Creating Groups for Sage Act Connect

[#1]

I just recently started using Sage Act Connect. I have over 1500 contacts, and it would be helpful if I could group them like I can on the Desktop. There are a few users in our office, and because of privacy issues, it would be logical to be able to only have access to my contacts. Has this issue been brought up before?

[#2]

Hello Beth,

To try and clarify your suggestion - are you referring to something different than the option to create a 'Sync Set'? 

You can define which contacts will sync through Sage ACT! Connect by:

Note: The following steps will replace all data on the portal and/or device with the newly defined contacts.  If you have entered any changes directly on the portal or device, perform a synchronization to update the database before performing these steps.

- Right click on Sage ACT! Connect icon in system tray

- Select 'Manage Users/Preferences...'

- Double click on user name

- Click 'Contacts'

- Under 'Contact Options', enable 'Advanced'

- Click 'Change Sync Set' to set up criteria for contacts you wish to sync, define criteria

- Click OK

- Click OK

- Sync