Does anyone know how to setup Act 6.0 users where they can only see certain Contacts? I'm trying to setup a multi-user database for a small investigations company and they only want their investigators to see the files that they are working on. Any help would be greatly appreciated.
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This is gonna sound stupid I know but...........
- Thread starter Muddpuppy
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paulcedarhill
Technical User
Collection groups are the way to go. If the investigators have associates team membrs that should also be able to view their cases then set one of the custom fields to assign investigator and use it to index your groups. otherwise you can use the record owner name.
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