When you go with ACT!, you are choosing a product that is so customizable that the same shared contact database the office manager uses is the same shared contact database the salespeople, managers, and other crucial team members can use. One of the best ways ACT! makes this possible, is through its contact access controls. An administrator can essentially set it up so each user is seeing only the contacts they need to see and can only edit contacts they should be able to edit. And these settings are not only available for contacts, you can limit access to companies, groups and opportunities as well!
It is easy for the administrator of the database to define what contacts are visible to which users. Each contact can be set as either:
Public—Visible to everyone in the database
Private—Visible to the record manager of a contact, or
Limited access*—Visible only to the users who are designated on the access list for that record.
ACT!’s default settings make it so all contacts are public contacts, but an administrator can make adjustments to contact records and the default settings in order to make sure the contacts in the database are being categorized properly.
What benefits does this simple setting provide? Users can share a single database in the same office, but have access to very different lists of people. At the same time, sales people who are out and about will have access to only their prospects or clients, and can access them on remote databases via their laptops when they’re on the go.
Or, if you have team members who need to be able to access ACT! on their mobile devices, we now have three options available to make that possible. If you are interested in learning more we will be offering a webinar in which we will go over the different ACT! mobile options:
Date: Friday, June 1, 2012
Time: 3:00pm - 3:45pm Central
Cost: $25 per person
(free for Comprehensive and Classic support plan members)
Kristi will discuss and compare three ACT! mobile solutions - Sage ACT! Premium Mobile, Sage ACT! Connect and Handheld Contact - helping you to decide which mobile program is right for you. Sign up now!
Do you have questions about editing contact access settings or setting up ACT! on your mobile device? Call us at 847-520-0860, or send inquiries to firstname.lastname@example.org
*Limited access available in Sage ACT! Premium versions only