03-19-2013 08:01 AM
I am looking for a way to limit the access to contacts based on the user login name. Example - our database has 8000 contacts, but when salesman "A" logs into ACT, I want him to only see the contacts that he is the Recond Manager for (which might be 400 contacts), not all 8000 contacts. I have tryed using the access levels, but that only seams ot limit the users who can make changes to those contacts. Any ideas?
03-19-2013 08:50 AM
03-19-2013 09:52 AM
Yes, I have ACT Premium - I should expanded on my question.
Can you tell me how to set the Limited Access for a complete "Lookup" rather than one at a time?
We have lot's of records to change
03-20-2013 02:58 PM
I am assuming you have set up a team in ACT or if not the sales person is a standard user and you are an administrator.
Create a look up and the Tag all.
Go to Contacts at the very top of the screen and select Edit Contact Access
Now choose Create New Access List
If you want to run this without teams and the Users is a Standard User and Record Manager of all the records and you are an Administrator -
Remove all names from the list and just leave the USER (Record Manager's) name in the list.
If you have set up teams -
As above but this time add in the Team you have created for this user.
Now run. (Note that anyone who needs to see these records will also have to be in the Team. Administrators see all records.)
03-21-2013 05:58 AM
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