06-07-2011 07:19 AM
Environment: Windows Server 2003, ACT! 2010 Premium for Web - latest patch state.
Request: Sales personnel are given a territory by Postcode(s). Records can be entered by any administrator. Show only the records for given Postcode(s) to a nominated Sales person.
Need to restrict the number of records available to a user with a dynamic membership.
Grateful for options.
06-07-2011 08:12 AM
06-07-2011 08:14 AM
Assuming that you're using ACT! premium, you can do that using limited access. Check Help ore the knowledge base.
06-07-2011 08:19 AM
06-07-2011 08:55 AM
Thanks Mike. Yes, I was thinking it would have to be either a dynamic membership Group - for which your link would be ideal (but they'll have to remember to run it!) or a dynamic membership sync_set.
I most like the sync_set but the remote database won't be remote - it'll reside on the same server, so I don't think it will sync.
For the sake of $99 the link you kindly provided certainly makes the Group option viable.
06-07-2011 08:56 AM
I wasn't looking at the original question as doing it dynamic, only limiting the access.
06-07-2011 09:09 AM
06-07-2011 09:29 AM