TopLineDesigner v20

Contents

Welcome

Features

Installation

System Requirements

Obtaining Installation Program

Running Installation

Activation

Obtaining Updates

Displaying Current Version

Administrator Functions

Applying Preconfigured Templates

Managing Tables

Create a New Table

Editing an Existing Table

Deleting an Existing Table

Creating Fields

Special Fields

Editing Fields

Deleting Fields

Assigning Field Security

Tabs and Views (Quick View)

Defining Relationships

Add Relationship

Edit Relationship

Delete Relationship

Relationship with Activites and Opps

Nesting Tables

Managing Custom Table Screens

Adding a New Screen

Changing Screen Properties

Deleting a Screen

Adding a Second Screen

Setting your Default Screen

Designing Screen

New Features of the Design Screen

Adding Sections

Adding Coulmns to Sections

Adding Fields

Moving Fields

Adding Static Images

Deleting Fields

Modifying Field Attributes

Changing Screen Color

Editing Screen Scripts

Scripting Events

Using Snippets

InLine Grid for ACT Layouts

Migrating Data

Importing Data

Managing Word Templates

Creating a New Template

Editing an Existing Template

Nested Custom Table Entities in a Template

Managing Schema

Exporting Schema Changes

Importing Schema Changes

Creating Default Settings

End User Functions

Using Designer Tabs

Adding / Deleting Entities

Managing Display Columns

Sorting / Grouping

Filtering

Replace Values

Exporting to Excel

Printing

Summaries / Statistics

Merge to Word

Gridlines

Using List View

Using Lookups

Using Default Settings

Windows vs Web Functionality

Integration with Keystroke Dash

FAQ

Purchase and Licensing FAQ

Installation FAQ

Admin Function FAQ

Videos

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Home > FAQ > Purchase and Licensing FAQ

FAQ

1. I need multiple licenses of the Keystroke Dash and Keystroke Designer. What are my quantity discounts?

2. Do I need to buy a license for ACT! for Web?

Keystroke Designer comes with a license for Windows and a license for the Web for that same user. Each user needs a license.

While Keystroke Designer for ACT! for Windows will work on multiple databases, a license for ACT! for Web can only work on one database at a time. You must use the Web License Manager in the Start menu to free up or set-up the use of Keystroke Designer ACT! for Web for a user.

3. How do I order Keystroke Add-ons

a. Order on the Keystroke eStore: https://store.toplineresults.com/

Note that the eStore only allows for one level of quantity discounts, therefore, for larger quantities (20 and above) you should request our order form.

b. Email [email protected] to request your order form.

c. If you are an ACC you may qualify as a reseller and receive a coupon for your orders.

d. Call 800-880-1960 to request a quote

4. What is the difference between Keystroke Designer and Keystroke Designer Plus?

Keystroke Designer Plus includes a license of Keystroke Dash Manager and Keystroke Designer.

5. Can I upgrade to the latest version of Keystroke Designer?

Yes and it is free! Depending on the version you are currently using you can either go to our Download area: http://www.toplineresults.com/downloads.aspx or go to Start>Programs>Keystroke Results>Keystroke Update and click on Check Designer for Updates and Apply Updates.

6. Do I need to buy an Admin version of Keystroke Designer?

No, there is not a Keystroke Designer Admin Version or runtime version. When you buy Keystroke Designer, you receive the license for a user alongside an administrator user included. An ACT! Administrator or Manager will have access to the Keystroke Designer Administration area. A standard user will still need a license to view the tables, but will not be able to access the admin area also called Keystroke Entity Manager area.