Introduction
Welcome to the Act! SDK Feature Reference. This document details some Act! features from a technical standpoint that explains data behavior and relationships with other entities. Understanding features from this perspective lets you write more effective and innovative add-ons.
Each section of the Feature Reference examines a different feature, and includes the following:
- A high-level description of the feature.
- A description of how the feature affects other features.
- A description of how the feature affects Act! data.
- A description of business rules for the feature, including security considerations.
- An overview of relevant methods in the Act! code base that handle the feature.
List of features covered in this document
Custom tables
Dashboard
Groups and Companies
Opportunities
Smart Tasks (Workflows)
Synchronization