In the beginning users were just happy to have software to organize their contacts. Next was the need to get data onto their smartphone, and needs have increased from there. With the popularity of ACT! in larger environments (50 or even 100 users), the need for security controls on the database have grown as well. Today’s post concludes a series of posts of new features introduced in Sage ACT! 2011. We’ll look at the new Admin tab within preferences and how each of the options function within the database, as well as a video preview of the security features in action.
Note: NOW LIVE! complete video review of Sage ACT! 2011 here, it covers all that’s new, includes a demo of the webaccess function in Sage ACT! 2011, as well as a bonus video for those starting their search for a contact management system entitled, 7 Elements of a Good Contact Manager. It’s here
Security Preferences: New Database Preferences
For administrators there is a new tab within preferences called “Admin” option in preferences which allows for control of various data entry areas in the database.
Restrict Emails from Being Attached to User Records
One of the challenges for larger environments in previous versions, is there was no control in recording histories sent from one ACT! user to other ACT! users (inter-office email) in the same database. This would create a potential security breach as one ACT! user could review correspondences between two other colleagues (VP and Manager discussing staff raises, benefit plans, etc.). With this feature enabled, this becomes a problem of the past.
Restrict Emails Attachments in the Database
As nice as it is to “attach” emails to the database the disk space requirements can grow considerably, especially if systems have this feature enabled by default. The idea here is this feature can be disabled on a database regardless of settings at an individual workstation. More control for the administrator.
Restrict File Attachment in the Database
The last aspect of control is file attachments. Example: When a user merges a template (like a Microsoft Word document), they have the option to save the document to the contact record. Sage has introduced the ability to restrict this functionality from within the Admin tab of ACT! 2011.
Here’s a video preview of the new ACT! security options:
Will this feature mean anything to you? Questions? Feedback? Chime in using the comment boxes below.