Description

TABLE|IT – Extend Act! CRM with additional, individual tables

Every company has specific requirements for a CRM system. In addition to the standard data fields in a CRM system, there is often individual information or protocols that need to be added to a customer record in order to sustainably increase productivity. This data often exists as simple tables in Word or Excel, but there is no relation to the contact in Act! This data cannot be evaluated across contacts.

TABLE|IT offers you exactly this functional extension for Act!

• Creation of additional tables in Act!
• Calculable fields
• Layout configuration of the table display
• Defining the visibility for users and teams
• Search and analysis functions
• Integrated report designers for reporting

Tables can be linked to contacts, companies, groups and opportunities. Multiple relations are possible. With TABLE|IT, automated or user-defined tables can be created and managed, allowing companies and freelancers to create a system of relations tailored exactly to their needs. Each table can also be password protected.

TABLE|IT – with many functions, calculating fields as well as evaluations and reports

So instead of foregoing integration of data in Act! and simply storing it unsorted on the server, use the many features of TABLE|IT. This allows you to create relations between different tables or perform calculations, for example, to calculate your service costs. Data can be matched and evaluated using an intelligent search filter. Furthermore, visibility and security settings for users and teams can be defined in addition to field accesses. This makes it possible, for example, to make certain information accessible only to authorized persons for data protection reasons. Many other options are offered by the integration of graphics and the design of individual layouts for a clearer presentation of evaluations and reports. Finally, the integrated report designers are used for the clear and meaningful design of evaluations and reports – making TABLE|IT an indispensable tool for the presentation of business reports and statistics.

TABLE|IT was developed to make your work with tables in Act! much easier and to deepen application possibilities. Documents and contacts can be linked so that relationships can be established between different groups, contacts and sales opportunities. In addition, any number of sub-tables can be created for each main table. TABLE|IT for Act! also makes it much easier to work with detail functions, individual fields and to search for specific information. Thus, the field design can be adapted, individual columns can be calculated or, while working on one table, the required information or comparative values can be searched for in others. Various list views, graphical formats and print templates are available for printing.