Act! lexicon

The Act! lexicon is a terminology reference for common Act! procedures that are possible through the SDK. The assembly and class used for each procedure is listed. You can also look up any of these terms in the index to see its corresponding assembly and class. See the assembly and class in the Reference section for more information on using it.

For example, you want to know how to use the SDK to add an item to a menu. Using the lexicon, you can find out that Act! uses the terminology, "menus, adding commands to" and that adding commands to menus is accomplished through Act.UI.Core.Explorer.  You can see the Explorer class in the Act.UI.Core section of the Reference for more information.

 

Procedure name

Assembly and Class

activities, clearing

Act.Framework.Activities.ActivityManager

activities, deleting

Act.Framework.Activities.ActivityManager

activities, editing

Act.Framework.Activities.Activity

activities, rescheduling

Act.Framework.Activities.Activity

activities, rolling over

Act.Framework.Activities.ActivityManager

activities, scheduling

Act.Framework.Activities.ActivitityTemplate

activity series, deleting an activity in

Act.Framework.Activities.ActivityManager

activity series, editing

Act.Framework.Activities.ActivityManager

activity series, scheduling

Act.Framework.Activities.ActivityManager

activity series, selecting a trigger date

Act.Framework.Activities.ActivityManager

associations, creating

Act.Framework.Associations

associations, deleting

Act.Framework.Associations

associations, editing

Act.Framework.Associations

advanced query, creating

Act.Framework.Lookups.LookupManager

annual events, creating

Act.Framework.Activities.ActivityManager

annual events, deleting

Act.Framework.Activities.ActivityManager

annual events, editing

Act.Framework.Activities.ActivityManager

attachments, adding to records

Act.Framework.SupplementFiles.SupplementalFileManager

attachments, removing from records

Act.Framework.SupplementFiles.SupplementalFileManager

calendars, granting access to other users

Act.Framework.CalendarDelegates.CalendarDelegatesManager

columns, adding

Act.Framework.Database.DatabaseManager

columns, changing

Act.Framework.Database.DatabaseManager

columns, deleting

Act.Framework.Database.DatabaseManager

columns, sorting

Act.Framework.Database.DatabaseManager

commands, creating custom

Act.UI.Core.Explorer

commands, deleting

Act.UI.Core.Explorer

commands, deleting custom

Act.UI.Core.Explorer

commands, modifying custom

Act.UI.Core.Explorer

commands, renaming

Act.UI.Core.Explorer

companies, adding contacts to

Act.Framework.Companies.CompanyManager

companies, creating

Act.Framework.Companies.CompanyManager

companies, deleting

Act.Framework.Companies.CompanyManager

companies, duplicating

Act.Framework.Companies.CompanyManager

companies, linking contacts to

Act.Framework.Companies.CompanyManager

companies, removing contacts from

Act.Framework.Companies.CompanyManager

contacts, adding

Act.Framework.Contacts.ContactManager

contacts, adding secondary

Act.Framework.Contacts.ContactManager

contacts, adding to companies

Act.Framework.Companies.CompanyManager

contacts, adding to groups

Act.Framework.Groups.GroupManager

contacts, adding users/teams to the access list

Act.Framework.Contacts.ContactManager

contacts, creating a company from

Act.Framework.Companies.CompanyManager

contacts, deleting

Act.Framework.Contacts.ContactManager

contacts, editing

Act.Framework.Contacts.Contact

contacts, editing the access list for

Act.Framework.Contacts.ContactManager

contacts, making private

Act.Framework.Contacts.ContactManager

contacts, making public

Act.Framework.Contacts.ContactManager

contacts, removing from companies

Act.Framework.CompanyManager

contacts, removing from groups

Act.Framework.Groups.GroupManager

contacts, removing users/teams from the access list

Act.Framework.Contacts.ContactManager

custom tables, working with

Act.Framework.CustomEntities

dashboards, working with

Act.Framework.ComponentModel.Core.Dashboard

databases, backing up

Act.Framework.ActFramework

databases, converting

Act.Framework.ActFramework

databases, creating

Act.Framework.ActFramework

databases, deleting

Act.Framework.ActFramework

databases, locking

Act.Framework.Database.DatabaseManager

databases, repairing

Act.Framework.Act.Database.ActDatabaseManager

databases, restoring

Act.Framework.Act.Database.ActDatabaseManager

databases, sharing

Act.Framework.Act.Database.ActDatabaseManager

databases, unlocking

Act.Framework.Database.DatabaseManager

databases, updating

Act.Framework.ActFramework

divisions, creating

Act.Framework.Companies.CompanyManager

drop-down list, adding

Act.Framework.Picklists.PicklistManager

drop-down list, adding to a field

Act.Framework.Picklists.PicklistManager

drop-down list, creating

Act.Framework.Picklists.PicklistManager

drop-down list, deleting

Act.Framework.Picklists.PicklistManager

drop-down list, editing

Act.Framework.Picklists.Picklist

e-mail, sending

Act.UI.Email.UIEmailManager

e-mail, writing

Act.UI.Email.UIEmailManager

events, adding

Act.Framework.Activities.ActivityManager

events, deleting

Act.Framework.Activities.ActivityManager

events, editing

Act.Framework.Activities.ActivityManager

events, setting as recurring

Act.Framework.Activities.ActivityManager

exporting Act! data

Act.Framework.DataExchange.Data.ExchangeManager

fields, creating

Act.Framework.Database.FieldDescriptor

fields, deleting

Act.Framework.Database.FieldDescriptorManager

fields, editing

Act.Framework.Database.FieldDescriptorManager

groups, adding contacts to

Act.Framework.Groups.GroupManager

groups, converting to a company

Act.Framework.Groups.GroupManager

groups, creating

Act.Framework.Groups.GroupManager

groups, deleting

Act.Framework.Groups.GroupManager

groups, duplicating

Act.Framework.Groups.GroupManager

groups, removing contacts from

Act.Framework.Groups.GroupManager

histories, recording for activities

Act.Framework.Histories.HistoryManager

histories, recording for calls

Act.Framework.Histories.HistoryManager

histories, removing old data

Act.Framework.Histories.HistoryManager

histories, viewing for opportunities

Act.Framework.Histories.HistoryManager

importing Act! data

Act.Framework.DataExchange.Data.ExchangeManager

importing data from other programs

Act.Framework.DataExchange.Data.ExchangeManager

lookups, adding

Act.UI.ActApplicationState

lookups, replacing

Act.UI.ActApplicationState

menus, adding

Act.UI.Core.Explorer

menus, adding commands to

Act.UI.Core.Explorer

menus, deleting

Act.UI.Core.Explorer

notes, associating with groups or companies

Act.Framework.Notes.NoteManager

notes, deleting

Act.Framework.Notes.NoteManager

notes, editing

Act.Framework.Notes.Note

notes, inserting

Act.Framework.Notes.NoteManager

opportunities, closing

Act.Framework.Opportunities.Opportunity

opportunities, creating quotes

Act.UI.Corespondence.UICorrespondenceManager

opportunities, editing

Act.Framework.Opportunities.Opportunity

opportunities, opening

Act.Framework.Opportunities.Opportunity

opportunities, reopening

Act.Framework.Opportunities.Opportunity

opportunity graph, creating

Act.UI.UIOpportunityManager

product list, adding an item

Act.Framework.Opportunities.ProductManager

product list, deleting an item

Act.Framework.Opportunities.ProductManager

product list, editing an item

Act.Framework.Opportunities.Product

queries, creating advanced

Act.Framework.Lookups.LookupManager

queries, saving

Act.Framework.Lookups.LookupManager

remote databases, creating

Act.Framework.Synchronization.SynchronizationManager

remote databases, synchronizing

Act.Framework.Synchronization.SynchronizationManager

resources, adding as locations

Act.Framework.ActivityResources.ActivityResourceManager

resources, creating

Act.Framework.ActivityResources.ActivityResourceManager

resources, deleting

Act.Framework.ActivityResources.ActivityResourceManager

resources, editing

Act.Framework.ActivityResources.ActivityResourceManager

secondary contacts, adding

Act.Framework.Contacts.ContactManager

secondary contacts, deleting

Act.Framework.Contacts.ContactManager

secondary contacts, promoting

Act.Framework.Contacts.ContactManager

shortcut keys, adding

Act.UI.Core.Explorer

shortcut keys, deleting

Act.UI.Core.Explorer

smart tasks, create

Act.Framework.Workflow

smart tasks, edit

Act.Framework.Workflow

smart tasks, delete

Act.Framework.Workflow

smart tasks, get list

Act.Framework.Workflow

smart tasks, run

Act.Framework.Workflow

smart tasks, service add

Act.Framework.Workflow

subgroups, creating

Act.Framework.Groups.GroupManager

subgroups, deleting

Act.Framework.Groups.GroupManager

Sync Sets, creating

Act.Framework.Synchronization.SynchronizationManager

Sync Sets, deleting

Act.Framework.Synchronization.SynchronizationManager

Sync Sets, editing

Act.Framework.Synchronization.SynchronizationManager

tabs, adding to layouts

Act.UI.Designer.Layout.UILayoutDesignerManager

teams, creating

Act.Framework.Teams.TeamManager

teams, deleting

Act.Framework.Teams.TeamManager

teams, editing

Act.Framework.Team

toolbars, adding tools

Act.UI.Core.Explorer

toolbars, creating

Act.UI.Core.Explorer

toolbars, resetting

Act.UI.Core.Explorer

users, adding permissions

Act.Framework.Users.User

users, adding to the access for contacts

Act.Framework.Contacts.ContactManager

users, creating

Act.Framework.Users.UseManager

users, editing

Act.Framework.Users.UseManager

users, deleting

Act.Framework.Users.User

users, editing access list

Act.Framework.Contacts.ContactManager

workflows (see smart tasks)