Community
Showing results for 
Search instead for 
Do you mean 
Reply

Default Group/Lookup based on user

New Member
Posts: 7
Country: United States

Default Group/Lookup based on user

Hello everyone. We're using Act! Premium 2009 (version 11), and I've looked through the messages to see if this has been addressed, and have not found a topic on it yet. I'm wondering if there is a way to have a default group or lookup be loaded, based on the user? So, John Smith loads Act, and his lookup is lookup_A, but Jane Smith loads Act, and her lookup is lookup_B.  Is there a way to do this?

 

Mick

Nickel Contributor m4y
Nickel Contributor
Posts: 515
Country: Belgium

Re: Default Group/Lookup based on user

You can easily create a dynamic group based on any contact field such as record manager, but it is not possible to start ACT on this group depending the login. Probably with an add-on...

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
New Member
Posts: 7
Country: United States

Re: Default Group/Lookup based on user

Thanks. I do have several dynamic groups created, and each user knows how to load that group manually. We're running several users over a T1 line, and when Act loads, it loads all 35,000 contacts, instead of the 500 to 1000 contacts that would be specific to each user's interest. It is kind of sluggish, until they load their group. Thanks.

 

Mick

Nickel Contributor m4y
Nickel Contributor
Posts: 515
Country: Belgium

Re: Default Group/Lookup based on user

You can also play with teams and limited access. But if you limit a user to 500 contacts, he won't be able to work with other contacts anymore....

Find more info about limited access in the KB: http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1522...


Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }