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Show contacts by Record Manager on startup

Copper Contributor
Posts: 93
Country: Switzerland

Show contacts by Record Manager on startup

Is there a way to show, under the Contact tab, only the contacts for which the ACT user is a Record Manager?

This would be a nice feature especially if it were a default behaviour on startup

 

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Show contacts by Record Manager on startup

When you say "Under the contact tab", I am guessing you are looking at a group or company?

 

In either case, unless you are using ACT! Premium, and set up record level security such that a user only has access to their own records, it will always show all of the contacts in the list no matter who the record manager is - there is not inherent filtering happening to the list in the Contact tab...