781-728-9777 tony@365ActTips.com

When you are responsible for managing an act database it takes careful thought, planning and goal setting.

Depending on the size and scope of your act database this can be a very complex matter. When I say complex, I don’t mean complex from the point of view of doing chemistry or algebra. It is complex because it requires a little bit of time and thought. All of my experience has been that many of the businesses that use act usually don’t have all the time in the day to do this type of planning.

Frankly, you have to find the time. Why? Because it is worth it to you and your company or organization.

How To Set Contact Access Controls for Users in ACT! by Sage (Premium Answer ID 15228 | Updated 02/14/2015 07:18)

You would like to know how to set Contact access controls for your Users in your ACT! Premium database. Three levels of user access are available for contact records in a shared ACT! Premium database. Limited Access, Public and Private. When a contact record is assigned to a Team or User, it becomes a Limited Access contact. Public contacts are available to all database users while Private contacts are only available to the Record Manager of that contact.

Source: Act! Customer Support – Act! Knowledgebase


Originally posted 2015-10-27 15:06:41.