03-31-2013 10:26 PM
How we can set up a new user in act sage with limited access.
Just say we can set up a new user with having access to records with state=Canada or so and he can be able to see or edit records where state=Canada.
04-01-2013 02:23 PM - edited 04-01-2013 02:24 PM
You can do a lookup of the contacts you don't want him to have access to, then setup limited access for that contacts and do not include him in the access list. Another option is to create a remote database for him, with the sync set criteria only allowing him to get the contacts you want him to access. The drawback would be that he would not get updates real-time, only when he syncs, but it would be much easier to manage on an ongoing basis than limited access
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.