The Durkin Toolkit for ACT! is a custom table and custom view designer for ACT! 2008 or better.  It allows the end user to add table and fields directly into the ACT! database.  New custom tables are under the direct care of the ACT! SQL database engine. They will be backed up, reindexed and synched with all remote databases.

To learn what a custom table and/or custom view does for you please read:

What is a Custom Table?

What is a Custom View?

Your First Custom Table

Your First Custom View

The best place to start learning The Durkin Toolkit for ACT! is by reading the Automobile Demo Table tutorial. This section will show you how to create a custom table with demo data and layouts. This custom table holds data on three classic automobiles and will give you a sense of some of the the power under-the-hood.

Once you have a table installed, you can access all the features, options and settings from under the TOOLS menu in ACT!
 


Select DURKIN TOOLKIT. After you click on the menu this window will appear:



This window displays 6 seperate tabs for various toolkit functions:

1)  About - This tab holds basic information such as: serial number, visual style and your current preference folder location.

2) ACT! Views - This tab allows you to change the name of the top level views in ACT! such as Contacts, Companies, Groups, Opportunities and/or Tasks.

3) Toolkit Views - These are the custom tables / custom views added to the current database. See Custom Tables for additional infromation.

4) Toolkit Layouts - This tab holds a list of all customized forms designed with Designer Surface tool. This tab also allows you to set which users have permission to edit and/or consume each customized form.

5) Toolbar - This tab gives you access to the navigation toolbar setting such as; docked location, and icon size.

6) Math Functions - This tab gives you access to create, modify or delete math functions. These math functions only work on the top level ACT! fields in the Contact View. To access math functions for your custom tables please refer to: Math Functions


If one or more of the tabs are greyed out / disabled then you are not logged on as administrator. To access these tabs please log into the database as an administrator.

If you see this window but you ONLY see the ABOUT tab then you are running the "Runtime Version." Please contact your administrator to make changes.

If you do not see the menu DURKIN TOOLKIT please check if the product is installed correctly: Durkin Toolkit Not Installed
 

See also