10-26-2015 08:53 PM
I run a single station with Act Pro V17.2
My goal is to add another user that would access the database from a remote location. I see that ACT only seems to offer the Premium version now.
I suppose the cloud version would be the way to go as I really do not have the time to deal with any technical issues. I downloaded the trial and even had my database uploaded.
Some issues I noticed:
My biggest goal is to be able to assign a new user and assign them a couple hundred records with a couple clicks. If that user does not work out, then I need to be able to reassign them to a new user quickly. Obviously I want to be able to view their activity as well.
I assume I make them record manager? On my desktop I can select multiple contacts from list and go to contact>edit contact access But I do not see this feature on the cloud based feature. How do I make that happen quickly? I also want users to only see their records. Does that mean I have to change the status of every record. I have around 2500
Whats the best way to follow up on a reps work? History and filter by user? In the web version I cant seem to double click on the account, just open the edit menu.
Last but not least, I have two databases. One for prospects and one for vendors. Does the premium cloud version only allow you to use one database?
10-27-2015 10:12 AM
Welcome to the Act! community!
You've brought up a few concerns here, so I'd like to answer each one individually.
For more information on hosting multiple databases in Act! Premium Cloud I recommend having a chat with your account manager. Let us know if you need their contact details.
Thanks again for your time and I hope this helps!