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Category: News
Written by Ken Quigley
May 31 2023

On May 5th we published a blog announcing the new & improved Tablest4act - the leading custom table solution for Act! users. This blog details all the new features and bug fixes included in this version, along with some commercial updates. Fast forward to today, and we're excited to announce that these new features are scheduled to be bundled with next week's Act! Premium v25 release on June 6th. As the blog illustrates, the exciting new features of Tables4act include the following:

  • Tables4act no longer uses the problematic OLEDB Views for lists, using the standard SQL tables instead
  • Font settings can now be set for field values as well as labels (Windows)
  • Added report designer under Custom Tables > Reports. (Windows)
  • Added Charting support which can be accessed by pressing the Chart button on the custom table view. (Windows)
    • includes graphs & charts
    • KPI's and Complex KPIs

Since not everyone will be able to upgrade to Act! Premium v25 right away, we thought it timely to celebrate anyway with a 20% discount on Tables4act as the June product of the month. Join us on June 8th (3PM ET) as we host a one-hour Webinar covering the new features of Tables4act and how we use this technology to run our own business.

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What is Tables4act?
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. In real-life terms, they 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.

In fact, the possibilities for custom tables are limitless! For example, you can track insurance policy details, product catalogs, mortgage information, or project management dates. You can even keep photos of inventory within Custom Tables. 


Main features of Tables4act

  • 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.
  • Get started with numerous out-of-the-box templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support—all included in the Industry Template Library.

New Features of Tables4act:

  • aggregate-and-detail-views.gifTables4act no longer uses the problematic OLEDB Views for lists, using the standard SQL tables instead
  • Font settings can now be set for field values as well as labels (Windows)
  • Added report designer under Custom Tables > Reports. (Windows)
  • Added Charting support which can be accessed by pressing the Chart button on the custom table view. (Windows)
    • includes graphs & charts
    • KPI's and Complex KPIs
Understanding Tables4act Purchase Options:
  • Dual Access: our main Tables4act - Dual Access product supports publishing to the web, and is licensed on a "per user / per machine" subscription basis. This means you can install it on multiple workstations on a "per user" user bases. Perfect for users with RDB's on a laptop and desktop that syncs to the hosted database.
  • Act! Bundling: this subscription version of Tables4act is licensed by Act! and is the only one that supports publishing to the web and per user. This version also supports multiple databases, which Tables4act does not.
  • Desktop (no web): as the name implies, Tables4act - Desktop is licensed per installation on subscription, and cannot publish to the web. This version is ideal for people who want to use Tables on multiple databases on one computer.
  • Legacy: Similar to desktop, but uses older code and is purchased for a low one-time cost. This version is deprecated and will be taken off the site by end of the year

Is Tables4act right for you?
Do you sell multiple products? Do you offer services or sell service contracts? Have you ever missed a renewal date? If you answered yes to any of these questions, your business will benefit from using custom tables. Learn more at our Tables4act product page, or click HERE to buy now. The Tables4act 20% off promo is only available through June of 2023.

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

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