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Controlling who can see the dashboards in ACT2009

New Member
Posts: 3
Country: United Kingdom

Controlling who can see the dashboards in ACT2009

I have created a new dashboard showing the top opportunities for each of our sales managers. However, I don't want the sales managers to be able to see each others opportunities on this dasboard. Is there any way that a particular dashboard view can be blocked from certain users?

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Controlling who can see the dashboards in ACT2009

In ACT! 2009 and prior, the Opportunities would need to be made Private by checking the "Private" box in the Opportunity itself. This would mean that only the Record Manager of the Opportunity would be able to see it.

 

In ACT! 2010, with the new Opportunity structure, the Opportunities can be set to Limited Access, which specifically defines who can view the Opportunity.

 

If you like, you can take a Test Drive of ACT! 2010 and check out this feature.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.