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Make it so a group can only see certain contacts according to a field's data

Tuned Listener
Posts: 44
Country: Canada

Make it so a group can only see certain contacts according to a field's data

Hi guys, title pretty much says it all

 

We have 2 markets here at our company, and 2 groups of people working each market

 

To make the data easier to navigate (we have up to 10 000 contacts and companies) we want the people from Group 1, to see only contacts that have our Market field set to Market 1 for example

 

Can this be done? i'm not sure how

 

Thanks

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Make it so a group can only see certain contacts according to a field's data

Yes but it requires the Premium version, it's called contact access.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 44
Country: Canada

Re: Make it so a group can only see certain contacts according to a field's data

Hi Roy, I do have Premium version but the option is grayed out in the Contacts menu, what should I do ?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Make it so a group can only see certain contacts according to a field's data

I believe you have to be logged in as the administrator and all other users logged out.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129