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Subscription Price

$69.95

per user/year

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Have Questions about Tables4act?

The Essential Act! Add-on
Tables4act

Expand & Enhance the functionality of Act! with custom tables

Tables4act! is quite simply the easiest way to get the most out of Act!. Custom Tables make it possible to bring complex data sets, unique business processes, and specialized industry practices together inside of Act! to help better manage your business. 
Custom Tables bring spreadsheet-like functionality into Act!, enabling you to track & manage rich complex data that you can link to contacts, companies, groups, and opportunities for easy reference.

Custom table data can be viewed singularly under one contact, or globally as a whole. Imagine viewing the lease of one customer, and then pivoting to see all the active leases for your business. From a global view you can filter, sort, calculate, and report on this data to better understand your book of business. And what works for leases can also work insurance policies, mortgages, loans, support contracts, product inventory, you name it. 

click to expand

  • Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!.
  • Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
  • Pivot from a contact view to global view to gain visibility on all your related data, allowing you to filter by active accounts, calculate total values, and even export to Excel for more advanced data massaging.
  • Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
  • Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialized information like the details of an individual project or service contract for a particular contact.
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Tables4act Features

Helps you get the most from Act!

Compatibility

Custom tables work within all versions of Act! - Pro, Premium, and Web

Drillable Data

  • Drill down on a custom table list view to access the detail view, and click to sort or filter in the list view.

Lookups

  • Convert a custom table look up to a Contact, Company, Group or Opportunity lookup
Works in all parts of Act!

Works in all parts of Act!

  • Benefit from the power of Act! CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.

Merge Data

  • Allows you to merge to Word or Email templates from a custom table lookup, and export list views with customizable columns to MS Excel.

Downloadable Schemas

  • Customize your database fast with ready-to-go schemas for loan management, inventory, tech support, realty, mortgages, consulting, insurance, car sales, and many others.

Part of your database

  • Custom Tables are part of your database, and therefore fully synchronization enabled, and upgrade with your database.

One-to-many

Create an unlimited number of functional, manageable "one-to-many" table-format tabs for Contacts, Companies, Groups, and Opportunities in Act!

Filters

  • Search within tables and filter results for superior lookups

Nesting Tables

  • Nest Tables within tables to further enhance & extend the capabilities of Act!

Calculations

  • Perform advanced calculations among fields to automate data entry and reduce occurences of missing data.

The foundation for many of our Actcessories

  • Add-ons like Act4wealth, Act4mortgages, Act4support, and Projects4act all depend on Tables4act.

Feature Comparison between Tables4act & Act! Premium Plus

Features
Tables4act
Personalized tables
Number of databases supported
One
Multiple
Works in Web & Windows
Complete Tables functionality
Complete Mail Merge Functionality
Program Updates
Through Keystroke
Through Swiftpage
Subscription Quantity Requirements
As many as needed
Must match Act! licenses
Custom Table Manager
Support for importing other schemas
Annual Subscription
Cost
$69.95/year
$120/year extra
Billed by
Keystroke
Swiftpage
Included with Act! subscription
= Included
= Not included
= Partially Included

Tables4Act! Screen Shots (click on thumbnails below)

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Screen Shots of our Industry samples (click on thumbnails below)

Custom tables demo with Tables4Act!

Creating Fields

Creating Custom Tables

Creating Parent Link

Creating Templates

Importing from Spreadsheet

Migrating Data from Contacts

Creating Layouts:

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Purchase Notes & System Requirements

  • All Pricing listed is in USD
  • Compatible with Act! v16 or higher (sold separately)
  • MS Office 2010 or higher (32-bit)
  • Licensing is based on a per user/database/year basis
  • Tables4Act! can access most custom tables from other programs, but new layout screens will have to be recreated.

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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Pay your bill online

 

Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed

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