Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2005 and later
You can filter the records that are displayed by the user who created the record in the Task List, History List (Act! v16 and later), Activities Tabs, Opportunities Tabs, History Tabs, and Notes Tabs in Act!. For more information, see below:
- At the top of the view you wish to filter, click Select Users
- Unless you wish to show records for All users, click Selected users
- Under Selected users, single-click a user to select them or single-click a highlighted user to deselect a user
- Click OK