Have questions about Tables4Act!
The Essential Act! Add-on
Tables4act
Embed spreadsheet-like functionality into 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 businesses processes, and specialised industry practices together in Act! to manage your business.
Custom Tables enables you to track rich, specialised data, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference, or look at each of the custom table lists globally.
- 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.
- 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.
Tables4act includes many industry leading features to help you get the most out of 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
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.
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!
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 basis for many of our Actcessories
- Addons like Act4wealth, Act4mortgages, Quoting4act, 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)
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:
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.
Subscription Pricing
Tables4Act! Annual Costs
- Annual subscription = $69.50 USD (cost per database/user/activation)
