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by Silver Elite Contributor
on ‎05-11-2015 07:53 AM

Excellent idea. Be good for Company records as well.

by Silver Elite Contributor
on ‎06-05-2015 04:19 AM

There are many, many organisations that would befefit from this functionality.

 

Typically, sales people with geographic territories need to be set up so they can see and edit their own contacts but also need to be able to see what their colleagues are doing with common customers in regional offices. They then need to be restricted from editing the records outside their area.

by Nickel Super Contributor mikematt80
on ‎07-21-2015 05:36 PM

I have been asking for this feature for a decade.  To take it to the next step...If not Record Manager, then only see specified fields (like Company, Contact, and Address

by Silver Elite Contributor
on ‎07-22-2015 12:20 AM

Did a 15 user install yesterday, and that's exactly what they need, the ability to see what's going on with subsidiary companies in other territories, but without the ability to edit those records.

by Bronze Super Contributor pauluptime
on ‎09-23-2015 10:25 AM

In the past and for Act! 2009 we provided an addon from Exponenciel that apparently stopped working after Act! 2009 that displayed in read-only mode the company, contact, address fields of any record unless if the salesrep field name was blank (ie. was unassigned) or matched the user/my record.  

 

This is critical functionality preventing Act! from being used with many mid-large scale implementations until it is made available.

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