05-02-2012 10:56 AM
I am using Act! 2011 Premium and am just now getting ready to move my staff over from 6.0.
I have 5 sales and 4 support staff that will be using the program. 3 sales staff will primarily use thier desktops and 2 will primarily use laptops.
Our customers/prospects (Companies) usually have multiple people within the the company that they communicate with (Contacts).
I want to be able to "assign" the Comany and related contacts to an individual salesperson and prevent the other sales staff from seeing the information and I would assume be able to make sure that the laptop users can take a copy of my entire database (25 years worth of relationships).
I believe I have to set the access to "Limited" do this. Am I correct? Then can I assign "Teams" that can view the Company/Contact?
Is this done through "Assigning" the Companies/Contacts or by changing the "Record Manager" for the Companies/Contacts?
Thanks in advance for your assistance!
05-03-2012 07:27 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.