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ACT! Connect Existing Users

This tool connects ACT! users with existing Swiftpage UserIDs.

Swiftpage UserIDs can be linked with ACT! users at the database level. This allows you to connect as many of the ACT! users in your ACT! database to as many Swiftpage UserIDs as you would like. Having multiple Swiftpage UserIDs on one ACT! database gives access to Swiftpage Team features (specifically the ability to use “Send As” and the ability to assign Call Lists).

For each ACT! user connected to a Swiftpage UserID, Swiftpage writes a simple history entry into the user’s My Record. Connecting and disconnecting users adds or removes this history record, so to set up these connections, you must have the proper ACT! permissions.

Understanding the ACT! And Swiftpage users screen

 

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