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Limited Access Report

CS
Copper Contributor
Posts: 9
Country: United States

Limited Access Report

We are using ACT2009 Premium..is there a report that we can run on a look-up of Companies or Contacts that would show which users have access to the Companies or Contacts..I can look at each one individually but it is time consuming..
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Limited Access Report

Yes and no. You can add a field called Access Level to a report and it will show the status of the record, Public, Private or Limited but not the users. On the other hand, you can do an advanced lookup for Contact by Access that should do what you want.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
CS
Copper Contributor
Posts: 9
Country: United States

Re: Limited Access Report

Unfortunately, the Contact by Access report shows me all of the contacts that a single user has access to..what is need to do is look at multiple contacts in a report that shows who has access to them, to ensure they have been set up correctly..I need to do this on a weekly basis for all new contacts or companies entered during the week..

Thank you for your quick response..

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Limited Access Report

I can't come up with any way to do that and it seems like it would be a desirable feature. Do make a suggestion on Share Your Ideas.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129