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Group Membership Criteria to include current user only?

New Member
Posts: 2
Country: United States

Group Membership Criteria to include current user only?

We would like to create groups that would limit the contacts to the Record Manager = Current User. RIght now I have to create a different group for each user. If there was a macro variable or operator that uses current user then one group could be used by different users.
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Group Membership Criteria to include current user only?

Unfortunately there is not a way with current functionality to do that.  If the reason you are trying to set this up is so that the users only can view a certain set of contacts, you may want to consider using the Limited Access option for the contacts instead. Please see the following Knowledgebase article for instructions on setting this up:

 

How To Set Access Controls for Users in ACT! by Sage Premium

Greig Hollister

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

New Member
Posts: 2
Country: United States

Re: Group Membership Criteria to include current user only?

My reason is very simple. If you have 5 people accessing the data and you would rather have manage 1 versus 5 for each query.