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 > Integration with Keystroke Dash

Keystroke Dash Integration

Keystroke Dash is the easiest way to create a powerful report in ACT!. In order to be able to leverage this interactive reporting tool you must first own a license of Keystroke Dash. You may already have purchased a license which is installed on your computer. If that is the case, make sure you run version 7 and above. If you purchased Keystroke Designer Plus instead of Keystroke Designer, you would have received a license for Keystroke Dash Manager which runs only in ACT! for Windows.

Because each sub-entity in ACT! can be created by an ACT! Administrator, we do not have specific dashboard templates available. Instead, you have to create your own.

Please review the Keystroke Dash Help file for further assistance.