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Obtain access to Private Contacts

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Astute Commentator
Posts: 30
Country: USA
Accepted Solution

Obtain access to Private Contacts

AS an Administrator how do gain access to records where the acess was set as private by the record crerator. ? We use premium 2011


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Solution
Accepted by topic author rizzo66
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 173
Country: Australia

Re: Obtain access to Private Contacts

Reset the users password and log in as them.
Travis Rosevear ACC for
Act Today Australia and New Zealand

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Copper Contributor
Posts: 27
Country: Colombia

Re: Obtain access to Private Contacts

UPS... Good question... Administrative policy announcements to your users not to create private contacts...Smiley Very Happy

Astute Commentator
Posts: 30
Country: USA

Re: Obtain access to Private Contacts

Thanks for the reply and in a perfect world that is correct, but we have heard from some of our sales staf that some of the database has been compromised and leads loaded by a certtain user have been changed to private access

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Obtain access to Private Contacts

Hello rizzo66,
That is unfortunate. The only way you can access those contacts in ACT! is to log in to the database as the user with the private contacts.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Bronze Contributor
Posts: 1,276
Country: USA

Re: Obtain access to Private Contacts

Actually you might be able to contact Sage support and have them help.  Internally, using SQL management studio and either the Windows administrator logon or the SA password for the ACT database it's possible to find records that have been flagged as Private.  That field can be changed from Private to Public.  This is pretty technical stuff which is why I'm suggesting either call

Tech Support or an ACT certified Consultant.  The act.com site can help you get to either support or find a consultant.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

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Solution
Accepted by topic author rizzo66
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 173
Country: Australia

Re: Obtain access to Private Contacts

Reset the users password and log in as them.
Travis Rosevear ACC for
Act Today Australia and New Zealand
Copper Super Contributor
Posts: 104
Country: United States

Re: Obtain access to Private Contacts

And FYI remember if you are not the record manager for a contact and you make the contact private you won't be able to see the contact you just made private.  The private contact will only be seen by the record manager.

Leslie Munson
ACT! Certified Consultant
Swiftpage Gold Drip Marketing Certified Consultant
Patricia Egen Consulting,LLC
Leslie@egenconsulting.com
www.egenconsulting.com
423-875-2652