Assigning user access to a contact record

When creating a new contact record or working with an existing contact record, you can assign user access to the record. By default, ACT! Premium for Web Server assigns a setting of Public for all new contact records. For more information on preferences settings, see Setting options for contact, group, and opportunity records.

To assign user access to a contact record

1. Open the Contact Detail window.

2. Click the Contact Info tab.

3. In the Contact Access area, select one of the options:

4. Public - All users have access to the contact record.

5. Private - Only the user that created the record has access; other users cannot access the record.

6. Limited Access  - Select a user or team to access the record.