Understanding the Subscription List

ACT! Premium Web 2005 Server

Understanding the Subscription List

  • Depending on how the Administrator user defines the Sync Set, remote users may receive only a portion of the contact records they are allowed to access. Using the Subscription List, a Standard user and above on a remote database can add more contact records to the Sync Set.

  • The contacts added to the Subscription List will always synchronize unless removed from the Subscription List or the records are deleted.

  • The Subscription List is fixed, or static. To ensure that a contact record remains in the remote database and always synchronizes, it is a good idea to add it using the Subscription List, even though the record is included in the Sync Set. Then, if the Administrator removes the record from the Sync Set, or if the contact no longer fits the Sync Set query definition, it will not be removed from the remote database.

The following scenario and diagram describe how Sync Sets and the Subscription List work.

Your main database contains 1,000 contact records. You are a remote user. Your role permission gives you access to only 500 of the 1000 contact records in the main database. Because you work mostly with contacts in New York, the Administrator user creates a Sync Set called "New York," which includes only contact records with a New York state address. Only 100 contacts reside in New York, so you will receive a remote database with only those 100 contact records.

However, you also work with two contacts in Connecticut and two contacts in Pennsylvania. You can use the Subscription List to add those records to your "New York" Sync Set (as long as you have permission to access those records). When you add them to your Sync Set, you will have 104 contact records in your database.