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.

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.

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.

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
Advanced Internet Services allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
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
Advanced Sales Lookup, Export and Reports Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
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
Custom Fill Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT! Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT! An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
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
LookUp Store Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Technical Support Information
exponenciel

TOP

CONTACT US  1-800-806-5281
Other AddOn Stores / GoldMine / Outlook
Copyright © 2013 SJR Productions, Inc.
All brands and product names - n1 casino are trademarks or registered on mostbet trademarks of their respective companies.