09-24-2009 01:41 AM
Hi - I have setup several users to syncronize with a master database which is kept on our main server at head office. The problem is when the users sync they recieve everyones accounts. How can I configure this so that they only recieve accounts in their name (under Record Manager)
09-25-2009 06:03 AM
Assuming ACT! 6.0?
Do you mean the users' own My Records? If so, as Roy said, you can't exclude them.
Or, do you mean other contacts? Then you can select groups to sync to users. You need to define the groups for each user by Record Manager. Make sure you read the knowledge base articles on Shread Folder or Email sync, But start with this ACT! Knowledge Base article -
09-28-2009 08:39 AM