Keystroke Tables

Tables4act

Expand & Enhance the functionality of Act! with custom tables

Tables4act! is quite simply the easiest way to get the most out of Act!. Custom Tables make it possible to bring complex data sets, unique business processes, and specialized industry practices together inside of Act! to help better manage your business. Custom Tables bring spreadsheet-like functionality into Act!, enabling you to track & manage rich complex data that you can link to contacts, companies, groups, and opportunities for easy reference.

Custom table data can be viewed singularly under one contact, or globally as a whole. Imagine viewing the lease of one customer, and then pivoting to see all the active leases for your business. From a global view you can filter, sort, calculate, and report on this data to better understand your book of business. And what works for leases can also work insurance policies, mortgages, loans, support contracts, product inventory, you name it.

Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!
Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
Pivot from a contact view to global view to gain visibility on all your related data, allowing you to filter by active accounts, calculate total values, and even export to Excel for more advanced data massaging.

Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialized information like the details of an individual project or service contract for a particular contact.

Tables4act Features

Helps you get the most from Act!

Compatibility

Custom tables work within all versions of Act! - Pro, Premium, and Web.
Drillable Data

Drill down on a custom table list view to access the detail view, and click to sort or filter in the list view.
Lookups

Convert a custom table look up to a Contact, Company, Group or Opportunity lookup
Works in all parts of Act!

Benefit from the power of Act! CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
Merge Data

Allows you to merge to Word or Email templates from a custom table lookup, and export list views with customizable columns to MS Excel.
Downloadable Schemas

Customize your database fast with ready-to-go schemas for loan management, inventory, tech support, realty, mortgages, consulting, insurance, car sales, and many others.

Part of your database

Custom Tables are part of your database, and therefore fully synchronization enabled, and upgrade with your database.
One-to-many

Create an unlimited number of functional, manageable "one-to-many" table-format tabs for Contacts, Companies, Groups, and Opportunities in Act!
Filters

Search within tables and filter results for superior lookups
Nesting Tables

Nest Tables within tables to further enhance & extend the capabilities of Act!
Calculations

Perform advanced calculations among fields to automate data entry and reduce occurences of missing data.
The foundation for many of our Actcessories

Add-ons like Act4wealth, Act4mortgages, Act4support, and Projects4act all depend on Tables4act.