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Limited Access Manager Pro

Define the Access List for all the Contact, Company, or Group records in the current lookup.

In ACT! Premium, the access to individual Contacts, Companies, Groups, and Opportunities is controlled via an “Access List”, which names the users or teams (of u Limited Access Manager Pro

sers) who can see the Contact, Company, Group, or Opportunity record. The users included in the Access List can view and update information about that Contact, Company, Group, or Opportunity. However, ACT! Premium will only assign this Access List to a single company, group or opportunity at a time. If you want to assign an identical Access List to another company or group, you must again go through the process of selecting all the members of the Access List and assign it to the other company, group, or opportunity.

Limited Access Manager Pro® provides a way to select the users and teams that comprise an Access List, and then assign that Access List to all the contacts, companies, groups, or opportunities in the “current lookup” of that type, without repeating the process. Particularly valuable in earlier versions of ACT where you could assign Limited Access to only one record at a time.

$129.00/PC

Download Trial

Compatibility: ACT! 2005 - ACT! 2010 - (Limited Access for Opportunities is only available for 2010.)

Trial Mode:This product will be active for up to 30 days after installation and/or change information on a maximum of 5 records.

To register this product: (Click to view a video on how to Register)
Each time you open ACT, you'll see the initial registration screen. In order to try the product, you'll need to fill out the first four fields (with the bold labels) and then click Register Trial.

When you're ready to buy, give us a call at 713-661-5200.

If it is after hours or on the weekend, you can request the unlock code by email. Until you buy and register the product, each time you start ACT!, you'll get a registration dialog. Click the "I'd Like to Buy" button, then select and copy the Product ID. Send an e-mail to support@cornerstonesolutions.com. In the subject line you can put the name of the product you want to register and then paste in the Product ID number you copied. Your Registration Code will be emailed within 24 hours after payment clears.

When you receive the unlock code from us... start ACT again and then start the product and click Help, Register. Finish filling out the form. Enter the License Key you received in the email and click the Licence Retail button. That's it. You can start using the product in full mode with no time or usage restrictions.

By Function
Conversion
   Red Flags

Database Cleanup
   Copy System Field
   Delete Company Lookup
   Delete Group Lookup
   Edit Append Field
   Limited Access Manager
   Remove from Group

Database Field Triggers
   Account No Generator
   Age Today
   AutoFill Fields
   Batch Field Creator
   Copy Fields Contents
   Field Calculator
   Joint Salutation

Database Productivity
   Copy Opp to Lookup
   File Linker
   Layout Manager
   Lkup Contacts in Co
   Opportunities Abound
   Select a Quote

E-books
   ACT! Style Guide
   Importing Data
   Planning & Maint Guide

E-mail Marketing
   Swiftpage
   Drip Marketing Letters
   Creating Enticing E-mails

PDA/Blackberry
   CompanionLink
   Handheld Contact

Reporting
   Topline Dash

Training
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   ACT! Everyday
   Administering ACT!
   Customizing ACT!
   Trivia Game
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   Webinars-Upcoming

Web Hosting
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