05-23-2008 06:10 AM
I have a couple of questions about making Notes in ACT 9.0:
1. Is there any way to take away Notes and History editing?
2. When creating a new Note, I see that you can modify the time/date of the Note; is there any way to take away that feature?
I have uncecked the boxes for Allow Notes/History editing but the users are still able to reselect it, everyone is a Standard user, is there a more restrictive security role to prevent this? Also, I made a note on a brand new client and then another sales person came in and placed a new Note before mine; I noticed that the time/date of a Note can be set to whenever. Is there a way to take that feature away or at least be able to see when the Note was originally created?
Thank you all in advance for your help.
06-02-2008 09:53 AM
In ACT! 10.0 (and I assume in 9.0), you can display the Create Date - Options | Customise colums. This can't be edited.
You can also add Created By and Edited By...