Creating a new sector and moving records into it is the ideal way to hide records
that are old
you only want certain people to see
you don't want to appear in searches
or cannot be deleted due to links in the database.
The first step is to create a new sector:
Log in to Access Recruitment CRM as someone with Administrator capabilities
Click Options then click Manager
Click General and then click Sector Maintenance
Click ✚ New
In the Sector Name box, enter a name such as 'Archive', 'Old' or 'Hidden' etc.
Click Save
The next step is providing access to the sector:
Log in to Access Recruitment CRM as someone with Administrator capabilities
Click Options then click Accounts
Click Users
Find and select the User you want to have access to the sector
On the Details Tab, hover over the sectors list and click the pencil icon to edit
Tick the box next to your newly created sector
Click the tick mark to save the changes
This user will now have access rights to put records into that sector - to change the sector of a record:
Open the record you want to move into this sector
Under Sector add a tick next to your newly created sector
Remove the ticks from all other sectors
Click Save
To see this record, users will have to be granted access to the sector by an administrator and sign into that sector.
To sign in/out of a sector you have access rights to:
Click User and then click Profile
Click the Sectors Tab
To sign into a sector add a tick next to the sector, to sign out remove the tick
Click Save