05-28-2009 09:52 AM
We have six Act Premium 2008 users in my office on a shared database. We frequently schedule meetings in Act that include each other (users) as well as outside contacts (non-users). When the meeting is over, we use the Details tab to enter notes. The problem is that the only person who can enter or edit those notes (under the Details tab) is the person who originally set up the meeting. Other Act users that were invited to the meeting can see the notes but not edit them. Is there some way for us to set up these meetings so that all users (or at least all who were invited to the meeting) can edit the notes? We need to let multiple users provide input to these notes.
Two other observations: 1) If a user is not invited to a meeting, they can edit the notes under the Details tab for that meeting. It's only if they are invited that it's read-only. 2) If a user is invited to a meeting and accepts the invitation, they continue to see the Accept, Tentative, Decline buttons every time they reopen the meeting.
Any help would be greatly appreciated!
06-03-2009 06:49 AM
I'm not sure if this is expected behavior or not. I will submit this as an issue for further research and follow up once I get an answer on the expected behavior.
06-03-2009 07:18 AM
Thanks David. I would think that this would be a common problem, if other users use the Details tab to store notes from a call or meeting (and want to give multiple attendees read/write access). I look forward to your response - hopefully there is a workaround.