Community
Showing results for 
Search instead for 
Do you mean 
Reply

Layout Design without giving access to confidential information.

New Member
Posts: 5
Country: USA

Layout Design without giving access to confidential information.

Hi,

We are trying to ask an ACT! consultant to do the screen modifcation design for the contact and opportunity layout;

however our manager doesn't want to give out the access for our confidential sales information. I understand that in order to do the design, it require an administrator account. However, it's psossible to finish the design task without giving out  the access?

Silver Contributor
Posts: 1,813
Country: USA

Re: Layout Design without giving access to confidential information.

Once the fields are added to the database, it is possible to make and empty copy of the database and let your favorite ACT consultant work on it off site. Then the layout only can be sent back to you.

Keep in mind that all ACT consultants do is work with sensitive sales information. helping keep you sucessful and keeping your sensitive private is what keeps us in business.
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Layout Design without giving access to confidential information.

The easy way is to create an empty copy of the database for the consultant and fill in a few dummy records to work with. the the consultant can do the layout design on his system and then copy the layout to your working database when it's completed. I've done this may times.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129