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LOCK NOTES FIELD?

New Member
Posts: 1
Country: United States

LOCK NOTES FIELD?

We need to enter the notes in the notes field and then lock it.  Can this be done?  We have sales people entering notes in the notes field.  We want them to be able to do that.  But once they enter information in the field we would like for them to be able to enter more notes, but not edit any notes that have already been saved.  We know that they are editing notes that had been previously entered because we can see the "edit date" but we would like to have the notes field.

 

 

Copper Contributor
Posts: 91
Country: USA

Re: LOCK NOTES FIELD?

Hi - Theres no way to lock a note up. You could chage their user role which wouldn't allow them to change anything, but doing so will also restrict them from from performing other tasks in the database such as adding or editing contact info or notes.
Copper Super Contributor
Posts: 59
Country: USA

Re: LOCK NOTES FIELD?

Hi,

 

You might be able to accomplish this by using a plugin. However, it's still not fail proof as they can just delete the plugin.

 

ACT has a preference under Tools>Preferences>General Preferences called "Allow notes editing". You can change this programmatically by using:

ActAppl.UIOptionsManager.SetUserPreference("GENERAL/EDITNOTE", "FALSE", False)

 

So if you can find an event that gets fired after the preferences window has been closed and issue the statement above, you might be able to lock the notes for editing.

 

This is just an idea, not sure if it works or not for your scenario. 

Hugo Vale
Datastream Custom Solutions
http://www.datastreamcs.com