Record Sharing - Introduction

SmartOffice supports the sharing of contact, business and household records between users in different offices belonging to the same organization.

Record sharing is commonly used in organizations that have advisors who are specialists/experts in specific products. For example, when a primary advisor on a pending case needs to sell a product that is part of a specialist's product line, the primary advisor shares the appropriate contact record with the specialist. This sharing enables the specialist to see the contact record and any pending cases linked to that contact.

Note: Record sharing does not apply to the sharing of records within a single office. Sharing of contacts within an office is handled though SmartOffice's office security_-_introduction.htm) settings.

In addition to pending cases, a specialist can see any policies, investments and opportunities linked to a shared contact.

Note: Record sharing cannot be used in conjunction with Enterprise View. In addition, a user cannot use record sharing and also be a Super User_-_super_users.htm). SmartOffice disables these features for any user who is granted record sharing user rights.

Select a topic below for more information:

• Setup
• How to Share Records