02-03-2010 12:38 AM - edited 02-03-2010 06:48 AM
So basically we have a main office which has an ACT 2010 Premium for Web database, then we have another office on the other side of the world.
I have been playing around with the sync options in ACT and have successfully got it to sync to a secondary database. Now the tricky part is we only want to sync contact info for contacts and companies relating to that office. So setting it up to sync the correct contacts was easy. But for the life of me I can not find a way to select what companies are sync'd (we do not want to sync them all).
Is it possible to do this or can anyone suggest a work around?
02-03-2010 12:08 PM
02-04-2010 11:44 PM
It's my understanding that the *listing* (i.e. the "tree" view) of both Group, and Companies will get sync'd no matter what. So, a remote user will always see the full listing of Groups, and the full listing of Companies.
However, you can prevent them from viewing the associated data in that Group or Company via Limited Access. If you limit a Group/Company, the name will be greyed out - they can see it, but not click on it.
Hope this helps...