Have questions about Tables4Act!


Tables4Act! is the essential Actcessory for CRM success

Unleash the full power of Act! with the new standard in Custom Tables

Tables4Act! is the custom table solution that most of our industry Actcessories are built upon, and is quite simply the easiest way to get the most out of your Act! CRM. Custom tables have been around since 2008, and is a stable and mature technology that massively increases the data management capability of Act!, and works with the Knowtifier to deliver an automation juggernaut.

Click the link above to download your free 30-day trial today!


What is a custom table?
A custom table is a subentity within your database that nests under Contacts, Companies, Groups, and/or Opportunites. These subentities create a flexible one-to-many data relationship under one or more of these primary tables, creating a spreadsheet type functionality under each. Unlike spreadsheets, though, each row represents a self-contained collection of data that can be linked to one or more contacts, companies, groups, or opportunities, and can also be reassigned to others after creation as needed.

In list view, custom tables look like a spreadsheet within one tab of your database that you can store an infinite amount of transactional information. Each time you need to add details for a new type of data (whether it be a mortgage, insurance policy, vehicle, or piece of equipment), click “Add” on that Tab's toolbar, and up would pop a form where you could enter all the pertinent data for that custom entity. When you clicked save and close, it would neatly add another line to your Tab’s spreadsheet, and this process can be repeated as often as needed.
This custom entity can also simultaneously be linked to the contact's Company, as well, allowing you to view them at the contact level, or roll up to see aggregate totals at the company level. For example, you could be tracking machines that you sold to different contacts within a company, but then pivot to the company level to see all the machines owned by the company as a whole. Powerful stuff.

Tables4Act! features include:

Tables4Act! custom table features augment the capabilities of Act! exponencially. These features include:
  • Custom tables work within all versions of Act! - Pro, Premium, and Web back to v16
  • Create an unlimited number of functional, manageable "one-to-many" table-format tabs for Contacts, Companies, Groups, and Opportunities in Act!
  • View all your custom records under a specific contact, Company, Group, or Opportunity, or view all related custom records globally as a list.
  • Custom Tables are part of your database, and therefore fully synchronization enabled, and upgrade with your database.
  • Convert a custom table look up to a Contact, Company, Group or Opportunity lookup
  • Drill down on a custom table list view to access the detail view, and click to sort or filter in the list view.
  • Allows you to merge to Word or Email from a Custom Table lookup, and export list views to MS Excel.
  • Search within tables and filter results for superior lookups
  • View related custom table fields side-by-side in the same view, and create robust queries and apply date ranges.
  • Perform advanced calculations among fields to automate data entry and reduce occurences of missing data.
  • Create activities or histories based on custom-table fields.
  • Nest Tables within tables to further enhance & extend the capabilities of Act!

Act! Solutions built with Tables4Act!

Act! Solutions built with Tables4Act!


Helping wealth management professioanls better manage the immense amount of customer data relating to investments, insurance, loans, etc., in a simple, intuitive way.


Helping mortgage brokers track multiple mortgages per customer or per property, as well as their entire book of actively funded business with automated field calculations.


Quoting is an essential component of doing business, and Quoting4Act! creates quotes seamlessly from Opportunities in both Web or Windows versions of Act!


A fully integrated project management system that will allow you to track, manage, and report on all the projects within your business.


Manage your support teams tickets easily and all from within Act!. Act4support can be deployed on a LAN or a WAN, and includes cutting edge features like "call queue", sequenctial ticket numbering, contract management.

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)
  • Quantity and bundling discounts available
  • 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)

Tables4Act! Quantity Discounts:

  • 5-19 = 5% discount
  • 20-49 = 10% discount
  • 50-99 = 15% discount
  • 100+ = 20% discount

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.

Latest Posts

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
Montreal   2030 Pie-IX, Local 202  Montréal, QC, H1V 2C8
Toll Free : 888.880.0449
Office : 514.666.7587
Fax : 514.666.9851

Monday to Friday: 9AM to 8PM EST
Saturday & Sunday: Closed