select the TopLine Designer serial number which has remaining unused licenses 5 Select the ACT to have TopLine Designer access by default only active ACT users will be displayed To view ALL users click the Include Inactive Users checkbox 6 Press the Associate ACT User with Serial Number button to allow the ACT user to have Designer access TopLine License Manager Associate ACT Users Select the desired Serial Number if you have registered more than one Select an 4cCT User and click the Associate ACT User with Serial Number button to associate the ACT User with the selected Serial Number Repeat for each desired ACT User and Serial Number Associations can be removed by clicking the Remove button forthe desired ACT User g Associate ACT Users D Selected ACT Database ACT110emo Serial Number cda Y Licenses Remaining 998 ACT User Allison Mikola Associate ACT User with Serial Number D Allison Mikola Betty Browser i Ernst Anderson User Name mee Fred Fenderline ajeteeandonathan Sommer re Juliette Rosse Melissa Pearce Sarah Whiting 7 Click Next TopLineDesigner 23 Installation TopLine License Manager Associate ACT User
80. ippets and give other ACT methods for advanced scripting TopLine Results also offers Scripting Consulting via out estore at http store toplineresults com 1 Click on the Help menu item from the Script Editor TM Script Editor Machines E Ex Script Editor Machines A ERLINE 2 i Sl Insert Snippet _ Rese Help a t eee4Click Insert Snippet aboye to get starteg WARNING Changing these scripts can cause instabilities in ACT Use Caution Click the Reset button abore to set the script back to the default Template 65 6 2009 This code runs just before the window is Shown on the screen FE Public Sub nLoadie as ScriptonLoadEventd rgs Implements IScript onLoad Place Code Below ee Oe ET ee ta a End Sub H H ead m mi i bo This code runs immediately after the OK or Cancel button is pressed e Cancel Change the Cancel variable to True and the Of or Cancel buttons will mot close ti E Public Sub OnBeforeClosele as Script nBbBeforetloseEventirgs Implements IScript onBeforetlose Place Code Below H Gj 15 16 End Sub This code runs after a field is chanced Use e Field DisplayName to get the name of the field that changed 210 Public Sub OnFieldthange ile as ScriptonFieldChangeEventargs Implements Script OnFieldChange Place Code Below Snippet inserted on 2 24 2009 4 09 03 PM by Chris Huffman TF FP FielaA DisnlavNamrme Model Mumher Then Wit Line Humber Sc
81. ips Machine Type Character Machine Type CUST Machines CUST MachineT yp Model Number Character Model Number CUST_Machines CUIST_ModelNumb Private YesNo PRATE CUST Machines ISPAIMATE Record Creator Character CREATEUSERNAME CUST_ Machines CREATEUSERNAM Record Manager Character MANAGERLUSERNAME CUST_ Machines MANSGERUSERN Import Schema Export Schema 4 Set the default permission from 1 Full Access allowed to view and edit 2 Read Only allowed to view 3 No Access blank field regardless if value present IM Field Security Field Security TOPLINE g Default permission i applied to all users Edit the user or team permission to override the default Default access for all users Default Permission No Access Users Teams Read Onl a Fall Coles User permission takes precedence over team and default permissions Users Access Based On Allison Mikola Full Access Default Permission Betty Browser Full Access Default Permission Chris Huffman Full Access Default Permission Ernst Anderson Full Access Default Permission Fred Fenderline Full Access Default Permission Jonathan Sommer Full Access Default Permission Juliette Fosseur Full Access Default Permission Melisa Pearce Full Access Default Permission Sarah Whiting Full Access Default Permission 5 The default permission can be overwritten for an individual user by highlighting the user and pressing the Edit button TopLineDesigner Admin
82. istrator Functions 52 Topline Designer Define Fields f Field Security Field Security lcd Default permission is applied to all users Edit the user or team permission to override the default Edit Field Default access for all users D i Field Field Default Fermissior elete Hie Mashine Tipe R ead Only Field Security OnChange Script Users Teams User permission takes precedence over team and default permissions ese Ape err be ee ee Add Table Users Access Based On Allison Mikola Read Only Default Permission Edit Table Betty Browser Read Only Default Permission ag Chris Huffman Read Orly Default Permission Delete Table Emak Anderson Read Only Default Permission Fred Fenderline Read Only Default Permission Jonathan Sommer Read Only Default Pemmission F a Juliette Rosseus Read Only Default Permission Other Tasks si Melissa Pearce Read Only Default Permission Sarah Whiting Read Only Default Permission Define Relationships Import Schema E port schema 6 Choose the appropriate access level and press OK Edit Users Se lect one or more users and choose the desired access level for 1 Field Machine Type Lsers Access Allison Mikala Read Only Betty Browser Read Only Chris Huffman Full Access Ernst 4nderson Read Only Fred Fenderline Read Only Jonathan Sommer Read Only Juliette Rosses Read Only Melissa Pearce Read Only Sarah Whiting Read Only Access Level 7 Press OK to return to
83. l appear Select a method Replace or Append a field and enter a value Click OK Replace Field Replace Field DESIGNER Value Garage 3 See also Adding Deleting Entities Managing Display Columns Grouping Filtering Exporting to Excel Merge to Word TopLineDesigner End User Functions 116 Exporting to Excel Export to Excel 1 Select either the Tabd view or the list view Note that the Export to excel will keep the settings you have from sorting filtering columns and grouping as well Me ee TE Hee Rats aS as re ar SSS Notes History Activities Opportunities Graups Companies Secondary Contacts Documents Contact Access User Fields Personal Info Machines ServiceWork de add De hil E Wl See Group Zor Add Machines Ear Company Machine Location Machine Type S Model Number 3 Record Manager Y Chris Hattman CH TechONE First Floor Alpha abci35 Chris Huffman Chris Huffman inane Outside gamma wndS55 Chris Huffman Chris Huffman CH TechOWE Outside gamma ujn 7 Chris Huffman Chris Huffman none Foo Alpha whine Chris Huffman Chris Huffman CH TechONe Basement Beta bgt456 Chris Huffman Chris Huffman inane Storage gamma qweggz Chris Huffman Chris Huffman none Basement Gamma mds698 Chris Huffman 2 On the startup screen click the my Documents f My Computer My Recent dmy Network Places Documents Machines import Desktop My
84. las TX 75214 www circlephoto6 c Customer Chris MiniSoft 1234 E 1st St Scottsdale AZ 85258 www tonyfed com Customer Allisor Mix Alliance 225 555 4512 1802 Sandstorm Ave Suite JS16 Baton Rouge LA 70831 www mixalliance cor Customer Allisor Willis Enterprises 480 555 2456 1920 Rocky Mountain W Scottsdale AZ 85258 www vuillis biz Customer Chris 3 Groups This Returns any Group records link to the search criteria the results are groups 4 Contacts At Companies This Returns all the Contacts at the Companies linked to our search within the custom table I Lookup Contracts Lookup Contracts RE herd J Look in this field Search for Contract Type Contract Type v 7 i attract ype For the curent lookup Replace Lookup O Non empty field Narrow Lookup O Greater than Oat tn Sate How do you want your results Contacts Companies Groups Contacts At Companies Contacts Within Groups the results are Contacts TopLineDesigner 4 Contact List End User Functions 124 A oS 2S S Company CH Gourmet Gifts CH Gourmet Gifts willis Enterprises Mix Alliance CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts CH Gourmet Gifts Average Grocery CH Gourmet Gifts CH Gourmet Gifts 5 Contacts Within Groups Contact Allison Mikola Betty Browser Bill Willis Brian
85. lates which use Custom Table fields Creating a New Template To create a new template navigate to a tab that contains a record to merge and right click on a record This will launch a new Microsoft Word document along with a popup window titled Merge Fields You can now create your document using Microsoft Word When you want to insert a merged field place your cursor in Microsoft Word in the location where you want the merged field to be inserted and double click on the field in the popup window Click on the Entity dropdown to select fields from different tables The choices are Custom Table This is the primary table that you will be merging My Record This will insert contact fields It will merge with data from your My Record contact Contact This will insert contact fields It will merge with data from the selected record s parent contact Company This will insert contact fields It will merge with data from the selected record s parent company Group This will insert group fields It will merge with data from the selected record s parent group Not all of these options are always available Once you have created your document you must click on the Save and Close button on the popup window to save your template Do not use the Save feature in Microsoft Word Give the template a unique name Editing an Existing Template To edit an existing template navigate to a tab that contains a record to merge Right click choose W
86. ld is displayed on the screen 1 Select the field on the custom table screen T Machines Machines A HINE i SSS SSS afa oF Add Field _ ea 2 Click the Edit Field Properties button 3 Modify the Field Properties as needed 1 Label Text always appears left of the field Field Width in pixels Field Height only valid for Memo Fields and Grids Row Span Column Span Label Color Field Color Field Text Color Field Properties Label Text Modified Date Field Width eco ie pe oa eS eS Field Height Row Span Column Span Label Color Field Color Field Text Color 4 Click Close to apply the changes TopLineDesigner Administrator Functions 86 7 Machines See also Adding Fields Moving Fields Adding Static Images Deleting Fields Changing Screen Color TopLineDesigner 87 Administrator Functions Changing Screen Color The background color of the Custom Table Screen can be changed but gradients and tiled graphic files cannot be used 1 Click on the color swatch below Screen Color in the lower right hand corner of the window T Test Machine Test Machine TOPLINE J 2 Choose either a Basic Color or Define a Custom Color 3 Click OK to apply the color to the screen Basic colors Define Custom Colors gt gt TopLineDesigner Administrator Functions 88 2 Test Machine Test Machine NOTE Custom Colors are not remembered fo
87. le Should an error occur while deleting a table the following procedure should be used Start ACTDIAG Detach the database from SQL Close ACTDIAG Start ACT Open the database using the ADF file to have SQL repair the database Delete the custom table again OY ee Te See also Create a New Table Editing an Existing Table Creating Fields Editing Fields Deleting Fields TopLineDesigner Administrator Functions 42 Assigning Field Security Defining Relationships TopLineDesigner 43 Administrator Functions Creating Fields Numerous fields can be created in a custom table 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables kA ACT by Sage Premium ACT11Demo File Edit wiew Lookup Contacts Groups Companies Schedule write Reports Tools Help i4 54of199 P Bl 8 Contacts Contact List Aij B amp amp ge dln AIF Define Fields Define Custom Tables Back gt Contact Detail J Design Layouts r amp Business Card Address Contact Chris Huffman ee Address 1 Design Custom Table Screens eantas Company CH Tech NE Address 2 Design Dashboards ied Title CED v City dy Manage Users Groups Department Administration v State ZIP ee Manage Teams Password Policy me e ral Database Maintenance F Companies Phone 21315552485 a Personal E mail EE EE 5 onver 13 0 6 0 Items
88. mpany Contact Create Date Record Manager Edit Date Contract ID Group Services Covered Last Edited By Note e Private Duration Record Creator Le Expiration Date Date Issued Contract Status Contract Description Contract Type Contract Name d Exporting to Excel Exporting to Excel sends all the visible rows and columns to excel If you have applied a group based on a field MS Excel will show those results as well The same is true if you applied a filter only the filtered data will show in the list view a Add i bkk dp 2 Group Brian David Chris Huffman C CH 1007 Doe cover water 30 00 03 10 2010 oane dam age Bill Willis Chris Huffman C CH 1004 Service 1 Warranty does not 30 00 03 01 2010 03 01 42009 cover replacement parts Anthony Federici Chris Huffman C CH 1008 Service 1 Covers all upgrades 30 00 03 01 2010 03 01 42009 to PDAs a WH z Contracts Export xls Compatibility Mode Microsoft Excel Home Insert Page Layout Formulas Data Review View Add ins LM Arial 35 S S Genet A inetr E a Oa e U A a S Bia S gt ae Seay peas es ee Es soe APS lt g Ne ZuE Al gt gli ong x Format 27 F Clipboard Font i Alignment a Number Cells D Contract ID Services Covered Brian David Chris Huffman C CH 1007 Service 2 Does not cover w 2 damage Bill Willis Chris Huffman C CH 1004 Service 1 Warranty does no
89. n and press the Import Data button Synchronization Panel Outlook Calendar Integration gt Customize b 4 11 2008 Preferences TopLineDesigner 101 Administrator Functions Entity Manager 4 Home 4 5 Tables 4 eer Machines ila Fields Screens B Relations gt E ServiceWork Calculations BH Scripts Beta 4 Welcome Entity Manager Table Info Name MACHINES Which primary entities in ACT does this table link to Contact a Save Company Group Tabs in ACT An additional tab can be created on your layout within 4CT Place a checkmark if you want a tab to show up Contact V Company Group Migrate Data From ACT Take data that is already in ACT and import it into this table Migrate from ACT Import Data Import data from Excel CSV Access SQL Oracle and more into a custom table Import Data T Data Import Wizard FIE aa BAEN f a DESIGNER M View Menu Adds an entry to the View menu that will show a complete list of all records within this table Show List Option Under View Menu Lookup Menu Adds an entry to the Lookup menu that allows a user to perform a lookup on this table and return a list of contacts that contain records for this table V Show in Lookup Menu Export Schema to CS Create a CSW file that contains a list of all the fields in this table x TOPLINE D DESIGNER Md Use this utilty
90. ner Define Relationships Create edit or delete relationships Create a new field or double click on a relationship from the list to edit View relationships for Name Parent Table Child Table Foreign Key Machines MAA Machines MA machines Senic Machnes Senviceyy ork Contact Machin Contact Company Machi Company Machines 5 The Relationship Creation Wizard will begin Click Next to start Last Name Administrator Functions 60 TOPLINE DESIGNER Display Field Screen Machines Company Machines TOPLINE A3 DESIGNER 4 Display Field Screen Last Name Machines Company Machines Model Number Service ork TopLineDesigner 61 Administrator Functions 1 Relationship Creation Wizard Relationship Creation Wizard Selita Welcome Welcome Welcome ta the TopLine Designer Relationship Creation Wizard This wizard will assist you in creating relationships between two custom tables Both tables should be created before starting this wizard 6 The Parent and Child tables cannot be changed Chick Next 7 Relationship Creation Wizard Relationship Creation Wizard Lier Select Tables Parent Table One record from this table can have many records from a different table linked to it For example if you wantta link atable called Companies to a table called Employees then Companies would be the Parent table because multiple Employee records can be linked to a single Company reco
91. ner Activation A connection could not be made to the activation service over the internet IF you would like to try again click the Back button Otherwise follow the steps below 1 Verty that your serial number was typed in corectie Fit was not please click the Back button and try again Box Al cdax 2 You may be asked for the text in the box below Case Sensitive 4 Type the unlock code that you are given into the box below Box C A browser window will be opened Enter the registration information into the boxes and click the Get Unlock Code button 7 TopLineDesigner 13 Installation TopLine Results Add on Activation Serial Number has been validated Please register for receive product updates Company CHTech One Name Chris Huffman Address 1 43 East 54th St Address 2 Cuite 300 City New York State Zip Phone 242 555 2485 Pi a Ta l Email chris chtechone com eT Get Unlock Code The unlock code will appear on the next page TopLine Results Add on Activation Type this value into Box 3 on your activation form and click Next 8 Enter the unlock code in Box C and click Next TopLine Designer Activation A connection could not be made to the activation service over the internet IF you would like to try again click the Back button Othermise follow the steps below lal number was typed in corectly lFit was nok pl
92. nging Screen Properties Designing Screen Editing Screen Scripts TopLineDesigner 75 Administrator Functions Designing Screen Place fields on the blank screen by 1 Open ACT 2 Click on the Tools menu and select Design Custom Table Screens EA ACT by Sage Premium ACT11Demo i File Edit View Lookup contacts Groups Companies Schedule Write Reports Tools Help IQ 540f199 D D1 E contacts coant 8 ES BH aT air as Define Fields Contact Detail Define Custom Tables amp Business Card 2 ___ Address nhl estas Contact Address 1 i Contacts Company m Address 2 pes Dashboards icd Title CEO v City Manage Users Groups Department State ZIP Manage Teams Salutation AT Password Policy Database Maintenance an Phone 212 555 2485 x Personal E mail Sty z L PSE Convert ACT 3 0 6 0 Items Mobile E 2 555 4764 Web Site Esail Chris CHTechUNE com Hailes Companies FT trr B Scan For Duplicates BEE Copyi Move Contact Data Update Salutation Field Rall Timer Shift F4 ACT Scheduler R Activities Opportunities History Notes Documents Groups Companies Gebake r _ at a Dates Al Dates we Dates Al Dates we Types al w Prioriti Synchronization Panel Opportunity List kige T
93. nse Manager Add Serial Numbers Add Serial Numbers Enter a valid TopLine Designer Serial Number into the text box and click the Register Serial Number button Upon successfull registration the Serial Number will be added to the list below Existing Serial Numbers can be removed by clicking the Remove button for the desired row Serial Numbers can be re added at any time A Register Serial Number Registered Serial Number Number of Licenses Licenses Used mpr i 359 Remove i 5 Following the Initial Setup a window will appear to perform another Initial Setup or continue to the next setup step 6 Click Finish to return to the Main License Manager screen lopLine License Manager Add Serial Numbers Add Serial Numbers The following next steps may be performed in order to continue the process Add another Serial Humberto the installation of Topline Designer for Web Associate ACT Users with an ACT Database and TopLine Designer Seral Number This step is required in order to allow ACT for Web users to access the Topline Designer for Web functionality View a Help file with full instructions including how to troubleshoot problems verifying the Serial Numbers and Associating User with an ACT Database m a The lower section of the screen will display all TopLine Designer serial numbers the number of licenses associated with that serial number and number of licenses assigned to users The serial number can be
94. nu and select TopLine Designer Manager i ACT by Sage Premium ACT11Demo File Edit view Lookup Contacts Groups Companies Schedule Write Reports Tools Help I4 540f199 gt Di amp Contacts 2 Contact List SAS amp amp Re rdo AIF z Define Fields Contact Detail Define Custom Tables Business Card Address amp Design Layouts gt amp Contact LJ Address 1 1 Design Custom Table Screens Contacts Company CH Tech0NE Cd a Address 2 g Design Dashboards Title CEO v cty Maiy Manage Users Department Administration State ZIP HE Manage Teams Salutation Ei Password Policy Web Site Administration Phone 212 555 2485 x Personal E mail Sal LJ a l l Database Maintenance gt Mobile 212 555 4784 WebSite HHH Convert ACT 3 0 6 0 Items ea E mail Chris CHTechONE com Calendar TA Scan for Duplicates a ees o O z Copy Move Contact Data Task List Update Salutation Field JO Ime Shift F4 E Activities Opportunities History Notes Documents Groups Companies ACT Scheduler Opportunity Dates all Dates v n Select Users List Synchronize gt Dae ime egada 0 E Recon 4 26 2008 11 37 AM What You ij Chris Should Know Handheld Setup About This Demo Database E FARSO Excel Click the 2 47 PM Be Sure to Chris Review Internet These 14 3 Click the desired Custom Tables for migratio
95. ny Query Contracts Contacts By Group Use Activities Contact Query Custom Sub Entity Group Query O History Note Opportunity Opportunity Query Product Synchronization User lt TE Once you have selected the correct custom table you can create 2 filters one for a date field and one from a general field all other fields can be used as filters inside any ultralist view These 2 filters will be used and reflected in the graphical views generated in the TopLine Dash Contracts Preferences Sekine Contracts Preferences Custom SubEntity Contracts Filter by Date Date Field Expiration Date From Last 30 Days To Today Filter by Field Field Operator 2 si TopLineDesigner 129 Integration with TopLine Dash wo U amp y TOPLINE New Load Save Print Preferences Refresh Help About DASH Custom Table Dashboard is C gg B ta Custom Table Dashboard List 14 2413 2009 3 15 2003 3 AssetName Y Asset Location Y Asset Status W Asset Descripti Y Asset Value ZY Asset SerialN VY Asset Type v Note Y Document Apple Location 1 Asset Status Phone l 500 00 54612323 Premium Includes free file C Docume Asset 1 Location 1 Asset Status 2 Hand Held 356 00 23455645 Standard Software upgrade file C Docume Asset 1 Location 1 Asset Status 1 PC 500 00 1234 Type This PC to be Asset 2 Location 2 Asset Status 2
96. on Administrator Functions End User Functions Integration with TopLine Dash FAQ Videos TopLineDesigner Integration with TopLine Dash 128 TopLine Dash Integration TopLine Dash is the easiest way to create a powerful report in ACT In order to be able to leverage this interactive reporting tool you must first own a license of TopLine Dash You may already have purchased a license which is installed on your computer If that is the case make sure you run version 7 and above In this example we will show you version 7 5 which is soon to be released May 2009 If you purchased TopLine Designer Plus instead of TopLine Designer you would have received a license for TopLine Dash which runs only in ACT for Windows Because each Subentity in ACT can be created by an ACT Administrator we do not have specific dashboard templates available Instead you have to create your own First Click on TopLine Dash Icon in ACT Top Right 1E SW SS Ooms 1 Click on the New Dashboard Icon wo iB E amp Y lt TOPLINE New Load Save Print Preferences Refresh Help About DASH 2 Select Custom Sub Entity 3 Now select which custom table to report Panel Wizard TOPLINE ABREINE Panel Wizard The first step in creating a new panel is to select what type of data you want to use Select your data source Description O Activity Ca Allows you to view data from custom tables Company Entities that can be shown Assets Compa
97. onize b Opportunity G w E n EEn ties List a aJ Synchronization Panel E g m By 122008 700 AM Low dheld O w amp 815200 g20AM Medium PRE Loa C TA e j Gutlook Calendar Integration k Dashboard ii O 8 22 2008 8 304M Medium TE export to Excel O a A 31 200 8 00AM Low WN Oo 9 2 2008 12 00 PM High Customize E mail O A A Preferences aa eo u mmeo nm table from the dropdown and click on the Edit Table link 3 3 Select the appropriate custo TopLineDesigner 37 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields AO ENEJ Create edit or delete fields Create anew field or double click on a field from the list to edit Edit Field View fields for eee semcework J bliss E Full Name EE ST Meien er EURETAN Last Edited By haracter EDITUSERNAME CUST Machines EDITUSERNAME Record Manager Character MAN AGERUSERNAME CUST_ Machines MANAGERUSERN Private YYesho PRIVATE CUST Machines SPRIMVATE poau d Create Date DateTime CREATE_DATE CUST_Machines CREATEDATE Delete Table Edit Date DateTime EDIT DATE CUST Machines EDITDATE Define Relationships Contact Character CustomUontactFD CustomContactF O Company Character CustomCompanyFD CustomCompanyFD Group Character CustomlGroupFD CustomGroupFo Import Schema Export schema 4 A wizard will display to T Table Wizard guide you through the process of editing the table Click Next to begin Tatia Mesan TOPLINE j
98. opLine Designer 5 Can I upgrade from TopLine Designer 2 0 to TopLine Designer 3 0 Yes and it is free Go to our Download area http www toplineresults com products downloads htm 6 Do need to buy an Admin version of TopLine Designer No there is not a TopLine Designer Admin Version or runtime version When you buy TopLine Designer you receive the license for a user alongside an administrator user included An ACT Administrator or Manager will have access to the TopLine Designer Administration area A standard user will still need a license to view the tables but will not be able to access the admin area also called TopLine Entity Manager area TopLineDesigner FAQ 134 See also Installation FAQ TopLineDesigner 135 FAQ TopLine Designer 1 Where do download the latest version of TopLine Add ons Go to http www toplineresults com products downloads htm 2 Should uninstall before upgrade It is recommended to uninstall any previous version of TopLine add ons prior to upgrade 3 If uninstall TopLine Designer will affect the data in the table No 4 If uninstall TopLine Dash will lose my dashboard Version 5 and below Yes Version 6 or 7 No 5 How do get support for TopLine add ons TopLine Designer does comes with numerous free videos available from the Website TopLine Designer provides with a blog http blog toplineresults com TopLine Designer provides an on line helpfile TopLine De
99. p Character CustomGroupFD CustomGroupFo Import Schema Export schema 3 See also Editing an Existing Table Deleting an Existing Table Creating Fields Editing Fields Deleting Fields Assigning Field Security Defining Relationships TopLineDesigner Administrator Functions 36 Editing an Existing Table Editing an existing custom table is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables A ACT by Sage Premium ACT11Demo File Edit View Lookup Contacts Groups Companies Schedule Write Reports 4 540f199 P DI Contacts 5 Contact List ay se amp wz Back Contact Detail Tools Help g speling Al F7 Define Fields C Define Custom Tables Business Card _ Address JE Design Layouts ki Contact Chris Huffman i Address 1 1 Design Custom Table Screens 4 Contacts Company CHTechONE Sodress 2 Design Dashboards ied Title CED v City he Manage Users Groups Department Administration v Statej ZIF pe Manage Teams Password Policy Salutation Chris Country oe BE 555 7485 lia H e Fmt ich loan Mobile 212 555 4784 web Site l ci j Scan for Duplicates E mail Christ CH TechONE com Last Results i Database Maintenance F Copy Move Contact Data Update Salutation Field Timer shift F4 Task List t ACT Scheduler Type MS Date Priority Synchr
100. ppear with a message about the Entity Manager being unavailable Click Ok to see the version information TopLineDesigner Installation 26 TopLineDesigner J You are currently logged into a remote database To make changes to this database you must be logged into the master database 5 Version and Serial will be displayed About Topline Designer TopLine Designer Version 3 1 0 0 Copyright 2003 TopLine Results Serial Number cdaec Topline Results Corporation is not responsible ardor liable for damage this product may cause or for loss of data as a result of using this product Warning This computer program i protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law See also System Requirements Obtaining Installation Program Running Installation Activation Web License Manager Obtaining Updates TopLineDesigner 27 Administrator Functions With TopLine Designer the Administrator can 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 v
101. r future use See also Adding Fields Moving Fields Adding Static Images Deleting Fields Modifying Field Attributes TopLineDesigner 89 Administrator Functions Editing Screen Scripts TopLine Designer along with ACT can use Visual Basic Scripting to help manipulate ACT data and automate tasks 1 Open ACT 2 Click on the Tools menu and select Design Custom Table Screens 9 ACT by Sage Premium ACT11Demo i File Edit View Lookup contacts Groups Companies Schedule Write Reports Tools Help F ae m I9 4 5S40f199 P Pl 8 Contacts A Contact List ap Ee 8 oe SS gf Spelling Alt F Define Fields Contact Detail Define Custom Tables amp Business Card Address Contact Chris Chris Huffman Chis Human WC Address 1 Company CH CHTechONE CH Tech NE f Address 2 EO we Design Layouts Contacts Design Dashboards icd Title E ny City Manage Users Groups Department Administration s State 7IP Manage Teams Database Maintenance i Phone 2121 555 2485 a Personal E mail Mobile EE 555 4784 A web Site E mail Chris CHT echONE com Convert ACT 3 0 6 0 Items Scan For Duplicates Copy Move Contact Data i Bese a Update Salutation Field Timer Shift F4 ACT Scheduler Activities Opportunities History Noakes Documents Groups Companies S nchronize PeR oniy Da
102. r vertically Horizontal C Vertical N Close lt lt Previous oQ Next gt gt T 6 Click Finish to commit the changes and return to the Define Screens window TM Screen Wizard x Screen Wizard a a ae R Congratulations Enough information has been gathered to create your sereen Click the Finish button to apply these changes Close Previous See also Adding a New Screen Deleting a Screen Designing Screen Editing Screen Scripts TopLineDesigner 73 Administrator Functions Deleting a Screen A custom table screen can be deleted at any time but just ensure that no relationship is using the custom table screen 1 Open ACT 2 Click on the Tools menu and select Design Custom Table Screens GN ACT by Sage Premium ACT11Demo File Edit view Lookup Contacts Groups Companies Schedule Write Reports Tools Help me sy tee Id J 54o0f199 gt PI Contacts Contacts contact List a W Spelling AL HF Define Fields Contact Detail Define Custom Tables Business Card Address as Design Layouts b Contact che Hufmen YC Huffman im Address 1 ai Design Custom Table Screens a Company CHTechONE TechONeE CHTechONE Address 2 E Design Dashboards Title CEO v City Manage Users Department Administration v State ZIP i Manage Teams p Database Maintenance Eo Phone 212 555 2485 Personal E mail ae aE Convert ACT 3 0 6 0 Items
103. rate logos can be added to the custom table screen 1 Press the Add I mage button T Test Machine Test Machine a Add Field Add _ ae 2 From the Open Dialog box browse to find the image Only BMP JPG GIF and PNG images are allowed The image cannot be resized once it has been added to the screen Look in E My Pictures x em re My Recent Documents CHOneLoga CHTechOneLogo Sample Pictures Cancel JPEG All Files A 3 The image will be placed in the first available section TopLineDesigner P 17 Machines See also Adding Fields Moving Fields Deleting Fields Modifying Field Attributes Changing Screen Color Administrator Functions 82 TOPLINE jie DESIGNER TopLineDesigner 83 Administrator Functions Deleting Fields Fields can be removed from the custom table screen 1 Select the field on the custom table screen T Machines Machines Epaiak Add Field an b Add image if 2 Click the Delete Field button 1 Machines Machines Add Field Add Image 3 The field is removed TopLineDesigner P n Machines See also Adding Fields Moving Fields Adding Static Images Modifying Field Attributes Changing Screen Color Machines Administrator Functions 84 TOPLI DESIG INE ea NER TopLineDesigner 85 Administrator Functions Modifying Field Attributes Field attributes define how the fie
104. rd Riel oe Wechines Child Table A record fram this table will link to a record in the Parent table For example if you want to link a table called Companies to a table called Employees then Employees would be the Child table because multiple Employee records can be linked to a single Company record ine a Pieper E Ad ao oehiceayy Ore 7 Modify the existing properties of the relationship as necessary 8 Click OK to return to the Define Fields screen See also Add Relationship Delete Relationship Relationship with Activites and Opps TopLineDesigner Delete Relationship To delete a relationship between existing custom tables is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables A ACT by Sage Premium ACT11Demo Edit Id 540f199 gt PI amp Contacts Contact List 94 view Lookup Contacts Groups Companies Schedule Write Reports Contact Detail amp Business Card Address Contact Chis Huffman ia Address 1 1 Contacts Company cH TechOME ia Address 2 Groups Department Administration wt Skate ZIP t m Salutation Chris Country ii a Companies Phone 213 555 2455 bia x Personal E mail l Mobile 212 555 4784 a Web Site p E mail Chista CHTechONE com Last Results Task List Activities Opportunities History Notes Documents Groups Companies i f Dates al Dates w Types All Priotiti
105. removed from the License Manager by highlighting the serial number in the lower section of the screen and pressing the Remove button See also Initial Setup Associating ACT Users Viewing Exporting Configuration TopLineDesigner 21 Installation Associating ACT Users Any ACT user must be designated to be allowed to see TopLine Designer data and screens Multiple users can be associated with multiple databases using TopLine Designer 1 On the startup screen click the Associate ACT Users button TopLine License Manager Initial Add Associate Whew Export to Get Help About Setup Serial ACT Current Excel Numbers Users Serial Nurmnbers 2 Click on the Select ACT Database button browse to find the ACT database and press Open TopLine License Manager Associate ACT Users Eg Associate ACT Users Click Select ACT Database to select the desired PFAD file Enter the valid Username and Password of an Administrator for the selected ACT Database Any added ACT Users will be associated with this ACT Database s elect ACT Database p Selected ACT Database none selected Username Password 3 Enter the ACT username and password of the ACT Administrator then click Next TopLineDesigner Installation 22 TopLine License Manager Associate ACT Users Associate ACT Users Click Select ACT Database to select the desired PAD file Enter the valid Username and Password of an 4dm
106. ress 2 Design Dashboards ied Title CED v City dy Manage Users Groups Department Administration v State ZIP ee Manage Teams Password Policy me e ral Database Maintenance F Companies Phone 21315552485 a Personal E mail EE EE 5 onver 13 0 6 0 Items Mobile 1 2 555 4784 a Web Site ye izazaaa iia l j Scan For Duplicates ee E mail Christ CH TechONE com Calendar i Copy Move Contact Data Last Results ast Results Update Salutation Field Timer Shift F4 ACT Scheduler Task List eg Date pache Synchronize 7 us T ime g Priority E E HA Chis Synchronization Panel om amp 32 2008 7 00 AM Low Chis O m 35 200 8 30 AM Medium E Poa 7 F TA ee 1 Chris Outlook Calendar Integration F Soes Vial is 8 22 2008 8 30 AM Medium Eel export to Excel Cow A 91 200 8 00 AM Low Chis I O 9 2 2008 12 00 PM High Chg SHstorhize E mail O fe Chris Preferences ee ommo usm Er raineosn mma 3 Select the appropriate custom table from the dropdown and click on the Delete Table link TopLineDesigner 41 Administrator Functions TopLine Designer Define Fields TopLine Designer Define Fields noes Create editor delete fields Add Field Create anew field or double click on a field from the list to edit Edit Field i ye l View telda for Delete Field ee Design Screens i s etek Oyders _ _ SERNAM
107. ries 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 MS Excel Merge custom table fields into MS 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 using TopLine Dash Alerts Articles in this section lt N Using Designer Tabs Using List View Using Lookups See also Welcome Installation Administrator Functions Windows vs Web Functionality Integration with TopLine Dash FAQ Videos TopLineDesigner 113 End User Functions Home gt End User Functions gt Using Designer Tabs Using Designer Tabs TopLine Designer Custom Table data is displayed as a tab under the Contact Company or Group layout as controlled by the ACT Administrator and are always right of the static tabs Tab names are controlled by the Screen names Company CH TechONE TechONE a Contact Chris Huffman IE Salutation Key Contact Title a Department Administration Administration Ext Phone 212 555 2485 gal Mobile 21255 2 555 4784 784 Ls Fax 21 12 558 555 2486 Alt Address 13k East 54th St Suite 300 City New
108. ript File v1 Last Edited on 2 24 2009 4 15 28 PM by Chris Huffman 2 The Help File will explain other ACT methods which can be used in more advanced scripting m Script Editor Help gt TOPLINE f i Script Editor Help DESIGNER Other Custom Methods ACTFwk as ACT Framew ork ActFramew ork This returns the standard ACT SDK Framework ACTULas ACT ULActApplication This returns the standard ACT SDK Application SubEntityForm This is a custom designer class that contains the window with the fields in it GetValue DisplayName as String Returns the value that is stored in a custom sub entity field forthe currently open sub entity record ex MsgBox GetValue MyField SetValue DisplayName as String Sets the value fora custom sub entity field forthe currently open sub entity record ex SetValue MyField New Value Visible DisplayName as String Sets whether afieldis displayed onthe screen or not True or False ex Visible MyField False P a b Le a a ee oa l l M M d E Pi e D iee a a A T amam l e a a all oe ee a ee ee ee ee ee ee on See also TopLineDesigner Administrator Functions 96 Scripting Events Using Snippets TopLineDesigner 97 Administrator Functions Migrating Data Migrating data allows the administrator to copy data from existing contact company or group fields into new custom table records For example contact data such as Activities Opportunities History Notes User
109. rite and choose Edit Template Choose the template you want to edit from the Open File box and click Open The template must have been created using the procedure indicated in the above section You cannot edit a template that was created manually in Microsoft Word or in ACT The procedure for editing a template is the same as creating a new template When finished click on the Save and Close button Do not use the Microsoft Word Save function After clicking on Save and Close you will be asked if you want to update the template If you select Yes the document will be saved using the same filename If you choose No then you will be prompted to enter a new filename for the template Nested Custom Table Entities in a Template If there are Custom Tables which have a relationship the template can include the parent custom table fields and all of the related child custom table fields There are only a couple of steps involved in creating a table that contains a list of related child records Create a new table in Microsoft Word that contains exactly two rows and however many columns you want with one column per field you want to merge In the first row you need to specify which field should be merged into each column You do so by using the following format Designer TABLENAME Fl ELDNAME You must always start with the word Designer followed by a period Specify the table you want to merge in followed by a period Specify the field name Example
110. rk New York Options State NY NY AZ NY NY NY NY NY NY NY NY NY NY wil NY NY TopLineDesigner 125 Windows vs Web Functionality Windows versus Web Functionality The following functionality is available with TopLine Designer on ACT Premium and available with TopLine Designer on ACT for Web You can view a total of 10 Tabs at the contact level company level group level You arrange the columns to view any field in the custom table You can double click and view the content of each Tab as it was designed in the Windows client on the server You can sort by any field You can edit and save the new content of almost all the fields in the custom table You can add or delete a row or record under any Tab or in the List view You can see an embedded table in the screen view and drill down on the content of the sub custom child table You can generate a list of each custom table in a List view and further arrange columns sort by field and drill down from the list view delete or add new records 09 Oy Wie a STE Below is an example of a comparison for a Project Module in Windows and in ACT for Web Windows h Projects Thomas Andrews Chris Huffman CH TechONE AsiaPac Employees TOPLINE J DESIGNER Project Name Special Project Priority Description Splendid opp Status Start Date 1 1 2009 v Estimated Duration Due Date 1 31 2009 v Cumulative Duration
111. rting new row 2 25 2009 3 07 21 PM New record created Updating fields 2 25 2009 3 07 21 PM Updating record 2 25 2009 3 07 21 PM Record Updated 2 25 2009 3 07 21 PM Finished Importing Row 11 The data is imported Notice the records with Company none were updated because Company was not in the source data and was not matched S TOPLINE a J DESIGNER Notes History l Activities Opportunities Groups Companies Secondary Contacts Documents Contact Access User Fields Personal Info Add gt X U SL Se Group Contact Y Company Y7 Machine Location W Machine Type T Model Number Y Record Manager Vv Administrator Functions 104 Machines Chris Huffman CH TechONE First Floor Chris Huffman none Outside Chris Huffman CH TechONE Outside Chris Huffman none Roof Chris Huffman CH TechONE Basement Chris Huffman none Storage Chris Huffman none Basement See also Applying Preconfigured Template Managing Tables Managing Custom Table Screens Migrating Data Alpha Gamma Gamma Alpha Beta Gamma Gamma abc135 wnd555 ujn6 7s yhn369 bgt456 qwegs2 mds698 Chris Huffman Chris Huffman Chris Huffman Chris Huffman Chris Huffman Chris Huffman Chris Huffman TopLineDesigner 105 Administrator Functions Managing Word Templates Managing Schema TopLineDesigner Administrator Functions Managing Word Templates The administrator can manage Word Temp
112. s Associate ACT Users Select the desired Serial Number if you have registered more than one Select an 4cT User and click the Associate ACT User with Serial Number button to associate the ACT User with the selected Serial Number Repeat for each desired ACT User and Serial Number Associations can be removed by clicking the Remove button forthe desired 4CT User Selected ACT Database ACT11Demo Serial Humber edad T Licenses Remaining 997 ACT User Allison Mikola Associate 4CT User with Serial Number Include Inactive Users User Name ACT Database E Chris Huffman PACT11Demo Remove i Melissa Pearce ACTI 1Dema Remove 8 Following the Initial Setup a window will appear to perform another Initial Setup or continue to the next setup step 9 Click Finish to return to the Main License Manager screen TopLine License Manager Associate ACT Users Associate ACT Users The following next steps may be performed in order to continue the process Associate ACT Users with a different ACT Database or TopLine Designer Seral Humber Wiew the current Serial Number assignments Thie will display all currentl registered Serial Numbers as well as the ACT Users that are associated with each Senal Number See also Initial Setup Adding Serial Numbers Viewing Exporting Configuration TopLineDesigner Home gt Installation gt Obtaining Updates Obtaining Updates Updates are provided on the TopLine Result
113. s M4NAGERUSERNAME Import Schema Export Schema 4 See also Create a New Table Editing an Existing Table Deleting an Existing Table Creating Fields Editing Fields Assigning Field Security Defining Relationships TopLineDesigner Administrator Functions 50 Assigning Field Security Like typical ACT fields custom table fields can have field level security both default and by individual user NOTE System custom table fields cannot be edited 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables fev ACT by Sage Premium ACT11Demo gt File Edit View Lookup Contacts Groups Companies Schedule Write Reports Id 54o0f199 P Pl 8 Contacts SO Contact List 4 Tools l Help ae Spelling AEF Define Fields i 6 Contact Detail amp Business Card _ Address J Design Layouts Eo Contact Chris Huffman ee Address 1 1 Design Custom Table Screens Contacts Company CH Techot HI Bo Fi Address 2 q Design Dashboards troup Department Administration Skate ZIP pi Manage Teams Salutation Chis O ormie i Password Policy Database Maintenance b ide E 2 559 2465 je ch fi P i Convert ACT 3 0 6 0 Items Mobile 212 555 4784 Web site i Scan For Duplicates E mail Chris iCH TechONE com Last Results Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler
114. s website http www toplineresults com products downloads htm TopLine Designer installs an Update Checker in the Program Groups 1 Start the TopLine Designer Update from the Start Menu under the TopLine Results program group Sakae Outlook fm Topline Results gi Adobe Reader 7 0 A TopLine Alerts amp ACT Premium E Internet Explorer ei m Topline Designer Update Microsoft Access i Microsoft Excel i aj Microsoft Outlook TopLine Designer Upi E Microsoft Word SQL Server Configurs Microsoft Word Manager B Qutlook Express All Programs P Log GFF D Turn OFF Computer io Start amp web Downloads on tl 2 Status bars will show the Update program connecting to the TopLine server 3 Click on the Check button 4 See also System Requirements Obtaining Installation Program Running Installation Activation Web License Manager Displaying Current Version V Designer For Web License Manager Installation 24 TopLineDesigner 25 Installation About TopLine Designer Finding the version you are on 1 Open ACT 2 Click on the Tools menu and select TopLine Designer Manager i ACT by Sage Premium ACT11Demo File Edit View Lookup Contacts Groups Companies Schedule Write Reports Tools Help i4 540f199 gt pi 8 Contacts 8j Contact List Em pe amp E ine ang Spelling Alt F Sa SAL a ee Define Fields Contact Detail De
115. signer also provides a 30 day fully functional trial version 6 To guarantee a proper installation it is best to get professional help from your ACT CC ACT CC s are experts at ACT Database Development and can help your company make a leap in performance with ACT 7 If you just purchased TopLine Add ons within 30 days directly from TopLine please email support toplineresults com If you do not have an ACT CC or do not know please contact TopLine Results See also Purchase and Licensing FAQ TopLineDesigner Articles in this section a User Videos Advanced Webinar Videos See also Welcome Installation Administrator Functions End User Functions Windows vs Web Functionality Integration with TopLine Dash FAQ Videos 136 TopLineDesigner 137 Videos User Video Please refer to our videos for a quick review http www toplineresults com products toplinedesigner videos htm See also Advanced Webinar Videos TopLineDesigner Videos 138 ACT CC Videos Please refer to our Webinar videos for advanced examples of TopLine Designer integration and administration Introducing TopLine Designer v2 0 lune 28 2008 Effective Database Designs using TopLine Designer February 10 2009 Schema and Data Imports with TopLine Designer February 17 2009 TopLine Designer Scripting February 24 2009 TopLine Designer A closer look at Projects and Customer Service March 3 2009 Powerful Reporting on Custom T
116. st view sub entity that you are in and from fields of a subentity related to the one that you are in You can also select fields from another list provided that the sub entity has a child relationship to the sub entity list TopLineDesigner End User Functions 118 Pe eS Sy 2 i Merge Fields Ed ay Merge Fields TOPLINE K g DESIGNER WI Access Level Hello Primary__ Contact Alternate Extension Alternate Phone Birth Date Your contract expires on Primary__ Expiration_Date City Company Contact ContractNextID ContractPrefix Designer Tickets Ticket ID Designer Tickets Ticket Of County manne Create Date Delivery Instructions Department Descriptioni Description Description3 E mail Edit Date Expiration Datel Expiration Date2 Expiration Date3 2 Extension Eniy Save ord Close Tickets My Record Contact Company Group Words 12 BD start CRE fm Plugin S ACT by Sage Pi PP Merge Fields Mail Merge to an embedded grid Creating a table of child records There are only a couple of steps involved in creating a table that contains a list of related child records 1 Create a new table in Microsoft Word that contains exactly two rows and however many columns you want with one column per field that you want to merge 2 Inthe first row you need to specify which field should be merged into each column You do so by using the following format Designer TABLENAME Fl ELDNAME You must always s
117. t 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 and in the list view 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 MS Excel Merge custom table fields into MS 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 using TopLine Dash Alerts For the ACT Web user View edit or create table content interactively Drill down on custom tables to access the detail view Click to sort in the list view For the ACT administrator 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 Design
118. tart with the word Designer followed by a period You then specify the table that you want to merge in followed by a period You then specify the field name Example Designer Services Duration where Services is the name of the table and duration is the field that you want to place into that cell Hello Primary Contact Here is a list of support tickets that have been logged The third word indicates the field that should be merged into this cell Page 1 of Words 18 English United States Inside word you can also embed a list in a table with the content of child sub entity list Mail Merge from multiple record rows and into separate documents You can highlight multiple rows and mail merge each row to a separate word document TopLineDesigner 119 End User Functions edd X DRAB Scr o Ticket Type menoa sendu DePoa A manza JenaanJerins ice Photogesly O Re O OO Take DNAMI SeanDulp Cie Phtogenly ST Reien Tick Ty mams mnda Mires aE COT ae Tate SundSyiteminsal Tike Types 11 Resim Tick Typed CCHI Resolor O0 ket Teds Iske Fakes e Dusidecasenasel S Tike TypeA Conirerial Eney 20056 O OO O OO Resin OO OOOO OOOO Tiket TypeA 03 10 2009 Mary Williams Average Grocery 23455645 C CH 1009 Resolution 1 Ticket Type Cerone Mayne Average Geay ZEEE Rena Teckel Tip mamaa Jonah denne Cice Phoiogephy 412313486 CCHI Rescbion2 Ticket Tips 03 03 2009 Jonathan Jenkins Circle Photography 412313456 Replaced the hard
119. te 171 2008 Type what should be in the regarding field Type what should be in the details teld KM hen do you want this to run O When the windows first opens gt Before the window closes When a field changes Madel Number ka 3 The code in inserted into the Script Editor 1 Script Editor Machines Ses TOPLINE Sa Script Editor Machines Becighcn T A Insert Snippet Reset Help 3 i0 End Sub Ei a Cancel 16 i7 End Sub 145 Public Sub OnBe foreClosete as ScriptonbetforeC losekbventd rgs 15 Place Code Below 5 Place Code Below 3 This code runs immediately after the ON or Cancel button is pressed Change the Cancel rariable to True and the OK or Cancel buttons will not clase ti Implements TScript OnBeforeclose This code runs after a field is changed Place Code Below Snippet inserted on 2 24 2009 4 09 03 PM by Chris Huffman If Field DisplayName Model Number Then Place your code to run when the field changes here CreateHistory Field Changed Now End If Errors 4 Click OK to closethe Script Editor and have the Visual Basic code checked See also Scripting Events Scripting Assistance Model Number changed Model Number changed by Line Number Script File TopLineDesigner 95 Administrator Functions Scripting Assistance The TopLine Designer Script Editor includes a help file which explains all the current sn
120. teria for Asset Value ty 4 854 Operator Operand And conditions lt Less than x 2500 00 v e Or conditions gt Greater than or equal to 250 00 v i Add a condition Delete Condition Cancel 2 Opps Graphs Opps Products Opps Projection Opps Queries Asset Value lt 2500 00 AND Asset Value gt 250 00 Lookup All Contacts _ Chris Huffman You can choose in the dashboard from any fields in the custom entity Assets in this example or the contact company or group fields This feature makes the dashboard very powerful as you can view any parent custom tables if there was one above asset TopLineDesigner Integration with TopLine Dash 130 Panel Wizard SENE Panel Wizard Next you need to select how you want the data displayed on the screen Graph Available Columns Selected Columns UltraList Column Colurn Contact TicketPrefix Assets Document Contact Title Assets Asset Location Contact User 10 Assets Note Contact Web Site Assets Asset Status Contact ZIP Code Assets Asset Name Group Access Level Assets Asset Description Group Address 1 Assets Asset Serial Number Group Address 2 Assets Asset Type Group Address 3 Company Industry Group City Company Phone Group Country Company Region Group Create Date Contact of Days Since Edit Group Edit Date Contact ID Status Group Group
121. tes pos __i Types All Priorti Sunehporigation Paiel a Type 3 re Date Time Priority Handheld Setup EAO S Euis Outlook Calendar Integrati ie i utlook Calendar Integration a nah O ea of 12 2008 00 AM Low Chris a S O m A 3 15 2008 g 30 AM Medium Bet MP Export to Excel D Cl fe S ss Customize k l H iE ee B22 2008 amp 30 AM Medium Fre Enel O a A 3 1 2008 B00 AM Low pina i Ptebsrences Ex EJ 9 2 2008 12 00 PM High Chris Create Companies ial EA e Chri TopLine Designer Marene TnFernet M oom ES gapan AAN Ahd bierdi Miaa a a 3 Select the custom table and click the Design Screen link TOPLINE 4 DESIGNER y Create edit or delete screens Create a new field or double click on a screen from the list to edit i z aa r View screens for Screen Properties Machines v Delete Screen Name NumFiows NumCols TabUrder Machines Horizontal Test Machines i y Horizontal 4 The Custom Entity Screen will appear TopLineDesigner Administrator Functions 90 T Test Machine Te st Machine TOPLINE S 5 Press the Modify Scripting button to enter the Script Editor 1 Machines Machines NE S elle aiaa Ia aoo raames C Articles in this section ai al ai Scripting Events Using Snippets Scripting Assistance See also TopLineDesigner 91 Administrator Functions Adding a New Screen Changing Screen Properties Deleting a Screen Designing Screen
122. the Define Fields screen See also Create a New Table Editing an Existing Table Deleting an Existing Table Creating Fields Editing Fields Deleting Fields Defining Relationships TopLineDesigner 53 Administrator Functions Defining Relationships By default a relationship is established between Contacts Companies and Groups with the nearly created Custom Table One record in the Parent i e Contacts can have many Child records i e Custom Table associated with it This type of relationship can also be created between two custom tables For example a custom table could contain Service Contracts and a second custom table could contain Service Tickets There can be several Service Tickets associated with each Service Contract TopLine Designer allows these types of relationships to be built See also Create a New Table Editing an Existing Table Deleting an Existing Table Creating Fields Editing Fields Deleting Fields Assigning Field Security TopLineDesigner Administrator Functions 54 Add Relationship To build a new relationship between existing custom tables is easy 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables A ACT by Sage Premium ACT11Demo File Edit View Lookup Contacts Groups Companies Schedule Write Reports 4 540f199 P DI Contacts 5 Contact List ay amp wz Back Contact Detail Tools Help g speling Al F7 Define Fields
123. tion Demo i noe Database ae Esport to Excel Click the Pasa 4 11 2008 2 47 PM Chris H Be Sure tg S Preferences Review Toternet These 14 3 Click the desired Custom Tables for migration and press the Migrate from ACT button TopLineDesigner Administrator Functions 98 Entity Manager a Table Info lay Fields Mame J Screens Relations b E ServiceWwork Which primam entities in ACT does this table link to E Calculations Contact Company Group ai Scripts Beta lel Save Tabs in ACT a An additional tab can be created on your layout within ACTI Place a checkmark if you want a tab to show up Contact Company Group Migrate Data From ACT Erd Take data that iz already in ACT and import it into this table Migrate from ACT Import Data Era Import data from Excel CSW Access SOL Oracle and more into a custom table Import Data 4 A Migrate Data from ACT window will appear Every field in the custom table will appear along with a drop down Select the appropriate contact field to map data Fields which are not mapped will remain blank and the Record Manager will be the current user f Import Data From ACT a EIE TOPLINE Jii import Data From ACT DESIGNER MI ou can use this ublity to import data from esisting fields in ACT Below ts a list of all the Helds in the selected custom table Match up the field in the custom table to the fiel
124. u should TopLine Designer add a new menu item for this table under the View menu This will show a list of all records for this entity with the ability to filter the list YOu can select which fields to filter an after you have created all of your fields Yes O Mo Click the Finish button to create your table TopLineDesigner 35 Administrator Functions T Table Wizard TOPLINE Table Wizard DESIGNER Congratulations Enough information has been gathered for your table The table willbe created or modified when you click on the Finish button You will now see the fields for the new table on the screen TopLine Designer Define Fields TopLine Designer Define Fields AO CINE a Create edit or delete fields Create anew field or double click on a field from the list to edit Edit Field View fields for Delete Field TS eee Design Screens Field security Display Mame Field Type Alias Full Name Record Creator Character CREATELISERNAME CUST M achines CHEATEUSERMAM Last Edited By Character EDITUSERNAME CUST Machines EDITUSERNAME Record Manager Character MANAGERUSERNAME CUST_ Machines MANA4GERUSERN Private YesNo PRIVATE CUST Machines ISPRIVATE Create Date DateTime CREATE_DATE CUST_Machnes CRESTEDATE Delete Table Edit Date DateTime EDIT DATE CUST Machines EDITDATE Define Relationships Contact Character CustomContactF O CustomContactFD Company Character CustomCompanyFD CustomCompanyFD Grou
125. ult Value and Field Length Define Fields Customize field and list behavior C Limit to List Allows users to select values from the drop down list only Allow Multi select The user can select multiple values from the list C Show Descriptions Displays the description text along with list values Enable Type ahead As the user types list values are displayed based on the entered value ga Previous Next gt gt Define Fields Customize field behavior Default value optional N Field Length 9 Click Finish to create the new field and return the Define Fields screen See also Create a New Table Editing an Existing Table Deleting an Existing Table Editing Fields Deleting Fields Assigning Field Security Defining Relationships TopLineDesigner re Administrator Functions 46 Editing Fields Like typical ACT fields custom table fields can be edited and have their properties changed NOTE System custom table fields cannot be edited 1 Open ACT 2 Click on the Tools menu and select Define Custom Tables ie ACT by Sage Premium ACT11Demo gt File Edit View Lookup Contacts Groups Companies Schedule Write Reports Id 54o0f199 P Pl 8 Contacts SO Contact List 4 Tools l Help ae Spelling AEF Define Fields gt Contact Detail amp Business Card _ Address Es Design Layouts rk Contact Chris Huffman ee Address 1 1 Design C
126. ustom Table Screens Company CH TechDNE sid al Address 2 Gg Design Dashboards Title eo O M City ie Manage Users Department Administration wt State ZIP pi Manage Teams Salutation Chis O Sonne tl Password Policy Database Maintenance b Phone 212 555 2485 H Personal E mail l L a eee l Convert ACT 3 0 6 0 Items Mobile 212 555 4784 Web site p Scan for Duplicates E mail ChristCHTechONE com Last Results Copy Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Type ES Date Time Priority Synchronize k HERE E TA le Synchronization Panel E g ee By 12 2008 00 4M Low Chris O 1 9 15 2008 8 30 AM vedah abel MAnohel etun E TA m j Chri Outlook Calendar Integration F Dashboard ii ts 8 22 2008 6 30 Ah Medium Fiel expait to Excel O a amp 91 200 6 00 AM Low Chi aii O amp 9 2 2008 12 00 PM High Chi Lustomize f E mail CL fe Chris Preferences Ge Cow 9 12 2008 8 00 AM Medium SEMIN E rl aA avons 4 001 Phd hd div ines 3 Select the appropriate custom table from the dropdown highlight the desired custom field and click the Edit Field link TopLineDesigner 47 Administrator Functions TopLine Designer Define Fields Delete Field Field Security OnChange Script Add Table Edit Table Delete Table Define Relationships Other Tasks Import Schema Export Schema TopLine Designer Define Fields Create
127. ype 3 Paal 1 Date Time Eero a Handheld Setup C a ie Chri C E E A2200 ZO Ah li Chrig Outlook Calendar Integration Dashboard sal mM id Ez 8r 15 2005 a30 AM Medium e Bal Export to pad El D Cl G S ss Customize l H iE ee B22 2008 a 30 AM Medium Fre E mail O a A 91 2008 8 00 AM Low Chris Preferences Ex E amp 9 2 2008 12 00 PM High Chrig Create Companies a EA e Chris TopLine Designer Manager TnFernet Pom EE ganone SAN Ak hd edi ire Py a Sere RRS 3 Select the custom table and click the Design Screen link TOPLINE 4 DESIGNER Create edit or delete screens Create a new field or double click on a screen from the list to edit pe we r View screens for Screen Properties Machines v Delete Screen Name NumFiows o NumEols TabUrder Machines Horizontal Test Machines i y Horizontal 4 The Custom Entity Screen will appear TopLineDesigner Administrator Functions 76 T Test Machine Test Machine 5 The Custom Table Screen is now ready to add fields images and scripts Articles in this section Adding Fields Moving Fields Adding Static Images Deleting Fields Modifying Field Changing Screen Color Attributes See also Adding a New Screen Changing Screen Properties Deleting a Screen Editing Screen Scripts TopLineDesigner 77 Administrator Functions Home gt Administrator Functions gt Managing Custom Table Screens gt Designing Screen gt Adding Fields Add

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