05-31-2013 04:12 AM - edited 05-31-2013 04:17 AM
We don't use the default Record Manager field because a normal user does not have the privileges to change it so we have set up another "record manager" drop down menu as an alternative. Is there a way of limiting the amount of records a person can have (eg. no more than 50) based on this new record manager drop down? Is there an addon for such task?
Lastly is there a way to automate reports. For example I want to do a particular lookup and then output this either into a csv or pdf via email?
This is for ACT Premium 2010.