
Here is our issue
We have several remote saleman. We have set up the sync set to only display their specific customers which works fine. However, the entire database of companies and opportunities shows up on every salesmans laptop. We would only like each salesman to see their accounts. I have been told to update the limited access for each company, we have 13,000 companies which would be a huge undertaking. Then what happens when we add a salesperson, do we need to update again? I would think that in the sync set window we would have an option to develop a sync set for contact, companies, and opportunities. Currently only contacts are listed.
Does anyone have a work around for this? Is there a way to update limited access via mass?
Thanks
Hi Icon, I agree completely. Please see the posting by Trever Lever on this topic and give him a Kudos (you can search for 'sync company' under new ideas to find the post). We need to get this issue as much visibility as possible. it seems like it could be an easy fix in ACT 2011 if they see how important this is to users.
Thanks,
Brian
You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.
We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!
I have an idea! How do I get started?
One