allows you to define sets of rules, so that as contacts,
companies or groups are created/updated, limited access
is automatically set. You can select any combination of
users and teams, users only or teams only.
images to enlarge)
The below image shows an overall view of the rules
you have definied for the current database.
The next image below shows one of the defined rules.
In this case, City is Equal To "Portland" and
to a specific user and the Oregon team.
When new rules are defined, you should then use the "Run
Run Now will scan the entire database, or a lookup and set
access if needed.
The Professional version allows Territory Realignment, as
In addition, the Professional version allows for command
Pricing: Standard $30.00
Pricing: Professional $99.00 USD