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Limit no. of records owned?

New Member
Posts: 1
Country: United_Kingdom

Limit no. of records owned?

[ Edited ]

Hi,

 

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.

 

Thanks.