09-05-2012 12:54 AM
Is it possible within the contact page to create a drop-down field which in turn filters the number of contacts to view.
I tried yesterday to implement a way of altering results depending on which layout I am using. I am highly confused as to what to do and would love if possible to chat with someone or picks someones brain about the product and what I require from it as I am highly new to Act!
My predicament is I have 3 main users and not all of the users require to see eachothers users contacts that they enter or edit. I have explored the making each contact private to the user who enters it but this makes it private to the overall administrator. Can you have a database within a database?
Sorry, is anyone available to chat via skype or anything about my issues?
09-05-2012 07:29 AM
Since your post is in the Premium forum, take a look at creating Teams for your users. Once Teams are set up you can then set the contacts to Limited Access for the appropriate team. Then only users assigned to the particular Team can view that contact.
Articles with further information:
Createing and Using Teams - KB Article 15322
How to Set Contact Access Controls for Users - KB Article 15228
09-05-2012 08:02 AM
09-05-2012 08:17 AM
09-05-2012 09:12 AM
Actually there is a tricky way to do what you want thought it's not perfect. You could setup sync from the parent database on the server and have each user run a local copy of the database that was synced to the parent. Because they are running a local copy you could manually delete the unwanted layouts from their copies of the database.
09-06-2012 12:36 AM
The database will be held on an internal server, there will be users on the network around the building as well as a few out in the field. Is it difficult or could this cause any issues with the database if I was to have each person running a local copy of the database - would all functions still be available?
Can people still run the main copy from computers within the building or will all need to be copies if I go down this route?
Thanks for the help guys
09-06-2012 12:41 AM
Thanks Greg again,
If I were to go down this route it would be slightly more feasible and easy using different tabs for each user - this is the main reason for creating multiple layouts.
I also understand you can use the teams function to blank/grey out details from other team members. Is this the only viable way of hiding information that needs to be kept hidden? I also discovered something silly which is that when no matter what level of user who can enter a new contact has this option can select to make a contact private or public in turn disallowing even the administrator from seeing it - how do you get around this?
09-06-2012 06:36 AM
09-06-2012 09:03 AM
The remote (local) copies would be fully functional except for a limited number of administrative functions like adding new users. A mix of direct and synchronizing users would be fine.