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How to View: Only the Contacts You Entered

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Bronze Super Contributor
Posts: 1,618
Country: USA
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How to View: Only the Contacts You Entered

We have a situation in which a new user is bringing their db to the company, but in the interim, we want them to only see their contacts and not the rest of the db.

 

Is there a way to do that with permissions or something else?

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor

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Accepted by topic author jnpurdy
‎04-19-2018 11:09 AM
Employee
Posts: 372
Country: USA

Re: How to View: Only the Contacts You Entered

2018-04-19_0902.png

 

Can also change in bulk with a list view

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Solution
Accepted by topic author jnpurdy
‎04-19-2018 11:09 AM
Employee
Posts: 372
Country: USA

Re: How to View: Only the Contacts You Entered

2018-04-19_0902.png

 

Can also change in bulk with a list view

Highlighted
Bronze Super Contributor
Posts: 1,618
Country: USA

Re: How to View: Only the Contacts You Entered

Many thanks, Carl. Never had a need for Teams before and this is a perfect solution.
John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor