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ACT version 2009 and the Contact Access Tab

New Member
Posts: 1
Country: USA

ACT version 2009 and the Contact Access Tab

I'm trying to assign different contacts in the database to specific individuals to better run reports, etc. The Help feature keeps talking about using the contact access tab to change the record manager, but nowhere can I find the contact access tab to add it to the contact detail view. Does anyone know who to do this? Sue

Silver Contributor
Posts: 1,813
Country: USA

Re: ACT version 2009 and the Contact Access Tab

Try switching to a different layout and see if it's there. If it's not on your layout, you can add it by going to tools, Edit layout, Contact Layout.

Once you're in the layout editor, go to edit, Tabs and if it is not added to your layout, it will be on the left hand side. Click the right arrow to add it.

 

FYI, most security features in ACT are available only in the premium version of ACT, so if you only have Standard, you won't be able to configure this as you describe in your post.

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