$79.95
per user/year
Do you have any questions on Tables4act?
Looking for a lighter custom table solution with no recurring costs?
Looking for a desktop custom table product with no recurring costs?
The Essential Act! Add-on
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.
Custom Tables 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.
Custom table data can be viewed singularly under one contact, or globally as a whole. Imagine viewing the lease of one customer, and then pivoting to see all the active leases for your business. From a global view you can filter, sort, calculate, and report on this data to better understand your book of business. And what works for leases can also work insurance policies, mortgages, loans, support contracts, product inventory, you name it.
- 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.
- Pivot from a contact view to global view to gain visibility on all your related data, allowing you to filter by active accounts, calculate total values, and even export to Excel for more advanced data massaging.
- 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 Features
Compatibility
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
Works in all parts of Act!
- Benefit from the power of Act! CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
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.
Downloadable Schemas
- Customize your database fast with ready-to-go schemas for loan management, inventory, tech support, realty, mortgages, consulting, insurance, car sales, and many others.
Part of your database
- Custom Tables are part of your database, and therefore fully synchronization enabled, and upgrade with your database.
One-to-many
Filters
- Search within tables and filter results for superior lookups
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 foundation for many of our Actcessories
- Add-ons like Act4wealth, Act4mortgages, Act4support, and Projects4act all depend on Tables4act.
Feature Comparison between our Custom Table Products
Features | Tables4act (Desktop) | Act! tables (Dual Access) | ||
|---|---|---|---|---|
Multi-database support | ||||
Works with Act! Premium Cloud (MTA) | ||||
Works in Web & Windows | ||||
Complete Mail Merge Functionality | ||||
Program Updates | Via Keystroke | Via Swiftpage | ||
Keystroke traditional releases more updates through the subscription cycle than Swiftpage. | ||||
Subscription Quantity Requirements | As many as needed | Must match Act! licenses | ||
Custom Table Manager | ||||
Support for importing other schemas | ||||
Annual Subscription | ||||
Cost | $79.95/year/install | $120/year/user | ||
Billed by | Keystroke | Keystroke | ||
Tables4Act! Screen Shots (click on thumbnails below)
Tables4act Themes Gallery
Document Tracking
School Enrollment
Constructions
Consulting
Banking
Service Contracts
Expense Tracking
Finance Management
Equipment Sales & Renting
Hotel Management
Loan Tracking
Maintenance Tracking
Insurance Broker
Healthcare
Product Tracking
Project Management
Order Tracking
Charities
Manufacturer's Rep
Mortgage Broker
Real Estate
Property Management
Contract Management
Quote Tracking
Employee Recruiter
Warranty Tracking
Legal Logs
Event Management
Energy Management
RV Sales
RV Sales- Residential Realty
The above schemas are all available for download in one file located HERE.
To import this multi-schema file, simply click on Custom Tables & Manage Custom Tables from within Act!. On the left side of the Manage Custom Tables screen, you'll see "Import Schema" under "Table Management" section. Click and then click the elipsys at the end of the field and select the schema file you just imported.
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.
