With this singular focus we made it easier to access the upgrade page whilst briging new content to the experience.

Right click on the activity or activities and click Map It.

This will bring up the Map It window.

Displays tab indicators when… Key fields are blank or empty Dates are in the past or future If the contact has open opportunities or activities Conditional criteria using the ‘Advanced Query’ builder

Key Features… Supports all tabs in any layout Create shared or local preferences Supports custom tables created using Impact Six different indicator styles and count totals

Limited time introductory price of $29

Volume Discounts Available:
5-users $27.50  / 10-users $26.10  / 20-users $23.20  / 50-users $21.75

Tab Indicator for ACT! by Durkin Computing

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To download the trial of Tab Indicators for ACT! click here.

The Tab Indicator for ACT! adds a visual indicator on the contact details
tab pages when the specific tab has data or criteria condition has been matched.
Such as when the contact has multiple opportunities the tab will display a “Green”
indicator followed by the total opportunity count.

Tabs included are the opportunity, activity, history, notes, documents, associations,
secondary contacts and groups/companies. Users can select from six different indicator
icons such as; green, yellow or red circle, blue “x”, check box and plus sign styles.

Tab indicator options include six different indicator icons, display counts, criteria
matching using the ‘Advanced Contact Criteria” builder and counts by ‘Open
Opportunities’ or ‘Uncleared Activities”. Using the native ACT! Advanced
query build you can create conditions encompassing multiple fields of data.

We have updated our SDK for Microsoft Visual Studio project templates to support new feature in Impact Business Suite 2011. To download the project templates and SDK please go to this page: http://www.durkincomputing.com/ACT-addon-sdk.aspx 

What is an SDK?

The Software Developers Kit (SDK) is a bridge provided by Durkin Computing that  enables other software developers to integrate their custom code into the  ACT! and the Impact Business Suite.

What does the SDK provide?

Our SDK provides a set of developments tools allowing;  additional interface elements such as menu and buttons to be added directly into the ACT!/Toolkit interface providing an end-to-end solutions for your business needs.
 

What does the SDK do for me or my developer?

• Provides a simple integration to utilize our powerful custom tables and data-entry forms classes.
• Build on C# and VB.net from Microsoft and used by ACT!. Requires ACT 10.2 or better.
• Robust plug-in system based on ACT! plugin model.
• Provides cost effective solutions not available with the Durkin Toolkit alone.
• Save years of development time.

You would then hook the dropdown to the tab control and only display the selected page on the tab. This way when the users selects different values from the dropdown they will see different fields. The other fields will be ‘hidden’ under the non-visible tab pages.

Here are the steps to do this in Impact Business Suite 2011:

1)    Create a dropdown list called “Mortgage Type” and add Mortgage, Refinance and Construction to the list.

2)    Create a custom character field such as “Mortgage Type” and attach it to a drop down list named “Mortgage Type”

3)    Open the layout designer and add the  “Mortgage Type” field to the layout.

In the layout designer:

Follow these steps to add the “Tab Control”

1)    Using the Toolbox dropdown in the upper left corner select “Controls – Containers”

2)    Drag the “Tab Control” item from the list onto the surface

3)    Click in the  “TabPagesDurkin” (Collection) row in the Custom Properties section then click the  “[…]” ellipse button.

You can click on the A/Z icon to set the order of these rows alphabetically. It may be easier to find the rows.

4)    Click on the [ADD] button and set the “(Name0” row value to “Mortgage”. Hint – It’s usually at the top of the list.
Also set the “Text” value to “Mortgage”. Hint – very helpful when adding fields to each tab page.

5)    Repeat step 5 and 6 for each item in the dropdown such as “Refinance” and “Construction”

6)    Click OK when finished

You can now add the fields to each tab page. To change to a different tab page in the designer click on each tab page header such as “Mortgage” at the top of the control. Once you select the tab page simple drag the controls onto each page.

Follow these steps to add the “DropDown” field control:

1)    Using the Toolbox dropdown in the upper left corner select “Field – Existing”

2)    Drag the “Mortgage Type” field from the list onto the surface.
It will create a label and the dropdown control. Both label and dropdown will be selected. You want to unselect by clicking anywhere off the controls then reselect just the “Mortgage Type” dropdown control.

3)    Locate the “TabControlName” row in the list below and click on “(none)” You will then be able to use the down arrow to select the tab control. By default it would have been named “TabControlDurkin1”

4)    Locate the “TabControlshowTabs” row and set it to False. This will hide the tab pages at the top of the tab control at runtime.

Now you can [SAVE] the changes to the layout and close the designer.

When you change the value of the dropdown you should only see the fields on each tab page and not the tab page headers.

Please make sure you have Impact Build 4.0.0.30 with Hot Patch 40031 installed.

Impact: http://www.durkincomputing.com/ACTAddonsDownloads/ImpactV4_Setup.exe

Hot patch: http://www.durkincomputing.com/ACTAddonsDownloads/ImpactV4_Hotpatch_40031.exe

1. durkin.common.classes.logerror.write is now durkin.common.utitiles.logerror.write

2. The parameters for durkin.common.classes customsubentity.subentityitemduplicate() have changed host app, host framework and preferences were added

3. Durkin.Common.Classes.CustomSubEntity.GetFieldDescriptorByANY is now Durkin.Common.Classes.CustomSubEntity.GetFieldDescriptorByANYString

4. Durkin.Common.Classes.Contacts.GetContactFieldDescriptorByAny(HostFramework, “Fieldname”) is now Durkin.Common.Classes.Contacts.GetContactFieldDescriptorByAny(“Fieldname”, HostFramework)

5. Durkin.Common.Classes.Companies.GetCompanyFieldDescriptorByAny(HostFramework, “Fieldname”) is now Durkin.Common.Classes.Companies.GetCompanyFieldDescriptorByAny(“Fieldname”, HostFramework)

6. Durkin.Common.Classes.Groups.GetGroupFieldDescriptorByAny(HostFramework, “Fieldname”) is now Durkin.Common.Classes.Groups.GetGroupFieldDescriptorByAny(“Fieldname”, HostFramework)

7. Durkin.Common.Classes.Opportunites.GetOpportunityFieldDescriptorByAny(HostFramework, “Fieldname”) is now Durkin.Common.Classes.Opportunites.GetOpportunityFieldDescriptorByAny(“Fieldname”, HostFramework)

Please click on the [Webinar] icon at the top of our home page www.DurkinComputing.com

Go to the service calls list view and click on documents, create a new document or edit an existing one, add the service ticket fields to the document.

Change the table drop down to the parent table (Custom-ServiceTickets) and add the parent fields to the document.

This is helpfull when you need a few fields from a parent field to display.