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Hiding Records by Record manager

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New Member
Posts: 3
Country: United States
Accepted Solution

Hiding Records by Record manager

Is there any way to select a Record Manager and then hide all of the contacts assigned to them?

 

We have a former employee that dumped about 60K contacts into our database, but we do not need them... we would like to hide them if possible.

 

Thanks!

 

Jenn


Accepted Solutions
Solution
Accepted by topic author discoverer
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Hiding Records by Record manager

If you perform a lookup and select all this will perform the action on all the records you've selected. 

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Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Hiding Records by Record manager

Lookup the records and from the list view select all. Right click on any record and go to Edit Contact Access. Make records private. Private records cannot be viewed by any other user, even administrators. If you have Act Premium you can also use limited access to make them visible to only administrators and certain users. 
New Member
Posts: 3
Country: United States

Re: Hiding Records by Record manager

is there any way to do all of them at once or does it have to be done one record at a time?

 

Thanks!

Solution
Accepted by topic author discoverer
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Hiding Records by Record manager

If you perform a lookup and select all this will perform the action on all the records you've selected. 
New Member
Posts: 3
Country: United States

Re: Hiding Records by Record manager

you are a life saver!!! THANKS!!!!

 

Jenn

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Hiding Records by Record manager

If you really don't want them, why let them fill up the database and slow it down?

 

Better to look them up, export them to an archive database (in case you find you do want to find one), then delete them from the main database.

 

See this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1401...