11-02-2016 10:45 AM - edited 11-03-2016 02:15 AM
I have Sage ACT 2012 V14. Premium for Web installed for 20 users.
There are 27000 contacts and approx 11000 Companies.
There was a requirement to create Team and assign records to specific Teams.
I have already done with assigning Contacts to the specific Teams by doing lookup by State and changed the Access Level and selected Limited access to Teams.
But i have a very big challenge to assign 11000 companies to 4 different Teams which i found is not possible.
I tried to do lookup and tried to change the access level but unfortunate i was not able to do so.
Client wants to Change Status from Public to Limited for 11,000 Companies to set up Teams.
Whats the easiest way? I can't seem to do this in Companies List.
Do anyone came across to similar issue?
If anyone of you have some solution would be highly appreciated.
11-04-2016 10:18 AM
It is going to need an add-on to do this in bulk. Might be worth the money.