12-30-2010 05:21 PM
I am a new user to ACT, and I am assisting with the set up of the program to meet the specific needs of our company, a small community bank. I am writing to inquire if there are other bank users in the community. I would specifically appreciate some help in setting up our products in the opportunities window to correspond with banking products, such as loan opportunities, deposit opportunities, wealth management, etc.
01-02-2011 05:21 PM
While you *might* be able to configure Opportunities to do this, chances are that solutions won't grow to/with your needs. A more proper solution would be an addon called TopLine Designer @ http://bit.ly/folbvX
This is a "table" addon that allows you to use ACT! records as the base building block and then add tables/views/forms to handle all your specific needs. I use this, and have implemented it for a few clients - it's a fantastic tool to make ACT! work *for* your business.
Hope this helps...
01-12-2011 07:17 AM
I have assisted with a number of bank projects over the years and Richard is correct below with the suggestion of a custom table as thi sprovides a number of flexible options especially when it comes to multiple product types and the ability to do direct calculations on a number of specific fields whihc is not available in the opportunities area.
let me know if you require further detail or even go and test Richards tool on a test database first.