Home > End User Functions
For the ACT! Windows user:
- View tables interactively, go to the corresponding contact, company, group or opportunity.
- Drill down on custom tables to access the detail view.
- Create a contact, company, group or opportunity lookup.
- Click to sort or filter in the list view.
- Create robust queries and apply date ranges.
- Perform advanced calculations among fields and in the list view.
- Create activities or histories based on custom-table fields.
- Generate email notifications.
- Modify field appearance (auto hide, change color) based on conditions.
- Drag and drop fields to group and organize your custom lists.
- Organize, sort or query your documents.
- Export list views to MS Excel.
- Merge custom-table fields into MS Word to create documents and templates.
- Synchronize your customizations and data.
- Integrate with Keystroke Dash for enhanced reporting and graphical views.
- Automate your Excel or PDF custom table reports using Keystroke Dash Alerts.
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