09-08-2009 01:04 PM
We have ACT premium 2008 set up with Internet sync. We have the master DB sitting on a remote server and all users, including the internal administrators and managers, use remote databases to work on each day. The synce sets were configured to give the managers all their salespeoples records and each rep sees only their own territory. The sales managers and administrators want to be able to see their salespeople's activities using the reports and dashboard features built into Act on their own copies of the remote DB. The problem is that, since all of these managers are using remote DBs, they are only able to view their own personal activities and history in the dashboard. When we log onto the server master DB, via remote desktop, we are able to see everyone's status the way we expect, but that's not practical for everyday operations. Is there any way to allow remote users to view other user's data in the reports and dashboard? Is this possible in remote databases or is it only possible in the Master Database?
09-09-2009 08:12 AM
09-09-2009 08:21 AM
Thanks for you reply but that's not what we're looking for. Specifically, I need to know whether or not all users' activity can be viewed in remote databases. We are able to see that activity in reports and on the dashboard on the master DB which resides on a the server. But we need to be able to see that same user activity data in reports and dashboards in the managers REMOTE databases as well. Right now, only the remote DB's owner activity can be viewed via reports and dashboard. He needs to see his entire team's activity.
09-10-2009 04:20 PM
See item 9 in this ACT! Knowledge Base article -
09-10-2009 09:13 PM
In the "Entity" and Sync Subscription model, Activities follow the Contact(s), not necessarily the User. Similar to Notes and Histories, for example. Because all User Contact records (the "My Records") are Public and always sync, that facilitates things like Scheduling.
Bottom line, only those Activities scheduled with one or more Subscribed Contact(s) will sync. Activities follow Contacts, not Users. Here are a couple of examples:
Again, the current Sync model is one of Contact centricity - Contacts pull their associated data, the associated data does not pull any Contacts associated to it.
This does, unfortunately, leave a potentially incomplete User Calendar on Remote databases.
Hope this helps understand the feature and how to possibly configure.
ACT! Development Team