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TABLE|IT Manual

 

Open the CRMADDON Factrory GmbH Custom Table Manager for Act! (in the following it is only called Table Manager)):

 

Tools > CRMADDON Factory Addons > TABLE|IT > TABLE|IT - Management

 

opening tableit manager

 

Create a new field for your table or go to the field of a table you want to create a link for with Edit.

 

create and configure fields 6

 

Now please open the tab Field settings.

 

create and configure fields 7

 

Links to the table:

Please open the particular sub menu in this manual to receive more information about the individual linking types.

 

Link fields with companies

Link fields with opportunities

Link fields with contacts

Link fields with groups

Link fields with documents

Link fields with field content from other TABLE|IT tables

Link fields with contact fields

Link fields with dependent values

Link fields with group items