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Create custom tables for tracking "one to many" relationships in ACT! using Topline Designer. Track details of equipment such as model numbers, installation dates, and types all in one place, on one tab, in rows. Create sub-tables to track service and repair on the equipment per each contact in ACT! Track policies, policy numbers, renewal dates, documents required and sub-tables to track the activities on those policies per contact. Track all your many items, entities, relationships you need to track per contact in ACT! now on the custom tables.
Click the banner above for a trial version of Topline Designer for creating custom tables, Topline Dash for creating Reports, and Topline Alerts to be alerted via email of important activities and have reports run automatically in your ACT! database then emailed to you or anyone on your team.
Cynthia Thomas
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