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Keystroke Designer Features
For the Act! Windows user:
View tables interactively, through 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 MS Excel or PDF custom table reports using Keystroke Dash Alerts.
For the Act! Web user: (Note: only compatible with Act! 2013 and higher)
View, edit or create table content interactively.
Drill down on custom tables to access the detail view.
Click to sort in the list view.
For the Act! administrator:
Build relationships between contact, company, group or opportunity tables.
Build relationships between custom tables allowing for parent-child relationships.
Build screens with one or more embedded custom tables.
Create new fields and field calculations as well as special look-up fields for contacts, activities and opportunities.
Use scripting to perform advanced calculations, task automation and to vary field appearance based on conditions (auto hide, change color and more).
Design, color code and embed your layout screens.
Use snippets and scripting to add new functionality easily in .NET.
Import/export the Keystroke Designer customizations.
Import data into your custom tables from any OLEDB compatible data source; CSV files; Excel spreadsheets; or SQL, Oracle or MS Access databases.
Synchronize and back up custom tables and customizations.
Protect your database. Only the Act! Administrator can perform customizations.
See also
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