Here is our issue
We have several remote saleman. We have set up the sync set to only display their specific customers which works fine. However, the entire database of companies and opportunities shows up on every salesmans laptop. We would only like each salesman to see their accounts. I have been told to update the limited access for each company, we have 13,000 companies which would be a huge undertaking. Then what happens when we add a salesperson, do we need to update again? I would think that in the sync set window we would have an option to develop a sync set for contact, companies, and opportunities. Currently only contacts are listed.
Does anyone have a work around for this? Is there a way to update limited access via mass?
For clarity I think we should rename the "Companies" area to something else. "Organizations" perhaps?
This would help to distinguish between these records and the Company field in Contact view.
If someone asked you to lookup a company would they be expecting you to look in the Contact records or a Company records?
Wouldn't it be a good idea if we could have the Department field in Companies or have I overlooked it. As all my contacts have Company name and then Departments I would like the same in Companies so Act! Could link them easily.
also is Act 2010 a good investment if I have version 11. 2009 already?