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Show salesman only his accounts in database.

New Member
Posts: 2
Country: USA

Show salesman only his accounts in database.

How do I set it put in 2010 ACT for our outsides salesperson (standard user) to see only his or her assigned accounts. They are running it local on their laptop and sync to the server to update.

Little help please

Brad

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Show salesman only his accounts in database.

The board you posted to is for the Standard or Pro version of the ACT! program and there isn't a truely secure method to do what you want with the Standard or Pro version. The sync set can be used if true security isn't required, To really accomplish what you want requires the Premium version

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