Description
Increasing the ease of use with LAYOUT|SWITCH
Act! CRM can seem overwhelming, especially for the layman or novice user. To avoid typing errors and improve usability we have developed LAYOUT|SWITCH. This addon allows you to modify the layouts of Act! based on conditions. This means that a contact, company or group gets its own layout based on a property. For example, interests, customers and resellers can be displayed differently. Not only does this allow you to instantly identify what type of contact it is, but it also allows for more precise data maintenance. To convert prospects into customers, you need different information than for existing customers.
The layout changes can also be adjusted at the user’s level. Administrators should see more fields than the standard user. The sales department needs different information than the support or marketing department. Act! can be customized in a very flexible and dynamic way, making it easier to use.
Starting with the standard version, the language of the input fields can be changed. For multilingual companies it is useful to be able to display the drop-down fields in the respective language. The input is nevertheless stored in the base language, so that analyses and search functions are possible. It is also possible to switch from display mode to edit mode. This prevents incorrect information or unauthorized changes from altering the data.
The Advanced Edition extends the functionality with an activity dialog box of definable fields of linked contacts and companies, the possibility of a company hierarchy and an automatic number assignment, so that companies, groups and contacts can be uniquely numbered.
More information about the different editions can be found in the “Edition comparison” tab.
All functions at a glance
- Automatic display of the correct input masks for contacts, companies or groups
- Standard Act! users cannot change layouts/ input masks manually
- Advanced options for displaying input masks
- Translation for selection lists in definable languages
- Control to switch from display to edit mode for the current record (contact, company, group and/or opportunity)
- Optical visualization by colored display of tabs
- Activities dialog with display of definable fields of linked contacts and/or companies
- Company hierarchy
- Automatic number assignment
Edition comparison
The editions of the LAYOUT|SWITCH addon
We offer our addon in BASIC, STANDARD and ADVANCED editions. Please refer to the function table for the exact function difference.
Functional differences between LAYOUT|SWITCH editions
| Function |
BASIC |
STANDARD |
ADVANCED |
| Automatic display of the correct input masks for contacts, companies or groups |
√ |
√ |
√ |
| Standard Act! users cannot change layouts/input masks manually |
|
√ |
√ |
| Advanced options for displaying the input masks |
|
√ |
√ |
| Translation for selection lists in definable languages |
|
√ |
√ |
| Control to switch from display to edit mode for the current record (contact, company, group and/or opportunity). |
|
√ |
√ |
| Visualization through color display of the tabs |
|
√ |
√ |
| Activities dialog with display of definable fields of the linked contacts and/or companies |
|
|
√ |
| Company hierarchy |
|
|
√ |
| Automatic number assignment |
|
|
√ |
You can upgrade from one edition to a higher edition at any time. When upgrading the version to a higher edition (for example from BASIC to ADVANCED), the already purchased version will be credited, but 15% upgrade fee will be charged. Please contact us for this.
Important information
Important Information
Act! addon rental license
Prices of Act! addons are given per year. Offer prices are valid for the first contract year. After that the regular price applies.
The minimum term for the Act! Addon rental license is one year. If the contract is not terminated in text form at least three months before the end of the minimum term, it is tacitly extended by another year. For the time of the termination the receipt of the termination at CRMADDON Factory e.K. is decisive. The Act! Addon rental license is provided to you for temporary use during the contract period. Therefore, no permanent key is available to you after termination of the contract. The start of the minimum term corresponds to the invoice date.
Server license: The software is available on the Act! server and provides the described functionalities.
Client license: A separate license is required for each computer/workstation that needs the addon. The license is bound to the computer. When using terminal servers, please contact us.
Data Management License: The software is usually installed on an administrative workstation or the Act! server and is thus available to the data manager (administrator).
Discounted multiple licenses: We offer discounts for the purchase of multiple licenses. Please contact our sales department at vertrieb@crmaddon.de or call +49 8282 800400.
Test guarantee
The fastest way to get to know a product is to test it yourself. Get an idea directly and install the software version on your computer. Here we offer you the download of the installation file. You can download this version without obligation and free of charge and install it on your computer. During the whole test phase you can get to know the complete range of functions. You can easily convert the test version into a full version. The data you have already entered in the test phase can be transferred directly to the full version. Please note that software is excluded from return.
Act! versions support
Addons for Act! are always supported for the latest 3 Act! versions. Currently (as of 01.11.2021) these are the versions Act! v22, v23 and v24. No support can be provided for older Act! versions.
Scope of delivery
Included is the software license. Please book services like installation, support, hosting, coaching etc. separately.
Addon lifetime
Our addons are always maintained for the current 3 Act! versions. If your Act! version is discontinued, then the associated addon will also be discontinued. This concerns for example Act! v21 (as of 01.11.2021). You can continue to use discontinued versions of Act! and the associated addons as long as they run on your system. However, we no longer provide support and software maintenance for discontinued versions.
Please also read the End of Life and End of Support information for the Act! addons.
