I have a user X who belongs to a A TEAM X (with more users). If user X create a new contact, this new contact will be public or whatever the options I defined in the "preferences/record creation options". The problem here is that options are open to be changed for any user and I want to block it only for an Admin role user like the edit notes and history or scan duplicates, etc. if so, only admin user can setup for each user how the new contacts will be created (limit access / select to a team X).
When the user X create a new contact (opportunity also) the new record will directly be saved where it belong link to the record manager.
Hello Mauricio, Currently, this is not an available function, but I agree that Record Creation options should probably be an Admin/Manager function. Please post any feature requests regarding this functionality on the Ideas board in this forum so our product managers can review it.
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
