how do i ensure correct segmentation of sales area information

  • Thread starter Thread starter pauld
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pauld

Hello to all - I'm new to this so please bear with me ! I am currently using
Sage accounts and ACT contact management. I am looking at integrating these
into office accounting and outlook BCM. thde question really is how can i
ensure that only the data for each of my 3 sales engineers areas appears
only on his smartphone and not on the others ? Also how can i limit the data
they have access to ? thanks in advance for the assistance.
 
Hello to all - I'm new to this so please bear with me ! I am currently using
Sage accounts and ACT contact management. I am looking at integrating these
into office accounting and outlook BCM. thde question really is how can i
ensure that only  the data for each of my 3 sales engineers areas appears
only on his smartphone and not on the others ? Also how can i limit the data
they have access to ? thanks in advance for the assistance.
Click to expand...

There's no way to limit the data each user has access to. All users of
a shared database have access to all the data. For roles and
permissions you'll need a more powerful system like MSCRM.
 
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