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Table IT - CRMADDON Factory

1. MANAGE Chris Hur 009 ET 91 2009 a Sei ULI A nn FGH 330 LPrucholeeolss gt 074521 O J BMW 530 EEIT 489 500 00 69000 O Aston Ml 345 5 Black Forest 457 0896 00 Ernst Ard 4560 3102 License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US Table View Settings 83 Table View Settings You can make several settings concerning the table view CRMADDON Table Manager Table Beraterprovisionen s Show table For all Users _ for selected Userroles For selected Users For all Teams _ For selected Teams Show Table on Contact view E Company view Group View Tab Order on Contactview 0 Tab Order on Companyview 0 Bg x gt Tab Order on Groupyview 0 Show Table on a common Tab Mame of Main Tab Beraterprovisionen x Save settings For selected table 4 a Save and close Cancel Show Table C for all Users Who is authorized to see the table You can choose C for selected User roles whether you want to show your table to all users only C for selected Users selected user groups such as admins or managers C for all
2. E Delete Table On the following screen you will need to specify a name for your new table ACT section you would like to display the database at and a path to the source file which you would like to use for uploading table columns Bi Create table automatically Al ES Mame of Table Mew Table e Contact Company Group C Company Co Contact Group de Group E Contact Company Group C Contact Company File with the columninformation Documents and Settings 4dministratori Desktop Objekt villa csv e Add Column E Delete Column l Next Table Create Table Close You can edit field type here add new columns or remove the columns you do not need To create a table just click Create Table button and it will be created Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table _IT_US Create a table automatically 61 Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US 62 Matching Search Configuration Matching Search Configuration Matching Search Configuration allows you to search for values from one table in another table For example you have a real estate business and have a table with houses for sale and a tab
3. AAA www crmaddon com Ed Back send request Cancel To proceed click Send Request button and on the next window click Finish to exit the Wizard Order license Order an Upgrade Send Reset Request Send Request Send Reset Request If you have already removed computers from licensing 2 times then you will need to send us a reset request to reset your machine from licensing You can do this by selecting Send reset request option On the following window you will need to specify your license key and registered in our system email Table_IT_US License Wizard 29 e CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration Insert your license key here Add your email WIAA crmaddan com gt E On the next window you will need to select a computer you would like to release from the license from the drop down list type in your request and add contact email Table_IT_US 30 License Wizard Ze CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Release Computer SAMMESTAMIT Request type here your message Your Email For contact specify your contact email a WAL cemaddon cor ee Ed Back Send request Cancel Press Send Request button to submit your requ
4. Look for a Edit Mode ic Include Subgroups Group Description EA ALT Worldwide Links Link table with document Link table with contacts Link table with companies Link table with opportunities Table_IT_US Create a new Table 55 Home gt Create a new Table gt Tab Field Settings gt Link table with contacts Link table with contacts If you choose under the field settings Link table with Contacts you can add one ore more contacts to this column in your ACT table Cars 4 Best Sizes Eb Layout Il Extras View a E Honda By clicking on this symbol a window shows up with all the contacts of ACT The contacts you have chosen will be linked with this record Select Contacts Select from El Contacts Look for I Contacts to select from Selected contacts E Name Compay ACT User Community N E moe Huffman Chris CH TechOHE Sky Diving Agen George Willams Consulting Allan Ashley Yellow Jersey Bikes Allnut Charlie River Rat Tours America ACT Anderson Ernst CH TechO NE Anderson Gracie Searchlight Casting Andrews Thomas Modern Electric Supply Antone Jacques Restaurant le Dragon d C Associations Compute Computer Trade 4esocia Pfuartrala ACTI Mer Contact Cancel By clicking on this symbol all linked contacts will be shown as contact list E Contact List Look For A ee ee eee CH TechONe Chris Huffman 212 555 2465 Link table with document
5. Add Detail Reocrd 89 Add license Amount 107 Analyse your license Ask to reset your computer from license Average 107 B Best fit 120 C Calculation 74 Cardview 117 Column size 120 Create field 49 Create table 47 D Data 89 Deactivate computer from license Deactivate local computer from license Deactivate other computers from license Delete table 125 Dialog view 117 Dropdown list 49 E Evaluate Expand Collapse Details 89 Export data 91 Extras 122 F Field Settings 51 Filter 109 Font Settings 117 Footer commands 58 G Gridview Grouping 105 Import data 90 Info 85 L Layout 120 Layout Dialog 121 Layouts 117 Table _IT_US License License details License info Licensing Link with Company 55 Link with Contact 54 Link with Document 52 Link with Group 54 Link with Opportunity 56 Login 45 make a report template Manage Filter 113 Maximum 107 Minimum 107 O Open Table IT 42 Order license P Password 45 R Registration 85 Registration key Relation 81 report designer report wizard Reset password 45 S Search 114 Search criteria 109 Search item 114 Search key 114 select layout Send request Send request to support Send reset request Set password 45 SHow table on a common tab 83 Sorting Ascending 107 Sorting Descending 107 Subtable 81 Sum 107 Summary up 78 Support 85 7 Tab Order 83 Table design 115 Table IT and remote database 44 Table V
6. Duration in hours Product 60 Mew Argument Delete Argument 5 Sample Data D Daen El export Dnuck Es Gruppierung Sortierung und Suman H Suchtiker D Ansicht F Irala cin Ehlen Etras wem Drag a columna hesder hare bo grouo br tha oohumn gt from til Duros ho hour Duran hn mines Sire ree i Baot costs se F 12 08 2009 OF 00 12 01 2000 14545 E ESE 450 004 aknesta See also Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Calculation 77 Table_IT_US 78 Summary Up Summary Up You can use this function to display fields from your Custom Table in Contact Company or Group View depending on your table assignment option lolx Drag a column header here to group by that column Table Fields Company Fields Company Fields Group Fields Full price First Record A A AN f add J Delete Edit Table Test se Confact Campanp Groug Table Fields Full price se mane Contact Fields Price se Company Fields se Group Fields se Function First Record se Depending on the field data type you have different functions to summary up For example numeric fields allo
7. Link table with groups Link table with companies Link table with opportunities atti Link table with companies Link table with companies If you choose under the field settings Link table with Companies you can add one or more companies to this record of your ACT table Table_IT_US 56 Create a new Table Cars fal Data E Export Print ta Grouping Sorting and Summary P Filtering VIEW te Best Sizes Eth Layout l Extras View Drag a column header here to group by that column m E Honda 15 47600 2 28 2009 By clicking on this symbol a window shows up which shows all the existing companies of your ACT database You can choose as many companies as you want and these will be linked directly with the record Select Group Company View Companies b4 Y Include divisions Find All Companies 22 company s 8 division s _ Ace Pet Store Franchises Best Lender Financing Best Lender Financing Black Forest Baking Boomer s Artworx Brandee s Bakery Brushy s Golfing World CH Holding Circle Photography Freemont Corp Green Plastics Making Technology Co Mercury Production Management Mutthound Enterprises If you click here all linked companies will be shown as company list Company List Look For i Edit Mode _s Include Divisions A A A ee a ae Record Manager Pet Store Franchises 57 555 1221 m Cabby St gt 0 Box 123 sn 97401 www TEA we Chris Huffman Best Lender Financing 847
8. PDF l Rtf l Text F xis If you would like to work with your table after exporting and then import it back with updates we recommend using Text or XIs formats Table_IT_US 92 The toolbar Print About the report designer Home gt The toolbar gt Export Print gt Print If you click Print button a print review of your table will be shown Preview Eile View Background lo e a e a ly E A 100 MSA tuys ts E ea ota A There you have also a possibility to make updates before printing if necessary Export About the report designer Home gt About the report designer CRMADDON s Online Help Report Designer is a similar to ACT report designer tool It allows you to generate reports and create your own report templates It is built in Table IT Dial IT Service IT and Scan IT addons With Report Wizard you can create templates and send them by email to your contacts Report Wizard gives you an opportunity to create a report template select which variables will be added to it Report Designer will help you to add content to this template about your service making the report more user friendly Table_IT_US The toolbar 93 Later those reports can be sent by email to your contacts and leads improving your sales and saving your time for creating follow ups for each particular case Welcome Configuration Create a new Table Table View Settings Table Relations Calculation
9. m FGH 330 5 Brushy s Go 84 545 00 874521 ed m BMW 530 5 Circle Phot 89 500 00 69000 El m Aston M 345 5 Black Fores 457 896 00 Ernst An 4560 3 10 12 Style Conditions Editor for the Accident column l Add New Style Condition Remove Save Il OK Cancel Condition Equal Waluel value _ Apply To Row Appearance a mz 7 Tee eee reer ME e 0 o Table_IT_US The toolbar 117 Filter Editor Manage Filter Search View In this menu you can select different view modes Your table content will be displayed depending on the selected view mode Layout Gridview Layout Cardview Dialog View Font ga gla Layout Gridview Motes History Activities Opportunities Groups Companies Secondary Contacts Documents Contact Access User Fields Personal Info Cars El Data Export Print Ta Grouping Sorting and Surnmary P Filtering View Best Sizes Erh Layout i Extras view onda El Eli 15 600 00 Chris Huff 42800 242822 FGH 330 5 Brushy s Gol o4 545 00 ardiz L Bh 5 30 5 Circle Photo 489 500 00 63000 E wv Aston M 345 5 Black Forest 457 896 00 Ernst And 4560 3 1072 se Layout Cardview Table_IT_US 118 The toolbar Motes History Activities Opportunities Groups Companies Secondary Contacts Documents Contact Access User Fields Personal Info ars cal Data E Export Prime Ta Grouping Sorting and Summary P Filtering V
10. type your request and provide your contact email See also Order an Upgrade Order an Update Send Reset Request Send Request Order an Upgrade Here you can order an upgrade of your ACT version If you do not change your ACT version and would like to get a software upgrade within the same version release for example upgrade 2 3 version to 2 6 version this will be done for free However if you would like to upgrade from 2 x x version to 3 x x version then you will need to purchase an upgrade You will get the upgrade already starting at as low as 10 of the addon license cost The support for the latest version is provided for free In case you have an old version you will need to purchase support units or upgrade to the latest version The following window will open after you select Order Upgrade option Table IT US License Wizard 25 e CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration l Insert your license key here Add your email WIAA crmaddan com gt E Here you will need to provide your license key and email you are registered with in our system To proceed further just click Next button Table_IT_US 26 License Wizard e CRMADDON Factory Wizard Not Responding Send a request to CAMADDON Factory Request ta CRMADDON Fac
11. 6 License Wizard See also Evaluation To start free trial period you need to select Evaluation option on the Start Wizard page Ze CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding Evaluation _ License Remove computer from Send request J License Info WIL crmaddon com Ed i 1 Cancel On the next form you will need to provide an email you registered the trial with Table _IT_US License Wizard 7 Ze CRMADDON Factory Wizard Usernnformation Information about License user CRMADDON Factory ACT Addons Please put your Downloadkey in fou get the key when you order the Addon Email and Name are necessary for registration our registered email WIA CRMaddon com gt Cee z Back Next gt Cancel On the next step you will need to specify you connection settings If you use proxy for connecting to the Internet then please add server and port to the corresponding fields No proxy should be selected if you use direct connection to the Internet Table_IT_US 8 License Wizard Ze CRMADDON Factory Wizard Proxy Settings Configuration of Proxysettings CRMADDON Factory ACT Addons Please choose your proxy settings 8 No Proxy C Use the local Internet Explorer Proxy Settings _ Use your own proxy settings Server and Port is required Proxy Server Proxy P
12. Sales Cycle Allison Mikola 12000 Amanda Form ll ACT Sales Cycle Presentation Allison Mikola 12000 Amanda Form ACT Sales Cycle Negotiation Ernst Anderson 2000 Amanda Form ACT Sales Cycle Commitment to Buy Chris Huffman 2000 Amanda Form ACT Sales Cycle Initial Communicat Chris Huffman 12000 Mary Bailey ACT Sales Cycle Negotiation Ernst Anderson 12000 Irene Murphy ACT Sales Cycle Negotiation Ernst Anderson 2000 Dan Minnick ACT Sales Cycle Commitment to Buy Chris Huffman 12000 Dan Minnick ACT Sales Cycle Negotiation Chris Huffman 800 Dan Minnick ACT Sales Cycle Negotiation Allison Mikola 4000 Dan Minnick ACT Sales Cycle Commitment to Buy Allison Mikola 12000 Dan Minnick Save Layout Reload Layout 41 Services U5 O New Opportunity Al Services US O 5 20 2007 New Opportunity Al Services US O 5 20 2007 New Opportunity Al Services US 5 15 2007 New York Offices Liberty Savings amp 4 18 2008 YT Operations Mears Insurance 5 20 2007 New Opportunity Django Consulting 5 20 2007 New Opportunity Django Consulting 4 18 2008 New Opportunity Django Consulting 10 31 2008 Outback Offices Django Consulting 5 20 2007 New Opportunity Django Consulting 5 20 2007 New Opportunity ACT Sales Cycle Initial Communicat Allison Mikola 7500 Nathan Cutting Bri Duke Industries 5 21 2007 Northern California ACT Sales Cycle Presentation Allison Mikola 12000 Nathan Cutting Bri Duke Industries 5 20 2008 Northern California ACTI S
13. Tab Field Settings Start the Table IT Application Tab Create Field View of the table in ACT Home gt About the report designer gt Report Wizard Report Wizard Standard Report With Report Wizard you can create a report template please click E button to open your report wizard This wizard will help you to select the information you would like to display in your report and set needed layout Select whether you want to create a Standard Report or a Label Report hen click on Define the columns which shall be shown in your report By clicking on a the defined columns will be selected for your report if you click on all columns will be selected for the report Afterwards click on to get to the next step If you want to group by specific columns you can define these columns here Afterwards please click on Table_IT_US 94 The toolbar Define the layout of your report and click on O A click on aa click on to end the wizard Then Report Designer will open Table_IT_US The toolbar 95 See also Report Designer Home gt About the report designer gt Repo Report Designer Report designer allows you to make needed design for your report template add images text links etc After making a report template with Report Wizard you will need to use Report Designer to make it more user friendly Simple template made with Report Wizard will contain only fields d
14. Teams selected users selected teams or all teams C for selected Teams Show Table a Where would you like the table to be displayed In the F Contact View contact and or company and or group view Example M Company View ou choose that the table shall only be shown in the F Group View company view Only the records will be shown which are linked with this com ab Order on Contact View Choose the order of your individual tables in the Table IT US 84 Table View Settings Show table on a common tab Name of main tab different views If you have several tables that you would like to show on one tab you can select a tab for displaying this table LT Settings will be saved for the current table You have a Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US to define the settings for other tables he settings for all of your edited tables will be applied and saved and you will get back to the main mask of Table IT Configuration 85 Configuration Info CRMADDON 4 License Support aro CRMADDON Factory GmbH CRMADDON US Support AN Message Documentatio
15. an update for ACT 2009 Workaround Set your Windows Regional Settings to use US Style Format for Date To do this Open the Control Panel then the Regional and Language Options The following two options we found work the best give it a try 1 US style MM DD YYYY 2 Modified Non US Format like DD MMM YYYY After you have done these changes please restart your system Then you will be able to delete custom table records in ACT Table IT US 126 Worth Knowing See also Knowledgebase OO fusion I1 fi Home Submit a Ticket Knowledgebase gi News Downloads 7 E Login Subscribe a Your email address TP Remember me Knowledgebase Cipsa Login Login Downloads 74 BulkChange IT 7 Knowledgebase E Downloads 74 0 BulkChange IT 7 3 Dial IT Tapi Net 80 VoipAddon 16 Import IT 54 Export IT 22 FetchIT 12 Group IT 7 Service IT 11 L table it 25 C Outreach 12 Scan IT 19 Global 34 J Installation 4 C Workflow 1 O Licensing 8 Search IT 3 Share IT 1 ACT hosting 1 5 Import IT New 3 Live Chat Software by Kayako Table_IT_US Table IT Dial IT Manual VoipAddon is A Why Isn t the Customer Record Displayed When I Answer the Phone How Can I Change the Information that Shows Up on the Caller Id Screen FetchIT 12 Once Fetch IT has processe
16. click on any block in Report Designer to activate it you will see this small icon at the top right corner By clicking on this icon you will open menu of the block The content of the menu depends on icon type The main functions are 1 Establish linkage between block and ACT data For example when you send one template to different ACT contacts Report Designer will put correct name of current contact his contact details or history data 2 You can download data to the block e g picture or text in rtf or txt format Table_IT_US 72 About the report designer As a sample let s change contact name Chris Huffman to Salutation so the text will be Dear Chris For this you should press icon and choose Salutation in Data Binding field You can create blocks by selecting icons on Standard Controls panel on the left and moving them to the template body As a sample let s create a text for Dial IT Professional presentation You can do it with the help of Lable icon or Rich Text icon You can write the text or paste it You can take text from ACT database or download a file Lable icon allows you to apply text formatting for the text However you cannot edit the part of the text block because font style will be the same withing one block Rich Text icon allows you to put it s own font name font size font style font color and alignment for every sentense or for every word Here you can also download text in rtf or txt formats In o
17. co Help Desk Software by Kayako Fusion Index A Accentuation of record add content to template Add Detail Reocrd Add license Amount Analyse your license Ask to reset your computer from license Average B Best fit C Calculation Cardview Column size Create field Create table D Data Deactivate computer from license Deactivate local computer from license Deactivate other computers from license Delete table Dialog view Dropdown list E Evaluate Expand Collapse Details Export data Extras E Field Settings Filter Font Settings Footer commands G Gridview Grouping Import data Info L Layout Layout Dialog Layouts License License details License info Licensing Link with Company Link with Contact Link with Document Link with Group Link with Opportunity Login make a report template Manage Filter Maximum Minimum O Open Table IT Order license P Password R Registration Registration key Relation report designer report wizard Reset password S Search Search criteria Search item Search key select layout Send request Send request to support Send reset request Set password SHow table on a common tab Sorting Ascending Sorting Descending Subtable Sum Summary up Support T Tab Order Table design Table IT and remote database Table View in ACT Table View Settings Toolbar functions Trial Trigger option U Update
18. gt tl A Table IT User Manual Created Wednesday September 14 2011 CRMADDON Factory GmbH Am B chle 12 86488 Breitenthal GERMANY 1203 404 7508 44 207 099 1815 49 8282 800 400 www crmaddon com marketing crmaddon com Table IT US copyright company All rights reserved website_url The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of company Table of Contents Chapter 1 Welcome Chapter 2 Installation system Requirements Installation without Internet Chapter 3 License Wizard Licensing varas Evaluation License Update license Remove computer from license Send Request Order license Order an Upgrade Order an Update send Reset Request Send Request License Info AdMIN sports antrcan n odas Reports Page Summary Activity Log Page Status Unused Images Pending Comments Orphaned Pages PDF Template PDF Cover Page PDF Blank Page 1 PDF Title Page PDF Blank Page 2 PDF Table of Contents PDF Headers and Help Pages PDF Index Chapter 4 Start the Table IT Application A A A e Chapter 5 Using
19. license Update license online Upgrade ACT Upgrade product version V View Search W Wizard options Worth Knowing
20. only available if you created a subtable Add Detail Record JA new detail record will be added Table_IT_US 90 The toolbar Expand all Details All detail records will be shown Collapse all Details JlAll detail records will be closed Show Detail Tabs Tabulator for Details will be shown Joined Group Panel The grouping will be shown in a panel Export Print Grouping Sorting Summary Filtering View Best Sizes Layout Extras View Search Export Print Select an action from the Export Print menu that you would like to perform with your Custom Export Print Import Addon Export Addon Report Designer Report Wizard Report Preview Description Ed Exports the table into excel Prints the table Imports data into your table Exports data from your table xd Create a report Change the layout design of your report Table _IT_US aj Shows your existing report Data Grouping Sorting Summary Filtering View Best Sizes Layout Extras View Search The toolbar 91 Export your table into different formats Therefore you only have to choose the export format and the directory where you want to save it and then click Export If you changed your mind and you do not wish to export your table anymore just click Close button Export Data Export Format Export File Export lf Close You are able to export into the following formats F HTML 7 Mh
21. the results will be shown If you click then a you will be able able to specify how the records should be shown Table_IT_US 124 The toolbar Show related Contacts Only the related contact group company of the Show related Groups current record will be shown Show related Companies iew Contact List View Company List view Group List The whole contacts companies groups will be Shown as contact group or company list S E e e E go There will only be shown a search result if there really exists a related company group contact Data Export Print Grouping Sorting Summary Filtering View Best Sizes Layout Extras Table _IT_US Worth Knowing 125 Worth Knowing Y Y ACT Bug Delete Knowledgebase Custom Table Records in Non US Regions Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar ACT Bug Delete Custom table Records in Non US Regions ACT Bug Delete Custom Table Records in Non US Regions With some of the ACT Versions you are not able to delete custom table records if your date settings are in a Non US Format This bug is confirmed by Sage and will be fixed with
22. 555 1232 4500 Payment Way Currency 60199 www bestlenderfin c Customer Chris Huffman Black Forest Baking 211 554 5641 Grafenburger Allee 15 Munchen 9865 www blackforest3 cr Prospect Chris Huffman Boomer s Artwork 602 555 4221 8907E RosebudLane Suite 25 Scottsdale 85258 www boomersartwor Prospect Chris Huffman Brandee s Bakery 480 555 2146 41169 Alec Lane Boise 83705 www brandeebaker Customer Chris Huffman Brushy s Golfing World Level 36 989 York St Sydney 2000 www brushygolf con Customer Chris Huffman Link table with document Link table with groups Link table with contacts Link table with opportunities Home gt Create a new Table gt Tab Field Settings gt Link table with opportunities Link table with ra If you choose under the field settings Link table with Opportunities you can add one or more opportunities to this record of your ACT table Cars fall Data E Export Print Ta Grouping Sorting and Summary P Filtering View Best Sizes Erh Layout i Extras view Drag a column header here to group by that column L Honda 15 425800 2 28 2009 Best Lender Financing Table_IT_US Create a new Table 57 By clicking on this symbol a window shows up will all the opportunities of your ACT database You can choose as many opportunities as you want and link them to this record frmSelectOpps v select all unsetect All 7 E Drag a column header here to group by that column gt ACT
23. License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table _IT_US Show on Masterrecord 65 Show on Master record Show on Master Record feature allows you to select the field from your custom table that will be displayed for your Contact Company Group or Opportunity To start using this feature please follow in Tools Show on Masterrecord menu item UP Tools a Extras 4 Create Systi Calculation Summary Up 68 Viewsettings Tablerelations Matching Search Configuration Then select a table and needed column in Criteria column list Click Save button to save your changes il Show on Masterrecord A ES Table Beraterprovisionen se I Citeria column ChildEntityID Show on Drag a column header here to group by that column Column of record de Abschl ssez00 Abschl ssez00 Abschl ssez00s Private Contact Abschl sse2008 Abschluss 6 se Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration About the report designer Calculation Summary Up Table Relations Table View Set
24. OTA taa oro is bled 89 EXPONE A ee 90 EXPONE o ARI ia 91 A E NA 92 ADOUL INSTANTANEA CO REDON VNA A e O A A OO POE O tase A E acne AS AAA O A A Cech A RODOS a e Re Pe Page SUMMA bids ibs sd its totes il meee mid dendlae tone A weeks 7X63 11 1 bY a EOG ae Oe Y nan EE na a PE Ee One REE nan COS Ce eRe An pene eT ee ee RAE Sa US o data UNS CANO escitas PENGING COMIMCINS suda paid mphaned A A oe A E A Wine cee nee PDF GOVENPAge asnos ll dio da a ES ull aati As EC AA A eee Om eet Oo eR ee Oo N ee TT PD Table OMmCOMICIIS tostado ido acorta PDF Headers and Footers susi id dieses eta A A ec Rn ere A eRe ge eee ee PORRO A A RO RO Ee Re Be At ee PE Te A GROOMING PP O Pane ors ee mente ease enc E ame taunts Be IO 105 Jo acto vote bosses oi E EA A Mee E E EE N EO 107 SUNA ia a r eee a eee 107 PEIA A AI E EE E E A E S 109 FREE AIOF aurera a a aa aa aaa a a conos a a 109 Manage FING MA OR LO ae aaa aa aae 113 SACU OTETI IE EEEE TE E EE EEE EN ET TT AE T E A E EE E A E TET EEE E ee 114 SIVIECONGITION Beta scriere e ii taa 115 A aa O A E 117 BESE ZO aaa aie ora ices e eee 120 E eee eee eee Rel en a Lee Oe RN ee a eee ee men a meh ede Cee RN TaN ee eee Oe eT e 120 EVOCO Sscet a eite vem ia esecc on oad rena tea oes Dounce nIatt ea pce a E eee aoe 121 EME o cn 122 UA sence ate AE E cinerea ne een E cone een ee sed ee eae E 123 Chapter 19 Worth Knowing 2 2 0 ebb E EIEEE EE LErni 125 ACT Bug Delete Custom Table Records i
25. Or 05 Not 4nd Logical operator combining conditions Click to change the 0d Mot Or current operator add remove conditions and group of dd Condition cinditions Add Group Clear All pa pice Equal ae q Filter conditions combined in a group And Click this button to remove a condition And r a ni 10 000 Click here to select another column on your Custom Table n Price with discount fae Be 000 7 Criteria operator Click here to change current operator Table_IT_US The toolbar 113 Full price Equalsf10 000 P Operand value Click here to specify a value Manage Filter Search Stylecondition Beta Manage Filter Filter manager feature allows creating and saving different filters for your Custom Table You can open this manager select any of the created filters and apply it saa Filter 2 SE i Full price Equals Full price Selected Filter Filter 1 Show Operand Type I Delete Filter Save Filter as OM Wperand pe icon ee Show Group Commands Icon Apply Filter Close Function peseripton he name of your filter Full price Equals 10 000 Filter editor nd C Show Operand Type Icon E Full price Equals 10 0000 e the following icon will be shown in the Editor window O t Full price Equals 10 000 2 the following icon will be shown in the zoo window __ Show Group Commands Icon It allows selecting commands from the following l
26. Table IT with Remote Database occ coco ccoo cocinas 44 Chapter OL EOGI orando oie done sta 45 Chapter 7 Create a new Table 2c EEEE EE EELEE EEEE EEEIEE EEEE EEEE EEEE 47 Tap CAS FEIO marroak cate ov tudor O ara a II agent antes 49 Tap Feld Se MNOS sorted att a a a odas 51 Link table with GOCUMENU vusisrrrt rotas 52 LNK table WITIMQNOUDS a a a Riad umd tateh chet baton 54 EAI Te De WIT COUACI SS tania 54 Lik table WI CcOMPanies ia e anid dtoeaubbucoues aiaboumeees 55 LINK table with opportunities vecs di 56 pela o A er Wars mPa cr Cece te neve Uy meena eS Tene Pe ee rer Ar Wet T tree eee 57 FUIGUOM MOMS TOOLS D basan o dica 58 Chapter 8 Create a table automatically 20000 e teen eees 60 Chapter 9 Matching Search Configuration l a aaeeea EEEa EEEE EEEa Erara 62 Chapter 10 Show on Masterrecord occ coco cnc aoe EELEE non EEEE EEIEIEE EEEE EEEn 65 Chapter 11 About the report designer coco coco ccoo conca EEr rrn 67 REDON VIZ a E E E E A A E A AAA A a aa e a EEA Chapter 12 Calculation 0c nana cocoa EELEE EEEL ELEELE rr n 74 Chapter 13 Summary UP 0 ari ai talsuadubinddatedtn EELEE EE coated ii 78 Chapter 14 Table Relations l a aoaaa oaeeo aeoea e EEEE EEEE EE EELEE EEE EEEE I ES EELEE EErEE 81 Chapter 15 Table View Settings 2c oben bet nb tenet renee 83 Chapter 16 COMPQUIAMOIN 6 pee 2252 arre tiesa loc 85 Chapter 17 View of the table in ACT occ ccoo coco ccoo conc ebb be net eens 88 Chapter 18 lt a C0 0 alee ta ee del 89 D
27. access to the internet Click on the file and then on Run Click on Yes if you want to install the addon On the following PopUps click on Next Click on Yes if you want to download and install the addon If the addon was installed completely you will see this PopUp Welcome License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT Table_IT_US Installation 3 The toolbar Worth Knowing Stallation gt System Requirements System Requirements 1 GB Ram at least 512MB free AC 2008 2012 Installation without Internet Installation without the I nternet ATTENTI ON PLEASE MAKE SURE THAT ON BOTH COMPUTERS THE SAME ACT VERSIONS HAVE BEEN INSTALLED and that you have not installed any other addon of CRMADDON If you want to install the addon on a computer without internet connection at first you need to follow these steps 1 download and save the addon on a computer which has internet access 2 extract the exe and run it once on this computer If you do not have any other CRMADDON addon installed there will be new files created in the directory of the exe 3 you need to copy the new created files on a USB or removable disk depending on the a
28. ales Curla Initial Cormiinicat llicam Mikala 12000 Mathan Cutting Pri Muke Toductrias KINNA Central California F i Close All linked opportunities will be shown in the list of the opportunities E Opportunity List Process Stage Dates fall Dates y Process an y Single value Status aj x Stage fal El Greater Than Less Than ae LB Select Users E Single Value ae ml C Greater Than E Less Than Contact Compay Status OpportunityName Stage ProductName Total Weighted Total Record Manager Mary Bailey Liberty Savings Open YT Operations nitial Link table with document Link table with groups Link table with contacts Link table with companies Home gt Create a new Table gt Tab Field Trigger Tab Field Trigger ACT 11 1 is required for this functionality TechONE System 12 000 00 1 200 00 Chris Huffman Table_IT_US 58 Create a new Table i Create Field Field Settings Field Triggers Field Triggers If the Field is changed a pat Activities Activity Series se If a value is written into the File se New Customer x If the Field is deleted OK Cancel Mone If the field is changed written or deleted you can choose out of the following possibilities Function peseription Activity Series Set an activity If you completed to fill in all the fields click Save b
29. anand anerensie cata Nees FUNCION OMS FOOIE pirita ELE EA Chapter 8 Create a table automatically ccoo conc ccncni Chapter 9 Matching Search Configuration oooccoc ccoo coco coco conc o aneren arrar rnrn Chapter 10 Show on Masterrecord coco o nano an ic nico icninnoss Chapter 11 About the report designer ooo coco coo co ccoo eect bette ees Table_IT_US 38 License Wizard REDON VIZ cats hitachi te et A No I teiodv cht tiacrda Rena Nace een ha a PIE DONUCSIQMC ts toca Chapter 12 Calculation oo coco coco coco nooo ete bia EELEE AEAEE EEEE EELEE EEEE E EIEEE Era Chapter 13 Summary Up aaao naaa ai Mts vidas hued needle desl Hes aged bacco Chapter 14 Table Relations l a aaao aana AEAEE EEEE EEEE EEEIEE EIE EEEIEE TELELE EEEE Chapter 15 Table View Settings 200d b bbe bt bebe ees Chapter 16 Configuration ooo coco EAEE EEEE EEEE EEEE ALEEA EEEE EEEE EELEE EEEE E EELEE LEE Chapter 17 View of the table in ACT 0c b bbe t ees Chapter 18 The toolbar bebe bbb bbb ttt ttt EEr PP O A e Raters Sects eth ore aoe O oaners eee ented EXPO RINU errors a cl e a dense AT EXPO NORE ra TOS cena Rem OD oO NE an een a oP RTE UNC See aE oe On OT Ee ee ee et eee PAG on ene ADOULING repor designer seri Rs ls ANOS EDO 54041252 DN etre ase oa ii iaa AEPD da A A A A nt Re cued hase abbott teaap tedect REDONS tieso cl iO e dose to nea Rage SUNNY o de O nO eo ACUM aaa ripear tod nn a evi tied had WMUSEOMINAGESS SES Pe
30. ance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also Evaluation License Send Request License Info Table_IT_US License Wizard 23 Send Request Use this option if you would like to send us a request concerning upgrading your ACT version ordering license adding more computers to the license or resetting a computer from license e CRMADDON Factory Wizard Options for license request Choose an option For license update ScanlT for CRM You have several options For updating your license Please choose the one IF you have other requests feel free to contact us Order license C Order an Upgrade C Order an Update C Send reset request Send request WAAL cemaddon cori E E See also Evaluation License Remove computer from license License Info Order License Select this option if you would like to send us a request for license ordering The following window will open Table_IT_US 24 License Wizard e CRMADDON Factory Wizard Send a request to CHMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Amount of licenses Request type here your request Your Email For contact vour contack email nas crmaddon com ig E Back send request Cancel On this window you will need to specify the amount of licenses you would like to order
31. apter 17 View of the table in ACT ooo ccoo EALE conca nn caninos Chapter 18 The toolbar ociosas tads A A eae te EXPONER doce oa os anoto sea O E O A ADOULING EDOM designer sue dades aa a eine dao o A EN A A O EEE a aretha EN A A A gen ns imeaiin ds PODON ales ee rege torre see arr on PET Te gee en eT NC E a EM OPN a er Pen eR A Fe LAY Aan cn AP O E TEO O AA INEA A Se GOD eh ee Poteau nd II O a seer oan Genet A A A A EE o ussiceed youre reas paneae ener erates Unused Images vorisi A ees ae dee eed each seein aa ose Ending COMMMICIMS atrio dadas Table_IT_US The toolbar 103 OMAN SGP AGES IPR elie weit teenie lon Riri A A ned Ne AAs ea PEREI OMES ei aan DIE GOV EI ACCS in ise Sei E eed eae eect ib ag tps od CURTIS AOS tada Rs Tc a ico nat deem Mice E PDE Table OVCOments a a eas ed ae tk See eee ea PDF Readers ANG TOOLS F SS tc ati rada GEN A A etinen lester anata s Meth neabls ottene Mui Imaal fduet ca slaaedune ss UAM e ena GROUPING Saane orena O ae necee O E E ENE NA Jn E NT A ea en E E E E a E T A A MA eE A E E TE E NS PERE AAA A A A AE E Manage FINGE ita or ia o an ee a eee eee ree ae eevee ee eee eee eee mea ee ee ee ee ce eo ee eT eee ee SI IECONAIMON Beta amd iio ias MIS couture dnitoda tends entes calecrna enables adnbe e dote cdf calcio abs obte dui once t condes delo abs sde a os date do Modales A A RR PO eo Ee ON A e E E O E o A A Layout DIJO ucraniano O O PC SE O PT VOWS OO A ON RR Cha
32. ard gt Licensing gt License gt Update license Update license To update your license you need to open License and support window in your addon and Table_IT_US License Wizard 15 follow License tab there On this tab you need to click Wizard for Registration button Wizard For Registrati i i j j a pl This will start licensing Wizard where you can select License option to proceed with updating Ze CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanlT for CRM Please select an option before proceeding License Send request se 11 Fc WAAL crmaddon com Ed i i Cancel On the next window you will need to select whether you would like to analyse your current license or update the license with online backup Table_IT_US 16 License Wizard De CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license Analyse of local License WIA crmaddon com p gt ee Back Cancel If you select Analyse of local license you will need to click Analyse button on the opened window to get details about your current license To proceed with updating you will need to select Update license with online backup The further steps will be the same as wh
33. ase Table_IT_US 80 Summary Up Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US _Table Relations 81 Relation With Table IT you can add one or more subtable s to a master table Therfore you need at least 2 tables 1 7 Click in the main mask of Table IT on Relation Relation E MasterTable DetailTable cg Cars keyfield Cars FEID Open Bill Bills Add Delete Mame of the relation Bills Master table Detail Table Cars se Open_Eill se Save and Close i Cancel Name your relation Choose your master table from the dropdown list Choose the subtable from the DetailTable dropdownlist Click Add to adopt the settings Click Save Close If you open the master table in your ACT database and you click in front of a record the subtable will show up under this record 8 To add data to the subtable click the menu item Data and then add detail Table IT US 82 Table Relations me Honda Civic 3 Best Lender 15 600 00 Chris Huff 42000 2 2672 Welcome Installation U Extras W Sold Open _Bill Open Bill Drag a column header here to group by that calum
34. ce you specify fields name field type and define field settings you need to click Save button to save this field Start creating a new field by clicking Yes button on the following window CRMADDON Factory 7 Disable this pop up by checking Please do not ask again checkbox Tab Field Settings Tab Field Trigger Function of the Footer Tab Field Settings On Field Settings tab you can specify additional settings for your table Custom Tables Table IT US 52 Create a new Table Create Field Field Settings Field Triggers Default Value Mask Field Length 3 A Link to Table 8 No Link C Contacts C Table Companies Opportunities Groups C Attachment Automatic Numbering Use automatic numbering only for new records o sl Function CCD Srpticrn Enter a default value for this field o you want it filled in automatically 1 can of course be overridden when entering data in the actual table Future functionality Field Length Peete the number of characters int Default Value lt a UN N l ick the radio button of the field yo Link to Table want to link in your table No Link No link will be made Link one or more companies to your Companies ble p y Groups Link one or more groups to your tab Contacts Link one or more contacts to your t Opportunities peal or more opportunities to yc Attachment See or more attachments to yo Link another C
35. con allows you to apply text formatting for the text However you cannot edit the part of the text block because font style will be the same withing one block Rich Text icon allows you to put it s own font name font size font style font color and alignment for every sentense or for every word Here you can also download text in rtf or txt formats In our sample we need Rich Text icon So we move it to the template with mouse and paste the text For the first sentence we will choose different text style Then we may move our text block to the right side of the template and download picture to the left side IMPORTANT To be sure that the images are visible on the customer s side please download all images to FTP server and use Image URL Links e g www addons for act de mages boxes dialit png Usually you need to write the names of the pictures in small letters and without spaces Below the picture let s put URL link to Dial IT manual Table_IT_US The toolbar 99 Finally our report is ready See also Report Wizard Table T US Administration Any folders or pages added under Admin will only be visible in edit mode Reports Page Summary Activity Log PDF Template Table_IT_US 100 The toolbar Report Designer User Manual Created Wednesday September 14 2011 CRMADDON Factory GmbH Am Bachle 12 86488 Breitenthal GERMANY 1203 404 7508 44 207 099 1815 49 8282 800 400 www crmad
36. d an email can it move it to a different mailbox b Error while trying to register O table it 25 kil After updating ACT version the icons disappeared ACT is shutting down Global 34 Licensing Error 3013 Upgrade of my Addon Licensing 8 Location of Lic File How to find the location of the license file ACT hosting 1 b Error when logging into the ACT for Web 0 After updating ACT version the icons disappeared ACT is shutting down Import IT 54 Error Message wrongDatabase After updating ACT version the icons disappeared Group IT 7 IM After updating ACT version the icons disappeared ACT is shutting down Outreach 12 A After updating ACT version the icons disappeared ACT is shutting down Installation 4 _ gip not found Not using a proxy Search IT 3 Addon Compatibility ACT 2010 ACTI 12 3 Old Icons are still on the toolbar Import IT New 3 Importing of Default Product How to link Contacts in ACT database with Companies Deactivating ACT Dialer You can deactivate ACT Dialer with the Following Steps Open ACT Choose Tools gt Preferences Troubleshooter p English U S A Y ly Dial IT Tapi Net 80 How to Identify that i can use Dial it Tapi net with your Phone 1 Why Isn t the Customer Record Displayed When I Answer the Phone Export IT 22 A
37. d records in 4 steps Step 1 Choose the criteria If you click And a list will open up where you can choose out of several criterias 05 And ia Or 105 Not 4nd ii Mok Or Add Condition Add Group Clear All Step 2 Click ID and a list with all existing columns of the table will appear Choose the column you would like to search in Table_IT_US The toolbar 111 10 Accident Brand Colour CREATEDATE Documents Groups ID Last owner Make Miles Miles total Model Mo of doors Opportunities Price Price total Prospect RecordManager Sold Sold date Step 3 Click Equals and a list will open in which you can choose how the criteria should look like Does not equal Is greater than Is greater than or equal to Z Is less than 4 1s less than or equal to A Is between 4E Is not between ey Is blank ei Is mot blank coo Is any of coo Is none of Step 4 Click enter a value and you can enter the value you would like to search for Your search result will be shown like here Table IT US 112 The toolbar Cars El Data Export Print Ta Grouping Sorting and Summary P Filtering View 11 Best Sizes Eh Layout 0 Extras View 530 Circle Phot Aston M 345 5 Black Fores 457 696 00 Ernst An 4560 3 10 2 E Filter Editor And oe Mo of doors Equals 5 E Accident Equals Checked Cancel E aa Apply See TTT VOY la Pi if
38. ddon there can be 4 exe 1 General exe 2 DevExpress exe 3 CRMADDON s exe 4 move the USB removable disk to the PC where you want to install it 5 install each packet in the stated order 1 General exe 2 DevExpress exe 3 CRMADDON s exe 6 After you installed all packages the addon will run on your computer Please note to license the addon you need internet connection without internet the registration is not possible System Requirements Table_IT_US 4 License Wizard Home gt License Wizard License Wizard You can easily order a license or start evaluating the software by using built in License Wizard It has the following look and opens by clicking Wizard for Registration button on License tab of Configuration Ce CRMADDON Factory Wizard Licenseoptions Available Licese options IT Tables NET Please select an option before proceeding Evaluation O License USE License Remove computer From license Send request License Info ana e Next gt DS ni 2 TS r Welcome Installation Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Home gt License Wizard gt Licensing Licensi
39. don com marketing crmaddon com Table IT US copyright company All rights reserved website_ url The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of company Table of Contents Table_IT_US The toolbar 101 Chapter 1 Welcome Chapter 2 InstallatlOn oeann vid System BeQquirements inicia dA as is Installation without Internet Chapter 3 License Wizard ricos ais iii da EICCA SINO pl oia aida EVALU ola LOCAS acotada ona uiod Update license suman er a eto ot denM ulacdleinuhal ende Remove computer from license ai A a ar AN A N ENEI oOrderlicense aerae a ii ibid taria sici s Order an Upgrade merito iii OE AM a o ee a e ES Send Reser REGUEST senber L aa A E A a EE AE ERA Send Request License Info AIM cod ipods REDONS eesantusatndules cabtondrcomeuscdin nl dant usdeduahthi noth ihaulil ae lote agudo avast dales cele l onde riders dhalins ADAAN A A O A ads arg datas dame ae ee ena aad ACININ A tna sion fathers wach A e E II A ss Page SlalUS isso Uru cama ES sidra orto tacto tit SGI COmments ea E A aia SAES A e e ETE nd ela EE Templates tata aia OE PDF Cover Page PDF Blank Page 1 AA AAA A A Kreme loli uiu Su Nd AT PDEBANKk P 6 Amr e ea ce ee
40. e PDF Table Or GOMES isscoreivacqusideu E iii eaten EA PDF Headerssand FOOGIS uta ir dis ides CTSA SS esa subvors T O O dunks A T wanacnad hte dunes N eid PDF Index Chapter 4 Start the Table IT Application Chapter 5 Using Table IT with Remote Database Chapter 6 Login Chapter 7 Create a new Table Tab Create Field Table_IT_US 102 The toolbar Tea ASCO eN a ae MARTA WIIPAOCIMENE airada diana Link Table WITIVOQFOUDS secretas A Ra IK tale WTC O Srta opaco ies Link iable WIT COMPa ies cuentas an Link table with Opportunities oooooooccccoccccccocococococonononononnnnnnon nn nro nono no nn nnn bbb nn bitte nono nnnnnnoss Tab Field TANGOEN sr st leo Laa li ed seno eo neos FURCUON OMS FAO a A ios Chapter 8 Create a table automatically ooooococcocococ coco occ ccoo co Enrere rE rarer rnani Chapter 9 Matching Search Configuration aoaaa aaaea eaea EEEE EAEE EEEE EELEE rran Chapter 10 Show on Masterrecord coco b nbn bb entrees Chapter 11 About the report designer ccoo ooo ete etueteetueteesereresenenees RODOM VIZA OS A AA A E A E E eee mere Or Chapter 12 Calculation l a oaaao neni bbb ttn nn ttt EREEREER EEEE Chapter 13 Summary Up nen once nti EEn Chapter 14 Table Relations iia se ace anaes ies hd we pean a Chapter 15 Table View Settings 0000 occ coco o nooo E EEEE EELEE EEEE LEELEE raa Chapter 16 Configuration 00 000 nee bbb tnt ttt bbb nn EELEE EEEE Ch
41. e is leido elo emos sde Table_IT_US License Wizard 37 Orderan OCS ie iat hac ties OU un eal code Meehan ei to na ite A bunny aad Aaa wen et DENG IMCSECHMCCUCSE santi OS Send NEQuesi aena N E E E E bass AS o sare ona a E EA a ETOO nenmadt AGMT arrano a A a A R AA Page SUMMA ta O ae ll Oda NN REEERE D E I acceso PE AE E E EE PAE A AN A A E A A A NE TTE EE E Unused IMAGES srate a gio POMGINGCONMAICINS ss A Aad a aaa DONA COAG CS DN mens SS O A A A se ened sets AA PDF COVERAGE sitio id cia o AAA A A eta le niche nl coe sn cat Sa Eee a escalate ae ba a PIF WC AAA A Sedcnlbiet ad eeaucnt E pet E PDP Blan Fage A casket aahecantaqny net aielssdatuant hus sah Goad Rea tiok donie sage rele cies Lalieond Weed iall aul as lutenssddaiahuba PDF Fable Or Gomes ita dea PDF Headers and Footers ocn nn bib EEEE EE nran Help Fages tits lis tao PDF Index Chapter 4 Start the Table IT Application ccoo coco irarri terrore r cnn ncccinncnes Chapter 5 Using Table IT with Remote Database ccoo ccoo coccion Chapter o COOIM sumrrdralteris a lroor dia lp e cp Chapter 7 Create a new Table coco n o EEEE EEEE EEEE EEE E EEn le A a o E TAS FICO OE UIS uan IA RS Link table Wi GOCUMENE scaner lis Ena WI OS ai stilo cdi poca MIDI WII CONCISA A A ENN Lil TADS with CcOMPanies ii iaa Linktable WithOPportunities ii A duhucn de duet ACul niet naadis ae dunmle lag desuatel dedwekin ESES Tap FSV WN GU O a het Par ate Ae al mere pee ee eect
42. e whether you would like to group by month year date date range default Table _IT_US Group by Date Group Date by Month Group Date by Year Group Date by Range Group by Default Data Export Print Sorting Summary Filtering View Best Sizes Layout Extras View Search Home gt The toolbar gt Sorting Sorting Sorting Sorting option allows selecting sorting rule for the data Summary Sorting Mone E t Sorting 4scending Sorting Descending The toolbar 107 You can set your data to be sorted in Ascending Descending order or disable sorting rules for your data You can also sort data in columns by clicking the following arrows Ascending sorting Descending sorting Data Export Print Grouping Summary Filtering View Best Sizes Layout Extras View Search Home gt The toolbar gt Summary Summary If you make a right click of the mouse in the footer you will have a possibility of building SUMS Table_IT_US 108 The toolbar All Values of this column will be summed up to build the sum 5 a p i ms The Minimum of this column will be created o Min 2 Max The Maximum of this column will be created Count l l e e rs The amount of all records of this column will be shown The average of this column will be built Mone No calculation will occur Please note You should right click under the column you would like to execute a command f
43. ect Other computer option the following window will open Table_IT_US License Wizard 21 Je CRMADDON Factory Wizard Deactivation Deactivation of registered component ScanIT for CRM List of registered records IM SANNESCANIT C SUSANNESCHMLICKE C ACT20105P1HF1IN SERG FODC S4EFB PT SCLC CLO ECOL LOLOL COLL LLLL ELLE CLL LL LEL ELLE a e crmaddon com oe g lt Back Run deregistration Cancel a E Here you can select the computer you would like to deactivate click Run deregistration button to proceed further If you select Local Computer option the system will ask you to confirm deactivation CRMADDON Factory ACT Addons Please confirm deactivation of SERG F9O0_ S4EFB Click Yes to proceed with deactivation Table_IT_US 22 License Wizard De CRMADDON Factory Wizard Registration Run Online Registration ScanIT for CRM co Key Analyse is running it will take some time Checking against Registration Server wa Crmaddon cor Ed Once the system finishes license key checking the following text will appear notifying that the deactivation was completed co Key Analyse is running it will take some time Checking against Registration Server Backup license on the server For future reload Save license locally Deactivation done Click Next button to proceed and then Finish to close the Wizard If you experience any issues and need our assist
44. en you register for the first time Please find detailed instructions on the License page If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a Support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also Remove computer from license This option allows moving the license to another machine It is possible to change computers only twice then it will not be possible to reset a license For example if you have a single machine license you can change the computer twice In case you need to do this more times you will need to create a ticket for our support team To remove the computer you need to click License and support button Ge License and support ond Table_IT_US License Wizard 17 then select Wizard for Registration on the License tab Setup 1 Info License Liceas You can also register your free trial version with this button Wizard For Registration ie p The Registration Wizard helps you in all license questions On the opened window you will need to select Remove computer from license option pe Wizward Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding _ Evaluation _ License USB License Remove computer from license Send request NMexk gt Cancel Then you will need
45. erence Function Division Duration Percent Product Sum Result Field Select from the drop down list a result field where the calculation result will be recorded AN N Mew If you do not have any calculation you can create a new one by clicking aE i button Table _IT_US Calculation 75 Create New Calculation y l Mame of Calculation Mew calculation Define Calculation for Duration in Minutes Calculation Table Support Calculation Duration in Munutes Hew Col Delete Save Function Duration E Result Field Duration in Minutes Duration in Minutes Duration Field a from E E Mew Argument Delete Argument Close Define Calculation for Duration in your Price Calculation Unit for example in hours Table_IT_US 76 Calculation Calculation Table Support se Calculation Duration in Munutes se Mew Delete Save Function Division Result Field Duration in hours Duration in Minutes Division 60 Duration in minutes 50 A ee Constant A A eT a A EEE a rarer A A New Argument Delete Argument Close Mb Define Calculation for Costs Table_IT_US Calculation Table Support Calculation Costs nw Copy Delete sawe Result Field Costs Function Product
46. est Order license Order an Upgrade Order an Update Send Request Send Request You can use this simple form to send us a request Just type in your question and provide the email you would like us to reply to Table _IT_US License Wizard 31 e CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Request type here your request Your Email For contact Insert your contact email herel WAAL crmaddon com ig Ed Back send request Cancel Order license Order an Upgrade Order an Update Send Reset Request License Info Here you can check the license code for your computer and for other machines where the license is installed If the machine is in evaluation mode then Evaluation option will be active if there is a license specified for this machine then Evaluation will be inactive as Shown on the screenshot below You need to select the following option on the License Wizard to check your license information Table_IT_US 32 License Wizard Je CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanIT for CRM Please select an option before proceeding _ License SB License L Remove computer From license Send request WW crmaddon com L Ed Cancel On the next step you can select whether you would like to analyse the local license or update it You need to select the first option Analyse the loca
47. et request Set password SHow table on a common tab Sorting Ascending Sorting Descending Subtable Sum Summary up Support 7 Tab Order Table design Table IT and remote database Table View in ACT Table View Settings Toolbar functions Trial Table_IT_US Trigger option U Update license Update license online Upgrade ACT Upgrade product version V View Search W Wizard options Worth Knowing The toolbar 105 Table_IT_US 106 The toolbar Grouping This feature is useful if you would like to create groups and sub groups from the data fields You just need to move the fields to the Group Panel to group your data as shown on the image below th E al Show Group Panel Ba Show Group Footer Line Clear Grouping a Grouping b H Sorting b Summary A new row between toolbar and table columns will appear there you can move columns to group In the following picture we moved the Make and the Price total into the Group Panel E Data Export Print Ta Grouping Sorting and Summary Make Price bakal m El Make Aston Martin AYG m Price total 457 696 00 AYG i Make BMW A G ia Price total 89 500 00 AYG i E Make FGH A G ii 4 Price total 84 545 00 AYG Footer line will be shown If you would like to cancel made grouping You need to select Clear Grouping option and created grouping will be removed Choos
48. etails that were selected for the report The Report Designer will help you to add there other content describing your services or the purpose of this report The following example shows how to create a report template with Report Designer tool 1 Using Report Wizard choose Standard Report 2 Columns to display in our report will be Contact Department Title and Company 3 Let s make Contact column to be as a group level 4 1n the next window we will choose Outline 1 as a layout and Landscape as orientation 5 Style for our report will be Bold 6 The title for our report will be Dial IT professional If you change your mind about names of fields slyles e t c you can change them in Report Designer easily As a result you will see this window of report designer Callouts point to important areas You can preview you report by clicking HTML View or Preview icons Table_IT_US 96 The toolbar Let s come back to our report designer by clicking on the Designer button We will add our template body to the field right after the area with Company Department and Title data In our template the name of this fied is DetailBand1 Table_IT_US The toolbar 97 Every template consists of different blocks with text images diagrams All blocks in Report Designer may be easilymoved within template from one place to another With the help of your mouse you can change the size of the blocks You can write text to the block and change fon
49. fter updating ACT version the icons disappeared 7 ACT is shutting down Service IT 11 Errors with Addon A Configure and Start Service Scan IT 19 After updating ACT version the icons disappeared ACT is shutting down Workflow 1 Addon Compatibility ACT 2010 ACT 12 Share IT 1 1 Problems with activate a license Choose Tab Communication Click Dialer Preferences Uncheck Use Dialer Click Ok Click Ok again Close ACT Now your ACT How to Remove DependendDIils xml from Your System To remove DependendDils xml please do the following steps 1 make sure your Act is closed 2 Open Your FileBrowser and change to AppData ACTAct Data 3 Delete file DependendDils xml Most Popular Recent Articles 1 Error while trying to register 1 How to Remove DependendDils xml from 2 Errors with Addon Your System 3 After updating ACT version the icons 2 Deactivating ACT Dialer disappeared 3 Import 3 0 4 Addon Compatibility ACT 2010 ACT 12 4 How to report an issue in New Import IT tool ae bi Old Icons are still on the toolbar Sa A Scan IT SageCRM Use Webservice for Scan 6 ACT is shutting down ar 7 How to Identify that i can use Dial it 6 ae ae aai a ais i a wi Tapi net with your Phone p 7 Importing of Default Product 8 Problems with activate a license Possible solutions for integrating Dial IT with your phone system
50. g Start the Table IT Application 43 Table_IT_US 44 Using Table IT with Remote Database Using Table IT with Remote Database Table IT can be easily used with remote databases However there are some recommendations for this e Table IT should be installed on the machine where remote database is used e The Database ACT User should have Admin rights e Synchronization should be performed each time the table is updated Welcome Installation License Wizard Start the Table IT Application Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US Login You have a possibility to create a password for Table IT Set Password Login Reset Password 2 Dont use Passwordlogin D Use Password For TableManager Password Confirm Password Set Password Close That means only the person who knows this password can see your table ton Set Password Login Reset Password Password Login 45 If you want to change the password you need to specify a new one on the Reset Password screen Table_IT_US 46 Login Old Password New Password Confirm Password _ Don t use password in Future Welcome Installation Lice
51. gs Allow Eropty Field Ret Create History _ Primary Field _ Read only _ Use Dropdown List se allow only Dropdown List Items Multiselect _ Enable that the nearest value is shown a a Table_IT_US 50 Create a new Table Field name Description Enter a name for the field N Define what information the field should contain For example Date yes no el Currency Characters Check the box if you want to create a history A pri field always has an explicit ID to mark the record For example a Primary field PP UY NSIS Way apie xamp contact number Read only Check here if data should be read only O ii the different selection criteria for a dropdown list D ropdown listiSelect from Limit to list or Multiselect or Enable type aheaod The following table explains field types meanings that are available in ACT and Table IT Please make sure that you selected the correct type value for your field Annual Event Character Currency Date Decimal Initial Caps Lowercase Memo Number Table_IT_US Description Alphanumeric characters letters numbers or symbols Events that recur annually formatted according to the date settings in the Microsoft Windows Regional Settings control panel The field contains a drop down date selector Alphanumeric characters letters or numbers Numbers formatted according to the currency settings in the Windows Regional Setti
52. iew Ha Best Sizes Hrb Layout i Extras View lobe E Mo of doors Miles Last owner Best Lender Financing Groups Database Users Price total Brand Prospect Chris Huffman Miles total Sold date 2 28 2009 Sold Accident E PA AAA EREB Record 2 of 4 gt Jo Jf Dialog View Table_IT_US The toolbar 119 No of doors Miles Last owner Best Lender Financing ati itt st Documents a GroupsIDs Sb886368 223f 4624 9256 Da21731f5b18 THEE rend D Prospect Chris Huffman Miles total 42 800 00 Sold date 2 28 2009 s e Sold _ Accident Model Civic Price Colour Make OpportunitiesIDs 0e0b90b6 0479 4261 968f 5af8565d9398 e Opportunities VT Operations s rape tasas O Cancel Font In the Font menu define the font font style and size effects and the script of the table Table_IT_US 120 The toolbar Font Ei Font Font style Size Microsoft Sans Serif Regular E Microsoft Sans Serf A Monotype Corsiva Italic O MS Dutlook Bold O MS Reference Sans 5 Bold Italic MS Reference Special Fr MT Extra O Mv Boli hd Effects Strikeout Underline Script Westem Data Export Print Grouping Sorting Summary Filtering Best Sizes Layout Extras View Search The tanilhasrs ne TOOIDAI Best Sizes The size of the column will be customized to fully show all co
53. iew in ACT 88 Table View Settings 83 Toolbar functions 89 Trial Trigger option 57 U Update license Update license online Upgrade ACT Upgrade product version V View Search 123 W Wizard options Worth Knowing 125 License Wizard 41 Table_IT_US 42 Start the Table IT Application Start the Table IT Application To create an extra table you first have to start Table IT There are two methods to start the Table Manager 1 Click on the Ea button in the ACT tool bar or 2 Tools gt crmaddon com gt Table Manager Spelling Alk FF Define Fields Design Layouts Design Dashboards Manage Users Manage Teams Password Policy Database Maintenance Convert ACTI 3 0 6 0 Items Scan For Duplicates Copy i Move Contact Data Update Salutation Field Timer Shift F4 ACT Scheduler Synchronize Synchronization Panel Handheld Setup Outlook Calendar Integration Export to Excel Customize Preferences crmaddon com b EX Table Manager Manage Add ons E Table Manager Configuration Welcome Installation License Wizard Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Table_IT_US Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowin
54. ist Add Condition Add Group F Clear all Table_IT_US 114 The toolbar Delete Fiter Remove filter by clicking on this button Save filter by clicking on this button Apply the selected filter by clicking on this button Close Filter Manager window Filter Editor Search Stylecondition Beta Search Use Search option for searching needed elements in your ACT database records KeyWordSearch FA Search For PA Search e Starts with C Contains Clear Ends with Equal to x Cars Company Fields Contact Fields E Groups _ X _ _ Contact Company Group Create Lookup Contact Create Lookup Company y Stay on Top Create Lookup Group e AER ince AA Name peseta OOOO Enter the search item or a part of the search Cc Starts with c Contains Choose whether the results should start or l end with the before defined information or C Ends with c Equal to whether it should contain or be equal to this information Table _IT_US The toolbar 115 F Cars F Company fields Define the search area T Contact fields Additional to the company group and contact M Groups fields the individual tables will be shown as well he search will be run and the results will be oreviewed here he search results will be shown here at first Create ese toup cat Contact Group Company ll result be shown as contact group or Close the search proce
55. l license to get details about the license Table _IT_US License Wizard 33 Je CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license Analyse of local License WAAL crmaddon com 7 Back Next gt Cancel Je The following window will open Table_IT_US 34 License Wizard Ze CRMADDON Factory Wizard Licensekey Information about license key ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Licensekey 9717 Fa11 556f 4667 aa02 abaa9549F86e CRMOLS A Info about License Addon ScanIT For CRM Type Computer Art Standard Amount of licenses 50 remaining licenses 6 Registered Components SANNESCANIT SUS ANNES CAMUCEE AC T20105P1HF 11M o gt Result of Analyse JK ee WAL crmaddar com gt Ed Mext gt Cancel On this window you will find information about the license owner number of used and available licenses what addon is the license for To proceed further you will need to click Next button and then Finish to close the License Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please c
56. le with description of houses your customers would like to purchase By using this feature you will be able to perform a search for specific values from one table in another table To start this option you need to follow Tools Matching Search Configuration e ef Extras 4 Create Syste lia Calculation Summary Up 68 Viewsettings Tablerelations dl Show on Masterrecord Then you will be able to specify the tables for matching values search Matching Search Configuration Searching values from one table in another table Values From Table Beraterprovisionen se Seraching in table Terminvergabe se f Load columns Value of column Search in column ChildEntity ID Enth lt m Monat Termin von Enth lt ParententityID m FarentEntity Mame e Values from Table Select a table where you would like to take values from e Searching in Table A table where the search will be performed in should be selected here Once after you map the fields for search you will need to save the search schema and you will be able to use it anytime by opening Filtering Matching Search menu item in your Table View in ACT database Table_IT_US Matching Search Configuration 63 Filter Show Auto Filter Row F oir E Manage Filter FA Search f Style Condition Beta The following dialog containing columns and values for matching search will appear Matching Search ON Search fitting rec
57. lick E button at the bottom of the Wizard Evaluation License Remove computer from license Send Request Table IT US Administration Any folders or pages added under Admin will only be visible in edit mode Reports Table_IT_US License Wizard 35 Page Summary Activity Log PDF Template Table_IT_US 36 License Wizard Table IT US User Manual Created Wednesday September 14 2011 Copyright company All Rights Reserved Table IT US copyright company All rights reserved website_url The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of company Table of Contents Chapter 1 Welcome Chapter 2 Installation SYSICNMACGUIGCIMEMIS srl creido din di ide cline adas Installation without Internet Chapter 3 License Wizard ears a ee re es a EEEE E EEEn Errn rn Me ziena a a a a a a cae a a ae N VIIA erae a e E E a E a E O E A N ce eines naknasiin lds Updale license a Wace a E dak dag ee ane Remove computer TONVIICENSS 3220 aoe ot Ol ie elena SENA REGUEST arama ctnadsescrasic osacaatelental euamanaetaasaet mane den ia Order Con E saaien en ee na us diac bomedchons buted e bu sas echodudineaecanieunandvammeced e orderan Upgrad
58. ll return back to the start page of the Wizard If the validation is successful the following window will appear A Info about License Addon ScanIT For CRM Type Computer Art Standard Amount of licenses 50 remaining licenses 47 E Registered Components SANMESCAMNIT SUSARMNESCHMLICKE ACTZ0105P1HF1 11 LY Result of Analyse ok w crmaddon com 2 g lt Back run registration Cancel Now you can click Run Registration to proceed with license registration Table_IT_US License Wizard 13 CRMADDON Factory Wizard Registration Run Online Registration ScanIT for CRM co Key Analyse is running it will take some time Checking against Registration Server co Key Analyse is running it wil WIM Crmoaddon com 7 After registration completing you need to click Next to proceed further Table_IT_US 14 License Wizard He CRMADDON Factory Wizard Completing the wizard Completing the wizard To close this wizard click Finish WAAL Crmaddon corn E 0 Click Finish button to finish licensing and exit the Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also Evaluation Remove computer from license Send Request License Info Home gt License Wiz
59. me Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration The toolbar Worth Knowing Table _IT_US The toolbar 89 The Toolbar You can find the toolbar below the several tabs of the new tables in ACT But you can also get to the toolbar with your mouse right click Cars al Data E Export Print i Grouping Sorting and Surnimary P Filtering View Hal Best Sizes Layout i Extras View On the following pages you will find more exact information about the functions of the toolbar Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT Worth Knowing Data Esa If you want to add a new row click Add button A new row will be displayed EJ add where you can enter the data 7 Mh Save gt Delete If you click Save all the changes will be saved If you click Delete all records will be deleted there won t be any record left in the table The following commands are
60. n w amp Changelog Download i A HE 10772 Indian Head Industrial Blvd St Louis MO 63132 United States 203 404 7508 866 558 6208 IT Tables NET 1 8 5 Licenseinformation Evaluation Version C Program Files ACT Act for Windows Plugins CAMADDON Dlls License crmaddontableitDEMO lic YHAOTOAA FACTORY CRMADDON MDAdAMAI Description Link to our website hangeloo What has changed since your last installed version ownload Click here to download a zip folder to update your BulkChange IT ocumentation Download the manual Click here to get to our forum where you can ask questions and discuss about our products upport Create a support ticket if you experience any issues IT Tables NET 1 0 14 Fete current version of the tool and where you saved the License Message Board Table_IT_US 86 Configuration CRMADDON i BE F Info License Support License You can also register your free trial version with this P The Registration Wizard helps you in all license questions button Wizard For Registration Further Information about License IT Tables NET 1 8 7 9 Register your Addon here You need to click Wizard for Registration button to start the License Wizard Support Table_IT_US Configuration 87 CRMADDON o Info Support Support TraceLevel O 3 EMail Logfiles to get Support E Open Remote Session a Create a Su
61. n Non US Regions 2 0 ccc 125 KMOWIEGOCD ASC hosts pins oidor Chapter 20 PDP NGO soso 128 Welcome 1 CRMADDON s Online Help gt A Welcome to the online help of CRMADDON On the following pages you will find all information about the proper use of your addon If you still have questions and or do not find a function please contact us via our ticket system Lwww crmaddon com support We are always willing to improve and adapt our manuals Our motto We develop according to your suggestions See also Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US 2 Installation Installation You can download the setup of your addon here but first you need to register on our website or login with your current login details on the My Account page www crmaddon com downloads ATTENTION ACT and all other ACT dependent processes must be closed You can select whether to open or save the file If you select Save a ZIP file be saved on your computer This ZIP file can be saved ona removable disk USB stick and then you can install the addon on computers which do not have
62. n the type of a layout item which has been right clicked a regular control a group or tabbed group a b Rename TY Hide Text a 44 a gt Jon E Text Position Hide Item TE Group CI Create EmptySpace Item Full Price Size Constraints For example you can hide an element rename it or change its position After performing all needed changes you need to save them by clicking Save button and exit the Customizing window with Close button Table_IT_US The toolbar 123 Home gt The toolbar gt Extras Extras a IT Tables NET You will get back to the main mask of Table IT 2 Delete all records of this table All records will be deleted irrevocably Data Export Print Grouping Sorting Summary Filtering View Best Sizes Layout View Search Home gt The toolbar gt View Search View Search This mode allows you to view your Custom Table in a separate window and perform search in it E IT Tables NET Cars wf Load All Data a Go bo E Export Print Ta Grouping Sorting and Summary P Filtering Erh Layout He Best Sizes i Extras Exten Drag a column header here to group by that column Ac 5 Black 69 ACTI 984351 L 330 5 Black 457 Ernst 4560 3 10 345 Ha 44 4 Record 1 of 3 gt gt JL bl Reset YE Stayc If you enter a search item under GridView Lookup Engine and click Search button
63. nding COMMENTS o o al os OIPRaned Pages usriat escocia uici n RDP Template at coi bodrio dia nbancets E RO SN AAA II A A A II O A PDF TADEO GOntenis Mesones iaraa a irade ler caridad ericccirida larisa luna inks dons do shad any scishubes PDF Headers ANG FOOLS aida dd iodo aads alo 9 psss Le 5 O arki OC PDA o saad Calenastecs E E E Ea PDF INOX essere a o e lod canos STUDIO o o ei ao e o RR SUMMA daa PONN OPONE En AR O FRE sO a A O Dall ele Nn Ai gs again ie INNA Sie LMS cress taser sec cattea as E tebe eat debt g ihe ibaa Maa nd a Ean ba grew ee a A ee aa Cuno ee tareeba te She ano A A E NS SE A Peas r E ll Peed oe aaa a Nn Table_IT_US License Wizard 39 VION ecutctenlnce sautunante nd idas celebren cerdas alee dol otales cake cado dacs Sian aeieanteatahe cales cade ubu s stele dale nena a ledos A A ae ee ee eee ee ee ene ee er Oe ee eee E PP wk cd Galler sessed A AA E EE e madsen e Layout DIJO oseca da tende ad son cings beds be supe selon sb iecdtebunathyt i nlichtiihesinin ann eeisbhah LOL GAO Ea ee La ee i nea Od SO CEE ea OC ede PENCE HEY CRT ad ELE TO Oe RT VEW EO ore T ene eee ete PN Pe a io eee ee Chapter 19 Worth Knowing enana n EE EEEE EEEE EnEn ACT Bug Delete Custom Table Records in Non US Regions 0 nonce eee c cnet ee nent eens Knowledgebase uscar A EA EER help_pages Table_IT_US 40 License Wizard Index A Accentuation of record 115 add content to template
64. ng Table _IT_US License Wizard 5 When you install a new addon it is required to be licensed For testing purposes trial period is offered so you are welcome to start with evaluation and then purchase a license if you decide to continue using the product Almost all addons offered by CRMAddon Factory have 14 days fully functional trial period The following addons have some limitations 1 Dial IT Repair Phone Numbers feature is not available Import IT Scrambles importing lists i e does not allow to import information exactly as it appears in the source file allows only 10 records importing SQL connect is not possible as well 3 Scan IT allows scanning only 5 business cards per run 4 Export IT allows exporting only 10 records per run For licensing a convenient license wizard will open You will need to follow its steps to evaluate or register the product with your license It has the following look we Wizward Licenseoptions Available Liceseoptions Scanservice IT NET Please select an option before going Forward e Evaluation License Remove computer From license Send request License Info w crmaddon con 1 7 With this wizard you can start evaluation register your license remove computer from license send request to our support team or get information about your license Y IIIA Evaluation License Remove computer Send Request License Info from license Table IT US
65. ngs control panel Currency settings for some regions can contain commas Dates formatted according to the date settings in the Windows Regional Settings control panel The field contains a drop down date selector Date and time formatted according to the date and time settings in the Windows Regional Settings control panel The field contains a drop down date time selector Numbers and decimal points Users enter the decimal point Note The decimal point is formatted according to the Windows Regional Settings control panel and can contain commas Alphanumeric characters formatted with a capital letter at the beginning of each word Alphanumeric characters formatted in all lowercase letters The Shift and Caps Lock keys have no effect Alphanumeric characters letters numbers or symbols Numbers only Letters typed in this field are ignored Create a new Table 51 Picture Pictures in bmp gif jpg png ico emf or wma format Time of day formatted according to the time settings in the Windows Regional ne Settings control panel The field contains a drop down time selector Uppercase Alphanumeric characters formatted in all uppercase letters The Shift and Caps Lock keys have no effect URL Alphanumeric characters The address entered in the field becomes an active link to a URL Yes No Check box If the check box is selected it has a Yes value If the check box is cleared it has a No value On
66. nse Wizard Start the Table IT Application Using Table IT with Remote Database Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Table IT US Reset Password Create a new Table 47 Home gt Create a new Table Create a new Table To create a new table please select Create New Table command in Custom Tables section of the top menu CRMADDON Factory GmbH Custom Table Manager for ACTI ay Custom Tables 4 Tools 2 Extras an Create Systembable a Create Mew Table Fields Field Name Field Type New Field Edit Copy Delete Security Then select a relation option for your table Table_IT_US 48 Create a new Table IT Tables NET Table Name Contact C Company _ Group C Contact Company O Company Group Contact Group _ Contact Company Group L Opportunity _ Opportunity Contact C Opportunity Company _ Opportunity Group Opportunity Contact Company Opportunity Contact Group Opportunity Company Group 18 Opportunity Contact Company Group Create Cancel When you create a new table you can choose between the following relation options Contact Company Group O
67. ntents of Best Column Si eE ee E the columns and rows w Auto Height Row The height of the row will be automatically customized if this function is activated Data Export Print Grouping Sorting Summary Filtering View Layout Extras View Search Table_IT_US The toolbar 121 Layout 7 ni lab Seve Layout Gridview Saves the order of the columns ES Restore Layout GridView Columns will be shown in the last order Clear Gridview Layout Layout will be reset Layout Dialog View Save Layout Card view Save Layout Cardview Data Export Print Grouping Sorting Summary Filtering View Best Sizes Extras View Search Layout Dialog Layout dialog allows you to customize your Custom Table layout design Table IT US 122 The toolbar ae LayoutControlGroupltems E Price with discount l see Discounted amount BackColor oe i Full price BackColor2 Hidden Items BorderColor Font Tahoma amp 25pt ForeColor Separator GradientMode Horizontal coal Splitter Image _ trone Options O Appearanceltemtap Appearance Options Provides access to the appearance object s options You can modify the current layout using drag and drop and resizing operations and commands provided by context menus Context menus that can be invoked by right clicking within the Layout Editor provide various customization commands Different commands are available depending upo
68. or Example Sum of the prices right click under the column Price total and select Sum option from the context menu Cars E Data E Export Print Ez Grouping Sorting and Summary P Filtering View Best Sizes Layout i Extras view 15 600 00 Chris Huf 42600 2128 2 FGH 330 5 Brushy s Go 84 545 00 874521 C BMW 530 5 Circle Phot 39 500 00 69000 E Aston M 345 5 Black Fores 457 896 00 Ernst An 4560 3 10 12 4 SUM 647541 4 Record 2 of 4 H gt gt Extended Summary gt coming soon Data Export Print Table_IT_US The toolbar 109 Grouping Sorting Filtering View Best Sizes Layout Extras View Search Filtering On the following pages you can learn how to use the search filter feature Data Export Print Grouping Sorting Summary View Best Sizes Layout Extras View Search Filter Editor Filter editor is a tool that helps to filter certain records in your Custom Table You can set here needed criteria for the elements you would like to filter Such elements will be filtered and appear in the table when other elements will be hidden You can open Filter Editor from the Filter menu item Filter Show Auto Filter Row Manage Filter TF airy ER Fa Search Style Condition Beta Table IT US 110 The toolbar E Filter Editor Fa And 3 No of doors Equals 5 a as sa By using the filter function you can filter neede
69. ords for Beraterprovisionen Search in table Beraterprovisionen For matching record of table Beraterprovisionen 28000 20 01 Februa 316 40000 12 24 2010 6946 K ni Filter Look for matching records in Fitting records Beraterprovisionen E Gs 3 20000 20 01 Febru 316 40000 12 24 2010 OF August El 6946 Kan m 1 265 2 20 Ol Febru 6 326 40000 4 24 2009 03 April ES 8946 K n la 976 25 20 01 Febru 4 631 25000 8 25 2009 07 August E 5946 K n ES 4 Agent Like 8946 K nig Rolfe Edit Filter 3 y OS Selected records ISI 316 40000 12 24 2010 OF August 5 m a 1265 2 20 01 Febru 6 326 40000 4 24 2009 03 April 5946 K n m 926 25 20 01 Febru 4 631 25000 8 25 2009 OF August 6946 Kon Tan nd ne ni Fehrs 3 gan 20nn Fiealenng ne Tili E sod kan a P Go to Email Beraterprovisionen to Beraterprovisionen x Close Dd Email Beraterprovisionen to Beraterprovisionen A table where values are taken from is displayed here Use this option to create custom filters Look for matching records in A table where the search is performed in is displayed Table_IT_US 64 Matching Search Configuration Select a single record Select all records p J es elect_a single record I eeselect all records gt wt Open view of matching records in ACT A NN A ee 5 Welcome Installation
70. ork WAAL crmaddon cor E Ed Then you will need to click Finish button to exit the Wizard and complete evaluation registration Each time you start the addon the program will offer you to purchase a license or to continue using the evaluation ScanService IT NET Scanservice IT NET Licence Reminder You can use Scanservice IT MET for the next 10 days Click For more information ey click to buy To proceed with trial just click Ok button On this window you will see the name of the addon you are using and how many days of trial are left If you would like to purchase a license you will need to click Click to buy button Table_IT_US License Wizard 9 If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also License Remove computer from license Send Request License Info License By selecting this option you can license the product you are using To do this you need to specify the registration key you received from our team The license is provided per user computer i e single licence is for 1 machine where the software is installed If you purchase 3 licenses you will receive one license key which should be used for all machines The system automatically connects to the server and checks your license e g if there are f
71. pport Ticket Logfile l On this tab you can create a support ticket for our team open remote session if it was scheduled with our support representative and email log files to our support team for checking Log file contains information about the program errors actions performed with it etc It will be helpful in issue solving Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a new Table Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings View of the table in ACT The toolbar Worth Knowing Table_IT_US 88 View of the table in ACT able Ir aT View of the table in ACT There are no records in your new created table You can add new details by a right click on the mouse and Add or if you click in the toolbar on Data gt Add In this sample table all cars will be shown with Make price model colour miles Cars El Data E Export Print Ta Grouping Sorting and Summary P Filtering View Best Sizes Eh Layout i Extras view Drag a column header here to group by khat column Aston M S Black Fores 457 896 00 Ernst nde FGH 330 5 Brushy s Go 84 545 00 874521 E EMW 530 5 Circle Phot 89 500 00 69000 El silve Honda Civic 3 Best Lende 15 600 00 Chris Huff 42800 2 28 2009 E black Welco
72. pportunity Contact and Company Contact and Group Company and Group Contact Company and Group Opportunity and Contact Opportunity and Company Opportunity and Group Opportunity Contact and Company Opportunity Contact and Group Opportunity Company and Group Opportunity Contact Company and Group According to the selected relation option the table will appear under contacts companies opportunities or groups You can also select the table to appear to several ACT sections To complete table creation please click Sreste button and confirm table creation by clicking OK button on the following window Table _IT_US Create a new Table 49 IT Tables NET E a Table created New Table Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Database Login Create a table automatically Matching Search Configuration Show on Masterrecord About the report designer Calculation Summary Up Table Relations Table View Settings Configuration View of the table in ACT The toolbar Worth Knowing Tab Create Field From the New Field Jtab you can add and define the number of fields you would like to have in your Custom Table Example A garage might add fields for information about the cars such as date sold brand model price color of doors etc E Create Field Field Settings Field Triggers Field Name Brand Field Type Character Settin
73. pter 19 Worth Knowing aaaeeeaa cc cece eect cece ete ete ete eteetietetrttitittiitiesertreseseees ACT Bug Delete Custom Table Records in Non US Regions ooo ccc ence ence ens MOWIeddeDaSe rte da ib ce oeamed bodaten page number chapter name i chapter name page number help_pages Table_IT_US 104 The toolbar Index A Accentuation of record add content to template Add Detail Reocrd Add license Amount Analyse your license Ask to reset your computer from license Average B Best fit C Calculation Cardview Column size Create field Create table D Data Deactivate computer from license Deactivate local computer from license Deactivate other computers from license Delete table Dialog view Dropdown list E Evaluate Expand Collapse Details Export data Extras F Field Settings Filter Font Settings Footer commands G Gridview Grouping Import data Info L Layout Layout Dialog Layouts License License details License info Licensing Link with Company Link with Contact Link with Document Link with Group Link with Opportunity Login make a report template Manage Filter Maximum Minimum O Open Table IT Order license P Password R Registration Registration key Relation report designer report wizard Reset password S Search Search criteria Search item Search key select layout Send request Send request to support Send res
74. r you want to create a Standard Report or a Label Report hen click on Define the columns which Shall be shown in your report By clicking on the defined columns will be selected for your report if you click on all columns will be selected for the report Afterwards click on ato get to Table_IT_US 68 About the report designer the next step If you want to group by Specific columns you can define these columns here Afterwards please click on Define the layout of your report and click on click on click on ato end the wizard Then Report Designer will open Table_IT_US About the report designer 69 See also Report Designer Home gt About the report lesig ner gt Repo t Desi ner Report Designer Report designer allows you to make needed design for your report template add images text links etc After making a report template with Report Wizard you will need to use Report Designer to make it more user friendly Simple template made with Report Wizard will contain only fields details that were selected for the report The Report Designer will help you to add there other content describing your services or the purpose of this report The following example shows how to create a report template with Report Designer tool 1 Using Report Wizard choose Standard Report 2 Columns to display in our report will be Contact Department Title and Company 3 Let s make Contac
75. ree licenses for your computers or not Table_IT_US 10 License Wizard fe CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding C Evaluation LJ USE License Remove computer From license C Send request C License Info w crmaddon com 2 7 Next gt On the next window you will need to specify your license key and email registered in our system Table _IT_US License Wizard 11 Ze CRMADDON Factory Wizard Usernnformation Information about License User CRMADDON Factory ACT Addons Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration Your license key Your registered email Wi crmaddon com gt G Back Next gt Cancel On the next step the system will check if your license key is valid or not this might take some time click analyse button to start analyse Table_IT_US 12 License Wizard CRMADDON Factory Wizard Licensekey Information about license key ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Licensekey Paste your license key here JA Info about License amp Result of Analyse o Key Analyse is running it will take some tine WMA crmaddon com Ed 7 Cancel If your license key is not valid you will get a corresponding notification and wi
76. ss applications Filter Editor Manage Filter Stylecondition Beta Stylecondition Beta Form the design of your table here Just follow these instructions 1 Choose the column you want to colour Select Column Select Column For Condition O errr rere rere errr e rete rite rire terete eee ete Hok cancel 2 Click on Add New Style Conditil 3 Choose one of the following conditions None MotEqual Between MotBetween Less Greater GreaterOrEqual LessOrEqual Table_IT_US 116 The toolbar 4 Enter a value and choose a colour which you want to use for the accentuation 5 Click on Save and Ok to inherit your settings 6 If you want to colour the whole row in which this value appears activate the Apply to Row Cars EJ Data E Export Print Ta Grouping Sorting and Summary P Filtering View Best Sizes Layout I Extras view Honda Civic 3 Best Lende 15 600 00 Chris Huf 42800 2 28 12 S Brushy s 60 3 84 545 00 874521 E E Add New Style Condition Remove Jl Save If OK Cancel Condition Equal Waluel _ value Appearance BackColor MA 255 0 O If you do not activate this function only the value of the chosen column will be coloured Cars El Data Export Prime E Grouping Sorting and Summary P Filtering View Best Sizes Layout i Extras view m Honda Civic 3 Best Lende 15 600 00 Chris Huf 42800 2 262
77. t column to be as a group level 4 1n the next window we will choose Outline 1 as a layout and Landscape as orientation 5 Style for our report will be Bold 6 The title for our report will be Dial IT professional If you change your mind about names of fields slyles e t c you can change them in Report Table_IT_US 70 About the report designer Designer easily As a result you will see this window of report designer Callouts point to important areas You can preview you report by clicking HTML View or Preview icons Let s come back to our report designer by clicking on the Designer button We will add our template body to the field right after the area with Company Department and Title data In our template the name of this fied is DetailBand1 Table_IT_US About the report designer 71 Every template consists of different blocks with text images diagrams All blocks in Report Designer may be easilymoved within template from one place to another With the help of your mouse you can change the size of the blocks You can write text to the block and change font name font size font style font color and alignment with the help of these icons in the top menu As a sample let s click on two Contact fields in DroupHeaderBandl at the top of our template and move it down to DetailBand1 In the first field let s change the text from Contact to Dear Let s also make second field wider and change font style gt If you
78. t name font size font style font color and alignment with the help of these icons in the top menu As a sample let s click on two Contact fields in DroupHeaderBandl at the top of our template and move it down to DetailBand1 In the first field let s change the text from Contact to Dear Let s also make second field wider and change font style gt If you click on any block in Report Designer to activate it you will see this small icon at the top right corner By clicking on this icon you will open menu of the block The content of the menu depends on icon type The main functions are 1 Establish linkage between block and ACT data For example when you send one template to different ACT contacts Report Designer will put correct name of current contact his contact details or history data 2 You can download data to the block e g picture or text in rtf or txt format Table_IT_US 98 The toolbar As a sample let s change contact name Chris Huffman to Salutation so the text will be Dear Chris For this you should press icon and choose Salutation in Data Binding field You can create blocks by selecting icons on Standard Controls panel on the left and moving them to the template body As a sample let s create a text for Dial IT Professional presentation You can do it with the help of Lable icon or Rich Text icon You can write the text or paste it You can take text from ACT database or download a file Lable i
79. tings Configuration View of the table in ACT The toolbar Worth Knowing Table_IT_US 66 Show on Masterrecord Table_IT_US About the report designer 67 Home gt About the report designer CRMADDON s Online Help Report Designer is a similar to ACT report designer tool It allows you to generate reports and create your own report templates It is built in Table IT Dial IT Service IT and Scan IT addons With Report Wizard you can create templates and send them by email to your contacts Report Wizard gives you an opportunity to create a report template select which variables will be added to it Report Designer will help you to add content to this template about your service making the report more user friendly Later those reports can be sent by email to your contacts and leads improving your sales and saving your time for creating follow ups for each particular case Welcome Configuration Create a new Table Table View Settings Table Relations Calculation Tab Field Settings Start the Table IT Application Tab Create Field View of the table in ACT Home gt About the report designer gt Report Wizard Report Wizard Standard Report With Report Wizard you can create a report template please click 1 button to open your report wizard This wizard will help you to select the information you would like to display in your report and set needed layout Select whethe
80. to provide your license information and proceed by clicking Next Table_IT_US 18 License Wizard De CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration Insert your license key here Insert your registered email here f WIAA Crmaddon corn gt 7 On this window you need to select connection options you have If you have direct connection to the Internet then select No proxy option Table _IT_US License Wizard 19 Proxy Settings Configuration of Proxysettings Scanservice IT NET Please choose your proxy settings Ce No Proxy C Use the local Internet Explorer Proxy Settings os Use your own proxy settings Server and Port is required Proxy Server Proxy Port WAAL crmaddon com gt g Jl Cancel On the next window please select an option you would like to proceed with whether you would like to deactivate a local computer or select another machine from the list Table_IT_US 20 License Wizard e CRMADDON Factory Wizard Reset registered record Options for Deactivation Computer ScanlT for CRM Please select if you wank to deactivate the local computer or another one 8 Local Computer C other computer select the next page From list wW Crmaddon corn Cee If you need to deactivate some other machine please sel
81. tory ScanlT for CRM Amount of licenses Request it will take some time Your Email For contact Insert your contact email les Analyse is running ik will take some time wW crmaddon corn a G Here you will need to specify the amount of licenses type your request and provide contact email where you would like our support team to send you a reply Then click Send request button to submit your request To exit the Wizard just click Finish button on the next window Order license Order an Update Send Reset Request Send Request Order an Update Select this option if you would like to purchase more licenses of the addon On the following window specify your licence key and registered in our system email Table _IT_US License Wizard 27 e CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration l Insert your license key here Add your email WIAA crmaddan com gt E Specify here the number of licenses you would like to upgrade to type your request and provide an email you would like to get a reply to Table_IT_US 28 License Wizard Se CRMADDON Factory Wizard Send a request to CHMADDON Factory Request ta CRMADDON Factory ScanIT for CRM Amount of licenses Request our Email For contact Add here your contact email
82. ument will be removed from your table but it still remains in the standard folder in ACT The document will be opened document will be The document will be opened Table_IT_US 54 Create a new Table Link table with groups Link table with contacts Link table with companies Link table with opportunities Home gt Create a new Table gt Tab Field Settings gt Link table with groups Link table with groups If you choose under the field settings Link table with Groups you can add one or more groups to this record of your ACT table Cars El Data E Export Print ta Grouping Sorting and Summar P Filtering View Best Sizes Erh Layout i Extras view Drag a column header here to group by that column ES Honda Find All Groups 14 group s 26 subgroup s Ss ACT Worldwide Links sens dct Ego lt J nO 42800 Best Lender Financing Chris H Database Users If you click on this symbol a window appears which shows all the existing group ACT You can add as many groups as you want they will be directly linked to s Select Group Company View Groups ag V Include subgroups c Database Users Contacts who are Users of th Australia Belgium Canada China France Germany Latin America New Zealand Singapore The Netherlands United Kingdom USA All linked groups will be shown as group list if you click on this symbol a Group List
83. ur sample we need Rich Text icon So we move it to the template with mouse and paste the text For the first sentence we will choose different text style Then we may move our text block to the right side of the template and download picture to the left side IMPORTANT To be sure that the images are visible on the customer s side please download all images to FTP server and use Image URL Links e g www addons for act de lmages boxes dialit png Usually you need to write the names of the pictures in small letters and without spaces Below the picture let s put URL link to Dial IT manual Table_IT_US About the report designer 73 Finally our report is ready See also Report Wizard Table_IT_US 74 Calculation Calculation You can open Calculation function from the too menu Tools Calculation A Tools a Extras Calculation Summary Up 63 Viewsettings Tablerelations Define a custom table with fields for the required information see screenshot Table New Table Calculation Duration Hew l Delete Sawe Function Duration Result Field Duration e Duration Duration Description rote e here a table which you would like to create calculation for Select here available calculation for editing from the drop down list i E Calculation Discount calculation Calculation Select here a function type for your calculation Function se Diff
84. ustom table If you check Automatic Numberin option then all your new records wi numbered automatically On this tak can set suffix prefix and start numk for your new records E g You can s Prefix as View Start Number as 1 Suffix as Product and will get ViewlProduct next record will be View2Product etc View 1 Product Automatic Numbering _ Use automatic numbering only for new records Tab Create Field Tab Field Trigger Function of the Footer Table_IT_US Create a new Table 53 T Home gt Create a new Table gt Tab Field Settings gt Link table with document Link table with document If you select Document under link field settings you will be able to attach a document to this column in your table If you attach a document to your table this document will also be saved stored in the standard folder in ACT Cars i Extras View fal Data E Export Print i Grouping Sorting and Summary P Filtering WIE Ha Best Sizes Eth Layout Drag a column header here to group by that column Best Lender ACT11Demo 2 databas Chris Huf A window appears where you can choose a document from your computer Look in 6 Databases e i gt fi fe CRMADDON TableManager4T11Demo y CRMADDON TableManager4cCT11DemoCRMADDON TablemManager My Recent ACT11Demo PAD Documents Desktop Open My Documents PE z Computer File name Files of type e An attached doc
85. utton If you do not want to create another field click Close button Tab Create Field Tab Field Settings Function of the Footer Function of the Footer New Field J Edit Copy Delete f Security Function SS Description _ _ _ New Field Create a new field Edit already existing field Edit However field type cannot be changed if you use this option Copy already existing Table _IT_US Field Security Default permission is applied to all users Edit the user or team permission to overwrite the default Default access For all users Model Full Access Po Access User Access Based on Full Access Default Permission Save Exit Tab Create Field Tab Field Settings Tab Field Trigger Cancel Create a new Table 59 Save the field and the table All existing fields will be deleted Define the rights of the users teams and overwrite the standard rights You can also define whether the table shall be read only or no access will be granted Close the program after adding all needed fields our table will now show up in your ACT database Table_IT_US 60 Create a table automatically How to create a table automatically If you have a source file in CSV format with fields for a table you would like to create in your ACT database with Table IT tool you can use Create Table Automatically feature Tab m P Tools a Create New Table
86. w calculations like Sum Average Max Min For all data types you can use First Last Record Select a table from the list The information from this table will be processed with Summary Up feature Select a field from the Contact View where the data should be displayed is available if the Custom Table is assigned to Contact Select a field from the Company View where the data should be displayed is available if the Custom Table is assigned to Companies Select a field from the Group View where the data should be displayed is available if the Custom Table is assigned to Groups Group Fields Select a function which should be applied to the table fields Table_IT_US Summary Up 79 Average First Record Function Last Record Maximum Minimum Sum D Click this button to add summary up functionality Remove selected summary up functionality from the list Save Summary up details Close Summary up window On the example screenshot the first record of the Custom Table Full Price should be added to the Contact View This will have the following look El Data Export Print ta Grouping Sorl Drag a column header here to group by that column 1 000 10 000 1 000 20 000 Full Price 10 000 On this example an average amount of the Full Price field is calculated 9 000 al Full Price 15 000 Welcome Installation License Wizard Start the Table IT Application Using Table IT with Remote Datab

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