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Sync Set Question

New Member
Posts: 7
Country: USA

Sync Set Question

We recently purchased the premium product. We have setup a SQL2008 database (it's currently empty) and installed ACT! We are in the planning stages now.

 

I am considering using sync sets to limit the records that my remote sales reps can see. What would happen if, for instance, I had a remote user that only  had access to records with a State set to "NY" but that remote user created a new contact that had a State of CA?  Would the contact disappear?

 

Also, if I change the layout of contacts, add fields, add groups, etc from the main office, will my remote users get those changes when they sync?

 

Thank you

Mark

Bronze Contributor
Posts: 955
Country: Australia

Re: Sync Set Question

If a user creates a record they stay with their synch set regardless of the rules.

 

If you update fields, layouts on the main system they are synchronised out to remote users

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
New Member
Posts: 7
Country: USA

Re: Sync Set Question

Thank you! That was a big help!