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TopLine Dash & DesignerTechnical & Sales FAQs
Presented By:Kyle O’Donnell, Act! & TopLine Add Ons Support Engineer
Jackie Brajner, Sales & Marketing Coordinator
Agenda• TopLine Technical FAQs
– Dash– Designer – Alerts
• Sales & Licensing FAQs– Pricing– Upgrade procedures
• Questions
TopLine Technical FAQs
TopLine Dash FAQsHow do I get TopLine Dash to show in the Act!
navigation bar?
Do dashboards need to be recreated for Act! v16?
How do I query TopLine dashboards?
What is the difference between a simple and complex KPI?
TopLine Designer FAQsDo Designer tables need to be recreated for
Act! v16?
Can I show custom tables at the Contact, Company or Opportunity level?
How do I import data into Designer tables?
Can I do calculations?
Can I merge to Word from TopLine Designer?
TopLine Alerts FAQsWhy is Alerts sending through blank
spreadsheets?
How do I set-up TopLine Alerts?
TopLine Add On PricingProduct Price Upgrade PriceDash Personal $79 $39.50Dash Manager $149 $74.50Alerts Professional $149 $74.50Dash Alerts $279 $139.50Alerts Back‐up $49 $24.50Designer $99 $49.50Designer Plus $199 $99.50Server Suite $299 $149.50
Bundles
• TopLine DashAlerts
• TopLine Designer Plus
• TopLine Server Suite• Manual Upgrade required
Purchases• eStore
• New licenses
• Upgrade portal• Upgrade existing licenses
• ACC Coupon Code works on both• x526458
TopLine Upgrade Pricing
• Upgrade cost is 50% of the single license
MSRP Price
• Quantity discounts do not apply
• Commissions: 30%
– ACC Coupon Code: x526458
• Email [email protected]
Upgrade Procedures
• Looking up serial numbers from within Designer, Dash and Alerts
• Go to https://licenseportal.toplineresults.com/• Enter the serial number in the white box and click the Search
button.
Upgrade Procedures• Click on the Upgrade License button in the center Actions
section. If you do not see the Upgrade License button then your client’s serial number is already compatible with the latest version of Act!.
Upgrade Procedures• To receive your ACC discount enter your ACC coupon code, x526458, and click apply.
• Click Upgrade Now to proceed to the payment page.
Upgrade Procedures• Enter your full billing information into the Payment Information section. Pay special attention to the total upgrade cost before clicking on the Submit Payment button.
• Your serial number is now compatible with the latest version of Act!
NFRS• All NFRs have been updated in our database to be compatible with Act! v16.
• Depending on when your NFR was released it may need to be manually upgraded
• If you have issues with your NFR or need new NFRs email [email protected].
Helpful Links• Complete Upgrade Procedures:
http://www.toplineresults.com/media/53313/upgrade%20purchasing%20procedures.pdf
• ACC Webpage: http://www.toplineresults.com/acc• TopLine Designer Webpage: http://www.toplineresults.com/addons/topline‐
designer.aspx• TopLine Dash Webpage: http://www.toplineresults.com/addons/topline‐dash.aspx• TopLine Alerts Webpage: http://www.toplineresults.com/addons/topline‐alerts.aspx
New!Updated datasheets and help files. Now available on the product webpages.
Any questions email [email protected].