Your My Record is used as the source of your information when addressing mail merges, and lets you schedule activities or tasks for yourself.
About users and teams
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If you are converting a database from an earlier version of ACT! and the database has more than one user, see About conversion first. |
When you first create a database, you are its only user, however, you can add users and assign them roles that specify the features they can access and the functions they can perform. You can also create teams of users to grant access to contacts.
Each user is assigned his or her own My Record, and he or she can set up preferences for how they use ACT! Premium for Web regardless of the role assigned to them.
How do I...?