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Limit Companies on Remote Sync

New Member
Posts: 16
Country: USA

Limit Companies on Remote Sync

I have setup a sync to limit the remote users to only see Contacts that are in their territory, but they still see ALL of the Companies and Opportunities.  How do I limit the Company/Opportunity lists to only the Companies that match the Contact territory?

 

Tony

 

Nickel Super Contributor
Posts: 939
Country: USA

Re: Limit Companies on Remote Sync

You would need to mark the companies and opportunities as Limited Access.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Silver Contributor
Posts: 1,813
Country: USA

Re: Limit Companies on Remote Sync

Under tools, preferences, startup, you can define the default limited access options for each of your users, then when companies are created they are assigned the appropriate access.

this can be set for companies, groups, contacts and opportunities.

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

New Member
Posts: 16
Country: USA

Re: Limit Companies on Remote Sync

Thanks for the help!