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by Bronze Super Contributor pauluptime
on ‎03-19-2013 02:15 PM

Jeff - This is a critical requirement.  Thank you for requesting it.

 

After all - how is a Salesperson supposed to know he's just entered a new contact that's already another Salesperson's B account if he can't see  that other Salesperson's account.  How many commissioned/active salespeople in an organization are comfortable with other salespeople able to see all their sales opportunities etc?

 

We have in the past implemented an addon from Exponenciel that effectively hid all contact details save for Company, Contact, City and Assigned SalesRep if Assigned Sales Rep does not equal User Logged In.  This addon however worked only up to ACT! 2009 so our client still has not yet upgraded!

 

BTW in the above example, we had to implement another that disabled edit in the contact list view, so users could not see and make changes to other reps contacts there either.  At least in the contact list view, users could not see another rep's opportunities.

by
on ‎03-20-2013 05:07 AM

Re: Suggestion: the lookup should return a message saying the Contact may already exist, and who has access to the record

 

Maybe a comment to contact the admin or manager ... some sites might not want the details of "who has access" to be displayed.

 

There are also issues to consider with sync and records added via SDK

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://about.me/GLComputing
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

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LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups/ACT-Fanatics-49896

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