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1. DurkinToolkitV4 78 Math Functions E mail sales durkincomouting com 8 1D Status Downloaded Demo Reseller WebStore v Web www DuriinComouting com resent Soe Step 3 Default 973 328 3360 fe ce Starts I Mobile 83 Formula complete weet essa JS Automobile Total 93 000 00 Now when you edit alter any value in any child row you will s History Activities Opportunities Groups Companies Documents see the sum in two locations s Inter Interior Color Mode The first at the bottom of the PRICE COLUMN and the Coevett Black Corvette second in the FF Contacts AutoTotal field on pets the Contact Details window sere ne ae EET ae a me 93 000 00 See also Between Contact Fields Between Custom Table Fields Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window Conditional Statement DurkinToolkitV4 Math Functions 79 Summing Up Child Tables Let s take summing up to another level Let s say you create a sub sub table called Auto Expenses that is a child of your Automobile table See Designing Sub Tables for more on designing sub tables Imagine you would like to sum all the expenses for each Automobile and also sum ALL expenses for ALL Automobiles up to the Contact record This can be easily accomplished by following the steps on Summing Up Parent Table In this diagram we modified two c
2. Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Oo a Ix Freeze or Lock Math Functions Totals on last row Appearance If you right click on the column header you will get this popup menu This popup menu support features and functions for the selected column Sort Descending f Best Fit All Ea Auto Fit No Scroll Edit Column Add Column Duplicate Column 3 Freeze Column Layouts Sorts the list in Ascending order on the selected column Sorts the list in Descending order on the selected column Autosizes the width of each column based on the data Automatically resizes the column to fit the width of the screen Opens the Edit Column Window DurkinToolkitV4 Customize Columns 27 Adds a new field column to the custom table Creates an identical copy of the column Pins the current column to the left side Accesses Column features See also Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 28 Customize Columns Best Fit All The Durkin Toolkit for ACT resizes the columns in the custom List for a best fit This option will resize all your column width wide enought to display the contents of each column and row To enable Best Fit 1 Right click at the top of the list on the header 2 Clic
3. Math functions between fields can be accomplished just a simple expression builder You can design math functions on any custom table or on ACT native Contact table To add a formula on the Contact table follow these steps 1 Go to the TOOLS menu and select DURKIN TOOLKIT 2 Select MATH FUNCTIONS tab 3 Click on the NEW button and this window opens Results Field User 7 X Expression TBL_CONTACT USER_1 TBL_CONTACT USER_6 Build Expression Over Fide Field When this field is TRUE the Results Field will not be updated Key Contact 4 Enter a name for this formula Here we entered TwoField 5 Populate the Results Field from the dropdown Here we entered User 7 6 Enter your expression or build one with the BUILD EXPRESSION button See Formula Builder Window 7 Select over ride field if desired This feature stops any new calculations from overwriting existing calculations if the user places a check mark in this field on the contact details window Very useful when the user needs to manually enter data on a field that has a formula See also Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window Conditional Statement DurkinToolkitV4 76 Math Functions Between Custom Table Fields Math functions between fields can be accomplished with just a simple expression builder You can design math fun
4. DurkinToolkitV4 20 Getting Started Your First Custom View So you have a new Custom Table Cool But what now Once a custom table is added into the ACT database you need some User Interface UI stuff such as viewing the list editing capabilities and basic management of your new records Don t worry The Durkin Toolkit for ACT does this for you automatically A break out of a custom view is described here What is a Custom View Now that you have a new Projects table you will find it listed in the ACT NavBar Click on this icon to open your custom view If you have added a Project table from the Project template this is what your view will look like Click on the PROJ ECT icon on the toolbar to access the NEW PROJ ECT menu Premium ACT11D File Edit View Lookup Contacts Schedule Write Reports Tools Help ri har Pd amp Gi Gall 35 Details S i g El Automobiles Picture Contact Manufacturer SSS S58 88 Go Record Man 5 Custom 1 A Custom 2 q Ia Color Rules 4 Allison Mikola Click here to customize Click here to customize Record created fy Createdate 9 a Amanda aim Select a field with Select a field with Be Browser Select a field with a pic Select a field with a pic a 2 eur f man Then using the picklist Then using the picklist p Ae Ga pe ab asian boxes filter your data qt boxes
5. random number See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Conditional Statement DurkinToolkitV4 84 Math Functions Conditional Statement A conditional statement is a function that returns one of its two parameters based on the evaluation of an expression Using the syntax of IF expression truepart falsepart If the expression is true the true part will be returned if it is false the false part is returned 1 Open up the Build Formula window 2 Enter in the conditional statement 3 Click ok An example conditional statement for the sample automobile table that raises or lowers the price of the car based on it s mileage would be IF CUST_Automobiles Odometer gt 25000 CUST_Automobiles Price 1 05 CUST_Automobiles Price 95 See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window DurkinToolkitV4 General Features 85 General Features See also Grouping like rows Color Columns Color Rules DurkinToolkitV4 86 General Features Grouping like rows The Durkin Toolkit for ACT allows you to view your rows grouped in sections based on common data You can group together any row based on any column To group rows by specific criteria 1 Click the Open Group i
6. 5 From the field list below select your desired field 6 Click on the ADD FIELD button Click CLOSE when finished See also Creating Templates ACT Templates DurkinToolkitV4 Document Templates 99 ACT Templates The Durkin Toolkit for ACT uses Verb to create edit and generate documents from templates with tpl extensions Verb is a word processor designed and written by Durkin Computing It uses many of the same Third Party controls as ACT s native word processor We designed it so we could expand on the limited list of fields available in ACT to encompass the new custom table fields Verb By Durkin 3 0 0 32 Durkin Computing 2007 To create a new template follow these steps 1 2 3 4 In ACT go to the custom table list On the toolbar you will see the a Documents button Click on the down arrow on the right side and select ADD TEMPLATE Enter a FILE NAME for this template Please keep the template lacated in this default folder for it to be displayed in the Select Template dropdown liist Click on the SAVE button To Open an existing template follow these steps S OIN S In ACT go to the custom table list On the toolbar click on the down arrow to the right of the DOCUMENT icon Select EDIT TEMPLATE from the dropdown Select your previously created template Please keep the template lacated in this default folder for it to be displayed in the Select Template
7. Refresh Creates a new row in the table Open the edit window for the current row Create a new row based on the current row Deletes the current row Sends selected row to outside source Change the settings for the table Manage the data entry layouts Manage the column layouts Go to the attached entity for the current row Go to the parent for the current row Creates a lookup of Contacts based on all selected rows Attaches row to a parent entity Selected rows values can be changed Resets all the movable panels to the default locations Refreshes the current view DurkinToolkitV4 52 Toolbar and Menus See also Column Popup Menu Main Toolbar DurkinToolkitV4 Toolbar and Menus 53 Home gt Toolbar and Menus gt Main Toolbar Main Toolbar Each custom view has a toolbar at the top of the list Using this toolbar you can acccess features and options 88 Details Both ist 4 Oofo gt pi fi 8 Ly A F S E Settings Basic Tours Layout gt S Tours Listview x Show the detail view of the custom table Show a mix of detail view and list view Show the list view of the custom table Access the New Modify and Delete functions Create a new row Edit a row Delete a row Create documents and emails using MS Word or ACT templates Create reports Open the Print Dia
8. 0784 Country United States CS DurkinToolkitV4 14 Installation Upgrades All hotfixes and patches are posted on our download page at http www durkincomputing com Download aspx All minor incremental version numbers are always free upgrades because these releases include fixes and also minor product enhancements All major product increments include major product enhancements and so are chargable upgrades What is a build number The process of compiling and packaging an application is sometimes referred to as building A version such as 2 0 9 Build 40 will be compiled many times before it is released In this case it s been built and tested 40 times Each of these builds are numbered so developers can keep track of changes and problems Think of it as versions of the released version Every release will have a unique build number displayed on the far right side of the product entry In this example we can see that The Durkin Toolkit for ACT has a build number of 2 0 9 Build 40 2 The major product number 0 The minor product number 9 Product modification number 40 The incremental build number Ny Create new tables and views in ACT Allows users to change current view names like learn release Contacts to Customers Reconfigures Edit Opportunity window Download Free Eval Now Rv e mens notes mrad As products near their final release the product number will be incremented In this case the final release of this p
9. 1 In ACT go to the custom table list E 2 On the toolbar you will see the Document A button 3 Click on the down arrow on the right side and select ADD TEMPLATE Enter a FILE NAME for this template Please keep the template located in this default folder for it to be displayed in the Select Template drop down list 5 Click on the SAVE button To Open an existing template follow these steps In ACT go to the custom table list On the toolbar click on the down arrow to the right of the DOCUMENT icon Select EDIT TEMPLATE from the drop down Select your previously created template Please keep the template located in this default folder for it to be displayed in the Select Template drop down list 5 Click on the OPEN button Pw Ne To add a field into a template follow these steps 1 Open an existing template 2 Click on the DURKIN ACT menu in Microsoft Word Or Ribbon for Word 2007 3 Click on the SELECT ACT FIELDS icon You may have to login to the database ACT Select Fields B C E ACT Login CUsers yim durkin Documents ACTIACT for amp Windows 10 Databases UserAccountTest pad Enter your user name for this database Enter your password for this database OK _ Cercel I Show SQL Column Names I Add Labels Add Field Cose 4 From the tables drop down select your desired table The default table is Activities DurkinToolkitV4 98 Document Templates
10. Ge File Edit View Help El close save J M E 38 Toolbox E Properties gt Code Snippets Sj Math j Design Tables 4 Create Table b S m o d a ome OS eM Sl St St SF Ge EH Gh 2 EE Tab order 38 Toolbox aX a Properties aX EAA 4 Postion gt pi GE Save amp Print 88 Delete BE Cancel BI math AT amp Contacts Q Groups fa Companies Users lt Pointer gt aid Company eit _ Form1 System Windows Forms Form 7 Create Date a 5 5 ata and Security Z edit Date Data and Sect fel Last Edited By Table Tours z E Record Creator 5 5 Record Manager PRIVATE F PRIVATE rib er Structure _State Coc Field i FAA Gredler FAA Crcular Numbe Height of Structure Height of Structure Properties Define Properties SignatureFirstName SignatureFirstName Security I cy Painting and Painting and Lightin Font and Appearance Structure_City Structure _City Font Select Font m FontColor H Back Color H Black i Tooltip aa This code is run when the form is OPENED UA a HEAAMPER Custom Properties Value SUM ChildTableName ChildTableField See also About The Designer Designer Custom Forms Designing Sub Tables Controls Lists Controls Tab Pages Controls Auto Increment Field Controls Incremental
11. OT e GN Now you can copy or email this file to another computer to import this custom table See also Importing Tables Move To Another DB DurkinToolkitV4 Tables Templates 73 Move To Another DB If you are designing custom tables and views in a test or off line database you may want to move your customization from one database to another There are two parts to the customization you must move They are the custom tables schema and the custom layout file Both of these items can be moved copied to an ZIP file Follow the steps below to move these files These steps should be completed only after you have created new custom tables and designed a layout for each Customized tables and fields To export a custom table and all the custom fields from one database to another follow these steps Go to the TOOLS menu and select DEFINE CUSTOM TABLES Check your desired table s to export Set a password if one is needed Select the parts of the custom table to export At the bottom of the window click on the EXPORT button Give the file a unique name and SAVE it on your hard drive Oe 00 NS To import a custom table follow these steps 1 Go to the TOOLS menu and select DEFINE CUSTOM TABLES 2 At the bottom of the window click on the IMPORT TEMPLATE button 3 Choose the zip file containing the table to import 4 Click on the IMPORT button at the bottom of the form See also Importing Tables Exporting Tables DurkinToolkit
12. Options FormatTet Bie n AaS Paste y Bazan 2 A EE B E E Agaress cet a n Names Indude Durkin Thank You October 22 2008 Chris Huffman CH TechONE 13 East 54th St New York NY 10008 Dear Chris Thank you for your recent purchase of the 1960 Ferrari 250 GT If you have any additional questions regarding it please call me directly at my extension below Sincerely See also Email Templates Creating Emails DurkinToolkitV4 102 Documents and Emails Email Templates Both printing documents and creating emails use the same templates Please see section Creating Templates See also Creating Emails DurkinToolkitV4 Documents and Emails 103 Creating Emails Once you have created templates they will be available from the Document creation dialog box Please read Creating Templates for more information See also Email Templates DurkinToolkitV4 Index 104 PDF Back Cover DurkinToolkitV4 DurkinToolkitV4
13. Select MANAGE COLUMN SETS from the popup menu 9 Manage Column Layouts OTH Autos greater then 100 000 EXPORT JIM wv 3 Click on the NEW button umn Layout New Layout Name Enter Column Layout Name The new layout will be based on the current layout 4 Enter you column set name in the NEW NAME field then click SAVE Note You can base this new column set on an existing column set by using the dropdown on this window This is like doing a Save as whereby your new set is identical to an existing set 5 Now click on the Click the Open Customize Columns icon on the toolbar to Customize you column If this is an export you may want to select all the fields to be displayed 6 Click on the EXCEL icon on the toolbar to export these fields into an Excel document You can also create a column set just for reporting purposes Follow the same steps above except click on the PRINT icon on DurkinToolkitV4 Customize Columns 33 step 6 Reporting See also Best Fit All Scroll Bars Customize Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 34 Customize Columns Column Style Each column in the list carries its own style characteristics that include formatting and math functions In the picture below we took the Price column and added green formatting and a total value at the bottom Click
14. Server DurkinToolkitV4 Installation 13 Enter the Activation Key The first time that The Durkin Toolkit for ACT is run you will be prompted to enter an Activation Key or register the trial version You do not need an Activation Code to trial the software The activation key is provided when the software is purchased and when entered registers the software The trial version is the full working software but is limited to a 30 day period At the end of the 30 days the software will stop working and you will need to purchase an activation code Please see How To Order for more information If a valid activation key is not entered within 30 days of installing The Durkin Toolkit for ACT a message will appear stating that the evaluation has expired and the software will not run Durkin Toolkit allows you to change top level views names like Contacts to Customers and Opportunites to Projects www Dura Register Product Enter Serial Number Regis aka Activation Code Please enter this information to register your trial version Contact Jim Ourkin email sales durkincomputing com Company Durkin Computing LLC Phone 73 328 3360 a rs See also System Requirements Installing from Internet Upgrades Terminal Server Reseller ID Support Feature Request Click the Buy Now bution to obtain your serial number Address 89 Florence Ave City Denville ste No Posti
15. also Print Preview DurkinToolkitV4 92 Printing Reports Print Preview To Print your current list click on the PRINT icon on the toolbar The Print Preview window displays several options on the top toolbar Pri car Print Preview Lb 9b i an dau E bY ig sa S wi eh Ea Prit Sep Orientation First Previous Next Last Zoom Close Document Print Page Sze Navigation Zoom _ _Close Caption This is the caption at the top of the printed page Refresh Refresh the current print preview window Page Up Moves up to the previous page Page Down Moves down to the next page Actually Size Resizes the print preview to the actual size of the printed document One Page Sets the print preview mode to one page Two Pages Sets the print preview mode to two pages The Columns Sizing dropdown box in Print Preview gives you three options e Columns fit to page option squeezes all the columns onto one page by reducing the column width e Columns actual size option allows the columns to print onto a second page if required e Columns zoom to fit option squeezes all the columns onto one page by reducing the font size Page Setup Opens the Page Setup window were you can set e Paper Size Select paper size such as letter or legal e Source Select the printers paper source such as Trayl Manual Feed or Automatic e Orientation Select the paper orientation such as Portrait or Landscape e Margin Sets the paper margins fro
16. are licensed to United States Government end users with only those rights as granted to all other end users according to the terms and conditions contained in this license agreement 6 Export Regulation Export re export of this Software is governed by the laws and regulations of the United States and import laws and regulations of certain other countries Export or re export of Software to any entity on the Denied Parties List and other lists promulgated by various agencies of the United States Federal Government is strictly prohibited 7 General This Agreement will be governed by the laws of the State of New Jersey United States of America This Agreement and any related License Module is the entire agreement between You and Durkin Computing relating to the Software and i supersedes all prior or contemporaneous oral or written communications proposals and representations with respect to its subject matter and ii prevails over any conflicting or additional terms of any quote order acknowledgment or similar communications between the parties This Agreement shall terminate upon your breach of any term contained herein and you shall cease use of and destroy all copies of the Software The disclaimers of warranties and damages and limitations on liability shall survive termination This Agreement may only be modified by a License Module which accompanies this license or by a written document which has been signed by both you and Durkin Computi
17. dropdown liist Click on the OPEN button To add a field into a template follow these steps OF oe Oe oN E Open an existing template Place the cursor a the location to insert the field Select the field from the list on the right side Click on hte ADD FIELD button Select SAVE then CLOSE when finished DurkinToolkitV4 100 Document Templates J Thank You Template TPL Verb File Edit View Insert Format Table Options Help BAW l2 B l BBO H amp amp B E amp B Attach to contact Attach to Contact as POF durkin computing Productivity Tools for ACT and resellers of fine luxury pre owned automobiles October 22 2008 lt Contact gt lt Company gt lt Address 1 gt lt Chy gt lt State gt lt ZIP Code gt Dear lt Salutation gt Thank you for your recent purchase of the lt Year gt lt Make gt lt Model gt If you have any additional questions regarding it please call me directly at my ext Sincerely See also Creating Templates Word Templates DurkinToolkitV4 Documents and Emails 101 Documents and Emails Sending emails is as simple as printing a document In fact both features use the same templates designed in Microsoft Word or Durkin Verb If you are using Outlook 2007 this is what your email will look like after clicking on the Send Email menu For more information on designing email templates please read Creating Templates Message inset
18. fill out your desired settings Click FINISHED when completed and the field will be added to the custom table Oy OT Od NS To remove a field from a custom table follow these steps 1 In ACT go to the TOOLS menu and select DEFINE CUSTOM TABLES 2 Select the table to alter 3 Click on DELETE FIELD 4 Answer yes to delete the field See also Adding a Custom Table Removing a Custom Table DurkinToolkitV4 70 Tables Templates Tables Templates Table templates are a great place to start designing your own fields The Durkin Toolkit for ACT offers many pre designed tables You can create a custom table using any template then add more fields later The best place to start adding your first custom table is by using one of the pre defined templates These templates contain some basic fields You can add additional fields or alter the existing fields on the template after it is added to the database Right now we will create our table directly from a template Go to the TOOLS menu and select DEFINE CUSTOM TABLES At the bottom of the window click on the TABLE WIZARD Click on the NEXT button to continue Choose the template to use and click the NEXT button Click the INSTALL NOW button to continue Click the Save button to create the table Oe GN a See also Importing Tables Exporting Tables Move To Another DB DurkinToolkitV4 Tables Templates 71 Home gt Tables Templates gt Importing Tables Importing
19. filter your data qu ecord is Compl Erica Zurawski Tomorrow Yesterday Past Future Today and Future Today and Next Y Fred Fenderli Jonathan So Juliette Ross To add a new record click on the button near the middle of the toolbar See also What is a Custom Table What is a Custom View Your First Custom Table DurkinToolkitV4 ACT Interface 21 ACT Interface vt I s Rename ACT Email Template Phone Dialer Send Text Views Button History Message See also Rename ACT Views Email Template Button Phone Dialer History Send Text Message DurkinToolkitV4 22 ACT Interface Rename ACT Views Using The Durkin Toolkit for ACT you can rename the upper level ACT views For example Contacts can be renamed to Clients Groups to Teams Companies to Businesses Opportunity to Invoices and Tasks to Events To change a view name follow these steps 1 Go to the TOOLS menu in ACT 2 Click on the DURKIN TOOLKIT towards the bottom of the menu 3 Click on the ACT VIEWS tab Screen below You can now use the quick drop down menu or enter the text into each field thedule Write Reports Tools Help HS sae azlP Gate Ve SUOCO In the screen we renamed Contacts to Clients The navigation bar and menu system now reflect the new name Lookup All Contacts See also Email Template Button Phone Dialer History Send T
20. to linked With these settings you can quickly jump to the contact by clicking on their name in the list DurkinToolkitV4 Customize Columns 35 Manufacturer Model Price Contact Chevrolet Corvette 75 000 Jim Durkin Triumph TRE 18 000 Jim Durkin Ferrari 250 GT 140 000 Gavin Phillios 233 000 Math Funtion Section Type Use this dropdown to select the type of math function for this column All math functions will be displayed at the bottom of the list Make sure you have turned on Display Total Row in the Appearance options Copy I nto Use this dropdown to copy the math function total into the parent table field Formatting Section Data Type Sets the data type of the column Decimal Sets the decimal length of the field Set this to Zero to round up 125 000 00 becomes 125 000 Cell Height Sets the height of the cell If you are displaying notes this is usefull to allow you to display more then one row of notes Header Sets the hight of the header Usefulle for when you have a two word field descrption you want wrapped Casing Sets the casing of the cell Only available on character fields Grouping Set the grouping interval You can group like rows together using the grouping feature Using this option you can set the grouping interval like monthly or quarterly Color Sets the back ground color of the column See also Best Fit All Scroll Bars Customize Column Sets Drag and Drop Freeze or L
21. type e g SUM Step 3 Click OK to close the window NOTE You can change the color of the column by clicking on the COLOR botton at the bottom of this window To display totals the entire list must first be loaded into memory When viewing a small list this overhead is tiny If you do have a list of hundreds or thousands Toolkit will present users with a progress bar as each row populates See SPEED for more information See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Formula Builder Window Conditional Statement DurkinToolkitV4 Math Functions 83 Formula Builder Window The formula builder window allows you to select fields from ACT s native tables and any custom table you have created To create a new formula follow these steps gt WO Ne Click OK E Select the field from the field list and click ADD FIELD Enter your math function symbol like a plus sign Select the next desired field from the field list and click ADD FIELD Remember you can select fields from different tables when building your expression In this example below we calculate the Commission field from the contacts multiplied by x the Price of the automobile See Summing Between Tables for more information on this example E Other mathmatical operations that can be done SUM Scientific notation PI LOG SIN COSH RND
22. 4 15 16 18 20 21 22 23 24 25 26 28 29 32 34 37 38 40 42 43 47 48 49 50 51 Main Toolbar 10 Toolkit Designer About The Designer Designer Custom Forms Designing Sub Tables Controls Lists Controls Tab Pages Controls Auto Increment Field Controls Incremental Number 11 Tables Custom Adding a Custom Table Removing a Custom Table Adding or Removing Fields 12 Tables Templates Importing Tables Exporting Tables Move To Another DB 13 Math Functions Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window Conditional Statement 14 General Features Grouping like rows Color Columns Color Rules 15 Printing Reports Print Preview 16 Document Templates Creating Templates Word Templates ACT Templates 17 Documents and Emails Email Templates Creating Emails 53 54 55 57 59 61 62 64 91 92 94 95 97 99 101 102 103 Help Home 1 DurkinToolkitV4 Online Manual Welcome to the The Durkin Toolkit for ACT online help system Browse through the help pages by clicking on the icons below or selecting pages in the table of contents to the left To quickly find specific product information enter search criteria in the search box above and click the search button W eo mn If you re unable to find what you re looking for in this help s
23. Companies Documents B Automobiles Demo ES Automobiles Demo Color JF Documents Q Queries FF Columns Q Find AR Sort Group qp m gt Make Model Year Price Purchased Price Expense Total Commision Profit j Chevy Corvette 1970 63 000 00 75 000 00 5 700 00 E Triumph TRE 1970 8 000 00 17 500 00 6 400 00 2 smo s92 50000 s12 10000 2 468 75 S819312 Record 44 J_4_ OF 2b i The best place to start learning The Durkin Toolkit for ACT is by reading the tutorials This section will show you how to create a custom table with demo data and layouts This custom table holds data on three classic automobiles and will give you a sense of some of the power under the hood Our goal at Durkin Computing is to provide the easiest to use yet most powerful custom table designer tool on the market Because The Durkin Toolkit for ACT is embedded inside ACT it instantly updates your database allowing users to view and edit custom tables records at any time even with remote databases See also Help Home PDF Version Installation Getting Started ACT Interface Customize Columns Queries and Finding Toolbar and Menus Toolkit Designer Tables Custom Tables Templates Math Functions General Features Printing Reports Document Templates Documents and Emails DurkinToolkitV4 4 Welcome Get help from Customer Support or other resources Ask Someone Ask Us Post a question or search for an ans
24. Companies List Ty Company 2 Select Company Company Company Description State Country Number of Employe _ Division Access Sage Software Public Durkin Computing LLC NJ United States Public To customize these columns right click on the list and select CUSTOMIZE COLUMNS Only columns from the Companies Table are available This control lists only the Groups attached to the current record Groups List E Gee 2 Group Name Group Description State Country Access Level Has Subgroups Team A Beta Testers Public Team B Beta Testers Public DurkinToolkitV4 60 Toolkit Designer To customize these columns right click on the list and select CUSTOMIZE COLUMNS Only columns from the Groups Table are available This control lists only the Users attached to the current record Users List uses 1 Select Users LastlogOn Date Status Display Name Role 4 2008 Active Gavin Phillips Standard v 9730 2006 Active Jim Durkin Administrator 1 1 0001 Active Me Pending Standard To customize these columns right click on the list and select CUSTOMIZE COLUMNS The User List control is slightly different from the other lists in two ways 1 Only columns from the ACT Database scheme for users are available 2 It always displays all users in the database Users attached to the current row are designated by a check mark on a grey background See also About The Designer Designer Custom Forms Designing Sub Tables Contro
25. NT PERMITTED BY APPLICABLE LAW AND REGARDLESS OF WHETHER ANY REMEDY SET FORTH HEREIN FAILS OF ITS ESSENTIAL PURPOSE IN NO EVENT WILL DURKIN COMPUTING BE LIABLE TO YOU FOR ANY SPECIAL CONSEQUENTIAL INDIRECT OR SIMILAR DAMAGES INCLUDING ANY LOST PROFITS OR LOST DATA ARISING OUT OF THE USE DurkinToolkitV4 Welcome 7 OR INABILITY TO USE THE SOFTWARE EVEN IF DURKIN COMPUTING HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN NO CASE SHALL DURKIN COMPUTER S LIABILITY EXCEED THE PURCHASE PRICE FOR THE SOFTWARE The disclaimers and limitations set forth above will apply regardless of whether you accept the Software 5 U S Government Restricted Rights RESTRICTED RIGHTS LEGEND All Durkin Computing products and documentation are commercial in nature The software and software documentation are Commercial Items as that term is defined in 48 C F R section 2 101 consisting of Commercial Computer Software and Commercial Computer Software Documentation as such terms are defined in 48 C F R section 252 227 7014 a 5 and 48 C F R section 252 227 7014 a 1 and used in 48 C F R section 12 212 and 48 C F R section 227 7202 as applicable Consistent with 48 C F R section 12 212 48 C F R section 252 227 7015 48 C F R section 227 7202 through 227 7202 4 48 C F R section 52 227 14 and other relevant sections of the Code of Federal Regulations as applicable Durkin Computing s computer software and computer software documentation
26. Number DurkinToolkitV4 Toolkit Designer 55 About The Designer The Toolkit Designer allows you to create a data input form for your custom tables Using the Toolkit Designer you can create feature rich custom data entry forms in a short amount of time The design surface provides a set of basic functions and components and has been designed to be usable for a variety of custom applications The basic list of features includes e Support multiple graphical elements such as text pictures drop downs and shapes e Allow movement and alignment of those elements e Allow finished compositions to be saved to disk and loaded back into the design surface e Visually represent the data entry form on the screen to make it easier to position elements File Edit View Help Close ld save p A li 2 Toolbox Properties Code Snippets Math i Design Tables a Create Table B a T ok oh 3 Sl BS ome OF e Sl St St Se E E Ge 2 E Tab order 3 Toolbox 7 x a HE Properties 14 4 Postion gt bi G Save amp Prt Delete 8 Cancel MH math of amp Contacts Q Groups a Companies Users lt WebSite _ Form1 System Windows Forms Form jis 3 Edi Data and Security l E Last Edited By Tate ee E Record Creator P E Record Manager i PRIVATE F PRIVATE Structure SAE Structure_State Coc d Field Z FAA Circular TFAA Croular Numbe Height of Structure Height of Structure Properes EERBeaneir
27. Software you will have certain rights to use the Software after your acceptance of this license This license governs any releases revisions or enhancements to the Software that the Licensor may furnish to you Except as may be modified by an applicable Durkin Computing license certificate license coupon or license key each a License Module that accompanies precedes or follows this license your rights and obligations with respect to the use of this Software are as follows 1A You may A use that number of copies of the Software as have been licensed to you by Durkin Computing under a License If the Software is part of a suite containing multiple Software titles the number of copies you may use may not exceed the total aggregate number of copies so indicated in the License as calculated by any combination of licensed Software titles Your License shall constitute proof of your right to make such copies If no License accompanies precedes or follows this license you may make one copy of the Software you are authorized to use on a single machine B make one copy of the Software for archival purposes or copy the Software onto the hard disk of your computer and retain the original for archival purposes C use the Software on a network provided that you have a licensed copy of the Software for each computer that can access the Software over that network D after written consent from Durkin Computing transfer the Software on a perma
28. Tables You may be working with your consultant or just need to move a custom table from one database to another You can import and export table fields using The Durkin Toolkit for ACT To import existing table fields follow these steps A eee Serre arr re Select zip settings file Order with shipping info ZIP k Custom Tables ORDERS l i S fs S fs Go to the TOOLS menu and select DEFINE CUSTOM TABLES At the bottom of the window click on the IMPORT TEMPLATE button Choose the zip file containing the table to import Click on the IMPORT button at the bottom of the form Pow a See also Exporting Tables Move To Another DB DurkinToolkitV4 72 Tables Templates rilatas Home gt Tables Templates gt Exporting Tables Exporting Tables You may be working with your consultant or just need to move a custom table from one database to another You can import and export table fields using The Durkin Toolkit for ACT To export existing table fields follow these steps Select custom table s E Automobiles Ben BIRTHDAYLIST DateTest DURKIN_RELATION Password protect Go to the TOOLS menu and select DEFINE CUSTOM TABLES Check your desired table s to export Set a password if one is needed Select the parts of the custom table to export At the bottom of the window click on the EXPORT button Give the file a unique name and SAVE it on your hard drive OY
29. The Durkin Toolkit for ACT User Manual Copyright Durkin Computing 2008 Notes History Activities Opportunities Groups Companies Documents BS Automobiles Demo Automobiles Demo Color Documents GQ Queries TP Columns Year Price Purchased Price 1970 63 000 00 75 000 00 8 000 00 17 500 00 71 000 00 92 500 00 OF 200 Created Friday December 03 2010 Q Find AR Sor 5 Group dh cm Expense Total Commision Profit aa me gj o om szo saae MESSA puting durkincom Productivity Tools for ACT Durkin Toolkit for ACT by Jim Durkin Copyright Durkin Computing 2008 Many thanks to the ACT Development Team Many Many thanks to all the betat testers Table of Contents 1 Help Home 2 PDF Version 3 Welcome Ask Questions How To Order End User License Agreement 4 Installation System Requirements Installing from Internet Enter the Activation Key Upgrades Terminal Server 5 Getting Started Your First Custom Table Your First Custom View 6 ACT Interface Rename ACT Views Email Template Button Phone Dialer History Send Text Message 7 Customize Columns Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance 8 Queries and Finding Query Builder Filter Row Date Range Find Panel 9 Toolbar and Menus Column Popup Menu List Popup Menu N Oo oR OO 10 13 1
30. V4 74 Math Functions Math Functions The Durkin Toolkit for ACT has some very powerful math functions built into the user interface These math functions cover e simple field to field calculations e summing up to the parent e more complex child field to parent field formulas Cc ziles Dem fin MyGroups Between Contact Between Custom Model Year Fields Table Fields A B A B Cc Cc Summing Up Summing Up Child Parent Table Tables 93 500 00 A B A B C C Summing Between Column Totals Automobile Expense s Total 7350 00 Corvette 75 000 00 1970 TRE 18 500 00 1970 Tables This screen show an example of Summing Up Child Tables A B c Formula Builder Conditional Window Statement There are two ways of creating formulas between tables e The first involves calculating the child table s values in a column e g totalling above to 5950 then taking that total and copying it into the parent record We call this Summing Up see below e The second method is using one or more fields from the parent table in a formula between fields in the child table like when calculating the commision for each sub item like invoices or discounts See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window Conditional Statement DurkinToolkitV4 Math Functions 75 Between Contact Fields
31. ad Securnty Wang Do you wart to nan or save this fe E Nome OT 20053 1etupCRane Tree Apphcaton S326 fom werw duluniomputing com T en Coe Vide thes trom the temet can be usek tus fe type can Dotertally ham you computer you do nat tat the sewn do nat fan or sawn Doe What s the oak The publisher could not be verified Ave you sure you wart to un thes software T Nae engm usterDesktop DY OMO so Ree Abite Unknown Pubisher Tree Apptestion fon Ceran Gutta Desktop T 1000 sete aa Caa 7 iam ask before paring tr the Dra the does nat hawe a vaht Gots eran re Pat votas ta meihe You haki oiy an sofware bon pdishen you nast ar can decade a 3 Once downloaded the following Welcome screen will appear Click Next Pe Durkin Toolkit for ACT 20 9 60 CR Install Welcome to the InstallShield Wizard for Durkin Toolkit for ACT 2 0 9 60 CR The InstaliShieid R Wizard wil instal Durkin Toolkit for ACT 2 0 9 60 CR on your computer To continue dick Next WARNING This program is protected by copyright law and international teates 4 You will be asked to accept the license agreement Check I agree and then click next to continue the installation DurkinToolkitV4 Installation 11 J Durkin Toolkit for ACT 2 0 9 60 CR License for Durkin Interface Toolkit for ACT by Durkin Computing The software and documentation that accompanies this license collectively t
32. alled Durkin Toolkit for ACT 2 0 9 60 CR Click Finish to exit the wizard 7 Now when you restart ACT you will be prompted to register your trial version If you are registering this trial version then enter 1 Your Contact name DurkinToolkitV4 12 Installation 2 Your Email address then click on the REGISTER TRIAL button If you have already purchased and received a serial number then enter 1 Your Contact name 2 Your Email address 3 Your Serial Number then click on the REGI STER NOW button Copyright Durkin Computing Inc Durkin Impact for ACT V4 sien somo Impact version 4 0 0 14 l t Registration Activate product Enter Serial Number aka Activation Code Fields in yellow are required for activation Contact Jim Durkin Address 89 Florence Ave email fjim durkin com City NJ Company Durkin Computing State 07834 Phone 9736251119 Postal 10008 Country United States I 1 day s Buy Now Extend Trial Synchronisation Panel Handheld Setup Outlook Calendar Integration gt Bw Export to Exce Customise gt Preferences Durkin Toolkit If the software will be run in a Microsoft Terminal Server or Citrix Server please follow the required steps for each See also System Requirements Enter the Activation Key Upgrades Terminal
33. also Best Fit All Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 30 Customize Columns Customize This feature allows you to add remove any field from your current Column Sets as well as change the column appearance name and other functions To add remove fields column from your current column set 1 Choose the Column Set to cutomize and click the Customize button Manage Column Layouts Use Autos greater then 100 000 Close EXPORT JIM wv New Customize Delete Duplicate 2 Select a field from the left list and click on the ADD gt button The field will now be listed in the right list 3 Highlight the column in the right list and click on the MOVE UP button to rearrange the left to right order 4 Click OK I AUTOMOBILES columns layout bg Select columns to display Available Columns Show these columns in this order Sul es Add gt Activities Billable Count Closed Picture Activities Billable Count Open lt Remove Manufacturer Activities Billable Count Percentage Model Activities Billable Duration Move Up Activities Billable Duration Closed J Activities Billable Duration Open Activities Billable Duration Percentage Move Down Activities Count La Activities Count Closed Show fields Activities Count Open F C
34. any or France or the USA just type Germany France United States in the filter row and click ENTER Notice each condition is seperated by a comma To find all contacts that were edited this month just type 8 1 2005 8 30 2005 in the filter row and click ENTER To find all contacts where a yes no field is checked just select TRUE in the filter row and click ENTER DurkinToolkitV4 46 Queries and Finding See also Query Builder Date Range Find Panel DurkinToolkitV4 Queries and Finding 47 Date Range At the lower left corner of all custom views you will find the date selector list You can use this list to quickly filter your rows by a date range This is much like native ACT s date range selector in the Task List but with a little more power Our date range selector allows you to select which date field you want to filter By default the date is the Created Date field but you may want to filter on your own custom field like Project Start Date or the Sold Date from the Automobile demo table Here are the steps to filter by the SoldDate 1 Right click on the list to access the Pop up menu 2 From this menu select SELECT DATE FIELD 3 From this sub popup menu select SoldDate Ail Dates Today Tomorrow Yesterday Past Tey sa Fuse cada Today and Last 7 days Refresh v Created Date Today and Last 30 days Today and Past Last Week Last Month Current Week Current Month Next Week Nex
35. ath Design formulas Wizards Template wizard Table wizard Import template Export template Close See also Removing a Custom Table Adding or Removing Fields DurkinToolkitV4 68 Tables Custom Removing a Custom Table You can remove a custom table from your database at any time Please do a backup before making any changes To remove a custom table follow these steps In ACT go to the TOOLS menu and select DEFINE CUSTOM TABLES Select the desired table and from the custom tables drop down Click on the DELETE button You will be asked to re enter your credentials The Toolkit will notify you when the table has been removed It usually takes a few minutes Click CLOSE when finished GU PB Od IN See also Adding a Custom Table Adding or Removing Fields DurkinToolkitV4 Tables Custom 69 Adding or Removing Fields When creating a custom table you will probably start with one of the table templates But there will be times when the template just does not have enough fields for your workflow To overcome this just add new fields into the custom table You can add almost any style of field from character to numeric to picture fields To add a new field to a custom table follow these steps In ACT go to the TOOLS menu and select DEFINE CUSTOM TABLES Select the table to alter On the upper left click on the CREATE FIELD Give the field a name and select the data type such as PICTURE Click NEXT and
36. bs label aa oe ao And yes you can have tabs inside of tabs The Durkin Toolkit for ACT supports unlimited child tabs See also About The Designer Designer Custom Forms Designing Sub Tables Controls Lists Controls Auto Increment Field Controls Incremental Number DurkinToolkitV4 62 Toolkit Designer Controls Auto ncrement Field There is a specialized control in the designer for auto incrementing a field This control is based on a text box and will automatically increment by one its value based on the highest previous value in the ACT database Any time you create a new item the value will auto increment If you open an existing item that was previously left blank then the value will auto increment Follow these steps to add the auto increment control onto the form Open the form in the Designer Click on the NEW FIELD tab at the top right Drag the item labeled Auto Increment onto the form From the PROPERTIES window go to the ACTFIELD item Using the DropDown list select your desired ACT field Click on the SAVE button to save changes Oy OI Be Od Nee 4 RichTextBoxDurkin at TextBoxDurkin i TextBoxDropDownDurkin Tet Boxincremental Durkin 1 Durkin Common Classes Cust S DataBindings Name Text BoxincrementalDu AcceptsReturn False AcceptsTab False AccessibleDescnipton z AccessibleName AccessibleRole Defaut ACTBindable True ACTParentEntityNamCREATE_DATE AllowDr
37. built for you by selecting just three simple conditions 1 The column to apply the rule to 2 The comparison operator 3 The value to compare 4 The color to highlight In the example of activities where priority is equal to High would read like this 1 Column TaskType 2 Comparison Equal 3 Clause High 4 Color Red In a sentence this would read Display all files with Red where the TaskType column contains a values of High See also Grouping like rows Color Columns DurkinToolkitV4 Printing Reports 91 Printing Reports The Durkin Toolkit for ACT includes a print function to easily achieve WYSIWYG What You See s What You Get color printing Using The Durkin Toolkit for ACT you can print reports directly from your list using any column sets In fact many users create column sets just for printing or exporting reason To generate a report any system needs some basic reporting features We have broken these features into these five sections The ability to select a set of columns see Customize Columns The ability to sum or total columns see Column Totals The ability to sort bases on a column or multiple columns see Sorting the List The ability to group like rows together see Grouping like rows The ability to filter or query specific records see Queries and Finding U oS a N As you can see from the features above The Durkin Toolkit for ACT has the ability to be a Report writing tool See
38. con on the toolbar to bring forward the Group By dialog box 2 Select up to a maximum of four fields rows to group items by 3 Click OK You can quickly expand or collapse the group sections by using the Expand All Groups and Collapse All Groups icons on the toolbar ei Group By Group tems By Make Ascending Descendng Then By one gt Ascending Descending Then By Here is an example of a two level grouping by YEAR then MAKE Note the subtotals on the appropriate columns 1960 Ferrari 250 GT 140 000 00 1 140 000 00 1 140 000 00 J Year 1970 Make Chevy 1970 Chevy Corvette 75 000 00 1 75 000 00 Make Triumph 1970 Triumph TRS 18 000 00 1 18 000 00 2 93 000 00 3 233 000 00 See also DurkinToolkitV4 General Features 87 Color Columns Color Rules DurkinToolkitV4 88 General Features Col or Columns Sometimes for the visual impact you may want to colorize a particular column You may have a math function on this column or you would just like to colorize it to make the contents stand out on a report To change the color of a column follow these steps Po UNI IEA Right click on the column header Select EDIT COLUMN In the Formatting section click on the COLOR button Select your desired color and click OK to close See AC LLL cos we Customize Column lum i
39. ctions from any custom table or from a native ACT Contact table To add a formula on the Contact table follow these steps 1 Go to the CUSTOM DATA ENTRY form for your custom table See Toolkit Designer 2 Click on the DESIGNER button at the bottom of the form 3 Once the Toolkit Designer is open click on the MATH FUNCTIONS icon on the toolbar 4 Now at the bottom of the screen click on the NEW button This window will open 5 Math Function Forms Results Field User 7 z Expression TBL_CONTACT USER_1 TBL_CONTACT USER_6 Build Expression Over Ride Field When this field is TRUE the Results Field will not be updated Key Contact 6 Enter a name for the formula 7 Select your Results Field from the dropdown 8 Enter your expression or build one with the BUILD EXPRESSION button See Formula Builder Window 9 Select Over Ride Field if desired This feature stops any new calculations from overwriting existing calculations if the user places a check mark in this field on the contact details window Very useful when the user needs to manually enter data on a field that has a formula See also Between Contact Fields Summing Up Parent Table Summing Up Child Tables Summing Between Tables Column Totals Formula Builder Window Conditional Statement DurkinToolkitV4 Math Functions 77 Summing Up Parent Table Using The Durkin Toolkit for ACT you can create custom sub tables with numeric fi
40. ctivation Key e Upgrades Getting Started vd I System Installing from Enter the Requirements Internet Activation Key See also Help Home PDF Version Welcome Getting Started ACT Interface Customize Columns Queries and Finding Toolbar and Menus Toolkit Designer Tables Custom Tables Templates Math Functions General Features Printing Reports Document Templates Documents and Emails DurkinToolkitV4 Terminal Server Installation 9 System Requirements x ACT Software e ACT Standard or Premium 12 or better e Windows XP Professional Windows 2003 Windows Vista Windows 2008 e 256 megs RAM e Harddrive Space 50 megs e Microsoft Word and or Outlook suggested x Internet Browser Software e All browsers supported Required for this on line help See also Installing from Internet Enter the Activation Key Upgrades Terminal Server DurkinToolkitV4 10 Installation Installing from Internet The setup program will install The Durkin Toolkit for ACT to a folder that you specify It is good practise to install to a designated web server Ensure that your workstation or web server meets the recommended requirements as outlined in System Requirements Follow the steps below to install The Durkin Toolkit for ACT 1 Download The Durkin Toolkit for ACT from http www durkincomputing com Download aspx the following message will appear Click Run Fide Oowrlo
41. d please see Adding or Removing Fields Look and Feel e Controls size and position can be changed e Control font size and style can be changed e Move between controls using Tab or Enter key e User defined tab order e Controls support DropDown lists See also About The Designer Designing Sub Tables Controls Lists Controls Tab Pages Controls Auto Increment Field Controls Incremental Number DurkinToolkitV4 58 Toolkit Designer Designing Sub Tables Adding a custom sub table used to be a very complex procedure Using The Durkin Toolkit for ACT it has been simplified to a simple drag and drop event In this example have added two tables Projects and Events to the ACT Demo database using templates See Adding tables from templates in Adding a Custom Table for more information To add a custom sub table onto the designer select Child Tables from the Controls drop down on the left and drag it onto the designer surface List Child table Y See also About The Designer Designer Custom Forms Controls Lists Controls Tab Pages Controls Auto Increment Field Controls Incremental Number DurkinToolkitV4 Toolkit Designer 59 Controls Lists The Toolkit supports various list controls displayed at the top of the list on the left The List controls are specialized lists of contact groups and or companies attached to the current record Each one has a slightly different f
42. e button Remember to select which entities Contacts Groups and or Companies to attached this table to 1 Enter Table Name 2 Attach table to Contacts Cancel A Seve Companies 3 a W Groups Opportunities Field Name Field Type Durkin Common Classes Ci Table crested Your database has been updated ra Templates aren t the only way to create a table You can easily create a table from a template but you can also create a new Blank table and add all your own fields Here are some ways to add new custom tables 1 Using one of our pre defined templates 2 From an existing ACT table like Contacts or Activities DurkinToolkitV4 Getting Started 19 3 From a template supplied to you from a consultant 4 Empty table where you add all your own fields Blank Templates provide a great starting point for your table designs We have pre defined many templates for many different industries but you are the ultimate decision maker of what data you need to capture We suggest starting out with a template to get the basics in place but adding additional fields required by you and or your company If you are working with a consultant they can also provide you with a custom template Remember you can always go back and add more fields at any time in the future See also What is a Custom Table What is a Custom View Your First Custom View
43. e end user with a edit custom table window Below is the edit automobile window for the above table If we were to add new fields to the table we could also add these fields to the edit window This window has a designer to allow the end user to move any field on or off this edit window To learn how to design your own edit window please see Toolkit Designer Row Indicator _ gt Automoblles Basic Automobiles Layout able z 2 r EA Id 4 90f9 gt bi Ey Save amp Documents 8 Delete 8 Cance i Math EE Design A Parent Manufacturer Chevrolet Row data Le Model Corvette displayed in Yea o text boxes Price 75 000 00 Definition A custom table is a two dimensional arrangement of rows and fields stored in the ACT database You define a table with a table name such as Projects and a set of fields Fields are displayed as text boxes on data entry windows and called columns when displayed on a list You give each field a unique name such as Project Name Project Lead and Project ID a datatype such as CHARACTER DATE or NUMBER The width can be predetermined by the datatype e g DATE is always 8 places wide for dates to show as 12 34 5678 A row is a collection of column information corresponding to a single record Rows are displayed on on top of each other creating lists Check out these other sections for more information e Importing Tables e Exporting Tables DurkinToolkitV4 66 Tab
44. e tabs for various toolkit functions 1 About This tab holds basic information such as serial number visual style and your current preference folder location 2 ACT Views This tab allows you to change the name of the top level views in ACT such as Contacts Companies Groups DurkinToolkitV4 Getting Started 17 Opportunities and or Tasks 3 Toolkit Views These are the custom tables custom views added to the current database See Custom Tables for additional infromation 4 Toolkit Layouts This tab holds a list of all customized forms designed with Designer Surface tool This tab also allows you to set which users have permission to edit and or consume each customized form 5 Toolbar This tab gives you access to the navigation toolbar setting such as docked location and icon size 6 Math Functions This tab gives you access to create modify or delete math functions These math functions only work on the top level ACT fields in the Contact View To access math functions for your custom tables please refer to Math Functions If one or more of the tabs are greyed out disabled then you are not logged on as administrator To access these tabs please log into the database as an administrator If you see this window but you ONLY see the ABOUT tab then you are running the Runtime Version Please contact your administrator to make changes If you do not see the menu DURKIN TOOLKIT please check if the product is i
45. ecord from a custom table Each custom table has a corresponding custom form On each custom form you can add any or all the fields from the custom table 1 Go to any custom list view and select say New Automobile Your custom table name will vary You can also double click on any row to open the custom form 2 Onthe custom form click on the DESIGNER button on the lower left corner You need to be Administrator of the database for these buttons to appear 3 The Toolkit Designer will open For more information please see About The Designer 4 From this window you can customize your data entry window E Custo E lt Pointer gt ati Users Textbox MS Multiple Tabs List Contacts List Companies List Groups List Users List Custom Sub Table Child Record Creator To add a field drag the Last Edited By field from the list on Record Manager the left onto the design Private 44 Notes Internal att PositionInList Interior Color JE Edit Date Je Create Date ti ParentEntityName Me edb 2 3 21 After you release t SalesPerson ate the mouse the wi Odometer text box and tt VIN label will be w ParentEntityID added JE SoldDate EH ColorInList A Description Add a new field To add a field onto the custom form drag the field from the list on the left on top of the designer surface If you need to add a new fiel
46. elds like Price You may want to sum the values of the Price Field in the child table up to a total field in the parent table In this example we want to sum the total price of all Automobiles attached to the current contact record We call this Summing Up To sum up values from the child table to the parent table follow these steps Step 1 Right click on the column header and select EDIT COLUMN from the popup menu Here we select the Automobile PRICE column Step 2 On the Edit Column window you will find a Math Function section Within Type make a selection from the dropdown here we ve chosen Sum Select the field from the parent table to COPY INTO CLick OK to close the window Opportunities Groups Companies l Documents Automobiles Demo EN MyGroups E Model Price Odometer Picture 0 Corvette 75 000 0 Best Fit All Auto Fit No Scroll TRE 18 000 04 Productivity 100ls tor ALTT T cr 27105 T Edit Column F Column 10 Status Downloaded Demo Reseler WebStore Requests Durian Too t Best Time Body Color SalesPerson Odometer 0 00 Roman Red Jim Durkin 10 00 Red Jim Durkin 30000 F Caption Price E Formatting Data Type Currency Decimal 2 Cell Height 1 S Header Casing N Grouping Value Color ACT Field CUST_AUTOMOBILESDEMO PRICE x Type Text Display edit button
47. ent to the query builder in the fact that the filter row can not do advanced or multi conditional queries gt 1 To access the filter row click on the FILTER button on the toolbar Y 2 You will now see a empty filter row at the top of the list displayed in yellow 3 Enter a filter in any column e g United States in the country column 4 Click Enter on the keyboard You now have this filter in place Notes In Interior C Model Price Body SalesPer Odometer Picture VIN Manufact SCorvetie 1959 Coev Black Corvette 75 000 Roman R Jim Durkin VIN Num Chevrolet To add additional conditions to the current filter just enter the text in the column header and click ENTER again Operator Condition Equals Contains I Not Contains Greater Than gt lt Less Than gt Greater Than Or Equal To lt Less Than Or Equal To lt gt Not Equal Begins With NULL Is Null INULL Is Not Null EMPTY Is Empty IEMPTY Is Not Empty A B Between Value A and B A B Not Between Value A and B A B C Multiple conditions Here are some examples of filter conditions you can try To find all contacts whose Country is empty just type EMPTY in the filter row and click ENTER To find all contacts whose Country is not empty just type EMPTY in the filter row and click ENTER Notice the explanation mark before the word To find all contacts whose Country is either Germ
48. es When adding a new template the Durkin Toolkit will use a master template to create the new template This master template is stored in one of two locations noted below and is named _BLANK TPL You can edit this template to include you company logo or any other information you would like to add to every template created thereafter Using ACT s Internal Word Processor First Path C Users admin Documents Durkin Computing Durkin Templates BlankTemplates _Blank TPL Alternative 2nd path C Program Files ACT Act for Windows Plugins Durkin Computing BlankTemplates _BLANK TPL Using MS Word the only difference is the DOC extension First Path C Users admin Documents Durkin Computing Durkin Templates BlankTemplates _Blank DOC Alternative 2nd path C Program Files ACT Act for Windows Plugins Durkin Computing BlankTemplates _BLANK DOC To change your word processor preferences in ACT follow these steps 1 Click on the TOOLS menu and select PREFERENCES 2 On this Preferences window click on the COMMUNICATION tab 3 Select your desired word processor and click the OK button DurkinToolkitV4 96 Document Templates Word Templates ACT Templates DurkinToolkitV4 Document Templates 97 Word Templates The Durkin Toolkit for ACT uses Word 2003 or 2007 to create edit and generate documents from templates with doc extensions To create a new template follow these steps
49. ext Message DurkinToolkitV4 ACT Interface 23 Email Template Button The Durkin Toolkit for ACT can also place an email template button next to each and every email address This button is for quick access to email templates To email using a template to the current contact follow these steps 23 1 Click on the email template button 2 Select a template from the dropdown list 01 Initial Communication Direct Marketing Letter t 04 Negotiation Quote Cover Letter tpl Edit Templates 3 Review your email and click SEND To add add or remove templates from the dropdown follow these steps 1 Click on the email template button 2 Select EDIT TEMPLATES from the dropdown 3 Click on the NEW EDIT or REMOVE button to manage your dropdown list You can also add an exisiting template to your drop down list by clicking on the Add Existing to the Dropdown This button will open a Select email template window to select any template to attach to the list You can attach multiple templates from multiple locations like the one on your local hard drive then add another from the server Template 01 intis Communication Direct C Users Public Documents ACT ACT for Windows 11 Databases Durkin TSServer database files Tempites 01 intial Communicati 04 Negotiation Quote Cover Le C Users Public Documents ACT ACT for Windows 11 Databases Durkin TS Server database files Templates 04 Negotia
50. fig OCDIT10 ACT2010Demo Users Select Durkin Add on to configure Allon Al off Check marked users access selected addon Durkin Durkin Toolkit Runtime v3 for ACT Betty Browser Durkin Toolkit Lite v3 for ACT Chis Huffman Durkin Toolkit Visual v3 for ACT Emst Anderson Durkin Task List Toolkitv3 for ACT Fred Fenderine Durkin Calendar Toolkit v3 for ACT PUES BETE Durkin Contact Toolkit v3 for ACT bie Rosen Durkin Opportunity Toolkit v3 for ACT Durkin Opportunity List Plus v2 for ACT Toolkit v3 for ACT Alison Mkola Melissa Pearce Sarah Whiting Standard Record 1 4 Toi gt This program must be run from the server or it will not create the config files in the correct location Close Copyright Durkin Computing 2009 Build 1 0 1 1 Beta See also System Requirements Installing from Internet Enter the Activation Key Upgrades DurkinToolkitV4 16 Getting Started Getting Started The Durkin Toolkit for ACT is a custom table and custom view designer for ACT 2008 or better It allows the end user to add table and fields directly into the ACT database New custom tables are under the direct care of the ACT SQL database engine They will be backed up reindexed and synched with all remote databases To learn what a custom table and or custom view does for you please read vo I I 4 What is a Custom What is a Custom Your First Custom Your First Custom Table View Table View The best place t
51. he Software is the proprietary property of Durkin Computing or its licensors and is protected by copyright law While Durkin Computing continues to own the Software you will have certain rights to use the Software after your acceptance of this license This license governs any releases revisions or enhancements to the Software that the Licensor may furnish to you Except as may be modified by an applicable Durkin Computing license certificate license coupon or license key each a License Module that accompanies precedes or follows this license your rights and obligations with respect to the use of this Software are as follows 1 accept the terms in the icense agreement I do not accept the terms in the icense agreement InstaliShield 5 This window displays the folder location of your current ACT installation The default installation folder is c program files ACT Act for Windows Plugins Click Next JH Durkin Toolkit for ACT 2 0 9 60 CR Destination Folder Should be the ACT Plugin Folder Click Next to install to this folder or cick Change to install to a different folder Install Durkin Toolkit for ACT 2 0 9 60 CR to C Program Files ACT Act for Windows Plugins InstalShield 6 When complete a message will appear indicating that the installation was successfull Click Finish to complete the installation InstallShield Wizard Completed The InstaliShield Wizard has successfully inst
52. headers to group Grid Lines This options turns on off the grid lines Column This section holds options to hide or show column headers Math Footers This section holds the options to turn on the total row used in some Math Functions like summing the values of all rows at the bottom of the list Scroll Bars Holds the scroll bar options for vertical and horizontal scroll bars Style Holds some options for overall style features like displaying the record count at the bottom of the list Auto Refresh This option allows you to set the automatic refresh frequency of the list Keyboard Behavior What happens when the enter key is pressed Font and Color Set the font and color See also DurkinToolkitV4 Customize Columns 41 Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row DurkinToolkitV4 42 Queries and Finding Queries and Finding While ACT has some powerful tools for doing advanced lookups The Durkin Toolkit for ACT takes it a step further We ve added two finding features into ACT interface The first is ntelli Find used to find Contacts Goups or Companies based on one simple window The second is Query Builder used to build advanced queries against the custom tables It supports multiple conditions saving queries and real time responses Builder 1 Select 2 Comparison 3 Enter Field Selector Filter wg Sho
53. here for more information regarding Math Functions and Column Totals Picture Manufacturer Model Price Year we Chevrolet Corvette 75 000 1970 Triumph TRE 18 000 1970 Ferrari 250 GT 140 000 1960 233 000 To change any column follow these steps 1 Right click on the column header to open the Column Popup Menu 2 Select EDIT COLUMN from the popup 3 This window will come forward umn Customize Column Column Caption Formatting Caption Manufacturer Data Type Character z Decimal 2 Field AUTOMOBILES Manufacturer Cell Height 1 Header 1 Type Text z E Display edit button Casing Normal Grouping Value EJE Math Functions Column Color Type None z Copy Into z Color al none z a Gee Column Section Caption The caption of the column This caption is independent of the ACT database Display Name for the field By default the caption will be the same as the database field name but we keep them seperate since you may want to change the heading label for reporting or exporting purposes ACT Field This is the field in the ACT database where the column puts its value Type This field holds the linked style setting and also an option to display the edit button Setting the style to LINK would be usefull when you add the Contact ContactName field In the example below we added the Contact Name attached to the Automobile then changed the style
54. k Best Fit All Sort Descending Best Fit All Ea Auto Fit No Scroll Edit Column Add Column Duplicate Column 2 Freeze Column m Layouts Note Best Fit ON turns Auto Fit OFF See also Scroll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 Customize Columns 29 Scroll Bars You can access the scroll bar by clicking on the down arrow to the right of OPTIONS and selecting Appearance from the drop down This will bring the Appearance window forward to set the Scroll Bars options Changing Scroll Bars setting 1 None Vertical scroll bar is off Horizontal scroll bar is off 2 Automatic Vertical scroll bar is displayed as needed Horizontal scroll bar to setting 3 Vertical Vertical scroll bar is on Horizontal scroll bar is off 4 Horizontal Vertical scroll bar is off Horizontal scroll bar is on 5 Both Vertical scroll bar is displayed as needed Horizontal scroll bar to setting Setting ON automatically resizes the columns so that no vertical scroll bar appears This option will force all the columns to fit in the width provided You can also set the vertical scroll bar using by turning on Best Fit To enable Best Fit 1 Right click on any column header You get this popup menu 2 Select Best Fit All This will expand each column to include all the text avaiable See
55. les Custom See also Adding a Custom Table Removing a Custom Table Adding or Removing Fields DurkinToolkitV4 Tables Custom 67 Adding a Custom Table Custom tables are the heart of The Durkin Toolkit Adding custom tables allows you to track information that would have been well nigh impossible with native ACT Custom tables can include invoices events household items or inventory etc There are two ways to create a custom table e Use a table template that includes multiple fields e Design your table from scratch by adding your own field list For more information please see Your First Custom Table To add a custom table follow these steps In ACT go to the TOOLS menu and select DEFINE CUSTOM TABLES Click on the CREATE TABLE button Enter the name of the custom table Select tables to attach to Click on the SAVE button Gt oe E E a Define Fields and Tables Ea Fields Enter your new table name and click SAVE Please enter the new table name and click the Save button Remember to select which Create field entities Contacts Groups and or Companies to attached this table to Edit field 1 Enter Table Name 2 Attach table to Delete field W Contacts FES Oooo eee V Groups Tables 7 Opportunities Greate table Field Name Field Type Import structure Export structure Delete table Layouts Open layout Create layout Interface options M
56. log window Access filter functions Access query functions Opens the Group By options window Access user options e g Modes and Appearences Access data entry layouts and builder functions Access column sets and set builder functions See also Column Popup Menu List Popup Menu DurkinToolkitV4 54 Toolkit Designer Toolkit Designer With The Durkin Toolkit for ACT you can create change and or alter the user interface for ACT custom tables This graphical WYSIWYG designer provides a powerful tool for creating custom edit window It also allows you to make changes on any ACT form Whenever you open a form in ACT you will now see the designer button on the bottom of the form To open the designer click on the DESIGN button These buttons are only displayed if you are logged in as administrator vd FT DT DT DM amp About The Designer Custom Designing Sub Controls Lists Controls Tab Controls Auto Controls Designer Forms Tables Pages Increment Field Incremental Number Opening the designer brings forward the designer application with the current ACT form loaded With the designer you can Add or remove fields to the form Add or remove labels or other user interface elements from the form Hide disable components that are already on the form For more information please see About The Designer ye E E Impact Designer C Users
57. ls Tab Pages Controls Auto Increment Field Controls Incremental Number DurkinToolkitV4 Toolkit Designer 61 Controls Tab Pages The Durkin Toolkit for ACT support tabs on the design surface You can use tabs to help organize like information together On the screen shot below we are grouping all the Camera Settings together under the second tab To add multiple tabs onto your layout follow these steps 1 Open a form in the DESIGNER 2 Click on the CUSTOM CONTROLS tab at the top left side of the window 3 DRAG the item TabControlDurkin onto the form 4 Click the ADD TAB link at the bottom of the properties list for as many tabs as you desire OS Photographs id 4 204 gt bi X Delete Save E Cancel Changes EJ Save and Close PRIVATE Photograph Number T 08912 Subject Address 89 Rorence Ave Category People Date Taken 11 Oct 20d Subject Phone 973 328 3360 Release Signed Time of Day Noon Subject Name Jim Durkin Notes about the shoot Camera Setting Notes about photos Camera Mkon Lens 35mm Shutter Speed 200 Aperture Print Size amp 11 Film Stock Kodack Filter Used ES Designer i Dun To change Tabs settings like the label follow these steps In the properties list select TABPAGES Click the elipsis buton Click on the ADD button at the top of the window In this list you can select TEXT to change the ta
58. m the border The default is 5 inches DurkinToolkitV4 Printing Reports 93 D Print Preview z Print Preview E ER m Deala Hda Seve Open Print Setup Scale Margins Orientation Siza First Previous Next Last Zoom Close ACTIODemo s io Mtl Pase Prce ianao Se Nar at We we pleased to offer 1950 Ferrari 25 GT Pinia Foring Coupe we 1637 GT This is an amazingly wel Fees oT S140000 Fermori Jim Du documersind 250 PF Coupe with the first owner ior a staggering torty ona years Finished in a vary aice nab tan diver paind os an exceliaet body wih a very high qe 1959 Corvette wih ALL THE NUMBERS AND DATES CODES matching The complete Give tan ond ot the Owy Cove 78 000 00 Charet engine components are corect if you de tnd one as tuerbers naiching as this it s probably a rolet quae ard priced in sat pares Not this Romaa Red chaset iir Tho Trisngh TRE wes introduced in 1900 a8 a i replacement ke the TRSTRIS Tha TRS featured Trg TRS 18 000 00 Tinph Am Os play nining gear components and chassis as bs predecessor bet incoporaiad new external styling The updated styling counesy of Karmann of Germany alow See also DurkinToolkitV4 94 Document Templates Document Templates Depending on your current ACT settings The Durkin Toolkit for ACT will use either Microsoft Word or Verb when ACT Word Processor is selected to create templates and documents If Word i
59. nent basis to another person or entity provided that you retain no copies of the Software and the transferee agrees to the terms of this license and E use the Software in accordance with any additional permitted uses set forth in Section 8 below 1B You may not A copy the printed documentation which accompanies the Software B sublicense rent or lease any portion of the Software reverse engineer decompile disassemble modify translate make any attempt to discover the source code of the Software or create derivative works from the Software C use a previous version or copy of the Software after you have received a disk replacement set or an upgraded version Upon upgrading the Software all copies of the prior version must be destroyed D use a later version of the Software than is provided herewith unless you have purchased corresponding maintenance and or upgrade insurance or have otherwise separately acquired the right to use such later version E use if you received the software distributed on media containing multiple Durkin Computing products any Durkin Computing software on the media for which you have not received a permission in a License F use the Software in any manner not authorized by this license nor G use the Software in any manner that contradicts any additional restrictions set forth in Section 8 below 2 Updates You may obtain Updates for any period for which you have purchased upgrade insurance for the
60. ng Should you have any questions concerning this Agreement or if you desire to contact Durkin Computing for any reason please write to Durkin Computing Customer Service 89 Florence Ave Denville NJ 07834 U S A 8 Payment Licensee shall pay the Total Fee in accordance with the terms of payment set forth by Licensor Licensee shall pay all invoices rendered by Licensor within thirty 30 calendar days after the invoice date or within a time frame agreed upon by Licensor If Licensee fails to pay any amount due within thirty 30 days from the invoice date Licensee shall be responsible to pay to Licensor late charges equal to the lesser of 1 5 per month or the highest interest rate allowable by applicable law together with all expenses and collection costs including reasonable attorneys fees incurred by Licensor in enforcing the Agreement Licensee shall reimburse Licensor for any out of pocket expenses incurred in connection with duties performed by Licensor hereunder Upon request Licensor shall provide Licensee with reasonable documentation evidencing the out of pocket expenses incurred by Licensor See also Ask Questions How To Order What is a PDF Manual How to Get Support DurkinToolkitV4 8 Installation Installation Refer to the checklist below when installing and configuring The Durkin Toolkit for ACT on your PC Implementation Checklist e System Requirements e Installing from the Internet e Enter the A
61. nstalled correctly Durkin Toolkit Not Installed See also What is a Custom Table What is a Custom View Your First Custom Table Your First Custom View DurkinToolkitV4 18 Getting Started Your First Custom Table The best place to start adding your first custom table is by using one of the pre defined templates These templates contain some basic fields You can add additional fields or alter the existing field from the template after it is added to the database For the purpose of this manual we will create our table directly from a template 1 Go to the TOOLS menu and select DEFINE CUSTOM TABLES 2 Click on the CREATE TABLE BUTTON 3 The Define Fields and Tables window comes forward a Give your new table a name b Select which entities in ACT to attach to The default is Contacts Companies Groups amp Opportunities c Click on the SAVE button a progress bar will display the process of adding the table and the fields d When completed you will be notified with a small dialog box Click OK to close f G Define Fields and Tables Fields Create field Edit field Delete field Tables Create table Import structure Export structure Delete table Layouts Open layout Create layout Interface options Math Design formulas Wizards Template wizard Table wizard Import template Export template Enter your new table name and click SAVE Please enter the new table name and click the Sav
62. o start learning The Durkin Toolkit for ACT is by reading the Automobile Demo Table tutorial This section will show you how to create a custom table with demo data and layouts This custom table holds data on three classic automobiles and will give you a sense of some of the the power under the hood Once you have a table installed you can access all the features options and settings from under the TOOLS menu in ACT O Imer ACT Scheduler Synchronisation Panel Handheld Setup Outlook Calendar Integration gt Customise Preferences GS Durkin Toolkit Select DURKIN TOOLKIT After you click on the menu this window will appear SS About Ovrlinit Took Durkin UI Tootkit v3 Copyright Owrkin Computing 2008 Bed 20 040 Bere E o ACT Views otven dl Toketa Toute JE Mar Fosos Tha product a koereed to Z Use Darton Ul Tooiit v3 Master Switch Seri luntar SOEINEF Contact ia deaa Serie men 2 ret pion com Preference locator Sade eet Version Data Puh fc uen ye AAP AN AAN comeing AAN us Yooh Shove al User Preference folders in the ORMUAME gt tambese Ges iher then the local My Docume kider Penares Restarting ACT Warrung Ths computer program is protected by copyright law and eternabonal treaties Unathonzes reproducton or detrifvoon may result in severe ovi and crenmal penaibes and wil be prosecuted to the maximnum extent possible under the Law This window displays 6 seperat
63. ock Math Functions Totals on last row Appearance DurkinToolkitV4 36 Customize Columns Drag and Drop In The Durkin Toolkit for ACT you can remove or reposition any column by dragging and dropping the column header To reposition any column 1 Click and hold any column header 2 Reposition anywhere on the column header To resize any column 1 Columns may be resized just like in Excel by dragging the column header separators To drag columns off the list 1 Click and hold any column header 2 Drag the column off the Opportunity List to remove it To add columns onto the list 1 Click the Open Customize Columns icon on the toolbar 2 Using the window that comes forward simply add remove columns See also Best Fit All Scroll Bars Customize Column Sets Column Style Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 Customize Columns 37 Freeze or Lock When you freeze columns you select specific columns that remain visible when scrolling in the worksheet For example you would freeze the Name column to keep column labels visible as you scroll Note Frozen columns are always displayed to the far left side of the list See also Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Math Functions Totals on last row Appearance DurkinToolkitV4 38 Customize Columns Math Functions At the bottom of each column you can display a
64. of Salesinto the Value 1 field Click on the Font amp Color tab Click on the color button near the bottom of the window and select the color green from the color picker window After you have closed the color picker window the color button will display the selected color 8 Click on Save WOONAUBWNE Now all you have to do is to close the rules window and click on the F5 key to refresh in the list Color Rules colorize all tasks in the list Color rules can apply to multiple tasks like all Meeting or to singular tasks like Details field Bring Projector Color rules are designed to colorize rows or columns from your activities that match any number of conditions Immediately we see three keywords we need to COLORI ZE tasks FROM the list that matches a CONDITION Hence we have the most basic Color Rule structure COLORI ZE ColumnName FROM the TaskList Where x ColumnValue The COLORIZE keyword allows us to color one column or all columns such as Task Type Regarding Date or location These columns are all available to you when you select Customize Columns COLOR Columns FROM the Task List Where x ColumnValue Lastly we want the color conditions This is the Where part of the select statement above DurkinToolkitV4 90 General Features For example we may want to display the color Red where the type of activities are high priority To do this we use the Color Rules builder to create the condition The rule is
65. olumns to complete the overall function 1 The AMOUNT column in the Automobile Expense table is summed up to Expense Total field in the Automobile table 2 Then the EXPENSE TOTAL column from the Automobile table is summed up to the Expense s Total field in the Contact table Automobile Expense s Total MAMAM TRG 18 500 00 1970 1 400 00 Tri 7 350 00 Date Purchased 1071 2008 1072 2008 Here we are summing up throught two tables 1 The Amount field in Automobile Expenses is being summed up to the Expense Total field 2 The Expense Total column is being summed up to the Automobile Expenses s Total field in the Contact record See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Between Tables Column Totals Formula Builder Window Conditional Statement DurkinToolkitV4 80 Math Functions Summing Between Tables You can create math formulas that use fields from different tables These tables can be ACT s native tables like Contacts Companies or groups These tables could also be different Custom tables you have created On the screen shot below we calculate the Automobile Commission field based on the Contact Commission field in the Contact Table and the Automobile Price field in the custom table Aatomobile s Price Total 99 00 2 812 50 ses FP Customize R Sot Date Purchased In this example
66. on Formatting Caption Structure_Street Address Data Type Character io Decimal 2 H Field TOURS Structure_StreetAddress Cell Height 1 Header 1 H Type Text z E Display edit button Casing Normal T Grouping Value Math Functions Typ None Column Color Copy Into z Color also Grouping like rows Color Rules DurkinToolkitV4 General Features 89 Color Rules Color rules are designed to colorize records for rows that match a condition Color rules can be based on text condition like the one below In this color rule we are making all rows blue where the word Triumph apears in the MAKE column N Color Rules A s5 amn aee rten EE J Ferrari Sportcars Rule Conditons Column Make zj Comparison Contains Date Today plus days Value Trumph Color and Font J All Column z Color Seac Style Raised X cradient Doa gt ad Font 6 pt Arial J Lets try a simple color rule like Make all the files that the Department Sales highlighted in green First open the Color Rules window by selecting the Color Rules menu in Settings Click on the Add button at the bottom of the rules window Enter the Rule Name at the top of the window Lets enter Department Sales Change the column to Department Change the Comparison popup to Contains Change the Date Value s Custom radio selector to Values s Enter the value
67. ontact Activities Count Percentage Company Activities Duration Activities Duration Closed Group Activities Duration Open I Opportunity Activities Duration Percentage Parent Activities Next Date Body Color M Completed 5 Create Date Options Date1 System Fields Date2 z E Table Names s ee ee To edit a column 1 Click the Edit Column button within the Customize Columns dialog box 2 Use the Column Details dialog box that comes forward to make additional changes DurkinToolkitV4 Customize Columns 31 See also Best Fit All Scroll Bars Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Totals on last row Appearance DurkinToolkitV4 32 Customize Columns Column Sets A column set is a user defined set of column that you can recall at any time By default The Durkin Toolkit for ACT creates the first column set and named is BaseLayout You can customize the column in this set and create a second set of columns By creating multiple column sets you can switch back and forth between different ones or create a specific column set for export or printing purposes Exporting or reporting fields column You can create a colum set that you use just for exporting You may need to view then export all fields in the list based on a date range First create a new column set we will call it Fridays Export List 1 Click on the OPEN CUSTOMIZE COLUMNS icon on the toolbar 2
68. op Date Taken EDIT_DATE See also DurkinToolkitV4 Toolkit Designer 63 About The Designer Designer Custom Forms Designing Sub Tables Controls Lists Controls Tab Pages Controls Incremental Number DurkinToolkitV4 64 Toolkit Designer Controls Incremental Number There is a specialized control in the designer for generating a unique number into a field This control is based on a text box and will automatically generate a unique number of pre set length and is based on a random pattern Any time you create a new item the value will unique If you open an existing item that was previously left blank then the value will be random Follow these steps to add the auto increment control onto the form 1 Open the form in the Designer 2 Click on the NEW FIELD tab at the top right 3 Drag the item labeled Auto Increment onto the form 4 From the PROPERTIES window go to the ACTFIELD item 5 Using the DropDown list select your desired ACT field 6 Click on the SAVE button to save changes a A eee eerie su 67 S DataBindings Name Text Boxincrement AcceptsReturn False AcceptsTab False AccessibleDescnption AccessibleName AccessibleRote Detak ACTBindable True ACTField Event Type ACTGenerateRandomLength 8 7 ACTGenerateRandomText True ACTParentEntityBindingSource none ACTParentEntityName AllowDrop False Anchor Top Left AtoComopleteCustomSource Collection AatcCompleteMode None A
69. operess SignatureFirstName SignatureFirstName Security J Painting and Painting and Lightin S Lianting Painting and Lightin Font and A az Structure_City Structure City Font Select Font tb ail U Font Color H black z AE ene B Back Color Tooltip A UI This code is run when the form is OPENED HA EXAMPLE Custom Properties a Value SUM ChildTableName ChildTableField YA Designer Breakout Toolbar Toolbar give you quick access to features such as saving and component alignment ACT Fields And other Components Lists the available ACT fields in the current custom table that are not on the form already Properties List the properties of the currently selected component Designer Surface This is the areas that is used for data entry Math Functions This lists all the math functions attached to the current form Please see Math function Between Fields for more information Code Snippets Allows code to be run when the form opens closes saves or deletes See also Designer Custom Forms Designing Sub Tables Controls Lists Controls Tab Pages DurkinToolkitV4 56 Toolkit Designer Controls Auto Increment Field Controls Incremental Number DurkinToolkitV4 Toolkit Designer 57 Designer Custom Forms The Toolkit Designer allows end users to create robust customized data entry forms in ACT These custom forms are used when editing a r
70. product entered into a maintenance agreement that includes Updates or otherwise separately acquired the right to obtain Updates This license does not otherwise permit you to obtain and use Updates 3 Limited Warranty Durkin Computing warrants that the media on which the Software is distributed will be free from defects for a period of sixty 60 days from the date of delivery of the Software to you Your sole remedy in the event of a breach of this warranty will be that Durkin Computing will at its option replace any defective media returned to Durkin Computing within the warranty period or refund the money you paid for the Software Durkin Computing does not warrant that the Software will meet your requirements or that operation of the Software will be uninterrupted or that the Software will be error free THE ABOVE WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES WHETHER EXPRESS OR IMPLIED INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE AND COUNTRY TO COUNTRY 4 Disclaimer of Damages SOME STATES AND COUNTRIES INCLUDING MEMBER COUNTRIES OF THE EUROPEAN ECONOMIC AREA DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE BELOW LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE MAXIMUM EXTE
71. roduct will become 3 0 0 Build 1 See also System Requirements Installing from Internet Enter the Activation Key Terminal Server DurkinToolkitV4 Installation 15 Terminal Server If you are installing The Durkin Toolkit on a Microsoft Terminal Server or a Citrix server and all the users do not need access to the Toolkit plugin you can use our Server Configuration tool to select which users have access This tool is located in the plugins fo Th PWN oe Usi Usi Thi der and is named Durkin Common ServerConfig v3 exe Start the application double clicking on the Durkin Ccommon ServerConfig v3 exe icon is configuration form will appear ng the list of the left side highlight the Durkin plugin which you are configuring ng the Users list on the right side select the desired user who will have access to the plugin s list is derived from the internal users list in the selected PAD database file 5 Click on the CLOSE button when finished By default the last PAD file will be opened If you need to select a different PAD file please click on the OPEN button and navigate to the desired PAD file All Durkin Computing Add ons for ACT will be bypassed for each user not selected This feature only works with Microsoft Terminal Server and Citrix Servers C Users Public Documents ACT ACT for Windows 12 Databases ACT2010Demo PAD B Files ACT Act for Windows Plugins Durkin Computing Durkin Common ServerCon
72. roll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Math Functions Appearance DurkinToolkitV4 40 Customize Columns Appearance This window holds some global settings for the list view These settings are applied to all columns fields on the list Setting for the grid layout and appearances Show Chart E Show chart at top of the list view Grid lines Gridlines Both Style SmallDots z Columns Show Group By header E Show group by drag header on top of the list Scroll Bars Scrollbars Automatic z Yes horizontal scroll OFF x Autosize Style 7 Show column headers at the top of the list E Alternating Colors Repeat column headers in drill down sections E Show Row Headers in first postition E Show Record Navigator at the bottom l Use HyperLinks in Edit Mode E Allow drag and drop to remove columns Show child column headers when expanded Math Footers Auto Refresh V Display totals at the bottom of each column E Automatically refresh interval 0 Display at the end ofeach gro Yes md E Clear The List Before Refresh Visual Clue BottomFixed Total Row Position Keyboard Behavoir Eont and Color Enter Key Behavior NextCell Select Font Show Chart This option will show the chart at the top of the list Show Group By Header This option shows the group by panel at the top of the list to drag the column
73. s selected The Toolkit uses any document ot template with the doc extension If you have select ACT internal word processor then only files with tlp extensions will be used Insert Page Layout References Mailings Review View I Select ACT Fields About Durkin J durkin Productivity Tools for ACT and resellers of fine luxury pre owned automobiles October 22 2008 lt Contact gt lt Company gt lt Business Line 1 gt lt Business Line 2 gt lt Business City gt lt Business State gt lt Business Postal Code Dear lt Salutation gt Thank you for your recent purchase of the lt CUSI lt CUST _AUTOMOBILESDEMO Make If you have any additional questions regarding it please call me directly at my extension below Sincerely Page 1 of1 Words 51 GS English United State ttti Y SE aro See also Creating Templates Word Templates ACT Templates DurkinToolkitV4 Document Templates 95 Creating Templates The Durkin Toolkit for ACT has the ability to use either its internal Word Processor called Verb or Microsoft Word to design templates In both cases any data from ACT can be used in the template This data can come from a new custom table field or any field in ACT s entities like Contacts Groups and or Companies To create templates using Microsoft Word 2003 or 2007 please read Word Templates To create templates using ACT Word Processor please read ACT Templat
74. sage DurkinToolkitV4 ACT Interface 25 Send Text Message Using the Phone dialer button you can send text messages to any contact To send a text message follow these steps 1 Click on the phone options button El 2 Select a SEND TEXT MESSAGE from the dropdown list 3 Select the Recipients Cellular Carrier Enter your Subject and Message 5 Click SEND The message window display is scaled to represent a cellular phone display Recipient s ten digit phone number Recipient s Cellular Carrier 973 328 3360 Emobie att net z Message Text Usually 140 characters max Subject Appointment Quick reminder company meeting BAM jm durin By default the phone number will be the one from the ACT field just to the left of the dialer button To send text messages to a different phone number you can click on the Phone Dialer button just to the right of any phone field See also Rename ACT Views Email Template Button Phone Dialer History DurkinToolkitV4 26 Customize Columns Customize Columns By default The Durkin Toolkit for ACT creates a base column set for every custom table you create Each column is linked to the new field in your custom table You can modify these columns by creating new Column Sets or by changing an individual Column Style Manufacturer Model Price Year Bale Chevrolet Corvette 75 000 1970 Triumph TRE 18 000 1970 Dae Ferrari 250GT 140 000 1960 233 000
75. second field Does FieldA contain value from FieldB 5 Invert Criteria Use this option to invert the filter criteria e g Show me all cars that do not contain Chevy 6 Add Criteria Use this option to add additional criteria line s Show me all cars where the Make contains Chevy and the Make contains Ford 7 Remove Criteria Use this option to remove additional criteria Here is a step by step example few 1 Click on the QUERIES button on the toolbar 2 Click on the CLICK HERE TO ADD FILTER CRITERIA button 3 Select Make from the fields drop down 4 Select Contains from the comparison drop down 5 Enter the value of Chevy in the text box then click RETURN If you would like to add additional conditions 6 Click on the ADD CRITERIA button 7 Select Price from the fields drop down 8 Select Greater Than from the comparison drop down 9 Enter the value of 50000 in the text box then click RETURN This query will return all rows where the make is Chevy and the price is greater than 50 000 DurkinToolkitV4 44 Queries and Finding Pra Free Greerton z sooo A _ See also Filter Row Date Range Find Panel DurkinToolkitV4 Queries and Finding 45 Filter Row Filter row allows you to quickly filter the list at the top of any column If you do place two values at the top of two columns the filter row will always use an And comparison condition Filter row is differ
76. t Column Popup Mer Column Popup Menu If you right click on any column header you will see this popup menu N gt Sort Descending Best Fit All Auto Fit No Scroll g i Edit Column Add Column Duplicate Column a Freeze Column E Layouts gt which does the following Sort Ascending Sorts the list in Ascending order on the selected column Sort Descending Sorts the list in Descending order on the selected column Best ital Auto sizes the width of each column based on the data Auto Fit No Scroll Automatically resizes the column to fit the width of the screen Edit Column Opens the Edit Column Window Add Column Adds a new field column to the custom table Duplicate Column Creates a copy of the column Freeze Column Pins the current column to the left side layouts Accesses Column features See also List Popup Menu Main Toolbar DurkinToolkitV4 Toolbar and Menus 51 Home gt Toolbar and Menus gt List Popup Menu List Popup Menu Each custom view has a right click menu available Using this pop up menu you can acccess features and options Duplicate Output to gt Settings gt Design Layouts Customize Columns gt Go To gt Open Parent P amp Create Lookup gt Attach To Parent gt Mark Selected Reset Panels
77. t Month Custom SoldDate With your new setting try selecting a different date range from the list Remember that you are now filtered on that date field and if you have not entered any dates in any record then no record will match and your list will be empty See also Query Builder Filter Row Find Panel DurkinToolkitV4 48 Queries and Finding Find Panel The Find Panel will find all occurrences of a word in the current list view a find J ea aose 1 Type in the box the text to search 2 Click Find or Enter 3 Click clear to the clear the search and start a new one See also Query Builder Filter Row Date Range DurkinToolkitV4 Automobiles Toolbar and Menus 49 Toolbar and Menus The The Durkin Toolkit for ACT adds many new user interface components into the standard ACT interface like new toolbars and menus vo I x Column Popup List Popup Menu Main Toolbar Menu Toolbars are always attached to the top of the custom table list You can quickly turn on off this toolbar by right clicking and selecting View Toolbar Popup menus are available when you right click on any custom table list These menus are designed to allow the user to quickly access feature like new and edit Read this next section for more information on Column Popup Menu and Main Toolbar items See also Column Popup Menu List Popup Menu Main Toolbar DurkinToolkitV4 50 Toolbar and Menus roolbar and Menus g
78. tion Quot See also Rename ACT Views Phone Dialer History Send Text Message DurkinToolkitV4 24 ACT Interface T b e Dialer History Phone Dialer History Using the Phone dialer button you can open a Record History window The difference is this window has a built in timer and you can have multiple Record History windows open at the same time To open a Record History window follow these steps 1 Click on the phone options button 2 Select a DIAL PHONE from the dropdown list Send Text Message Using the dialer you can have multiple messages running at the same time To start another timer just click the Dial Phone menu again You can even navigate to another contact and start another history window for them Remember to stop the timer on the first window if you are creating billable events Phone Dialer a o OS Re aeea S Jm Dutton Jim Duin Computing LLC L cmas e e Dunst E 1 e Phone Dialer _ Ea o a Refa S Jm Duren Jin Durkin Computing LLC BOTH fj oi fase Achene an Aecociate with Teab Record Manager flmDukin e Gavin Philive Gavin Durkin Computing Date 9 23 2008 w Time S11PM fg Duration fim z pomas Attachment Associate With Teba f I Detaile D A Tr Micosoit Sens Set lt SlA B z nzO lE P Private Follow Up See also Rename ACT Views Email Template Button Send Text Mes
79. total row and apply a simple math function like Display the sum of this column Totals will only be displayed if the Display Totals option is ON To turn this option ON please see Appearance To add a total at the bottom of the column follow these steps 1 Right click on the column header to open the Column Popup Menu 2 Select EDIT COLUMN from the popup 3 Using the Type dropdown in the Math Function section select SUM 4 Click OK Customize Column Column Caption Formatting Caption Manufacturer Data Type Character z Decimal 2 Field AUTOMOBILES Manufacturer Cell Height 1 a Header 1 Type Text z E Display edit button Casing Normal EET Grouping Value Math Functions Column Color Type None z Copy Into x Color OJ none ns a a Using The Durkin Toolkit for ACT there are several ways to apply math functions other than the total These additional math functions and calculations are descibed in more details in the Math Functions section See also Best Fit All Scroll Bars Customize Column Sets Column Style Drag and Drop Freeze or Lock Totals on last row Appearance DurkinToolkitV4 Customize Columns 39 Totals on last row You can display the total row for any column by following these two steps 1 Select the column and changing its Math Functions to SUM 2 Turing ON the Total Row option in the Appearance options See also Best Fit All Sc
80. ue of a discount Automobile ExpenseDiscount AutoExpense Amount zZ 4 500 00 1 450 00 5 950 00 D Tr Ao E Motes regarding this expense We are discounting 5 based on the parent Automobile Table feld named Expense Discount DurkinToolkitV4 82 Math Functions Column Totals You can view any total for any column in the list In the list below total the sum of all four money fields Price Expense Total Commission and Profit We also selected a different color for each of these rows Also notice that we have a Count total at the bottom on the picture column Notes History Activities Opportunities Groups Companies Documents S Automobiles Demo EN Automobiles Demo Color Df Documents Q Queries FT Columns Q Find AR Sort Group dqa a gt Picture Make Model Year Price Purchased Price Expense Total Commision Profit ee Chevy Corvette 1970 63 000 00 75 000 00 eme oe Ta TRE 1970 8 000 00 17 500 00 6 400 00 2 71 00000 92500 00 12 100 00 3 468 75 5 931 25 Recort GOCO JO 20500 To change a column to display the sum follow these steps Step 1 Right click on the column header and select EDIT COLUMN from the pop up menu ACT Field CUST_AUTOMOBILESOEMO PROFN x Step 2 Type Text E Display edit button On the Edit Column window you will find a Math Function section Change the dropdown to your desired
81. unction and may be used depending on the data entry needs One useful control is the Users List This control seperates the Users from the contacts So if you are scheduling 5 employees users into a meeting with only one contact then the Contact List will contain 1 record and the Users List will contain 5 rows Each total count is displayed next the the tab s text e g Contacts 1 and Users 5 Add a list of attached contacts groups companies or users This is the ACT default text box that lists multiple contacts using a single line Users Textbox Allen Duet Sage Xavier Sage Jim Durkin Durkin Computing m This control lists all companies groups and or contacts attached to the current record Multiple Tab list amp Contact 1 rd Group i Company Select Contact Contact Company Web Site Phone E mail im Durkin Durkan Computing www Durkan Ang 973 328 3360 gales durkincomoutn To customize these columns right click on the list and select CUSTOMIZE COLUMNS This control lists only the contacts attached to the current record Contacts List amp Contact 2 B Users _ Select Contact Contact Company Web Site Phone E mail Allen Duet Sage allen duet sace com Xavier Sage xavier musy sace com To customize these columns right click on the list and select CUSTOMIZE COLUMNS Only columns from the Contacts Table are available This control lists only the companies attached to the current record
82. utoCompleteSource None BackColor C White BorderStyle Fooed30 Causes Validation Tre CharacterCasing Noemal ContextMenuStrip fone b Text The text associated with the control See also About The Designer Designer Custom Forms Designing Sub Tables Controls Lists Controls Tab Pages Controls Auto Increment Field DurkinToolkitV4 Tables Custom 65 Tables Custom A custom table is a place to store additional records such as projects invoices contracts or automobiles Each record is attached to a parent such as Contact Company and or Group Each record is represented as a row A collection of rows is represented as a list In the diagram below we have a three automobiles rows Each row is divided into four fields represented by the columns To learn how to add a custom table please see Adding a Custom Table Field or Column Manufacturer Model Year Price Header Ferrari 250 GT 1960 140 000 00 Row Chevrolet Corvette 1970 75 000 00 Triumph TRG 1970 18 000 00 233 000 00 Row Total Think of this Automobile collection like ACT s Activity table With ACT you create one Activity attached to a specific Contact and also get a list of all activities attached to all contacts Automobiles are also attached to a specific Contact and you can get a complete list of all Automobiles in the database ACT allows you to create an new activity by opening the Edit Activity window The Durkin Toolkit for ACT also provides th
83. w fields g i Contains v7 Chevy Invert Criteria Add m d sa Criteria Query Builder Filter Row Date Range Find Panel All of these tools are automatically installed into the interface for quick access Please read the following chapter for more information See also Query Builder Filter Row Date Range Find Panel DurkinToolkitV4 Queries and Finding 43 Query Builder The query builder allows you to design a single or a multi condition advanced query A query is a method of filtering the list Once you have designed a query the list will be filtered on those conditions To create a new query 1 Select the desired field to query 2 Select the comparison e g Contains 3 Enter a value e g Chevy then click ENTER on your keyboard The query builder contains some more advanced query options 1 Select 2 Comparison 3 Enter Field Selector Filter i Show fields Not Make Contains Chevy seit Add ateria P Remove Criteria Invert Criteria 1 Select Fields Use this drop down to select the ACT field to filter on Make 2 Comparison Selector Use this drop down to select the comparison operator e g Contains or Starts With 3 Enter Filter Text Use this drop down to enter the filter text e g Chevy 4 Show Fields This option uses values in a second field to be compared to the first Rather than using the value from 3 Enter Filter Text this Option will use the value from a
84. we are using a field in the parent Contact Table to calculate the commision per record in the Automobile Table Automobile Price Contact Commission To create a math function using multiple tables follow these steps DO PN gt Go to the Custom Form where the results will be placed Click on the DESIGNER button on the lower left corner In the Toolkit Designer click on the MATH FUNCTIONS icon on the toolbar Now at the bottom of the window in the Math Function panel click NEW Enter a name and the results field Click on Builder window to enter the formula expression Remember you can select fields from different tables when building your expression Please see Formula Builder Window for more details regarding your math expression DurkinToolkitV4 Math Functions 81 Fx Automobiles Demo x i4 4 a2 E Cancel Changes e EJ Save and Close Contact Jen Durkin Durkin Computing Manufacturer Chevrolet Modei EA Yes 90 Price 75 000 00 Commision 2812 50 Expense Total 5 950 00 0 05 BN Auto Expenses 4 Customize Expense Name Date Amount New Paint 1012008 Re Chromed 1022008 RN Desgner i Durkin See also Between Contact Fields Between Custom Table Fields Summing Up Parent Table Summing Up Child Tables Column Totals Formula Builder Window Conditional Statement Expense Discount This example is using two custom table fields to calculate the val
85. wer in our online community forum If you re unable to find what you re looking for in this help system try these alternative resources FAQs and Knowledgebase e Community Forum Search the FAQs or the Knowledgebase for common questions regarding Durkin e Knowledgebase Computing add ons and ACT FAQ Contact our support department Customer Support support DurkinComputing com Phone 1 973 625 1119 Contact our customer support department by email at support DurkinComputing com DurkinToolkitV4 Welcome 5 nee er VISA Jeon z How To Order The Durkin Toolkit for ACT can be purchased by clicking the link below After entering your credit card information you will receive an activation key by email which can be entered into the evaluation version to register it Buy Now gt gt Also you can save you over 50 by purchasing The Durkin Toolkit as part of Impact Credit cards accepted e Visa e MasterCard e American Express e Eurocard See also Ask Questions What is a PDF Manual How to Get Support End User License Agreement DurkinToolkitV4 6 Welcome End User License Agreement License for Durkin Toolkit for ACT by Durkin Computing The software and documentation that accompanies this license collectively the Software is the proprietary property of Durkin Computing or its licensors and is protected by copyright law While Durkin Computing continues to own the
86. ystem try PDF Version Welcome Installation Getting Started hece ateriat resources e DurkinComputing com amp e Community or contact our support team ACT Interface Customize Queriesand Toolbar and Menus support DurkinComputing com Columns Finding Toolkit Designer Tables Custom Tables Math Functions Most popular pages Templates e Help Home e What is a Custom Table e Welcome gt iN Sa iN A e Queries and Finding e ACT Interface e Getting Started e Toolkit Designer e Summing Between Tables e Installation e Math Functions General Features Printing Reports Document Documents and Templates Emails DurkinToolkitV4 2 PDF Version Page http www durkincomputing com HelpConsole2008 DurkinT oolkit manual pdf could not be added DurkinToolkitV4 Welcome 3 DurkinToolkitV4 The Durkin Toolkit for ACT is a custom table and custom view designer for ACT 2010 or better It allows the end user to add table and fields apply math formulas create advanced queries export to Excel or generate a report directly from the ACT database Your new custom tables are under the direct care of the ACT SQL database engine so they will be backed up re indexed and synched with all remote databases No need for you to be the designer because we have included 25 starter templates J ust a couple of clicks and you can install your own custom table today Notes History Activities Opportunities Groups

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