Contents
 Welcome
    Features
    ACT! Dashboard
 Installation
    System Requirements
    Obtaining Installation Program
    Running Installation
    Activation
    Obtaining Updates
    Launching TopLine Dash
 Dashboard Elements
    Dashboard Tabs
    Dashboard Toolbar
       New
       New *Wizard*
       Open
       Save
       Print
       Preferences
       Refresh
       Help
       About
    Panel Toolbar
       Panel Title
       Filter Icon
       Display Type Icon
          List View
          KPI View
          Graph View
       User Icon *Legacy ONLY*
       Contact Group Icon *Legacy ONLY*
       Export to Excel Icon
       Grouping Icon
       List Sorting
       List Filtering
       List Summaries
       Date Range and Record Count *Legacy ONLY*
       Change Dashboard Title
    Rows and Columns
    Deleting Panels
 Dashboard Panels
    Companies
    Company Query
    Contact Query
    Group Query
    History Query
    Manual SQL Query
    Note Query
    Opportunity Query
    Product Query
    Solution Query 
    Synchronization
    Users
    Other - Contact Details
    Other - Database Update
    Legacy Dashboards
       Activities
       Contacts by Group
       Histories
       Notes
       Opportunities
       Products
 Advanced Functions
    Dash Advanced Query Designer
       Previewing Queries
       Saving Queries
       Opening Saved Queries
       Advanced Query Info
       Adding Criteria
       Deleting Criteria
       Moving Criteria
       Grouping Criteria
    Renaming Dashboards
    Protecting Dashboards
    Deleting Dasboards
    Organizing Dashboard Folders
    Title Bar Colors
    Custom Relative Dates
    Copying Panels
    Moving Panels
    Printing to Excel
    Printing to PDF
    Adding Logos to Output
    Rescheduling Activities
    Update Fields
 Tutorials
    Simple Dashboard
    Creating a Graph
    Creating A KPI
    Advanced Query (Only Wizard)
 Relationship Reports
 Dashboard Editions
 Dashboard Version Compatibility
 Configuring TopLine Alerts with Dashboard
 FAQ
    General FAQ


  
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TopLine Dash
Online Help
 

Powerful and highly flexible, TopLine Dash is the easy-to-use real-time reporting tool for ACT!. TopLine Dash is available in two versions, Manager and Personal.  With TopLine Dash Manager, view combined data for all of your ACT! users on one screen within the ACT! application.  In TopLine Dash Personal, view data for a single user.

 

Work effectively.  Analyze interactively.  Report instantly.

Click here to download Help Manual PDF




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