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Is it not possible to edit the Access List for Multiple Contacts using ACT! Cloud (aka SaaS)?

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Nickel Contributor
Posts: 160
Country: USA

Is it not possible to edit the Access List for Multiple Contacts using ACT! Cloud (aka SaaS)?

Per this KB the customer must use the offline client:  https://help.act.com/hc/en-us/articles/360024239074-How-do-I-set-Contact-Access-controls-for-users-i...

 

And now with no synchronization this is a big deal!!!!  When will this feature be added to the Cloud (aka SaaS) interface?

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
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Silver Contributor
Posts: 2,062
Country: United_Kingdom

Re: Is it not possible to edit the Access List for Multiple Contacts using ACT! Cloud (aka SaaS)?

This is a pain and the only way I could get round this for a client is to set up a single remote user that syncs for the administration of ACT.

 

Field level security is another problem for cloud users as it cannot be changed and of course the remote option does not get over this one.

 

 

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Nickel Contributor
Posts: 160
Country: USA

Re: Is it not possible to edit the Access List for Multiple Contacts using ACT! Cloud (aka SaaS)?

I thought the ACT! Cloud feature set was made comparable to the ACT! Windows feature set before ACT! began forcing everyone to the Cloud.  Apparently  this is one feature that was missed.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399