Top 20 Smartphones report with the various sync options with ACT!.

Top 20 Smartphones report from Mav 2010 provided by CompanionLink: http://www.companionlink.com/whitepapers/top-smartphones.pdf

CompanionLink Presentation: http://companionlink.wordpress.com/2009/10/12/mav-2010/

Is there a way to set security for tabs? That is, to allow or not allow certain users to see certain tabs?

ACT! Premium allows you to restrict specific fields to specific users.

How to Manage Field Level Security in ACT!

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=19185&site_ID=


ACT! does not allow you to restrict specific tabs in ACT! but you can work around this.

1. First, make a copy of the layout for one set of users and another for the other set of users. Remove the tabs accordingly from the desired layout.
   
2. Next, use your Windows file permissions to restrict accesses to specific users for each layout file. On the server, open the databasefiles\Layout folder and right click on each layout. Choose Properties > Security. Define which user has access to the selected layout file.

If you do this, you should also restrict field access since fields are accessible via the Contact List view otherwise.

More information to review: Security Levels in ACT!

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=15284&site_ID=

Relationships in ACT! by Sage - Linking Contact Records

Question submitted by client:

I have a questions about the database functions perhaps you could help me with?

My question is about how to link contacts. I want to link associated names like

Children of the contact

Parents of the contact

Attorney of the contact

referrals from the contact

Who referred the contact to us

Is there a way to quicklly link all of these names?

Perhaps in a list of associated contacts that can be linked to their contact page?

I have seen this in other CRM programs.

I tried using the secondary contacts, but it doesnt link it to the contact page, and if you promote the secondary contact to it's own contact, it is no longer easily linked to the original contact.

Can you help with this?

Our Answer:

New versions of ACT! include a Relationships feature allow you to link one record to another and set the relationship, ie. Attorney>Client or Referrer>Referred or Parent>Child.

To do this, you will need ACT! 2009 v11.1 or greater. You can add the Relationship tab by editing the layout.

Tools > Design Layout> Contact.

Edit > Tabs.

Add Relate Contacts to Right side and move up to desired postion.

Save the layout and close the Editor.

A new tab called Relationships will be added and from there you can assign relationships.