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Making a customer private

New Member
Posts: 6
Country: USA

Making a customer private

Here is a good question,

 

How do you make a contcat that was created by one of my ex reps... private?

 

I tried and just cant figure it out, I dont want the new rep being able to see certain customers that are now mine (I am the administrator).

 

Regards

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Making a customer private

If you're using ACT! premium, you can use the contact access. Or you can change the record manager to yourself and then make the record private.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 6
Country: USA

Re: Making a customer private

Thnaks, I have tried that, it seems that because I seems that even though I am the administrator it wont let me make them private because I was not the one that created it???

New Member
Posts: 6
Country: USA

Re: Making a customer private

Ok I'm an idiot, your solution worked thanks!