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Responsibility/Ball In Court

New Member
Posts: 8
Country: USA

Responsibility/Ball In Court

Hello

 

I am trying to assign contacts within ACT! to different people within my company as their responsibility.  Does anyone know how to do this?

 

Thank you in advance.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Responsibility/Ball In Court

[ Edited ]

Hello fjd1121,

If you have the Premium version of ACT!, you can use Limited Access to assign contacts to users and teams. Please see KB Article 15228 for more information. If you do not want to limit access to the contacts, then simply use the Record Manager field (under the Contact Access tab by default) to assign the records.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Silver Contributor
Posts: 1,813
Country: USA

Re: Responsibility/Ball In Court

[ Edited ]

Greg's sugestion is a good one in that it will allow you to have contacts only assigned to a particulat person or team.  However, other users will be unable to see that contact.  If this is not what you are looking for, there are a couple of other choices.

 1) if you are going to just assign a contact to a single person, use the record manager field. (assuming each person is an act user)

2) or add a multi select drop down (similar to what you see with ID/Status.  This would involve 1) adding the field, Tools, Define Fields, 2) adding the dropdown, adn finally adding the field to the layout (tools, design Layouts)

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider