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LayoutSwitch -- for ACT! versions 5 and 6

LAYOUTSWITCH allows you to associate a layout with a type of contact or group, so that this layout is automatically selected when the contact is displayed. With LayoutSwitch there is no need to create separate databases for separate types of contacts. You can keep all of your contacts in one database and use different layouts for different types of contacts.

With LAYOUTSWITCH you can:

  • associate different layouts with different types of contacts
  • associate different layouts with different types of groups
  • have the layouts updated automatically depending on the type of contact or group displayed.

New in v.1.1:
Start LayoutSwitch automatically
when ACT! starts!


Why would you want a different layout for a different type of contact?

For instance, instead of creating 2 databases, one for your customers and one for your suppliers, which would both have very specific fields, you could create one database and create a customer layout and a supplier layout. Each layout could display the same fields with different labels or different fields. With LayoutSwitch, you would automatically see your customers with the Customer layout and your Suppliers with your Supplier layout.

Another example would be that you have different types of customers each requiring different sets of fields to describe. You may organize them under different tabs but only a limited number of tabs can be displayed on the screen. With LayoutSwitch you would not have to scroll to the correct tab. Each type of customers could have its own layout in which only the proper tabs would be displayed.

So easy to use

The setup is simple. You need to choose which field will serve as a reference. Usually it will be the ID/Status field but any field with a dropdown list could be used. You pick this field in the dropdown list of field available.

LayoutSwitch screen

Automatically LayoutSwitch will display the possible values for this field (ie. the dropdown list items). All you have to do is click in the right column to display a dropdown with the layouts installed on your computer. Simply pick the layout you want associated with this type of contact. Typically you would have a layout named "Customer" for your customers, a layout named "Vendor" for your vendors. Repeat with all values of your dropdown list.

LayoutSwitch screen

What is this "If no layout assigned" value on top of the list?

It is a catch-all for when no layout is associated to a field value. You may choose to not associate a value with a layout but then it is recommended to associate a layout with this "If no layout assigned" value. If no layout is associated with the value "Investor" for instance and the current contact is an investor, LayoutSwitch will use the layout associated with "If no layout assigned". If none is associated with "If no layout assigned", LayoutSwitch will keep the current layout which can be anything depending on the previous contact displayed! That's why it is recommended although not mandatory to either associate a layout with each value and/or associate a layout with this catch-all value.

Does LayoutSwitch work with both the Contact and Group layouts?

Yes. To set up LayoutSwitch for both screens, start LayoutSwitch in both windows. If LayoutSwitch is started from the Contact window, it will display the Contact fields and layouts. If started from the Group window, it will display the group fields and layouts.

Can I use LayoutSwitch will multiple databases?

Absolutely. Each database may have its own settings.

Can I add an icon to my toolbars?

Sure. Simply go to the Options | Integrate with ACT! screen and follow the instructions.

What is the difference between DBSwitch and LayoutSwitch?

DBSwitch allows to associate one layout with one database so that the proper layout is used every time you open a new database with DBSwitch. LayoutSwitch associates layouts to different contact or group types. DBSwitch is solely for multi-database users. LayoutSwitch is for both simple database users and multi-database users.

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Other Products by Exponenciel

1-to-1 Contact Link Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
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Advanced Sales Lookup Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
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Advanced Scheduling System Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
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LayoutSwitch Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
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Technical Support Information
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$59.95

1 user

REGARDING ACT! 2005/2006

 

LayoutSwitch has two versions, this one for ACT! versions 5 & 6, and one compatible with ACT! 2005 and newer.

  • Click here to see the ACT! 2005 and newer version

 

FREE Downloads

 

  • Free TRIAL
    LayoutSwitch
    for versions 5 & 6
    21 day trial
  • Users Manual
 

ACT! Compatibility

 

Ver. 5/2000

YES

Ver. 6

YES

Ver. 7/2005*

YES

Ver. 8/2006*

YES

Ver. 9/2007*

YES

Ver. 10/2008*

YES

Ver. 11/2009*

YES

*LayoutSwitch has two versions, one compatible with the 2005 and newer, and one that is compatible with ACT! versions 5 and 6. Click here to see the ACT! 2005 and newer version.

 

upgrade policy

 


If you bought LayoutSwitch on or after July 1, 2004, the upgrade is free.

If you bought LayoutSwitch between Feb 1, 2003 and July 1, 2004, you can purchase the upgrade for only $24.95.

If you bought LayoutSwitch before Feb 1, 2003, there is no upgrade pricing available.

To see if you qualify for an upgrade please call toll free:
1-800-806-5281

 

 

 


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LayoutSwitch for ACT! 5 & 6

   

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*PRODUCT KEY ONLY -- If you already downloaded a TRIAL Version, you can avoid re-downloading by purchasing a Product Key Only which will 'unlock' the TRIAL Version.

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